China may dominate H2 as well, but mining and refining mining materials is difficult/expensive. H2 does require membrane manufacturing (which US pioneered), but platinum group metals make the best catalysts. Innovation in other materials/approaches are progressed, but then these innovations delay electrolysis deployments as they don’t yet have the same capacity levels.
Several layers of losses and very complicated infrastructure needs compared to electricity. Also, H2 will be needed for industrial uses that need burning flame levels of temperatures and it’s enough trouble to meet that demand.