Argus Low Carbon Hydrogen Strategy Report
Argus Low Carbon Hydrogen Strategy Report
Hydrogen has significant potential in multiple and varied end-use sectors, such as power generation, transport, steel, marine and aviation. Each of these are decarbonizing at different rates across the world. Some, such as steel, marine and aviation, are also hard-to-abate and these sectors are where hydrogen could play a key role.
Understanding hydrogen’s drivers, evolution pathways and interactions across these (potentially competing) segments is key to maximizing the economic opportunity and meeting net-zero goals.
The Argus Low Carbon Hydrogen Strategy Report is a detailed 500 slide PowerPoint PDF report plus accompanying Excel data file.
Key features
Fundamentals to 2050
Country-by-country demand and supply forecast for key hydrogen markets to 2050.
Demand sectors coverage
Insight into end-use sectors including refining, fertilisers, power generation, gas blending, road transport, steel, maritime and aviation.
Green and blue projects
Hydrogen project pipeline by country, including developers, production capacity, timelines, renewable energy generation, electrolyser details, and offtake agreements.
Country-by-country
Detailed analysis of the hydrogen strategy in Japan, South Korea, Australia, India, China, Oman, Saudi Arabia and United Arab Emirates.
Breakeven price analysis
Hydrogen technologies versus sector incumbents and other alternative fuels.
Downloadable datasets
Excel data files with key data for demand and breakeven prices by sector.
Regional and global coverage
This report covers Asia-Pacific and the Middle East. Future reports will cover Europe and Africa, and the Americas.
Access to specialists
Speak to the experts behind Argus’ long-term market analysis.
Customers that benefit
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Green energy project developers
Understand where the best locations are to develop green energy projects, given factors such as a country’s decarbonization policies and targets, access to subsidies, offtake potential, etc.
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Oil and gas
Understand whether existing fossil-based production portfolios should be adapted to incorporate low carbon hydrogen and how this can be achieved.
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Hydrogen producers
Understand what sectors will demand hydrogen, in what quantities, in what form and when.
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Hydrogen technology companies
Inform strategic decisions around manufacturing capacity required, when to build, what to build, and where to locate production facilities.
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EPC (Engineering, Procurement and Construction) service providers
Understand which sectors are likely to adopt hydrogen and when, to more efficiently deploy resources to develop the most profitable opportunities.
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Commodity traders, storage owners and distributors
Understand the evolution of hydrogen and hydrogen derivative trade routes and volumes to formulate trading strategies, plan required infrastructure build and establish partnerships.
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Financial investors
Gain a comprehensive understanding of the factors likely to support or impede hydrogen-related opportunities to inform investment decisions that are aligned with their strategic goals.
Hard-to-abate' sectors
Steel production - Understand which countries have steel decarbonisation strategies, the companies exploring green steel initiatives, the technological readiness and status of projects, and economic competitiveness of green steel production.
Marine fuel supply chain - Understand the potential for various low carbon bunker fuels (hydrogen, ammonia, methanol, and biofuels) considering International Maritime Organisation (IMO) targets becoming increasingly more stringent.
Aviation supply chain - Understand the demand drivers (i.e. policy, feedstock) for sustainable aviation fuels (SAF), market potential and which geographies are likely to be demand centres.
New demand sectors
Power generation and utilities - Understand the potential and pace at which hydrogen can be used to reduce emissions in power generating assets – either as ammonia co-fired in coal-based power plants or as hydrogen blended with natural gas in gas-based power plants.
Transport - Understand hydrogen’s potential penetration across various vehicle segments (heavy goods vehicles, buses, taxis, and passenger cars) versus competing (battery and fossil-fuel) alternatives, in the context of available policy and subsidy support.
Residential heating - Understand a country’s initiatives for blending hydrogen in the gas network (for residential and commercial use), blending rates, demand potential and timeline
Product specifications
