The burgeoning hydrogen market is expected to need between $6 trillion and $12 trillion by 2050, according to Building the green hydrogen economy, a report by the Boston Consulting Group and EDHECinfra. The funds are needed to produce and transport low-carbon hydrogen to meet future demand.
“Although investment opportunities will extend across the hydrogen value chain — from feedstock development and generation to hydrogen transportation and storage — $300 billion to $700 billion of that amount must be deployed soon, from 2025 to 2030,” said BCG and EDHECinfra. “At each link in the value chain, the need for capital will vary by geography, with regional economic policies influencing infrastructure investors’ choices. Crucially, four novel strategies can help infrastructure investors gain first-mover advantage in the hydrogen industry.”
The report outlines four investment strategies for investors to focus on.
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