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Strategic Intelligence: Hydrogen

Publisher GlobalData
Published Jan 10, 2025
Length 65 Pages
SKU # GBDT19677258

Description

Strategic Intelligence: Hydrogen

Summary

Several major economies such as the US and European Union have laid out elaborate plans to incorporate hydrogen as energy transition gains precedence. Of late, the hydrogen economy has experienced some hiccups in its growth story. Apparently, demand for this commodity is not rising at the pace it was envisaged back in 2020 when companies had aggressively announced their energy transition plans. As more industries such as steel, cement, transportation, and power, try to decarbonize their operations, the demand for low-carbon hydrogen is expected to grow.

Scope
  • This report evaluates the participation of oil and gas companies in hydrogen economy.
  • It analyses the scope of hydrogen for the oil and gas industry and identifies key players across the value chain.
  • The report provides an overview of the competitive positions held by oil and gas companies, and contractor companies in the hydrogen theme.
  • The report includes sector scorecards for integrated oil companies ranking them with respect to thematic exposure, market valuation, and overall investment risk.
Reasons to Buy
  • Identify recent industry, technology, and regulatory trends in the hydrogen theme.
  • Evaluate the participation of oil and gas industry players in hydrogen economy.
  • Identify and benchmark key oil and gas companies and their role in the hydrogen theme.
  • Identify and benchmark key contractor companies participating in the hydrogen market.

Table of Contents

65 Pages
Executive Summary
Players
Technology Briefing
The role of low-carbon hydrogen in industrial decarbonization
Hydrogen production methods
Steam methane reforming (SMR)
Auto-thermal reforming
Pyrolysis
Coal gasification
Electrolysis
Other production methods
Carbon capture
Hydrogen transportation
Pipelines
High-pressure tube trailers
Liquefied hydrogen tankers
Chemical carriers
Hydrogen applications
Refining
Petrochemicals and chemicals
Fuel cells
E-fuels
Power generation and energy storage
Commercial and residential heating
Trends
Industry trends
Technology trends
Regulatory trends
Industry Analysis
Low carbon hydrogen outlook
Outlook by type
Upcoming projects
Active and upcoming pipelines
Hydrogen application by sector
Hydrogen in refining
Hydrogen in petrochemicals
Hydrogen in metallurgy
Hydrogen in transportation
Hydrogen in power generation
Competitive landscape
Timeline
Signals
M&A trends
Venture financing trends
Patent trends
Company filings trends
Hiring trends
Value Chain
Energy source
Production
Transport, storage, and distribution
End use
Services
Companies
Oil and gas companies
Contractors
Sector Scorecards
Integrated oil and gas sector scorecard
Who’s who
Thematic screen
Valuation screen
Risk screen
Glossary
Further Reading
GlobalData reports
Our Thematic Research Methodology
About GlobalData
Contact Us
List of Tables
Table 1: Industry trends
Table 2: Technology trends
Table 3: Regulatory trends
Table 4: Upcoming projects
Table 5: Active and upcoming pipelines
Table 6: The key M&A transactions associated with the hydrogen theme
Table 7: Venture financing trends
Table 8: Oil and gas companies
Table 9: Contractors
Table 10: Glossary
Table 11: GlobalData reports
List of Figures
Figure 1: Who are the leading players in the hydrogen theme, and where do they sit in the value chain?
Figure 2: GlobalData’s thematic framework for energy transition
Figure 3: Green hydrogen leads total low-carbon hydrogen announced capacity
Figure 4: Europe is expected to have the densest hydrogen pipeline network by 2030
Figure 5: Chinese and US-based refiners lead the hydrogen consumption in the refining sector
Figure 6: Fertilizers remain the key application of ammonia
Figure 7: Methanol has key applications in producing daily products, such as detergents, adhesives, and plastics
Figure 8: The FCEV market is expected to gain momentum post-2025, especially in Asian markets
Figure 9: Significant upcoming green hydrogen capacity among leading oil and gas companies
Figure 10: The hydrogen story
Figure 11: Hydrogen-related M&A activity growth has been strong in the last two years
Figure 12: Venture capital financing activity has picked up in the last two years
Figure 13: China leads the patent publication activity in the hydrogen theme
Figure 14: Hydrogen-theme patent race contains a diversified player profile
Figure 15: Filing mentions for the hydrogen theme in the oil & gas industry are witnessing a notable decline
Figure 16: Hiring trends by oil and gas companies for hydrogen theme, January 2021 to September 2024
Figure 17: Hydrogen value chain
Figure 18: Hydrogen value chain: Production
Figure 19: Hydrogen value chain: Transport, storage, and distribution
Figure 20: Hydrogen value chain: End use
Figure 21: Hydrogen value chain: Services
Figure 22: Who does what in the integrated oil & gas companies’ space?
Figure 23: Thematic screen
Figure 24: Valuation screen
Figure 25: Risk screen
Figure 26: Our five-step approach for generating a sector scorecard

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