Hydrogen Economy

Two Buyers for Clean Hydrogen – Large Volume Cheap and Small Niche
October 24, 2023
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C-MACC Hydrogen Weekly Update 17

Two Buyers for Clean Hydrogen – Large Volume Cheap and Small Niche

  • Weekly Theme: Pockets of Demand
  • News Update
  • Projects Update
  • Ammonia/Methanol Update
  • Power Update
  • Next Week: Electrolyzer Makers

Key Points

  • Outside of power/fuel applications, demand for clean hydrogen is limited by an unwillingness to pay more than grey alternatives, and even within the fuel space, the focus is on low-cost blue projects.
  • Those who can pay do not want much, and only producing enough to meet higher-priced demand without flooding the market will be challenging, especially if the volumes are minimal.
  • Initiatives in Europe, especially in Spain and Portugal, not only require power prices that may reflect cost but do not reflect local pricing, but they also require more price-insensitive demand than is likely.
  • None of our clients is suggesting that they have significant pockets of demand to support a meaningful hydrogen premium. Higher capital costs (interest rates) will slow announced projects.   

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