Green Hydrogen Production
Mapping emerging electrolyzer technologies and infrastructure models to lower the levelized cost of green hydrogen (LCOH) to below the critical $2/kg threshold.
Client
Global Energy Conglomerate
Objective
Achieve Sub-$2/kg Green Hydrogen
Timeline
10-Week Program
Key Focus
Electrolyzer Innovation
The Challenge: Four Barriers to Bankable Green Hydrogen
Green hydrogen is key to decarbonizing hard-to-abate sectors, but PEM and solid-oxide electrolyzers must overcome four intertwined cost and logistical barriers to become economically viable at scale.
Capital-Intensive Components
High costs for PEM membranes, iridium-based anodes, and solid-oxide cell materials drive up system CAPEX.
Variable Renewable Supply
Fluctuating solar and wind capacity factors challenge continuous electrolyzer utilization and project economics.
Water Availability
Securing sufficient ultra-pure water for electrolysis adds significant cost and complexity, especially in arid regions.
Transport Infrastructure Gaps
Limited hydrogen pipelines and storage facilities constrain offtake and the ability to scale up production in many key markets.
Our Five-Dimensional Discovery Framework
Our study was structured around five strategic dimensions to ensure a holistic assessment of the technology and market landscape.
Strategic Impact: A Global Deployment Roadmap
The energy conglomerate initiated pilot projects in Spain and the U.S. Midwest based on our technology roadmaps. Early results project sub-$2.00/kg LCOH by 2026, positioning the company to lead the green-hydrogen economy.