Precision nickel as the platinum substitute for grid-scale electrolyser build-out.
RuO₂-coated GTX NiMesh delivers 94.3% Faradaic efficiency under 1,000-hour durability testing at the Indian Institute of Science Bangalore — catalyst performance within the platinum envelope, at a fraction of the critical-metal cost. The commercial lever for Europe’s 100 GW hydrogen build-out.
USD 12.6 B TAM 2030. The largest vertical — and the most gated by material economics.
The European hydrogen build-out calls for approximately 100 GW of installed electrolyser capacity by 2030. At 2026 platinum benchmark pricing, catalyst cost alone consumes a disproportionate share of the CAPEX envelope of an alkaline or PEM electrolyser stack. GTX RuO₂-coated NiMesh is structured to relieve that bottleneck with no performance concession.
Who actually writes the purchase order.
Electrolyser stack integrator
Alkaline and PEM electrolyser OEM stack-engineering and BoM teams specifying catalyst substrate.
Utility-scale project developer
IPP and utility teams developing 50 – 500 MW hydrogen-electrolyser projects under EU auction frameworks.
Chemical-industry H₂ consumer
Ammonia, methanol, refining and steel-decarbonisation consumers directly procuring hydrogen-production capacity.
Platinum substitution without performance compromise.
At 200 mA/cm² under alkaline electrolysis, the RuO₂-coated GTX NiMesh benchmarked at 94.3% Faradaic efficiency — inside the performance envelope normally delivered by platinum-coated substrates. Sustained across a 1,000-hour durability window under the IISc Bangalore protocol.
The financial implication for a 100 MW electrolyser deployment: catalyst-cost saving exceeds USD 2 million per stack under 2026 platinum benchmark pricing, before accounting for platinum-supply security risk. Across the European 100 GW pipeline, that is a multi-billion-dollar line-item.
| Faradaic efficiency | 94.3% · HER · 200 mA/cm² |
|---|---|
| Durability | 1,000 hrs validated · 3,000 hrs ongoing |
| Base mesh | NP1 · 100 – 200 mesh |
| Coating | RuO₂ (customer- or GTX-applied) |
| Electrolyte | Alkaline KOH · PEM variants available |
| Operating temperature | 20°C – 85°C (alkaline) |
| Regulatory alignment | Critical Raw Materials Act (EU 2023/1757) |
- Electrolyser Mesh · RuO₂-ready — Primary SKU.
- Custom Fabrication — Stack-geometry integrated assemblies.
- Precision Nickel Mesh — Customer coating chain.
- RuO₂ NiMesh electrolyser case study — 94.3% Faradaic · 1,000-hour durability.
Citations and validation.
- IISc Bangalore · Electrolyser-substrate Faradaic efficiency validation dossier.
- Aranca · Green Hydrogen Market Report · 2026 – 2030 TAM forecast.
- European Commission · Critical Raw Materials Act (2023/1757).
- European Commission · EU Hydrogen Strategy · 100 GW electrolyser deployment trajectory.
- ISO 22734 · Hydrogen generators using water electrolysis — Industrial applications.