Renewable energy & green hydrogen
Project economics and adoption
A trusted market view from a dedicated team of experts
SFA (Oxford) evaluates electrolyser and competing technology economics, growth opportunities and market risks for PGM based-technologies and thrifting. We are modelling the long-term project economics of water electrolysers to support green hydrogen production. To assess the long-term viability of green hydrogen production, SFA takes account of CO2 emissions from fossil fuel types and quantities, the relative scope of fossil fuels to reduce emissions, fossil fuel mitigation effects (e.g. carbon capture, utilisation and storage - CCUS), available energy capacity, grid costs and renewable electricity costs, water availability, electrolyser component and installation costs (PEM, AEM etc.), electrolyser operating costs, cost to produce hydrogen from the grid and solar, wind and hydropower energy sources including hydrogen storage.
Analysing the competitiveness of green hydrogen
PGMs can be used in a wide variety of applications in the hydrogen value chain, but techno-economics varies greatly. SFA is positioned to assess the conditions (technical, pricing, penalties) for hydrogen to reach parity with fossil fuels, the costs, materials, and technical efficiency gains needed, environmental aspects, political landscape and cross-border energy trade.
We can evaluate the relative costs and cost reduction trajectories of carbon and low-carbon hydrogen production technologies on a project-by-project basis. The costs and supply of platinum group metals as catalysts in electrolysers and fuel cells have sometimes been seen as a barrier to adoption. SFA’s unique ability to assess the long-term supply and demand of these metals enables us to provide long-term price forecasts to determine the impact these metals have on water electrolyser economics and operating costs to produce hydrogen from a mix of renewable energy sources.
Case studies
Explore some of our past projects across the hydrogen value chain.
Identifying new demand opportunities for PGMs — commissioned by major PGM producers
Commercial evaluation of the fuel cell value chain
Analysis of fuel cells, with a specific focus on technological feasibility, commercial potential, legislative support and market drivers, ownership of IP/licensing as well as company supply chains and commercial arrangements.
Tomorrow’s hydrogen opportunity — commissioned by a client
Evaluation of the hydrogen economy
SFA (Oxford) provided an independent assessment of the hydrogen economy, fuel cell technologies, green hydrogen production economics, supply chains, and major players to help assess investment opportunities.
Let's discuss your project
Contact one of our team for more details.
Dr Jenny Watts
Head of Clean Energy & Sustainability
Dr Tugce Ayvali
Consultant
Dr Fahad Aljahdali
Regional Business Development Director
Gyubin Hwang
Consultant
Dr Sandeep Kaler
Market Strategy Analyst
Alexandre Toufic Zard
Analyst
Nelsa Martins
Senior Technical Consultant
Other hydrogen consulting solutions
Explore SFA's other available hydrogen economy and green hydrogen services for clients.
Strategy, planning and Board support
SFA works with value chain players to navigate green hydrogen opportunities, energy solutions, market risks and emerging zero-carbon technologies.
Due diligence studies and commercial advisory
SFA identifies investment and commercial opportunities for players across the hydrogen value chain, and where green hydrogen can be best utilised for investment.
Green metals for the hydrogen economy
SFA provides long-term precious metal supply security outlooks for platinum, iridium and ruthenium using detailed modelling of mine supply and recycling.
Hydrogen transport and energy storage
With SFA’s Hydrogen Mobility Watch, we can help you track the development of hydrogen fuel cell initiatives and infrastructure development projects underway.
Industry mapping the hydrogen landscape
SFA is closely following the green hydrogen water electrolyser and mobility players and projects underway across the industry, and national strategy developments.
Green hydrogen project benchmarking
SFA is developing its capabilities to benchmark individual green hydrogen projects to assess the long-term viability of industrial players becoming more competitive.
The legislative landscape around green hydrogen
SFA assesses the main international legal frameworks for green hydrogen development, penalties and incentives, implications and end-use sector opportunities.
Investor Board packs and roadshows
SFA is a trusted advisor to the Boards and senior management of major stakeholders and provides regular assistance to hydrogen strategy and planning efforts.
North America's hydrogen and fuel cells market
North America has an ambitious hydrogen roadmap, leveraging decades of scientific and engineering developments, particularly in California.
Europe's green hydrogen and fuel cells market
Europe is home to some of the most innovative technologies, ambitious decarbonisation targets and national strategies, and strongest value chain networks.
China's green hydrogen and fuel cells market
China’s latest five-year plan to develop the hydrogen industry sets out the major tasks for industry groups and targets for hydrogen fuel cell vehicles on the road.
The Middle East's hydrogen and fuel cells market
The Middle East has vast solar and wind capacity to help enable green hydrogen production, in addition to its established role in the oil and petrochemicals economy.
Japan's green hydrogen and fuel cells market
Japanese companies continue to be pioneers in developing hydrogen and fuel cell technologies, as the country seeks to strengthen its energy security.
Africa's green hydrogen and fuel cells market
Southern Africa produces most of the world’s critical metals for the hydrogen economy and has the potential to generate significant renewable energy for export.
Latin America's hydrogen and fuel cells market
Latin America has a strong position in renewables for power generation, and an international consortium is developing green hydrogen production in Chile.
Oceania's green hydrogen and fuel cells market
Australia and New Zealand are developing projects in the hydrogen supply chain, many of which are in collaboration with other significant regional players.
How can we help you?
SFA (Oxford) provides bespoke, independent intelligence on the strategic metal markets, specifically tailored to your needs. To find out more about what we can offer you, please contact us.