Green Hydrogen Market

Green hydrogen is the molecule of the energy transition, but the market today is characterised by a very large gap between announced project pipelines and actual final investment decisions (FID). The primary bottlenecks are the cost of renewable power, which remains the single largest input cost, electrolyser efficiency, and securing long-term offtake agreements in hard-to-abate sectors like ammonia for fertiliser, refining, and green steel. This market demands a working understanding of both power markets and industrial chemistry simultaneously.

What Numbro covers:

Global project pipeline tracking covering announced capacity versus FID versus Operational projects by region across the US Gulf Coast, EU North Sea, Australia, and the Middle East. Levelised Cost of Hydrogen (LCOH) modelling with sensitivity analysis to renewable PPA prices and electrolyser utilisation rates. Offtake market analysis covering Ammonia (existing versus green premium), Methanol for shipping, and e-SAF (Sustainable Aviation Fuel). Infrastructure mapping covering hydrogen pipeline network development and ammonia cracking import terminals.