Kawasaki launches construction of a 50-tonne-per-day green hydrogen liquefaction plant
A new hydrogen liquefaction facility will add supply capacity for liquid hydrogen and related industrial hydrogen logistics.
Source →The trace
How it reaches your house.
Starting from Air Liquide S.A., we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Linde Engineering (Linde plc) →Stands to benefitCryogenic cold boxes and heat exchangers
Kawasaki's new 50 t/day hydrogen liquefaction plant uses a hydrogen liquefier/cold box as core equipment, which should increase demand for cryogenic cold boxes and heat exchangers.
64% confidenceHydrogen (refinery-grade) →supply upHome heating oil is highly dependent on hydrogen as a refining input, so added liquefaction/logistics capacity should modestly ease that input bottleneck.
45% confidenceAir Liquide S.A. →supply upHop 2
Cryogenic cold boxes and heat exchangers →Stands to benefitChart is the largest listed supplier on this edge, so incremental hydrogen-liquefaction equipment demand is most likely to benefit it.
70% confidenceCryogenic cold boxes and heat exchangers →Stands to benefitLinde Engineering (Linde plc)LIN
A new hydrogen liquefaction plant increases demand for cryogenic cold boxes and heat exchangers, benefiting one of the listed suppliers of that input.
67% confidenceCryogenic cold boxes and heat exchangers →Stands to benefitHop 3
Chart Industries, Inc. →Prices riseCryogenic cold boxes and heat exchangers
A new hydrogen liquefaction project should increase demand for cryogenic cold boxes and heat exchangers, and Chart's 35% share plus 18-month replacement lead time imply upward price/backlog pressure on this line.
73% confidenceAir Products →Prices riseCryogenic cold boxes and heat exchangers
Hydrogen liquefaction projects directly require specialized cryogenic cold boxes and heat exchangers, so Kawasaki's new plant should add some demand pressure on this constrained equipment market and raise Air Products' input costs.
47% confidence