December 2025

HYPRAEL analysis: does Berkeley’s AEM breakthrough threaten or validate alkaline electrolysis (AEL) leadership?

Experts at HYPRAEL evaluate the impact of UC Berkeley’s new AEM electrolyzer design on durability and cost. Discover why AEL technology remains the most viable and scalable choice for industrial green hydrogen production.

The global clean energy community is buzzing about the recent announcement from UC Berkeley regarding a significant milestone in Anion Exchange Membrane (AEM) electrolyzer technology. The research claims to have mitigated the crucial issue of polymer degradation, potentially lowering manufacturing costs dramatically. This development, while impressive, requires careful strategic context. As specialists in Alkaline Electrolysis (AEL), HYPRAEL recognizes the importance of the research, yet we must underscore the proven maturity of AEL. This article details the key differences, the strategic market response, and why AEL continues to hold the industrial advantage in longevity, tested efficiency, and current scale. Read on for our detailed technological comparison.

AEM’s theoretical cost vs. AEL’s industrial reality

While the cost reduction potential of AEM is appealing, the technology must now transition from lab success to multi-megawatt industrial reliability—a threshold AEL has surpassed for decades. AEL, by utilizing robust and inexpensive liquid electrolytes, avoids the high material costs associated with some membrane systems, making its operational expenditure (OPEX) highly competitive over the long term. This operational stability, essential for continuous industrial output, is the critical advantage AEM must still prove.

Why longevity and efficiency drive HYPRAEL’s AEL strategy

The key metric for industrial-scale deployment is the total cost of ownership (TCO). The long lifespan and established recycling processes of AEL components contribute significantly to its lower TCO. HYPRAEL remains focused on refining AEL’s efficiency curve and further reducing its capital expenditure (CAPEX) to maintain our edge. The Berkeley study, by tackling durability, highlights the fundamental engineering trade-offs inherent in all electrolysis methods.

The hydrogen future: a strong market built on strong competition

HYPRAEL views the progress in AEM as beneficial for the entire green hydrogen sector. Increased competition fosters innovation and validates the global commitment to electrifying fuel production. Our message is clear: the technology is mature, the investment is urgent, and Alkaline Electrolysis (AEL) is the reliable choice for today’s large-scale projects.

Contact HYPRAEL today to discuss how AEL can power your next industrial descarbonization project.