Hydrogen Valleys are an important step towards locally integrated hydrogen ecosystems. Not only can they provide sustainable energy, they are also major drivers of industrial development and job creation.
Clean Hydrogen Radar
This page was originally published on 08.11.2022. We updated the radar and related texts and graphics on 15.12.2022.
Making sense of the momentum in the global hydrogen economy
Climate change and serious geopolitical concerns have made the need to wean advanced economies off fossil fuels abundantly clear. In the process, both private-sector interests and public policymakers are increasingly discovering the potential of hydrogen to advance the transition to a climate-friendly economy. However, staying on top of such a fast-moving market is no easy task.
"In the new H2 economy, first movers will set the market standards and develop profitable positions along the value chain."
Roland Berger has advised clients for over a decade on countless projects surrounding clean hydrogen. Our expertise ranges from crafting political concepts for governments and industry associations to developing strategies for all relevant sectors of industry.
The Clean Hydrogen Radar places our in-depth understanding of this dynamic market at your disposal in a clear and concise form. Distilled into sharply focused analyses, the insights we are gaining will keep decision-makers in industry and government up to speed on the latest developments as the hydrogen economy continues to accelerate.
What is the Clean Hydrogen Radar?
Roland Berger believes it is important for market players and market makers to grasp the strategic implications and direction of the hydrogen economy. The radar therefore takes a deep dive into the latest technological and commercial developments as well as relevant regulatory trends. Drawing on our international networks of experts, we cover developments in global key markets, breaking our analysis down into different segments:
- Hydrogen strategies and national targets
Government strategies and ambitions towards hydrogen adoption - Regulatory developments
Regulatory developments influencing the adoption of hydrogen and derivatives - Upstream market
Developments surrounding the production and supply of hydrogen and its derivatives - Midstream market
Developments in the transportation and storage of hydrogen - Downstream market
News on hydrogen demand and the many use cases along three sectors: Industry (e.g., steel, refining, chemicals), Mobility (e.g., fuel cell trucks, sustainable aviation fuels), Energy (e.g., hydrogen fueled heat and power plants)
In the quarterly radar, our experts analyze these developments, interpreting current events and bringing the bigger market picture clearly into focus. Obviously, a brief high-level summary alone cannot share the full wealth of Roland Berger’s market intelligence in this fascinating field. However, the Clean Hydrogen Radar will lay a firm foundation for strategic discussion with clients, government policymakers and the public at large – a discussion we expressly welcome!
Clean Hydrogen Radar
Highlights from the Q4 2022 update
- EU releases a major hydrogen funding program - "Hy2Use" - with a volume of EUR 5.2 billion
- Canada introduces an investment tax credits (ITC) and funding package to boost clean tech and hydrogen investments
- US unveils a draft national clean hydrogen strategy focusing on high-impact uses and cost reduction, incl. a production goal of 10 million tons of clean hydrogen per year by 2030
- Singapore launches a national hydrogen strategy to support their commitment towards net zero emissions by 2050
- Several new large electrolyzer project announcements: currently announced projects total c. 460 GW of green hydrogen production capacity by 2030, whereas the Roland Berger assessment (considering project failure rates) expects more like c. 119 GW capacity by 2030
"Clean hydrogen is coming. It is an essential ingredient in the decarbonization agenda."
What does the future hold for the hydrogen economy?
Recent market developments and world events make it clear: Industry leaders and public policymakers need to keep a very close eye on how the clean hydrogen economy unfolds going forward. So stay tuned for our next update to the Clean Hydrogen Radar. But don’t just leave it at that: Reach out and engage with us in discussing what these developments mean for your strategy and your organization.
We look forward to hearing from you!
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