The session charts Canada’s comparative advantage in developing a secure supply chain of critical metals which are utilized in electrolyzer technologies. The presentation will introduce the attendees to the critical metals utilized in electrolyzer technology and their composition by value. It will map the current supply chain of the critical metals highlighting the bottleneck risks in both mining and refining. The presentation will then provide a gap analysis on Canada’s current capability in the supply chain against the immense opportunity the country possesses to tap into the market through its resources, future development of metal refining, and regulatory frameworks to accelerate development. The regulatory environment will broadly compare the critical mineral strategies announced by USA, EU and Australia with that announced by Canada. The attendees will be made aware of the price volatility of these metals and their impact on electrolyzer cost for both OEMs and Customers. The topic takes center stage as the world progresses on expanding the green energy infrastructure across Solar / Wind / Hydrogen / EV technologies. The supply bottlenecks of metals comes into picture with multiple regions such as the USA, EU and Australia releasing critical metal strategies to de-risk future supply chains to ensure secured supply for future green energy technology growth. The impact of these critical metals is across key green technologies however this presentation will keep the focus on electrolyzer technology which is rapidly gaining Gigawatt scale commercialization globally.
