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Impact Webinar:
Hydrogen as Asset Allocation

[IMPACT Livestream] Consider Hydrogen as Strategic Asset Allocation - Is Now the Time?

Date & Time: 10:30 – 11:30 CET, 27 April Wednesday

Format: Online Panel Discussion

Hydrogen is considered as one of the most crucial components of the global energy mix over the next 20-year time frame. Given the huge impact that hydrogen could have on industry, consumer lifestyles and investment portfolios, more and more green energy participants are starting to think about how they can move further in this global decarbonizing bandwagon and make the most of the opportunity presented.

General Outlook of Hydrogen

  • Hydrogen is a proven energy technology, but has yet validated its commercial viability.

  • Adequate production and a stable supply are the basic prerequisites for the existence of hydrogen as a "circulating currency".

  • Hydrogen energy is a global industry. In addition to Europe's indigenous hydrogen production industry, North America and Central Asia can also become centers for production and export.

Hydrogen energy in different sectors: Utility, Steel, Mobility

  • Sufficient production volumes and a stable supply are the guarantees for the development of hydrogen energy. Large and small-scale hydrogen energy production is worth investing in.

  • There is a pilot project shows that the technology for green steel is mature. The willingness in the market to pay a premium for green products is also strong. 2025 will be a major point of commercialization, with the first deliveries taking place.

  • In the field of long-range heavy transport, hydrogen carriers have clear advantages over electrical energy, but the current limitations are still cost issues and lack of economies of scale. Fuel costs are the most significant of these issues.

Expectations, Considerations, and Concerns about Investment

a) Advantages:

  • As the price difference between hydrogen and natural gas narrows, and as the market becomes more enthusiastic about hydrogen, the payback period for hydrogen is shortening.

Presenters:

Ms. Aida Sitdikova

Director, Head of Energy Eurasia MEA

EBRD

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Mr. Thomas Engelmann

Head of Energy Transition

KGAL

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Ms. Kajsa Ryttberg-Wallgren

EVP, Head of Business Unit Hydrogen

H2 Green Steel

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Ms. Eva Hennig

Head of Department Policy Issues

Thüga

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Mr. Craig Knight

CEO

Hyzon Motors

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Moderator:

Cheryl Yu

Research Analyst

Leader Associates

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b) Risks Unsettled:

  • Lack of deployment of good business models with long-term fixed-price offtakes

  • Lack of price signals and a decarbonization scheme

  • Political risk, exchange rate risk.

Regulation

  • The taxonomy assists in identifying exactly where green investors have invested and ensures the extent of decarbonization in the project. It could be one of the great drivers.

  • Subsidies are now the most likely means of achieving this.

  • a price for CO2 could help drive hydrogen more effectively, but progress has been slow

Editor’s notes:

The main investment projects and willingness to invest remain focused on upstream production; a small number of transport and storage projects are being looked at, but confidence in downstream applications and commodities is still low. With the emergence of future demo projects and policy support, perhaps the situation will change. And what do you think? Feel free to give your opinion.