Hydrogen Practice Area
Hydrogen is the first practice area at SEP and was an outgrowth from our innovation reporting.
Clean hydrogen has become critical for the global energy transition to reach net-zero by 2050 by addressing hard-to-abate sectors. Hydrogen consumption may increase by 5x from current levels over the next 30 years.
Today’s North American $25 billion gray hydrogen market consumes 15 million metric tons and contributes 2-3% of the North American CO2 footprint. Clean hydrogen solutions are needed to replace gray hydrogen production and meet the needs for new markets such as mobility, steelmaking, industrial heat and energy storage.
The market is expanding quickly, driven by aggressive incentives, innovation and recently announced projects – but many companies lack the data they need to make informed investment decisions. Recently, the US Department of Energy awarded $7 billion to seven US hydrogen hubs and the US Inflation Reduction Act includes a $3/kg hydrogen production tax credit.
Join Major Industry Players, Cutting-Edge Technology Startups & Key Research Organizations in SEP’s Hydrogen Data Consortium and gain exclusive access to the North American Hydrogen Market Model.
Also, check out our unparalleled daily H2 NewsFeed, global Supply Chain Database, upcoming Hydrogen Innovation Report, customized research for project analysis, and Events.
Explore The H2 Practice Area
Recent H2 News & Events
Hydrogen Data Consortium
SEP built the Hydrogen Data Consortium to develop and provide exclusive access to the North American Hydrogen Market Model. Members also have access to the global Hydrogen Supply Chain Database, H2 NewsFeed, and Consortium communications, networking and events.
The core purpose for the Consortium is to exclusively share the most comprehensive data and analysis to inform hydrogen-related demand and supply transactions (investments, production development, addressable markets, off-take projects, etc.) at the plant level.
While the original 20 seats in the Consortium have been filled, some additional seats are being added to capture aspects of the hydrogen ecosystem that are not yet represented.
North American Hydrogen Market Model
The online Market Model tracks thousands of assets at the plant level and provides an extensive range of analytical tools, search and sort features, and mapping. The sections of the Model include:
Market Demand - datatables and mapping for current, planned and potential demand facilities (with contacts for each plant)
Infrastructure - data tables and mapping covering pipelines, power lines, CO2 point sources, power plants, renewable power curtailment, RNG production, and ports.
Facility Design & Tech Comparison - locate, size and evaluate the economics, carbon intensity and supply/demand market profile for any planned hydrogen production facility.
Market Supply - datatables and mapping for current and planned hydrogen production facilities (with contacts for each plant)
Forecasting - tracks leading forecasts by DOE, Lazard and others and provides custom forecasting tools based on the Market Demand datasets.
For each asset, the location, hydrogen demand and supply relationship, CO2 footprint, underlying product production, ownership, contacts and additional information is tracked. The data collected is updated regularly and presented in an interactive format for ready access to information that can illuminate, analyze and drive transactions. European and selected Asian versions of the Model are being scoped with current Consortium members.
Global H2 NewsFeed
All major news sources, industry and company reporting, and applicable newsletters are aggregated daily into a comprehensive, searchable online news system to track hydrogen ecosystem activity globally. This system includes:
Hundreds of articles pulled daily from 100+ sources and curated to create a news archive and spotlight on key current news
Mergers & Acquisitions, New Funding and Projects, Supply/Demand Changes, Major Player News
Growing bank of hydrogen-related patents and publications
Categorized by Make, Move, Use, Store, or Monitor of hydrogen tech
All global conferences, workshops and summits
US Incentives Tracker
SBIR/STTR Grants
DOE LPO loan guarantees
ARPA-E awards
The H2 NewsFeed is included in Consortium membership. Other clients are welcome to subscribe below.
H2 Newsfeed Subscription
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Monthly Subscription
$40 every month
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Yearly Subscription
$365 every 12 months
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corporate yearly subscription
$1000 every 12 months for 3 users
Global Hydrogen Supply Chain Database
All the key startups and large companies that are offering or have announced hydrogen-related products or services are tracked in the Supply Chain Database. This includes 3,000+ companies that provide hydrogen-related products and services. Datasets include 8,000+ contacts for the companies. All US H2Hubs applicants and their members are tracked. Soon this database will include cross reference of all H2Hubs projects with all announced hydrogen production and demand projects for the US. This database is currently only available to Hydrogen Data Consortium members.
Customized Research
SEP also provides research support in the hydrogen space, including project analysis, company and technology due diligence and overall industry positioning evaluations. Learn more about our Tailored Engagement Services.
Upcoming Events
SEP holds in-person and virtual events related to its Hydrogen Practice Area. Members of the Hydrogen Data Consortium have access to monthly networking and thought leadership events. These are recorded and posted to the online Digital Communications Portal for Consortium members.
SEP is offering the in-person Hydrogen Market Workshop Series in select US cities through 2024 for prospective clients and stakeholders. These are hosted in partnership with local organizations. To date, SEP has held workshops in Denver, Houston, Palo Alto, Los Angeles and Washington, D.C. Contact us for a copy of the slides for select past events: info@saoradh.com. Details will be released soon for upcoming workshops in Chicago and Seattle for fall 2024.
Subscribe below to receive updates on upcoming events.
Upcoming Event Details will be posted here
Hydrogen Market Workshop description:
Clean hydrogen has become critical for the global energy transition to reach net zero by 2050, especially for hard to abate sectors ranging from industry to heavy duty mobility. The field is expanding rapidly, with many market opportunities and challenges. The imperative before us is to transition the current market to clean hydrogen and identify new uses to reach as much as 80+ billion metric tons by 2050—more than a 5x increase.
Join us for highlights of SEP’s newly released v2.0 North American Hydrogen Market Model and Global Supply Chain Database. This is the most comprehensive hydrogen market data system built to date. It covers current, planned/announced and future hydrogen supply, demand and infrastructure — from macro-level down to the plant level. We’ll share a live demo of the model, including side-by-side comparisons of different pathways to make, move, store and use hydrogen. Each workshop also covers market and innovation trends and a panel discussion of topic experts addressing policy, technology, and other market drivers.
If you have an interest in being a co-host or panelist for a future SEP Hydrogen Market Workshop, please contact us at Info@saoradh.com.