Summary
Hydrogen markets are taking off around the world, and GlobalData expects low-carbon hydrogen production in North America to nearly triple by 2030, reaching 1.4 million tons per annum (mtpa). North America has been increasing investments in new sectors for hydrogen, such as transportation, green fuels, and power, in line with the global trend toward hydrogen as a clean energy transition fuel. In a reversal of the global trend towards green hydrogen, 85% of upcoming low-carbon hydrogen capacity North America is blue hydrogen. Blue hydrogen production in North America is some of the cheapest in the world due to low natural gas prices and an abundance of suitable sites for geological carbon storage.
Scope
- Analyze market trends for hydrogen production and demand in North America
- Review of deals and partnerships in the hydrogen sector
- Geographies covered include - North America
- Evaluation of the costs of hydrogen production routes
- Review of hydrogen policies and funding
Reasons to Buy
- Understand hydrogen trends and opportunities in North America
- Identify which sectors will drive hydrogen demand
- Assess what conditions are likely to reduce the cost of low-carbon hydrogen
- Understand which companies are the most active in the North American market
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Table of Contents
Overview
Executive Summary
Hydrogen Production Routes
North America in the Global Context
Low Carbon Hydrogen in North America
Global Upcoming Capacity
Upcoming Capacity in North America
2030 Production Capacity Scenarios
Major Projects in North America
Future Hydrogen Demand
US Demand Scenarios
End-use Sectors
Demand in Oil Refining + Chemicals
Demand in Transportation
Demand in Biofuels + Synfuels
Demand in Power + Industry
Economics of Low Carbon Hydrogen
Blue Hydrogen Feasibility
Costs of Grey, Blue, & Green H2
Green Hydrogen Cost Factors
Policies, Deals, & Key Players
US Policies & Funding
Canada Policies & Funding
Deals & Partnerships
Company Filing Trends
Key Players in North America
List of Tables
Table 1: Largest Low-carbon Hydrigen Projects in North America
Table 2: Hydroge Uses in Biofuels and Synfuels
Table 3: Example Projects in Power and Industry
Table 4: US Policy Strategy
Table 5: Canada Policy Strategy
Table 6: Hydrogen Sector Deals
Table 7: Hydrogen Sector Partnerships
Table 8: Key Players in North American Hydrigen Value Chain
List of Figures
Figure 1: Global Upcoming Low Carbon Hydrogen Capacity
Figure 2: North America Upcoming Low Carbon Hydrogen Capacity
Figure 3: North America Hydrogen Capacity Scenarios to 2030
Figure 4: Intended Use Sectors for North American Hydrogen
Figure 5: US Demand Scenarios, 2050
Figure 6: US Refinery Hydrogen Demand and Capacity
Figure 7: Leading Countries and Regions in Growth of Hydrogen Fuel Cell Vehicles
Figure 8: US Grey & Blue Hydrogen Production Costs
Figure 9: Hydrogen Production Prices, 2021 & 2030
Figure 10: Affect of Electricity Price on Green Hydrogen price, 2030
Figure 11: Main Company Filing Trends
