Bringing hydrogen into the mix: opportunities for growth

GLOBAL TOPIC
Bringing hydrogen into the mix: opportunities for growth

Why hydrogen?

While everyone talks about hydrogen, we help you grow your business.

"It is important to evaluate the full potential of hydrogen now in order not to miss the optimal point of entry given the current accelerated market dynamics."
Portrait of Yvonne Ruf
Senior Partner
Dusseldorf Office, Central Europe

There is almost universal consensus that hydrogen (H2) and fuel cells are indispensable to any transition to a climate-friendly economy – especially where other ways to reduce greenhouse gases fail to measure up. While rechargeable batteries are a very efficient option for passenger cars, for example, they are simply too heavy for long-distance haulage. As a way to decarbonize branches of industry such as steel and chemicals , H2 is also essential for reducing feedstock and process-related CO2 emissions. Moreover, hydrogen and the synthetic energy carriers produced from it (power-to-X) will play an important role as storage media in any electricity system that is rooted in renewable energy sources .

Hydrogen’s share of the global energy mix could well be over 20 percent 30 years from now. And although there is obviously no guarantee that hydrogen and fuel cells will earn companies money, opportunities are coming thick and fast. Now is therefore the time to evaluate the potential and not miss the optimal point of entry. Good strategies must likewise be mapped out, as the risk of bad investments is heightened among so much hype. It is thus vital to conduct solid analysis and run through scenarios from financing to partnership approaches.

Do you need valid answers to these and other questions about the future of the hydrogen business? Are you looking to strategically position your company? Then you have come to the right place! Roland Berger has been advising customers on issues surrounding hydrogen and fuel cells for over ten years. Our expertise covers everything from crafting political concepts for governments and associations to developing strategies for all relevant sectors of industry (energy, transport, steel, chemicals and finance). We look forward to hearing from you!

Research

Hydrogen and fuel cell technology are critical elements in the green transformation of our societies. Closely tracking their development in recent years, Roland Berger actively helps its clients to get on board and grow their own hydrogen and fuel cell business.

The list below outlines a selection of the in-depth studies and articles we have worked on, including articles ranging from hydrogen production to various end uses in mobility, industry and energy.

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Solutions

The hydrogen industry and its wider ecosystem is singularly versatile. And so are our solutions for our corporate and public clients. We help you effectively tackle specific challenges and ambitions in an array of industries, such as energy, mobility and transport, metallurgy, chemicals, construction, real estate and finance.

We advise clients across every link in the H2 value chain…

  1. Clean hydrogen production

  2. Hydrogen transportation, storage and distribution

  3. End-use applications for fuel cells and hydrogen in mobility, industry and energy

  4. Overarching strategies and topics

"The right strategy is important, because the risk of bad investments is particularly high in the hype."
Portrait of Uwe Weichenhain
Senior Partner
Hamburg Office, Central Europe

...and supply them with a comprehensive service portfolio:

  • Hydrogen and fuel cell strategies (market analysis, market entry strategies, business model development, technology and industrialization roadmaps).
    We recently helped a leading global automotive OEM to analyze the global hydrogen value chain and identify opportunities to enter the market.
  • Hydrogen project development (project design, hydrogen hubs/valleys, feasibility studies, partnering concepts, consortium set-up and structuring, business planning, de-risking, PPPs).
    Roland Berger supported an international consortium, developing a first-of-a-kind green hydrogen supply chain in the Middle East to serve local demand and export hydrogen to Europe.
  • New hydrogen organization (organizational set-up of hydrogen units, business processes, target operating models).
    We recently assisted an international energy company in shaping a robust organization around their targeted hydrogen business models.
  • Funding and financing (funding/financing concepts, funding applications, financial engineering).
    Roland Berger supported the developers of a globally unique green hydrogen/e-fuels project with the process of applying for resources from a major EU funding program.
  • M&A (commercial due diligence, investor search, start-up).
    We recently advised an international green energy champion during buy-side commercial due diligence testing for an international hydrogen start-up.
  • Hydrogen sector strategies, regulation and policy development (sector strategies, funding programming).
    Roland Berger recently analyzed the policy and regulatory landscape for hydrogen and fuel cells in leading markets as input for policy dialogue at an international hydrogen association with a global reach.

Team

Our hydrogen and fuel cell experts

Hydrogen and fuel cells constitute a new, fast-growing industry. Operating from within their specific regional markets, our global network of experts brings the full spectrum of commercial, technological and regulatory perspectives to the table.

Global hydrogen leads
Portrait of Yvonne Ruf
Senior Partner
Dusseldorf Office, Central Europe
Worldwide expert network
Korea
Portrait of Soosung Lee
Senior Partner, Managing Partner Korea
Seoul Office, Eastern Asia
+82 10 5775-4226
North America
Portrait of Stephan Keese
Senior Partner, Managing Partner United States
Chicago Office, North America
+1 312 662-5500
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Further reading