Low Carbon and Carbon Free Hydrogen (1-day workshop)

On the way to to a mature hydrogen market

Friday 11 November 2022, 10:00-16:00 (CET)

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
production.

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.

Target Groups:

Professionals in a business, control or support function in the commodity and energy markets.

Learning Objectives:

  • Learn about the hydrogen building blocks
  • Understanding current wholesale hydrogen market status and its
  • outlook
  • Major drivers and inhibitors influencing the growth of the market
  • Learning about the drivers of the hydrogen economics
  • The importance of hydrogen offtake contracts and the lessons to be learned from the LNG industry
  • Target Groups:
    Professionals in a business, control or support function in the commodity and energy markets.

Including:

  • Study materials (handout)
  • Lunch

Programme

History, current & future status

  • Is hydrogen a hype?
  • Benefits & deployement hydrogen
  • Role Energy Transition & Carbon Pricing
  • Regional Demand Centers
  • Global Supply Centers

Colours of Low Carbon Hydrogen

  • Grey Hydrogen
  • Blue Hydrogen
    • Carbon Capture Usage and Storage (CCUS)
  • Green Hydrogen
    • Costs eletrolyses
    • The elphant in the room- renewable volumes
  • Going from grey to green

Current and Future (Green) Hydrogen Market

  • Deployment and investment
  • Hydrogen supply
  • Hydrogen distribution and global supply chain
  • End applications
  • Challenges
  • Implementation: bringing it all together

Hydrogen Certification

  • Government-imposed standard
  • Third-party certifications
  • International coordination
  • Comparison to green LNG

Hydrogen Purchase Agreements

  • Standardization
  • Term, Financing & Bankability
  • Tolling vs. Sale and Purchase
    • Tolling Model
    • SPA Model
  • Factors choice Tolling vs. SPA

Hydrogen Trading

  • The business reasons of a hub
  • Current initiatives & Possible Locations
  • Key Characteristics of a successful Hydrogen Hub
  • The Way Forward


About the Lecturer

Kasper Walet, former trader, since 1997 consultant and trainer specialised in energy and commodity markets.



Register for Low Carbon and Carbon Free Hydrogen (1-day workshop)



 

Our Labels

Entrima and Market Abuse Centre (MAC) are the two labels we operate to provide learning services for professionals in the commodity & energy markets.
 
 


Content & Context

Entrima’s mission is to transfer knowledge regarding the business, controls & operations of parties in (or relating to) the wholesale markets.

www.entrima.org


Conduct & Culture

MAC’s mission is to facilitate the prevention & detection of misconduct and to foster proper behaviour in organisations. This is achieved via training, periodic updates and increased awareness.

www.marketabusecentre.com