In recent years, narratives about China tend to focus on various rivalries with Western countries. What's less talked about is how crucial China is to fighting climate change. If it wasn't for Chinese manufacturing bringing down the cost of solar panels, current global efforts would be dead in the water. No other country has the manufacturing capacity to do what they have done.
It's important to ask if they could do the same for hydrogen electrolyzers. If they could, it would mean green hydrogen (produced from renewables and water) is price-competitive with natural gas. Where natural gas is used, it's easy to use hydrogen instead. Over 20% of primary global energy comes from natural gas (almost as much as coal, and oil).