A familiar joke has been that hydrogen is the energy platform of the
future — and always will be. But academic research shows that the time
for (green) hydrogen has finally come and that hydrogen is set to be the
game changer in the 21st century for the global energy markets. This
growth is driven by decarbonization of energy-use, ammonia production
and rising demand of fuel cell electric vehicles.
The number of countries with a hydrogen strategy doubled last year to 26,
and expected plans from the U.S., Brazil, India and China could reshape
the global hydrogen market.
As the sector is still experimental and far from commercially viable, the
hydrogen market is where the renewables were 10-15 years ago.
However, it is not bold to predict that the hydrogen market is set to
undergo rapid change and expansion.
The wholesale markets for low carbon and carbon free hydrogen are still
young and under development and will become a global market just like
the one for LNG. The future development of a liquid and connected
hydrogen market will strongly rely on the development of a demand
structure and the associated required network investments. Another
challenge will be to find a way to standardize hydrogen products in order
to concentrate liquidity and, on the other hand, to create effective
premium markets to incentivize environmentally friendly hydrogen
It may go without saying that the development of a market for green
hydrogen would accelerate with the broad adoption of carbon pricing.
Hydrogen economics and long-term revenue contracts will be key for early
low-carbon hydrogen projects to obtain financing. Developers and their
potential customers are beginning to consider appropriate terms and risk
allocation for offtake contracts.
In this highly interactive webinar Kasper Walet will explain how all this woulf finally lead to a mature hydrogen market developed on the back of bankable hydrogen projects that will be built over the next decade.
Professionals in a business, control or support function in the commodity and energy markets.
History, current & future status
Colours of Low Carbon Hydrogen
Current and Future (Green) Hydrogen Market
Hydrogen Purchase Agreements
Kasper Walet, former trader, since 1997 consultant and trainer specialised in energy and commodity markets.