Thyssenkrupp Nucera Flexibility Amid US Green Hydrogen Policy Uncertainty
Key Ideas
  • Thyssenkrupp Nucera is prepared to shift resources if US policies under President-elect Donald Trump impact the green hydrogen sector negatively.
  • The company's shares rose by 14.3% after presenting better-than-expected annual results, with a smaller operating loss and strong sales growth forecasted for 2025.
  • CEO Werner Ponikwar highlighted the company's global reach and asset-light business model, emphasizing the need for clarity on green hydrogen legislation incentives in the US and Europe.
  • Thyssenkrupp Nucera remains confident in long-term prospects in the hydrogen market, despite concerns over customer demand and the need for legislative clarity.
Thyssenkrupp Nucera, a German company specializing in electrolysers for low-carbon hydrogen production, is prepared to adapt swiftly to any potential negative impacts on the green hydrogen sector in the US due to incoming policies under President-elect Donald Trump. The company's shares surged by 14.3% following an announcement of a smaller-than-expected operating loss for 2023/2024 and a promising sales growth forecast of up to 10% by 2025. CEO Werner Ponikwar underlined the importance of being prepared for uncertainty, emphasizing the company's global presence and flexible business model, which outsources its electrolyser production. Ponikwar also stressed the need for prompt legislative clarity on green hydrogen incentives in the US and Europe to prevent further delays in the sector. Despite concerns about weakening customer demand, Thyssenkrupp Nucera remains optimistic about its long-term prospects, citing the anticipated growth in the hydrogen market and its strong market position. The company reported an operating loss of 14 million euros for 2023/2024, surpassing its initial expectations, with a 30% rise in sales reaching 862 million euros. Thyssenkrupp Nucera, majority-owned by Thyssenkrupp, foresees sales between 850 million and 950 million euros for 2025, showcasing confidence in its future performance and adaptability in the evolving hydrogen market.
ADVANCEH2

Our vision is to be the world's leading online platform for advancing the use of hydrogen as a critical piece needed to deliver net-zero initiatives and the promise of a clean H2 energy future.

© 2025 AdvanceH2, LLC. All rights reserved.