Market Assessment for Clean Hydrogen

Segment and analyse the opportunities & risks within emerging hydrogen economies

Targeting the best opportunities for hydrogen growth

The ‘hydrogen economy’ was first described fifty years ago, but failed to develop. Now hydrogen is making a comeback, with unprecedented momentum from both policymakers and industry amid a background of energy decarbonisation. Nevertheless, given its failure in the past, current investors and business developers in the sector are strongly advised to ensure they understand the complexities and competitive environments of the hydrogen landscape. This new course combines an excellent overview of the different elements of the clean hydrogen sector with a series of critical thinking and analysis exercises which provide clear guidance on market assessment requirements, including key opportunity and risk influences.

Course Summary & Key Features

After providing an excellent and comprehensive introduction to the key building blocks of the clean hydrogen supply chain, from production to delivery, the course moves on to a critical assessment of the market environment(s) in which hydrogen hopes to compete. This will include discussions around competing technologies and the strengths and weaknesses of hydrogen in the context of a variety of market opportunities. Finally, our assessment will focus in more detail on the requirements for hydrogen growth in key applications within the energy and industrial sectors.

Top Learning Outcomes

  • Receive a comprehensive, hype-free briefing on hydrogen market developments from an independent voice
  • Identify the key requirements for an effective market assessment process
  • Participate in interactive discussions and exercises, including ‘SWOT’ analyses, stakeholder and risk mapping and more
  • Leave with a clear picture of hydrogen market segmentation and the contrasting business opportunities and risks in each
  • More efficiently sift and select attractive routes to market
  • Identify and converse more effectively with future project partners, suppliers or investors
  • More critically analyse and assess project business models and proposals
  • Better quantify and mitigate key investment and project performance risks

Who Should Attend?

This course provides essential information and tools for any stakeholders seeking to cut through the hype and get to the reality of the clean hydrogen sector, including:

  • Natural gas producers
  • Industrial hydrogen users
  • Electrolysis technology developers
  • Fuel cell developers
  • Gas distribution network owners
  • Industrial gas providers
  • Policymakers
  • Renewable power developers
  • Low-carbon heat developers
  • Transport OEMs
  • Investors (funds and project finance providers)

Course Takeaways

  • Presentation slides (pdf provided)
  • Certificate of attendance (pdf provided – hard copy at cost, on request)
  • Further reading (numerous reports, whitepapers and other materials)
Agenda details

A full 3-day agenda is outlined below; contact to discuss abridged options.

Day 1: Assessing the hydrogen supply chain building blocks

Hydrogen production : ‘Blue’ hydrogen (via fossil carbon sources)

  • Challenges facing carbon capture and storage (CCS)
  • Carbon utilisation examples (CCUS)
  • The status of blue hydrogen, including examples of current projects and future proposals

Hydrogen Production: ‘Green’ hydrogen (via electrolysis)

  • Electrolysers: a technology review
  • Assumptions and risks around clean electricity sources and prices
  • Upscaling green hydrogen: examples of current projects and future proposals

Other & emerging routes to clean hydrogen

  • From biomass or biofuels
  • Solar hydrogen
  • A critical assessment of clean hydrogen production and growth pathways

Hydrogen distribution

  • Current methods: pipelines, compression and liquification
  • Blending with natural gas: current projects and conclusions
  • Strategies to overcome hydrogen distribution as a critical market barrier to growth

Hydrogen carriers

  • Ammonia
  • Other and emerging options
  • Assessing the role of hydrogen carriers as hydrogen markets develop

Day 2: Assessing the market environment

Hydrogen today and tomorrow

  • Market segmentation, market entry strategies and channels to market
  • Key policy drivers, including motivations and targets
  • Key industry drivers, including innovation and stranded asset protection

Value and supply chains

  • The essential elements of a hydrogen economy, including stakeholder mapping
  • Sector coupling, including the pros and cons of integrated approaches
  • Reviewing the players: new entrants, competitors and partnerships

Influences on market growth

  • Analysing the competitive landscape, including buyers, suppliers and market power
  • Policy: current and future
  • Cost reduction, supply-chain economics and routes to competitiveness

Outside the bubble: assessing risks to the hydrogen economy

  • Risk identification and mapping
  • Game-changers and deal-breakers
  • The importance of scale (and how best to get there)

Day 3: Assessing sector-specific opportunities

Hydrogen in industry

  • Current and emerging applications: a market opportunity assessment
  • Examples of activity in key sectors, including steelmaking and refining
  • The role of added-value streams, including heat and oxygen

Hydrogen in transport

  • Fuel cells and the battle with batteries
  • The importance of transport market segmentation and identifying comparative advantage
  • SWOT analyses of hydrogen in different transport segments

Hydrogen in heat and power

  • The pros and cons of hydrogen as a route to the decarbonisation of heat (including key competing pathways)
  • Fuel cells in distributed CHP (combined heat and power): current examples and requirements for growth
  • Hydrogen turbines: why and when?

Closing discussion

  • Clean hydrogen: a market segmentation, opportunity and risk assessment summary
Availability & inquiries

Training for your company:

  • The course can be delivered at your company premises or preferred venue, for small groups
  • Pricing is on a transparent day-rate basis, according to location (inquire below)
  • The agenda above is the recommended “off-the-shelf” agenda, but limited customisation is possible (inquire below)

Training for individuals:

  • Grey Cells Energy does not organise open/public courses itself, but instead partners with 3rd-party specialist event organisers. Contact or inquire below for the latest calendar dates.
  • If you are interested in remote one-to-one learning, inquire below.

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