点击文件名下载附件
The clean hydrogen revolution: Thesis in charts 4
PM summary: The global clean hydrogen race 7
The emergence of a multi-dimensional clean tech ecosystem 11
The rise of the clean hydrogen economy 14
Hydrogen primer: An introduction to hydrogen, the most abundant element in the universe 20
The role of hydrogen in the energy transition: The key tool for harder-to-de-carbonize sectors 23
Introducing the GS global hydrogen demand models: 7-fold increase in the potential addressable market for
hydrogen for global net zero 25
Decoding the hydrogen rainbow: A colorless gas with a wide color spectrum 30
We estimate that US$5.0 tn of investments will be required in the hydrogen supply value chain for net zero
by 2050 34
Championing sustainable innovation: The economics of clean hydrogen 35
Unlocking green hydrogen cost parity with grey hydrogen before 2030 49
The case of Europe: Higher natural gas and carbon prices tilt the scale in favor of green hydrogen with cost
parity already achieved in key parts of the region 50
Scaling-up: The clean hydrogen projects pipeline is expanding at an unprecedented pace, tracking the GS
‘bull’ scenario to 2025 51
Addressing the remaining hydrogen value chain: Hydrogen conversion, transport and storage unlock a new
infrastructure opportunity 55
From a local to a global market: We see scope for c.30% of global clean hydrogen to be involved in
international trade (cross-border transport) 61
Policy Toolbox: In search of a constructive hydrogen policy and pricing framework to move from ambition to
action 66
The impact of the rising hydrogen economy on electricity, water and natural resources demand 69
Clean hydrogen end markets: The revolution starts with the transformation of the existing hydrogen
economy 78
Carbon sequestration: Carbon capture the key missing piece to the carbon neutrality puzzle 104
Appendix: National hydrogen strategies and roadmaps overview
Disclosure Appendix