Infrastructure Fund

Evolution of volume & pricing of hydrogen in Europe

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.


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.