Hydrogen Insights Subscription

Hydrogen Insights offers a comprehensive perspective on market deployment, investment momentum and cost competitiveness within the hydrogen industry.

As an extension to the annual report, the Hydrogen Council is offering Hydrogen Insights as a paid annual subscription service, providing more granular insights and data about the hydrogen ecosystem and its development.

Subscribers receive access to an annual extended report with more than 100 slides of data and analysis that underpins the report. In addition, subscribers will receive semi-annual updates of the investment tracker.

Hydrogen Insights paid subscription includes:

  • Deep dives on market deployment for 4 regions (Europe, Asia Pacific, Americas and Northern Africa and Middle East) including mapping and categorisation of all hydrogen projects
  • More granular assessment of investment and announced government support including maturity assessment, split by hydrogen value chain, detailed methodology for investment assessment and insights into government targets and regulatory instruments
  • Detailed production cost breakdown including CAPEX (stack, BOP and other system costs), learning rates, comparison of different technologies and key assumptions used for modelling
  • Comprehensive perspective on hydrogen distribution and supply chains including potential positioning of regions in hydrogen ecosystem, detailed perspective on hydrogen transportation modes (shipping vs. pipelines) and hydrogen carriers, key assumptions used for modelling
  • Additional TCO analysis for end applications including road transport, industrial feedstock (ammonia, steel), shipping and aviation and key assumptions used for modelling

Subscriber shall continue to satisfy the criteria that led to the Hydrogen Council to exercise its initial discretion to provide the Report to the Subscriber, namely that the Subscriber is:

  • A Member of the Hydrogen Council; or
  • A non-member of the Hydrogen Council that is an industrial organisation, investor, international agency or trade association that has a credible and genuine interest in the promotion of hydrogen as a key energy vector with an important role in decarbonising the global economy and that share the Hydrogen Council’s ethical values and aims.

Should the Hydrogen Council (in its absolute discretion) consider at any time during this Agreement and/or any renewal thereof that the Subscriber has ceased to satisfy these criteria and/or to support these values and goals or has become subject to the control of a third party or parties that do not meet these criteria and/or to support these values and goals it may if this becomes apparent:

  • on any renewal date, refuse to renew; or
  • during the initial or any subsequent term of this Agreement give 30 days’ notice to the Subscriber to terminate this Agreement

If you are interested in becoming a subscriber or would like additional information, please contact the Secretariat – secretariat@hydrogencouncil.com.

Building on the Impressive Momentum of Hydrogen

As we kick off another new year, the Hydrogen Council brought together more than 100 C-suite leaders over two days of virtual meetings for its 5th annual CEO event. The occasion provided an opportunity to assess the impact of an extraordinary year marked by the COVID-19 pandemic and plans for recovery, and lay the path forward in the ongoing mission of accelerating hydrogen solutions to help achieve decarbonisation goals and the global clean energy transition.

Investment announcements in hydrogen projects grew substantially in the past year and we can look forward to further acceleration of investment in 2021 based on the very strong signals from governments around the world. Capitalising on a tremendous upsurge of interest in hydrogen during 2020, the Council continues to guide the industry, policymakers and the investment community towards the priority areas where hydrogen will accelerate our shared mission to decarbonise the world’s energy pathways – particularly important in the hard to abate sectors like steel and fertiliser manufacturing, in transport, and also in further integration of renewable energy on our electrical grids.

The Hydrogen Council continues to provide the global platform for the entire value chain to collaborate in addressing the challenges and creating the opportunities to fulfil the potential of hydrogen. In 2020, we welcomed almost 30 new members, including regions and sectors not previously represented. Investors, digital, chemicals, shipping and ports, and solar are just some of the sectors now on board and committed to acceleration. With the increased breadth of the coalition, the Council can better support and track progress and provide stakeholders with even more valuable insights into hydrogen developments in 2021 and in the longer term.

To aid in fact-based decision making as the world embarks on its important energy and industrial transition, the Hydrogen Council launched its latest study, ‘Hydrogen Decarbonization Pathways’. Given that hydrogen is one of the keys to the energy transition, it is not only important to make it economically viable (as outlined in our January 2020 report on cost competitiveness), but also to maximise the decarbonisation impact and minimise its resource requirements. The report shows that low-carbon hydrogen supply at scale is economically and environmentally feasible and will have significant societal benefits if the right localised approach and best-practices for production are used. It also demonstrates that there is not one single hydrogen production pathway to achieve low lifecycle greenhouse gas (GHG) emissions, but rather the need for a fact-based approach that leverages regional resources and includes a combination of different production pathways. This will achieve both emission and cost reductions, ultimately helping to decarbonise the energy system and limit global warming.

During the event, the Hydrogen Council received a special address by European Commission President, Ursula von der Leyen, who recognised the Hydrogen Council for being ahead of its time in understanding that hydrogen should have a central place in the transition to climate neutrality. She noted that clean hydrogen is also a key part of the European Green Deal, with the ability to reconcile the economy with the health of the planet, if we work together to ensure that it reaches the tipping point where clean hydrogen becomes more competitive than its alternatives. The Hydrogen Council will continue to work with governments around the world to help guide their hydrogen strategies and deployment as part of their own decarbonisation and recovery plans.

Furthermore, in 2020 the Council began to address the need for greater public awareness around hydrogen as a key solution to help meet global climate goals. We launched the CLIMATE CH2AMPION campaign, with a set of inspiring and informational documentaries, learning academy, and pocket guides on how hydrogen works, how it can help deliver renewable energy, how it supports cleaner transport and manufacturing, and how it can generate new future-focussed jobs. With ongoing efforts, we aim to empower public consumers to better understand hydrogen’s role in the global energy transition that is an important part of all of our every lives.

Great progress has been made in the last 12 months, despite the challenges of a global pandemic, but this is just the beginning for hydrogen. As a versatile cleantech solution, there are many ways which hydrogen can be generated and used in different regions to decarbonise industry and unlock the global clean energy transition. Therefore, for the hydrogen sector 2021 will be about turning theory into practice, with the support and leadership of the Hydrogen Council. Backed by 100+ industry leaders and an increasing number of governments and investors, ready to channel their efforts into hydrogen, it’s time to scale up large projects with precision focus. It’s time for hydrogen to reach its tipping point, as part of the global goal of a decarbonised energy system.

Position paper: Invest in hydrogen for robust, resilient and sustainable growth as a response to the COVID-19 pandemic

The Hydrogen Council, a global coalition of 100+ CEOs working to enable the energy transition through hydrogen, calls on governments around the world to invest in hydrogen as part of their COVID-19 recovery plans. Hydrogen technologies can empower a more robust, resilient and sustainable economy; however, urgent action and global collaboration is required to deliver on their unique potential.  

What is at stake

The COVID-19 pandemic has caused a massive contraction in many industries, in addition to the devastating global health impact. The response to this unprecedented economic and societal shock will be a defining moment for the energy transition and international efforts to combat the climate crisis.

To limit global warming to 1.5 degrees Celsius and prevent the most serious potential impacts of climate change, including increased vulnerability to pandemics[1], we need long-term thinking and massive investments in game-changing, systemic solutions such as hydrogen.

Governments are increasingly recognizing hydrogen’s ability to decarbonize sectors that are otherwise impossible or difficult to abate – such as intensive personal or collective transport, freight logistics, industrial heating and industry feedstock – and its role in improving energy security. Meanwhile, industry leaders across the automotive, chemicals, oil and gas, and heating sectors look to low-carbon hydrogen as a serious alternative to reach their increasingly ambitious sustainability objectives.

What we recommend

The Hydrogen Council joins the International Energy Agency and other leading organisations in a call to accelerate clean energy innovation and firmly place the energy transition at the heart of all recovery measures[2].

As a global advisory body, we stand ready to share the Council’s extensive knowledge and expertise and serve as a partner to governments working to design economic recovery plans with hydrogen as part of their strategy. 

We fully acknowledge that different countries have their own unique set of circumstances, priorities and approaches. However, the following principles can serve as general guidance world-wide:

  1. As a basis, we recommend that hydrogen be part of any national or international recovery efforts and stimulus measures, as its systemic role will be key to completing the massive transformation required to deliver a truly sustainable, secure and resilient energy system.
  2. Economic recovery measures should support large scale initiatives that can accelerate cost competitiveness of hydrogen with a focus on the 18 applications identified in the “Roadmap to Hydrogen Competitiveness”[3].
  3. All renewable and low-carbon hydrogen production pathways should be considered and supported, as this will enable a competitive market between technologies and ensure that existing assets are used and converted to increase system resilience.
  4. Transport is responsible for a quarter of direct global CO2 emissions from fuel combustion. Investment to scale up hydrogen used in transport-related applications is needed to reduce costs and ensure there is sufficient downstream infrastructure available. Along with direct electrification, hydrogen solutions (such as fuel cell vehicles and hydrogen-derived e-fuels) will be needed to fully decarbonise the transport sector.
  5. Renewable and/or low-carbon hydrogen can contribute to decarbonisation of industry now and should be supported by a mix of low-carbon hydrogen value support schemes and dedicated support for scale projects for the use of hydrogen as a new fuel or feedstock for hard-to-abate sectors such as steel and chemicals.
  6. Specific new support schemes are needed to overcome remaining challenges. These tools may include public-private partnerships to overcome market failure situations on the infrastructure side, contracts-for-difference or dedicated multi-annual mechanisms (such as grants and tax incentives) to offset the premium of renewable and/or low carbon hydrogen to end consumers.
  7. Global collaboration is a key prerequisite to enabling a robust marketplace that spurs competition and innovation, especially when it comes to harmonisation of codes, standards and regulations. Similarly, seeing ambitious strategies put in place in a handful of leading geographies is encouraging; however, this may not be enough to scale hydrogen to the level needed to achieve our shared climate targets. A comprehensive global action is required.

The Hydrogen Council estimates that hydrogen could deliver 18% of global energy demand, abate 6 Gt of CO2 annually and create 30 million jobs by mid-century. For many industry sectors, that is just one investment cycle away. By investing today, governments can stimulate employment throughout the value chain, from construction and utility workers, office support functions and highly skilled engineer and university resources to address the challenges that a complex sector build-up presents. Innovative small businesses through large multinational finance and energy companies are investing in this space, and government support to foster growth will ensure the benefits are felt throughout the value chain and the entire economy.

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About the Hydrogen Council

The Hydrogen Council is a global CEO-led initiative that brings together leading companies with a united vision and long-term ambition for hydrogen to foster the clean energy transition. Using its global reach to promote collaboration between governments, industry and investors, it provides guidance on accelerating the deployment of hydrogen solutions around the world. The Council believes that hydrogen has a key role to play in the global energy transition by helping to diversify energy sources worldwide, foster business and technological innovation as drivers for long-term economic growth, and decarbonise hard-to-abate sectors. The Council acts as a business marketplace, bringing together a diverse group of 109 companies based in 20+ countries and across the entire hydrogen value chain, including large multinationals, innovative SMEs, and investors. The Hydrogen Council serves as a resource for safety standards and an interlocutor for the investment community, while identifying opportunities for regulatory advocacy in key geographies. To find out more visit www.hydrogencouncil.com and follow us on Twitter @HydrogenCouncil and LinkedIn.

[1] (Belova, et al., 2017)

[2] Special Report on Sustainable Recovery, IEA, 18 June 2020

[3] Roadmap to Hydrogen Competitiveness, Hydrogen Council, 2020