Investing in the Hydrogen Economy. Part I: Supply Chain

From the production of green hydrogen to expanding application and use cases in material handling, transportation, industry and off-grid power generation, the Hydrogen economy is at tipping point. Large-scale Green hydrogen production facilities are becoming reality and ramped up R&D investments in electrolyzers and fuel cells are leading to increased efficiency and lower unit costs. Governments have stepped in from Asia (Japan, Korea, China) to Europe (European Commission, Germany, France), North America (US Federal Government, California) and the Middle East (Saudi Arabia), with aggressive support policies, fiscal incentives and subsidies. This has lifted the prospect for emerging “Hydrogen pure players” as well as for incumbent large industrial and manufacturing players that have scaled their projects.

Date: Tuesday, November 17, 2021 @ 3.30 pm CET

Duration: 2 hours

Topics covered

  • Hydrogen production
    • Green hydrogen vs. Blue hydrogen
      • Potential and limitation of Carbon Capture & Storage (CCS) technologies for Blue H2
      • Cost and availability of Green Electricity for Green H2  
    • Electrolyzers market:
      • Competing technologies: PEM vs. Alkaline
      • Giga-factories: the tipping point? 
  • Hydrogen supply chain
    • Hydrogen transport: pipelines vs. maritime transport
    • Hydrogen storage and distribution: 
      • Industrial / captive H2 storage infrastructures
      • Reuse of existing natural gas networks

Participants will receive the Executive Summary of our upcoming Premium Research Report (“The Hydrogen economy: challenges and investment opportunities) and will enjoy a 30% discount over the full price of the report.