The global low-carbon hydrogen sector is off to a slow start in 2024, but policy clarity, funding round announcements, offtake agreements and project FIDs are expected before end of year. As the market begins to materialize project costs are narrowing and investment figures crystallizing. These developments are markers for true hydrogen investment costs in an embryonic market.
There are no lack of hurdles for the hydrogen market and stimulating the demand sector has been the greatest due to high cost of production and delivery. Global trade of hydrogen and its derivatives is in the near future and transportation costs, infrastructure and logistics are going to be key.
In this webinar, we will kick-off with a comprehensive overview of current cost trends for electrolysers, balance of plant and EPC components at a high-level available in Lens Hydrogen Discovery.
In our second presentation, we will delve deeper into Lens Valuations, offering detailed insights into specific project economics. Discover which projects are forging ahead, breaking ground, or already operational, and gain an understanding of the competitive advantages that set them apart.
Lastly, we willll explore the future of hydrogen transportation with updates to our ammonia conversion, shipping, and cracking models. Don't miss this opportunity to gain actionable insights and stay ahead in the dynamic world of hydrogen economics.
The webinars will follow the below outline:
Duration |
Session |
Session Lead |
5 minutes |
Welcome and introduction
|
|
10 minutes |
Comprehensive overview of current cost trends
|
|
10 minutes |
Detailed insights into specific project economics
|
|
10 minutes |
A deeper dive into hydrogen transportation and trade
|
|
10 minutes |
Q&A Session |
Get to know our speakers

Bridget van Dorsten
Principal Analyst, Hydrogen
Bridget is a hydrogen-focused principal analyst on our Energy Transition Practice.
Latest articles by Bridget
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Opinion
eBook | The hydrogen opportunity from now to 2050: what utilities and developers need to know
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Opinion
eBook | The hydrogen opportunity from now to 2050: what industrial players need to know
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Opinion
eBook | Investing in hydrogen from now to 2050: what you need to know
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Opinion
European power in 2025: the pace, opportunities and challenges of the transition
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Featured
Hydrogen 2025 outlook
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The competitive edge of China's electrolysers

Murray Douglas
Vice President – Hydrogen & Derivatives Research
Murray is responsible for Wood Mackenzie’s Global coverage across the hydrogen value chain.
Latest articles by Murray
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Opinion
eBook | The hydrogen opportunity from now to 2050: what utilities and developers need to know
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Opinion
eBook | The hydrogen opportunity from now to 2050: what industrial players need to know
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Opinion
eBook | Investing in hydrogen from now to 2050: what you need to know
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Opinion
What lies ahead for hydrogen and low-carbon ammonia?
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Opinion
Ebook | Overcoming the challenges around hydrogen deployment
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Opinion
Hydrogen offtake contracts: securing project outcomes
