Harnessing the Hydrogen Horizon
Discover how the green hydrogen economy is reshaping infrastructure investments and driving global efforts towards a carbon-neutral world.
Explore the transformative journey of the infrastructure market, driven by groundbreaking policies and a surging demand for eco-friendly hydrogen solutions. Uncover the pivotal investments shaping our sustainable future.
Infrastructure Investment Growth
Infrastructure assets grew from $0.3 trillion in 2015 to $1.1 trillion in 2022, showcasing a significant growth rate of 21%.
The ten largest funds raised $36 billion more in 2022 compared to 2021.
Projected Demand for Hydrogen
The demand for low-carbon hydrogen is projected to reach up to 530 million tons per annum (mtpa) by 2050 under a 1.5°C global warming scenario. Current demand for hydrogen is around 94 million tons, mostly in the form of environmentally unfriendly grey hydrogen.
Million tons of low-carbon hydrogen will be needed by 2050
Challenges and Opportunities
The transition to green hydrogen represents a complex, multi-decade transformation that intersects with significant economic, technological, and policy shifts. Investors are encouraged to focus on sectors like digital infrastructure and sustainable energy, with hydrogen becoming an increasingly lucrative area due to its environmental benefits.
Strategic Investment Approaches
The industry requires innovative investment strategies, focusing on development platforms that combine public and private funds for commercially unviable projects. Early investment in emerging sectors like hydrogen is vital, leveraging subsidies and strategic partnerships to mitigate risks and capitalize on first-mover advantages.
