EXPLORE OUR EXPERTISE
Clean Hydrogen- the context to our offerings
Situation ——————————–
- Clean Hydrogen is a necessary lever for Net Zero Transition: Considering the limitations of electrification, biofuels and carbon capture, hydrogen will likely play a critical role in the energy mix by 2050 and onwards.
- Demand-Supply Conundrum: Out of total 38 Mt announced capacity for clean hydrogen only 4% has taken a final investment decision (IEA 2023).
- Incentives and Subsidies are critical to kick-start the market: Announced projects are not moving forward due to unfavorable economics for investors and off-takers. Incentives and subsidies for hydrogen production, infrastructure and offtake are needed in short term.
The Opportunity ———————
- The market is gradually moving forward and will likely evolve into a multi-billion-dollar market over the coming years
- Western countries (US, EU) have announced attractive incentives and subsidies to move the hydrogen market forward
- Supply Chain players are actively working on reducing the LCOH through technology innovation, manufacturing at scale and supply chain diversification
- This will create an attractive growth opportunity for players across the value chain covering asset developers & operators, investors, equipment suppliers and service providers
The Question ———————-
WHERE to focus the efforts to win projects in the near term and to position for the growth in the long term?
HOW WE SUPPORT ASSET DEVELOPERS AND INVESTORS
Insights to identify and mature growth initiatives
Market Development
- Regulatory and Policy Scenario
- Market outlook scenarios
- Incentives and Subsidies
- Economics
- Player dynamics
- Project dynamics
Project Development
- Cost modelling and Business Case assessments by RE and plant location
- Off-taker assessments
- RFI and Site diligence
- Risks and uncertainties assessment
Project Execution
- Sourcing strategies
- Contracting strategies
- Supplier assessments
- RfQ and supplier selections
- Investment and Business case scenarios
Strategy Support
- Auction Insight
- Technology Insights
- Competitive Insights
- Venture Investments Insights
HOW WE SUPPORT SUPPLY CHAIN PLAYERS
Insights to build sustainable business and get into Best Shape
Sales Growth
- Sales battle-cards
- Key account development
- Marketing brochures and White papers
- Channels and Partner network design
Strategy and M&A
- Customer intelligence
- Competitive intelligence
- Go-to-market strategies
- Target Screening and Profiling
Product Development
- Insights for Product development: Customer value curve, competitive positioning, etc.
- Technology and Product Roadmap
- Product Intelligence
- Technology Radar
Sourcing and Operations
- Supplier discovering and assessment
- Category intelligence
- Cost Optimization
- Manufacturing – Logistics Footprint optimization
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WHAT DIFFERENTIATES US
Hydrogen Expertise, top-tier skills, network and knowledge
In-house knowledge IP
We track all aspects of Global Hydrogen market covering Regulatory, Infrastructure, Projects and Players
Global Expert Network
We maintain a global network of experts in Clean Hydrogen and its derivatives varying by the knowledge topics- regulatory, technical, commercial. This helps us bring additional flavor to our deliverables
Deep Domain Experience
Hydrogen Practice of VNZ Insights is led by seasoned professionals who have been tracking the hydrogen sector closely since past 4 years across different sectors and geographies
Analytical and Engagement Tools
Our analytical tools and client engagement approaches have honed over years of experience across a variety of project and client settings. This provides a differentiated working experience for our clients
OUR TEAM
Talk To Our Practice Specialists
Amish
More than five years in Energy Sector consulting. Previously with Bain & Company.
Leads Hydrogen Practice at VNZ
Abhinav Choudhary
3+ yrs experience of supporting CxOs with high quality insights. Tracking the clean hydrogen market for over 2 years
