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.
- 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.
- 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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