Hydrogen Masterclass
A comprehensive training over the emerging hydrogen economy, covering all aspects of the hydrogen value chain. The course prepares participants starting from the basic understanding of hydrogen, its production and supply, transportation and use, as well as technical aspects around hydrogen. It then guides them to understand the business models emerging around hydrogen, as well as the policy and regulatory framework across multiple geographies. Finally, global approaches and future outlook of the emerging hydrogen economy are assessed to paint a picture of the future hydrogen economy
DAY 1
The H2 Value Chain
Production, transportation, storage and use of H2: technologies
Drivers for H2 use
Technical aspects of H2
Business models for H2 across
-Industry
-Transportation sector,
-Residential sector (heating)
-Power sector
Key players, strategies and positioning in the market
day 2
H2 Policy and Regulatory Frameworks
Policy framework across the EU, Australia, Japan, Korea, etc..
Summary of policy frameworks
Case studies of H2 roadmaps and lessons learned:
-Netherlands
-Germany
-USA/Australia
European regulatory framework in H2
Future policy and regulatory initiatives for H2 in Europe
day 3
H2 Future Perspectives
World level H2 value chains and trading routes in the making
Export strategies of key producers (country level)
Import strategies of key users (country level)
H2 in the future energy system: cross-sectoral aspects of H2 and sector coupling
Future demand and supply outlook
Hydrogen Market Entry Strategies
The course aims at preparing participants to design and implement market entries in the emerging hydrogen markets worldwide. The course first provides the necessary tools to select attractive hydrogen markets based on defined criteria and business goals of the company entering the market. It consequently defines different approaches to enter hydrogen markets based on the company starting point and comparative advantages, while also defining the business processes and team choices that would need to be made. In its last part, the course prepares participants for the different growth strategies possible and how these can be matched with the target markets and company goals
day 1 - MARKET SELECTION
Introduction to hydrogen (types, value chain, potential uses, technical aspects of production)
Overview of hydrogen markets (Key markets, developments, players across Europe and Asia)
Overview of hydrogen policies (Key policy principles across geographies – Europe and Asia)
Key criteria for market selection (supply & demand, partners, customers, price levels, sectoral differences, products and services, outlook, etc…)
Business goals definition (sales, products, budget, timeline, growth)
Potential target markets (based on key criteria and company business goals)
day 3 - MARKET GROWTH
Overview of possible strategies and suitability to market entry approach
Product expansion strategy (type of complementary products/services, potential partners, demand creation opportunities across products)
Market expansion strategy (target customers and demand creation opportunities for same product)
Assessment of strategies by hydrogen markets, company goals, and market entry approach
Case studies (Europe and Asia)
Summary of the course
day 2 - MARKET ENTRY
Approaches to market entry:
Direct entry/investment
Joint-ventures/acquisitions
Import/export
(criteria for choice of approach, advantages and disadvantages, suitability to target market and alignment with company’s targets)
Variables to assess for market entry (legal, tax, insurance, permitting, etc..)
Design of business processes (options, advantages and disadvantages, approach, etc..)
Team selection and composition (structure of departments and functions)
Case studies (Europe and Asia)
GREEN Hydrogen Projects & Contracts
The hydrogen economy is taking shape across the globe in a variety of forms and possible project setups. Each of these project setups has corresponding contractual and operational aspects that need to be set with the right risk allocation to ensure the project is successful. This course prepares participants with the necessary knowledge and skills to choose the right contractual setup and to be able to negotiate the adequate risk allocation and related mitigation measures. It covers the possible green hydrogen project setups and the corresponding contractual structure from the procurement of green power to the transportation and sale of green hydrogen, therefore covering the entire value chain of each possible project setup. It provides participants with knowledge and skills that can be applied across geographies therefore preparing them for the global hydrogen market in the making
day 1 - GREEN POWER PROCUREMENT
Green hydrogen value chain & hydrogen fundamentals
Project setup for green power procurement:
Wind/solar + electrolyzes
Wind/solar + battery + electrolyzes
Contractual setups:
Hybrid PPAs (solar+wind or solar/wind+batteries)
PPAs + battery storage tolling agreement (solar/wind+batteries)
PPAs + capacity sale agreements (solar/wind+batteries)
Structure & terms and conditions (pricing, volume, shape, liabilities, etc…), risk allocation and mitigation measures
day 3 - Hydrogen Sale & Supply
Project setup for green hydrogen sale and supply agreements:
Electrolyzer – hydrogen/gas network transportation – customer supply
Electrolyzer – dedicated hydrogen pipeline – customer supply
Hydrogen supply contracts – structure & terms and conditions (pricing options, volume, delivery points, liabilities), risk allocation and mitigation measures
Summary of the course and overview of synergies across project and contractual setups
day 2 - Hydrogen Transportation
Project setup for green hydrogen transport options:
Pure hydrogen pipelines
Blending in natural gas networks
Fundamentals, technical aspects and possible setups
Contractual setups:
Pure hydrogen transport contracts
Connection contracts to natural gas pipelines
Hydrogen transport in natural gas transport contracts
Structure & terms and conditions (access to capacity, tariffs structures, operational rules for transportation, etc…), risk allocation and mitigation measures
Hydrogen Business Models
A deep-dive course on the business models emerging around the hydrogen economy across multiple sectors. Participants will gain the knowledge and business tools to better understand the emerging hydrogen economy and further tailor their own business models to succeed in it. The course is ideal for all those willing to learn more specifically about business models in hydrogen and better understand business risks and opportunities via the discussion of real-life cases and interaction with participants and the speaker
H2 Production
- Green, Blue and Grey Hydrogen
- Technologies and Cost Competitiveness
Business Models in H2 Production
Business Models for H2 as a Fuel
- Land Transport
- Maritime Transport
- Air Transport
Business Models for H2 in Heating
Business Models for H2 in Power Sector
Summary
Hydrogen Policy
.The aim of the course is to provide participants with an in-depth understanding of hydrogen policy both in terms of the most effective approaches in defining it, as well as in terms of effective policy tools that can be put in place to support the development of a hydrogen economy. Effective approaches to hydrogen policy build on understanding key criteria that determine its effectiveness, and the tools that derive from such criteria. These are both covered in the course to provide participants comprehensive tools to design and implement effective hydrogen policies. In addition, the course assesses a variety of hydrogen policies that have been published recently to allow participants to gain first-hand understanding on how they are evolving worldwide, and what the outlook for hydrogen policy could be in the future also looking at the geopolitical effects of such policies
day 1 - Hydrogen Value Chain, Policy Approaches and Tools
Setting the scene – hydrogen types, value chain, market trends
Role of policy in hydrogen development – demand and supply creation
Hydrogen policy approaches – key structural, market-fit, regulatory, technology and investment criteria for an effective hydrogen policy
Hydrogen policy tools – effective tools for hydrogen supply, demand, infrastructure, education and training, taxation, regulation, international collaboration
Conclusion on an effective hydrogen policy
day 2 - Comparative Analysis of Hydrogen Policies and Outlook
Overview and assessment of hydrogen policy approaches
Case studies of hydrogen policies
- Australia
- Japan
- Korea
- Germany
- Netherlands
- European Union
Lessons learne
Policy outlook and geopolitical implications
Summary of the course