Argus Low Carbon Hydrogen Strategy Report

The Argus Low Carbon Hydrogen Strategy Report provides an in-depth analysis of the key sectors, countries and policies enabling hydrogen growth. 

Hydrogen has significant potential in multiple and varied end-use sectors, such as power generation, transport, steel, marine and aviation. Each of these are decarbonizing at different rates across the world. Some, such as steel, marine and aviation, are also hard-to-abate and these sectors are where hydrogen could play a key role. 

Understanding hydrogen’s drivers, evolution pathways and interactions across these (potentially competing) segments is key to maximizing the economic opportunity and meeting net-zero goals. 

The Argus Low Carbon Hydrogen Strategy Report is a detailed 500 slide PowerPoint PDF report plus accompanying Excel data file.

Key features

The Argus Low Carbon Hydrogen Strategy Report provides an overview of hydrogen’s role in world decarbonisation efforts and the key sectoral trends driving this new market.
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Fundamentals to 2050

Country-by-country demand and supply forecast for key hydrogen markets to 2050.

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Demand sectors coverage

Insight into end-use sectors including refining, fertilisers, power generation, gas blending, road transport, steel, maritime and aviation.

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Green and blue projects​

Hydrogen project pipeline by country, including developers, production capacity, timelines, renewable energy generation, electrolyser details, and offtake agreements​.

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Country-by-country

Detailed analysis of the hydrogen strategy in Japan, South Korea, Australia, India, China, Oman, Saudi Arabia and United Arab Emirates.

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Breakeven price analysis

Hydrogen technologies versus sector incumbents and other alternative fuels.

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Downloadable datasets

Excel data files with key data for demand and breakeven prices by sector.

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Regional and global coverage

This report covers Asia-Pacific and the Middle East. Future reports will cover Europe and Africa, and the Americas.

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Access to specialists

Speak to the experts behind Argus’ long-term market analysis.

Customers that benefit

  • Green energy project developers 

    Understand where the best locations are to develop green energy projects, given factors such as a country’s decarbonization policies and targets, access to subsidies, offtake potential, etc. 

  • Oil and gas 

    Understand whether existing fossil-based production portfolios should be adapted to incorporate low carbon hydrogen and how this can be achieved. 

 

  • Hydrogen producers 

    Understand what sectors will demand hydrogen, in what quantities, in what form and when. 

 

  • Hydrogen technology companies 

    Inform strategic decisions around manufacturing capacity required, when to build, what to build, and where to locate production facilities. 

 

  • EPC (Engineering, Procurement and Construction) service providers 

    Understand which sectors are likely to adopt hydrogen and when, to more efficiently deploy resources to develop the most profitable opportunities. 

 

  • Commodity traders, storage owners and distributors 

    Understand the evolution of hydrogen and hydrogen derivative trade routes and volumes to formulate trading strategies, plan required infrastructure build and establish partnerships. 

 

  • Financial investors 

    Gain a comprehensive understanding of the factors likely to support or impede hydrogen-related opportunities to inform investment decisions that are aligned with their strategic goals.