MarketsandMarkets forecast about 18,000 fueling stations globally by the end of 2030, a number which pales in comparison to the robust infrastructure available for fossil fuels and electric vehicles (EVs). On the other end of the scale, Japan which has made hydrogen a lynchpin in its clean energy strategy, stands out with 165 stations. Of the 15 hydrogen refueling stations in the UK, for instance, a few have already shuttered. Today, much like my cricket batting average which hovers in the lower double digits, most countries have fewer than 100 stations, many of which are not even fully functional. Targeted investments will be required to increase coverage and boost confidence among end user sectors like automotive. The lack of hydrogen refueling stations presents another stumbling block. Hydrogen Technology Portfolio Life Cycle Analysis Markets and Markets Meanwhile, cost reduction in electrolysis technology will drive demand for onsite hydrogen supply fueling stations. The choices fall between pipeline delivery and liquid tankers for long distance transportation. Hydrogen is, therefore, disadvantaged in terms of cost competitiveness compared to other energy sources that are significantly cheaper to store and transport.Ĭoncerns linked to transportation also remain a critical consideration in overall infrastructure development. Similarly, while it is slightly cheaper to produce, convert, store and transport hydrogen produced from ammonia than it is from liquid hydrogen, this is neutralized by higher re-conversion costs.

It costs roughly around $2.37/kg to produce liquid hydrogen and about the same amount to convert, store, transport, and then re-convert it.

The cost of producing hydrogen is equivalent to the landed cost of converting, storing and transporting it. Midstream - Conversion, Storage and Distribution Challenges Nevertheless, as the chart reveals, it will still constitute a comparatively smaller share of the overall green hydrogen production technology market.

SOE will be a major focus area in Europe backed by its high efficiency of 80–85% relative to other solutions. Post 2030, new technologies will play a more prominent role. Alkaline electrolyzers will grow marginally faster than competing technologies like PEM over 2022-2030, primarily due to $/kg factors. China will look to this technology to boost manufacturing capacity of green hydrogen from around 5.4 GW in 2022 to an estimated 100,000–200,000 tons by 2025. In terms of green hydrogen production technologies, alkaline electrolyzers will remain the largest market, swelling to USD 15 billion by 2030. The Netherlands and Germany are the largest markets for blue and green hydrogen in the region, respectively. Rising environmental awareness, coupled with the EU’s binding target of effecting at least a 40% reduction in greenhouse gas emissions by 2030, underpin Europe’s lead in blue and green hydrogen generation. A few blue hydrogen production technologies such as steam reforming, gas heat reforming, and biomass gasification with technology readiness levels (TRL) of less than 7 will play a crucial role in the hydrogen economy by 2030. Asia Pacific currently dominates, led by countries like China and India that have considerable capacity in ammonia production and refinery throughput. The global hydrogen generation market is expected to grow from USD 159.5 billion in 2022 to USD 334 billion by 2030. By 2035, low to zero-carbon emitting blue and green hydrogen are expected to pick up pace and comprise about 22% of total hydrogen production. In 2022, around 92% of hydrogen (by value) was gray hydrogen, underlining global dependence on this carbon-intensive production process. Of these, gray hydrogen is the most widely produced because of its cost effectiveness and widespread availability. 5, albeit instead of a little bit of Angela, Pamela, Sandra and Rita, you have a little bit of gray, blue and green hydrogen. Upstream hydrogen generation reminds me of one of my favorite songs: Mambo No.

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