Focus: Market Research and Insights about Hydrogen
CEO: Johann Wiebe

A lot of information has been circulating on the hydrogen industry over the past couple of years. The sector is expected to grow exponentially over the next decade and beyond. Developments in society are going to be abundant. It is likely going to be a dance, with the public sector creating initiatives for the private sector to pick up on. To provide insight into these developments we have launched a new product called the Hydrogen Global Governance Platform. This platform aims to bridge the information gap between global governance and the optimistic outlook of the hydrogen industry.

In terms of ideology, we strongly believe in the power of policies and the considerable impact national and governmental institutions can have on the development of the industry; hence why we deemed it important to build this overview.

While the bulk of the funding effort will come from the private sector, changes made by governments (regardless of their size) can influence investors’ behaviour and activities.

There are several ways this can happen, with policies and programmes linked to public priorities encouraging private-sector activities in prioritised fields. New regulations and standards will define preferred areas of activity and promote better industry metrics, while tax incentives and subsidies will unlock private capital and decouple the value of public funds.

Our recent webinar on this topic focussed on the COP27 meeting, addressing various governments that announced updates in their hydrogen agendas. Hydrogen took centre stage at COP27 in Egypt last month, and it is becoming increasingly clear that countries around the world are looking to hydrogen to play a key role in the transition to clean energy. The head of Hydrogen Europe predicts that the 2020s will be the decade of hydrogen.

Governments seem to finally be ready to send a strong signal of intent to the private sector. We take this opportunity to highlight some of the key happenings of the summit, which will all be available on the platform too.

COP27 saw £65.5 million going towards a Clean Energy Innovation Facility to focus, among other things, on accelerating innovative clean energy technologies for clean hydrogen.

Another major happening was the breakthrough agenda initiated by the UK COP presidency in partnership with Race to Zero and the UN Climate Change High Level Champions.

Countries representing more than 50% of global GDP set out sector-specific priority actions to decarbonise power, transport and steel, scale up low-emissions hydrogen production and accelerate the shift to sustainable agriculture by COP28. The UK, the US and the EU have agreed to co-lead this Hydrogen Breakthrough.

In terms of ideology, we strongly believe in the power of policies and the considerable impact national and governmental institutions can have on the development of the industry; hence why we deemed it important to build this overview.

While the bulk of the funding effort will come from the private sector, changes made by governments (regardless of their size) can influence investors’ behaviour and activities.

There are several ways this can happen, with policies and programmes linked to public priorities encouraging private-sector activities in prioritised fields. New regulations and standards will define preferred areas of activity and promote better industry metrics, while tax incentives and subsidies will unlock private capital and decouple the value of public funds.

Our recent webinar on this topic focussed on the COP27 meeting, addressing various governments that announced updates in their hydrogen agendas. Hydrogen took centre stage at COP27 in Egypt last month, and it is becoming increasingly clear that countries around the world are looking to hydrogen to play a key role in the transition to clean energy. The head of Hydrogen Europe predicts that the 2020s will be the decade of hydrogen.

Governments seem to finally be ready to send a strong signal of intent to the private sector. We take this opportunity to highlight some of the key happenings of the summit, which will all be available on the platform too.

COP27 saw £65.5 million going towards a Clean Energy Innovation Facility to focus, among other things, on accelerating innovative clean energy technologies for clean hydrogen.

Another major happening was the breakthrough agenda initiated by the UK COP presidency in partnership with Race to Zero and the UN Climate Change High Level Champions.

Countries representing more than 50% of global GDP set out sector-specific priority actions to decarbonise power, transport and steel, scale up low-emissions hydrogen production and accelerate the shift to sustainable agriculture by COP28. The UK, the US and the EU have agreed to co-lead this Hydrogen Breakthrough.

Our methodology involved a bottom-up approach. We started by researching countries individually. For each, we cover eight key themes organised across a defined timeline. The categories we explore are funding commitments, electrolyser capacity rollout, policy and regulation, target sectors, infrastructure, contribution to the economy, international collaborations and trade, and research and development initiatives.

Subsequently, we aggregated critical points from our country profiles to create regional overviews. And we integrated them with more qualitative information about the regional framework to paint an image of each region’s setting and potential.

Finally, we put the regional profiles together to build a global landscape. In the global landscape, we cover the eight categories from the country profiles on the global scale. We also offer
additional analysis on more specific topics with a particular focus on areas with a governmental reach, such as mobility and its related infrastructure, cost evolution, countries’ aspirations
versus concrete commitments and so on.

These themes are drawn out and explored from different angles on the platform. And the categories are organised around two main pillars, a defined timeline and tangible targets-essential tools to display an indicative planning horizon.

The platform currently contains over 50 country profiles and growing encompassing all countries that have addressed hydrogen nationally in any of its applications. In addition, we will provide subscribers a monthly update on the main developments in this space, summarised in a PDF that can be accessed on the platform as well.