Specialist
Director at a global independent infrastructure provider
Agenda
- Hydrogen cost analysis and incentives from the 2022 US Inflation Reduction Act
- Development of hydrogen hubs in the US and infrastructure needs
- Export opportunities from the US for hydrogen and ammonia
- CCS (carbon capture and storage) developments in conjunction with hydrogen projects and regulatory challenges
Questions
1.
Are there any key macroeconomic trends that are driving investment in clean energy sources in 2023? How do you expect this investment to ramp between the public and private sector in the coming years?
2.
Could there be a point where public pressure from everyday Americans or Europeans on the companies would increase? Could that drive further investments towards green energy?
3.
Could you briefly outline the impacts of the Inflation Reduction Act on nascent technology, such as hydrogen, ammonia and carbon capture and sequestration?
4.
Are there any companies that may be best-positioned to access credits and grants or to see the market for their products or services developed because of the increased investment?
5.
Could you elaborate on the process of securing credits and grants?
6.
How much capital has the US attracted due to the Inflation Reduction Act that might have otherwise been used in Europe, Asia or elsewhere for developing hydrogen, ammonia, carbon capture, etc? Is there a way to quantify or estimate that?
7.
Are there any other geographical areas that are primed for capital deployment, aside from the US and Europe?
8.
You highlighted Australia, the Middle East and the US for export. Who’s the furthest ahead in providing clean energy or developing these markets?
9.
Across carbon capture and sequestration, green ammonia and green hydrogen, which renewable energy source might have the most potential for the US in 2023-24? Also, which has the most potential in the long term?
10.
Could we see development of the local markets over larger outside markets for green hydrogen because of the current transportation limitations? Alternatively, would we see that places having a high transportation cost would be willing to pay that high cost?
11.
Are there any hydrogen projects or developments in the US that you think are being developed well or could go online faster than others?
12.
Could we get to a point in the near future where renewable energy cost makes sense to scale vs traditional fossil fuels?
13.
You mentioned regulatory packages being figured out in Japan and several other key countries. To clarify, when they are, do you expect more contracts for green hydrogen to be signed by customers? You highlighted customer acquisition being a key bottleneck. Do you expect that once those regulatory packages are figured out, the market will essentially be made?
14.
How could the Inflation Reduction Act have better stimulated or incentivised demand? Could you elaborate on that?
15.
Could you estimate how much it might cost to retrofit a gas power plant to being powered by hydrogen?
16.
What might incentivise a developer to develop blue vs green hydrogen, especially as we discussed that the market is just emerging?
17.
You mentioned transportation being a key limiting factor. Could you briefly rewind on the midstream challenges in transporting hydrogen and CO2? How is existing pipeline infrastructure being leveraged? Are there any updates for existing infrastructure that might need to be put in place?
18.
What could bring the cost of hydrogen transportation down? You noted that a lot of technology is being worked on to do that, but what might be the levers to actually bring down the cost?
19.
How long could it take in a best- vs worst-case scenario to develop the necessary amount of hydrogen pipelines and thus to grow the market out of infancy? Is there any way for us to assess that?
20.
You mentioned there being public pushback for some key projects in the Midwest for the development of carbon pipelines. If we continue to see pushback, could that be an existential crisis for carbon capture and sequestration? Alternatively, do you think it’s something that would go along with the pipeline development and be figured out eventually?
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