ITM Power will supply its PEM electrolysers to Rheinmetall’s Giga PtX project, which envisages several hundred decentralised production sites across Europe. Each plant would house up to 50 MW of electrolysis capacity and is expected to produce roughly 5,000–7,000 tonnes of e‑fuel a year per facility, the partners say.
The tie-up pairs Rheinmetall’s Power‑to‑X systems integration and defence know‑how with ITM’s vertically integrated electrolyser manufacturing and engineering. The stated aim is to create a Europe‑wide, resilient fuel network for NATO forces to strengthen sovereign fuel capability and operational readiness; the collaboration will initially focus on the UK. No financial terms, equity split or binding JV structure were disclosed.
ITM frames the programme as a repeatable deployment market for large‑scale electrolysers that addresses use cases where electrification is impractical. "Our collaboration with Rheinmetall aligns the energy transition with national security priorities. Reliable access to fuel is fundamental to defence capability, and decentralised production offers a structurally more resilient alternative to traditional supply chains," said Dennis Schulz, CEO of ITM Power.