Infrastructure Fund
Our client engaged us to analyse the role of H2 in different decarbonisation pathways & its impact in displacing gas demand.
View our challenge, solution and results
Client Challenge
We undertook analysis to support our client's understanding of the evolving role of green & blue H2 and its impact on gas & power markets.
Our Solution
We developed a comprehensive framework for projecting H2 supply & demand side volume evolution, gas displacement & pricing across green & blue H2. We then used this to analyse several scenarios for H2 evolution & impact on gas & power markets.
Result
Our analysis fed directly into strategic decision making about (i) the impact of H2 evolution on its existing asset portfolio (ii) opportunities for investment in H2 supply chains.
