Verdagy opens Silicon Valley electrolyzer factory

Verdagy has opened the first electrolyzer manufacturing facility in the United States supported by the U.S. Department of Energy (DOE). Located in Newark, California, the new Silicon Valley factory spans over 100,000 square feet and has the capacity to produce several gigawatts of electrolyzers.
The factory, first announced in 2023, was awarded a $39.6-million grant from the DOE in March 2024 to accelerate high-volume production of Verdagy’s advanced alkaline eDynamic® electrolyzers. Full-scale production is slated to begin in the first quarter of 2025.

Peter Cousins, COO of Verdagy, commented: “With deep experience in both utility-scale solar and automotive battery manufacturing, we knew the importance of designing and solving for scale from the very beginning. This motivated us to look end-to-end as we approached green hydrogen electrolyzer manufacturing.

“Verdagy partnered with ATI to optimize everything, with innovations from molten metal through coils to completed electrolyzer cells. Our new multi-gigawatt factory in California is intentionally simple, precisely what is needed to solve for the scale and fossil parity costs required to decarbonize hard-to-abate industries.”

Verdagy’s manufacturing process will begin with ATI’s metal coils and produce finished electrolyzer cells by vertically integrating subassemblies with minimal manual handling and processing. This streamlined approach, coined ‘Coils-to-Cells,’ was developed in partnership with ATI.

“ATI’s partnership with Verdagy is an ideal opportunity for our high-performing, high-quality materials in the specialty energy market,” said Tom DeLuca, President, ATI Specialty Rolled Products.

The ‘Coils-to-Cells’ manufacturing system aligns with the DOE’s goal of supporting domestic electrolyzer manufacturing through a domestic supply of metals, thereby fostering a ripple effect on domestic production.

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