Policy & Socio-Economics

In order to solve the problem of large-scale offshore wind power consumption the development of an offshore wind power hydrogen supply chain has become one of the trends. In this study 10 feasible options are proposed to investigate the economics of an offshore wind hydrogen supply chain for offshore hydrogen refueling station consumption from three aspects: offshore wind hydrogen production storage and transportation and application. The study adopts a levelized cost analysis method to measure the current and future costs of the hydrogen supply chain. It analyses the suitable transport modes for delivering hydrogen to offshore hydrogen refueling stations at different scales and distances as well as the profitability of offshore hydrogen refueling stations. The study draws the following key conclusions: (1) the current centralised wind power hydrogen production method is economically superior to the distributed method; (2) gas-hydrogen storage and transportation is still the most economical method at the current time with a cost of CNY 32.14/kg which decreases to CNY 13.52/kg in 2037 on a par with the cost of coal-based hydrogen production using carbon capture technology; and (3) at the boundaries of an operating load factor of 70% and a selling price of CNY 25/kg the offshore hydrogen refueling station. The internal rate of return (IRR) is 21% showing good profitability; (4) In terms of the choice of transport mode for supplying hydrogen to the offshore hydrogen refueling station gas-hydrogen ships and pipeline transport will mainly be used in the near future while liquid organic hydrogen carriers and synthetic ammonia ships can be considered in the medium to long term.

Hydrogen is a crucial energy carrier for the Clean Energy Sustainable Development Goals and the just transition to low/zero-carbon energy. As a top CO2-emitting country hydrogen (especially green hydrogen) production in South Africa has gained momentum due to the availability of resources such as solar energy land wind energy platinum group metals (as catalysts for electrolysers) and water. However the demand for green hydrogen in South Africa is insignificant which implies that the majority of the production must be exported. Despite the positive developments there are unclear matters such as dependence on the national electricity grid for green hydrogen production and the cost of transporting it to Asian and European markets. Hence this study aims to explore opportunities for economic expansion for sustainable production transportation storage and utilisation of green hydrogen produced in South Africa. This paper uses a thematic literature review methodology. The key findings are that the available renewable energy sources incentivizing the green economy carbon taxation and increasing the demand for green hydrogen in South Africa and Africa could decrease the cost of hydrogen from 3.54 to 1.40 €/kgH2 and thus stimulate its production usage and export. The appeal of green hydrogen lies in diversifying products to green hydrogen as an energy carrier clean electricity synthetic fuels green ammonia and methanol green fertilizers and green steel production with the principal purpose of significant energy decarbonisation and economic and foreign earnings. These findings are expected to drive the African hydrogen revolution in agreement with the AU 2063 agenda.

Climate change has become a major agenda item in international relations and in national energy policy-making circles around the world. This review studies the surprising evolution of the energy policy and more particularly the energy transition currently happening in the Arabian Gulf region which features some of the world’s largest exporters of oil and gas. Qatar Saudi Arabia and other neighboring energy exporters plan to export blue and green hydrogen across Asia as well as towards Europe in the years and decades to come. Although poorly known and understood abroad this recent strategy does not threaten the current exports of oil and gas (still needed for a few decades) but prepares the evolution of their national energy industries toward the future decarbonized energy demand of their main customers in East and South Asia and beyond. The world’s largest exporter of Liquefied Natural Gas Qatar has established industrial policies and projects to upscale CCUS which can enable blue hydrogen production as well as natural carbon sinks domestically via afforestation projects.

The future of energy is of global concern with hydrogen emerging as a potential solution for sustainable energy development. This paper provides a comprehensive analysis of the current hydrogen energy landscape its potential role in a decarbonized future and the hurdles that need to be overcome for its wider implementation. The first elucidates the opportunities hydrogen energy presents including its potential for decarbonizing various sectors in addition addresses the challenges that stand in the way of hydrogen energy large-scale adoption. The obtained results provide a comprehensive overview of the hydrogen energy horizon emphasizing the need to balance opportunities and challenges for its successful integration into the global energy landscape. It highlights the importance of continued research development and collaboration across sectors to realize the full potential of hydrogen as a sustainable and low-carbon energy carrier.

The use of hydrogen as an energy carrier within the scope of the decarbonisation of the world’s energy production and utilisation is seen by many as an integral part of this endeavour. However the discussion around hydrogen technologies often lacks some perspective on the currently available technologies their Technology Readiness Level (TRL) scope of application and important performance parameters such as energy density or conversion efficiency. This makes it difficult for the policy makers and investors to evaluate the technologies that are most promising. The present study aims to provide help in this respect by assessing the available technologies in which hydrogen is used as an energy carrier including its main challenges needs and opportunities in a scenario in which fossil fuels still dominate global energy sources but in which renewables are expected to assume a progressively vital role in the future. The production of green hydrogen using water electrolysis technologies is described in detail. Various methods of hydrogen storage are referred including underground storage physical storage and material-based storage. Hydrogen transportation technologies are examined taking into account different storage methods volume requirements and transportation distances. Lastly an assessment of well-known technologies for harnessing energy from hydrogen is undertaken including gas turbines reciprocating internal combustion engines and fuel cells. It seems that the many of the technologies assessed have already achieved a satisfactory degree of development such as several solutions for high-pressure hydrogen storage while others still require some maturation such as the still limited life and/or excessive cost of the various fuel cell technologies or the suitable operation of gas turbines and reciprocating internal combustion engines operating with hydrogen. Costs below 200 USD/kWproduced lives above 50 kh and conversion efficiencies approaching 80% are being aimed at green hydrogen production or electricity production from hydrogen fuel cells. Nonetheless notable advances have been achieved in these technologies in recent years. For instance electrolysis with solid oxide cells may now sometimes reach up to 85% efficiency although with a life still in the range of 20 kh. Conversely proton exchange membrane fuel cells (PEMFCs) working as electrolysers are able to sometimes achieve a life in the range of 80 kh with efficiencies up to 68%. Regarding electricity production from hydrogen the maximum efficiencies are slightly lower (72% and 55% respectively). The combination of the energy losses due to hydrogen production compression storage and electricity production yields overall efficiencies that could be as low as 25% although smart applications such as those that can use available process or waste heat could substantially improve the overall energy efficiency figures. Despite the challenges the foreseeable future seems to hold significant potential for hydrogen as a clean energy carrier as the demand for hydrogen continues to grow particularly in transportation building heating and power generation new business prospects emerge. However this should be done with careful regard to the fact that many of these technologies still need to increase their technological readiness level before they become viable options. For this an emphasis needs to be put on research innovation and collaboration among industry academia and policymakers to unlock the full potential of hydrogen as an energy vector in the sustainable economy.

This paper explores the current scope and direction of the emerging global governance of hydrogen within the broader context of the energy transition where technological innovation and institutional change intersect. Hydrogen as a critical yet complex energy vector requires coordinated governance efforts to navigate its development effectively. To this end we critically engage with key challenges facing the hydrogen sector and examine how institutional frameworks are addressing these issues. Departing from the broader scholarship on global energy governance we conceptually leverage the socio-technical transition and innovation system liter ature to understand the complexities underpinning the development of the global hydrogen economy. We identify three overarching issue areas pertaining to the nature and role of hydrogen in the global energy system: end-use sector development infrastructure and trade and environmental and socio-economic sustainability. Each of these areas presents distinct challenges to hydrogen’s global governance from stimulating supply and demand to managing geo-economic challenges and establishing comprehensive certification and standards. Through mapping multilateral institutions at the global and regional levels and their main objectives we offer insights into the emerging institutional architecture related to hydrogen and identify potential gaps in current governance. Our findings suggest that while newer hydrogen-specific institutions complement the broader agenda of the main established international organizations the overall global hydrogen structure remains a patchwork of diverse actors and frameworks each addressing hydrogen-related challenges to varying degrees. Our research contributes to a nuanced understanding of global governance in the hydrogen sector and advances scholarly discussions on how institutional and actor dynamics shape the emergence and development of new technologies.

Hydrogen trade is an emerging area of interest for hydrogen developers end-users traders and governments around the world. It can enhance system flexibility energy security and clean growth enabling decarbonisation at a lower cost and faster pace. Thanks to its competitive advantage in existing ports terminals and interconnectors the UK is well placed to be the European trade hub for hydrogen and its carriers. With its access to world leading offshore wind generation capacity and geological storage the UK will almost certainly be a net exporter of hydrogen in the future delivering economic value and creating jobs. However hydrogen trade will not be a one-way process. In order to best position the UK as a future hydrogen trade hub there could be value in investing in small scale hydrogen imports and exports to ‘wet the pipes’ and stimulate investment in infrastructure. Imports could also enhance our energy security as a part of a diverse energy mix and support demand whilst domestic production gets up to speed. Both imports and exports will be key to build supply chains and skills and enhance clean growth. With major European economies having established their hydrogen trade strategy there is growing uncertainty as to how the United Kingdom will capitalise on its competitive advantage and position itself in the global hydrogen market. This is the first qualitative report released by Hydrogen UK’s Import and Export Taskforce. This report aims to provide a high-level overview of Hydrogen UK’s vision and recommendations with subsequent reports exploring this topic in further detail.

This report can be found on Hydrogen UK's website.

In this paper we aim to analyse the impact of hydrogen production decarbonisation and electrification scenarios on the infrastructure development generation mix CO2 emissions and system costs of the European power system considering the retrofit of the natural gas infrastructure. We define a reference scenario for the European power system in 2050 and use scenario variants to obtain additional insights by breaking down the effects of different assumptions. The scenarios were analysed using the European electricity market model COMPETES including a proposed formulation to consider retrofitting existing natural gas networks to transport hydrogen instead of methane. According to the results 60% of the EU’s hydrogen demand is electrified and approximately 30% of the total electricity demand will be to cover that hydrogen demand. The primary source of this electricity would be non-polluting technologies. Moreover hydrogen flexibility significantly increases variable renewable energy investment and production and reduces CO2 emissions. In contrast relying on only electricity transmission increases costs and CO2 emissions emphasising the importance of investing in an H2 network through retrofitting or new pipelines. In conclusion this paper shows that electrifying hydrogen is necessary and cost-effective to achieve the EU’s objective of reducing long-term emissions.

Hydrogen plays a pivotal role in global efforts to decarbonize energy and industrial sectors. The European Union particularly Germany anticipate a significant reliance on hydrogen imports in the medium to long term identifying the Middle East and North Africa (MENA) region as a key potential producer and exporter of green hydrogen and its downstream products. Yet investment risks pose significant challenges to advancing the region’s green hydrogen and synthetic fuel industries. However systematic comparative risk analyses for these sectors across MENA countries remain limited. This study addresses the research gap by conducting a comparative risk assessment for renewable energy and green hydrogen and synthetic fuel development in 17 MENA countries. A comprehensive framework evaluating macro and micro risks was applied along with two contrasting risk scenarios to explore future developments under different risk conditions. The findings reveal that while MENA countries hold promise most face at least moderate risks underscoring the complexity of fostering these industries regionally.

The Gulf Cooperation Council (GCC) comprising: Saudi Arabia United Arab Emirates Kuwait Qatar Oman and Bahrain is home to an abundant number of resources including natural gas and solar and wind energy (renewables). Because of this the region is favourably positioned to become a significant player in both blue and green hydrogen production and their export. Current dependence on fossil fuels and ambitious national targets for decarbonisation have led the region and world to research the feasibility of switching to a hydrogen economy. This literature review critically examines the current advantages and strategies adopted by the GCC to expedite the implementation of hydrogen supply chains as well as investigation into the methodologies employed in current research for the modelling and optimisation of hydrogen supply chains. Insight into these endeavours is critical for stakeholders to assess the inherent challenges and opportunities in establishing a sustainable hydrogen economy. Despite a substantial global effort establishing a solid hydrogen supply chain presently faces various obstacles including the costs of clean hydrogen production. Scaling-up storage and transport methods is an issue that affects all types of hydrogen including carbon-intensive (grey) hydrogen. However the current costs of green hydrogen production mostly via the process of electrolysis is a major obstacle hindering the widescale deployment of clean hydrogen. Research in this literature review found that compressed gas and cryogenic liquid options have the highest storage capacities for hydrogen of 39.2 and 70.9 kg/m3 respectively. Meanwhile for hydrogen transportation pipelines and cryogenic tankers are the most conventional and efficient options with an efficiency of over 99 %. Cryogenic ships to carry liquid hydrogen also show potential due to their large storage capacities of 10000 tonnes per shipment However costs per vessel are currently still very expensive ranging between $ 465 and $620 million.