Unlocking the Clean Hydrogen Potential: Policies, Business Cases, and Growth Strategies
Key Ideas
  • Existing policies can support the uptake of ~8 Mt p.a. of clean hydrogen across the EU, the US, and East Asia by 2030, with a focus on transposing key directives and mechanisms.
  • Additional 13 Mt p.a. in established use cases can be unlocked with infrastructure enhancements and cost reductions, while ~13 Mt p.a. in new end uses face more significant challenges.
  • Hydrogen demand prospects show a mix of established and new sectors, with a focus on maritime and aviation industries for future growth.
  • Industry leaders emphasize the importance of policy implementation, business cases, and fostering cross-sector collaboration to advance the clean hydrogen ecosystem.
The Hydrogen Council, in collaboration with McKinsey & Co, envisions a significant potential for clean hydrogen adoption by 2030 across key regions like the EU, the US, and East Asia. By aligning with existing policies such as the EU Renewable Energy Directive (REDIII) and implementing specific mechanisms like Japan's Contracts for Difference (CfD) and South Korea's Clean Hydrogen Portfolio Standard (CHPS), the production cost of clean hydrogen could be reduced, fostering its uptake. Incremental infrastructure improvements and cost declines could further unlock additional hydrogen usage in established sectors such as refining and emerging areas like trucking. The report highlights the need for a focus on maritime and aviation sectors for future growth, where overcoming infrastructure and cost challenges is crucial. Prominent figures in the industry stress the importance of hydrogen in the energy transition, with CEOs like Sanjiv Lamba and Jaehoon Chang emphasizing the compelling business cases emerging in transport and other sectors. They advocate for supportive frameworks and cross-sector collaboration to drive growth within the hydrogen ecosystem. The potential of hydrogen as an 'everyday energy' source is seen as a key driver for unlocking tangible business opportunities, as noted by Hyundai Motor Group's Vice Chair Jaehoon Chang. The report underscores the necessity for policy certainty, simplicity, and collaboration to scale up hydrogen adoption and its derivatives. Ivana Jemelkova, CEO of the Hydrogen Council, emphasizes the importance of concrete solutions to promote business cases and advance energy security, competitiveness, and sustainability priorities, highlighting the need for a virtuous cycle within the hydrogen ecosystem.
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