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This report provides a guide to Supertrends in Green Hydrogen, an exciting new business with the potential to transform the energy sector and related industries. Inside, you will find a comprehensive study of the Green H2 market and the associated value chain, as well as detailed information on its applications and the processes involved. The report offers a clear analysis of the benefits and drawbacks of the technology, followed by a discussion of its future prospects and disruptive potential.
A timeline of hydrogen production and use until the present day
A map of the entire value chain for Green H2 production and use, and detailed descriptions of key companies
Consumer landscape and applications of Green H2, including for feedstock, fuel, and energy storage
Technologies and processes for making, storing, and using hydrogen, with breakdown of electrolyzer types
How to optimize emissions and hedge against fluctuations in energy markets with Green H2
When will Green H2 be competitive? Potential cost trajectory for production, storage, and distribution, and related infrastructure
Outlook and disruptive potential of Green H2 in the energy market and associated industry sectors
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Supertrends co-founder Lars Tvede introduces the topic and business of green hydrogen. He discusses the prospects for a “Big Bang” in this sector and lists some key elements that will be needed for hydrogen to break through and become competitive.
This section serves as a navigational aid for the reader. It provides a guide through this report, offering a short outline of each chapter and its highlights.
This chapter examines the history of hydrogen production and use over the past two centuries. It examines changes in perception and perspectives in hydrogen production and use and serves as an introduction to hydrogen as a fuel source. It examines the various uses of hydrogen in different sectors and describes the status quo today, including international efforts to mitigate climate change and policy measures to foster a global hydrogen economy and decarbonize the energy system.
This chapter lays out the value chain involved in the production and use of green hydrogen, including both peripheral and key elements. It examines the modalities, challenges, and potentials of each element of that value chain and introduces a number of companies active in each. For key market players, we provide detailed descriptions including geographic specificity, the technologies or services offered, and investors.
Hydrogen has a broad range of applications in industry, transport, buildings, and the energy sector. This chapter introduces the various sources, users, and uses of hydrogen, examining its use as fuel and in chemical and industrial processes. It provides a detailed discussion of hydrogen’s impact on the energy industry, its potential for decarbonization, and the economic factors determining its cost-effectiveness.
This chapter introduces the various processes involved in the production, storage, distribution, and use of hydrogen, including detailed descriptions of the different types of electrolyzers, their advantages, and the drawbacks of each. It concludes with an overview of factors affecting market maturity, up-scaling, and mass commercialization.
This chapter discusses how widespread uptake of green hydrogen can help with mitigating climate change and protect the environment, as well as its potential role as a catalyst for economic growth and job creation. Energy- and emissions-intensive industries can use green hydrogen to optimize their choices within the framework of emissions trading schemes or to hedge against fluctuations in the energy markets.
The potential drawbacks of green hydrogen are related to its physical properties, which require special attention when retrofitting old hardware or building new assets for conveying and storing this gas, which is considerably lighter than natural gas. These considerations lead us to a discussion of the possible cost trajectory and associated storage and distribution infrastructure, and expectations as to when green hydrogen will become competitive. That will be determined by multiple factors, including competition between electromobility and fuel-cell vehicles and customer perceptions.
How will green hydrogen technology disrupt and transform existing energy systems and the business models shaping the business today? While the decarbonization of heavy industries will not happen overnight, the effects of large-scale hydrogen integration would be felt throughout the energy industry as well as in other sectors, both upstream and downstream. Regulatory action will largely be informed by national, regional, and global policy goals.