Hydrogen mobility and logistics
Helping you commercialise the FCEV opportunity
With SFA (Oxford)’s Hydrogen Mobility Watch, we can help you track the development of hydrogen fuel cell initiatives and infrastructure development projects underway. With industry and consumers beginning to test and purchase more fuel cell electric vehicles (FCEVs), hydrogen fuelling infrastructure needs greater adoption to foster market growth and transportation flexibility. Integrating hydrogen transport infrastructure into the energy supply chain is a primary challenge, with popular gasoline and diesel refuelling forecourts operating everywhere and few FCEVs on the roads. New key partnerships are required for hydrogen to be integrated efficiently into the transportation network, balanced with the variety of primary hydrogen transportation methods available. For mass deployment, numerous factors need to be considered for viability, such as cost, reliability, safety, performance, utilisation, energy and quality. Let SFA assess the FCEV market adoption challenges and car ownership potential as suppliers overcome constraints across the hydrogen transport supply chain, distribution and storage.
Hydrogen case studies
Explore some of our past projects across the hydrogen value chain.
Hydrogen horizons: PGMs and the hydrogen economy transformations
Evaluating PGMs in upstream, midstream, and downstream sectors
In light of the escalating challenges of combatting climate change and offsetting the long-term implications of declining PGM autocatalyst demand, SFA was commissioned to evaluate the role of PGMs in the upstream, midstream and downstream segments of the hydrogen landscape.
The resulting deep-dive study encompasses electrolysers, sustainable energy processes and transportation markets, where techno-economics vary greatly. It covers both PGM and competing non-PGM-based technologies to provide long-term strategic direction for market participants and identify end-use opportunities, as producers realign their businesses to the current price-inducing market environment and future market outlook.
Unpacking the impact of Pt/Pd catalysts in sustainable fuel markets
A deep dive into sustainable fuel innovations in emerging markets
SFA has assessed the current and future role of sustainable aviation fuels, biodiesel and e-fuels in addressing climate change and catalysing the transition to a new energy paradigm. The study delves into the role of Pt/Pd catalysts within these burgeoning markets, recognising their significance in fostering cleaner and more efficient energy solutions. This evaluation is part of a broader study to understand the shifts in the global energy system.
Unveiling heavy-duty fuel cell vehicle market opportunities in East Asia
Fuel cell vs. battery: Evaluating the future of HDVs
SFA has conducted a comprehensive assessment of the prospective role and techno-economic feasibility of fuel cell trucks compared to their battery-powered counterparts across diverse markets. This analysis encompasses specialised non-road mobile machinery and commercial heavy-duty vehicles, among others, and anticipates the evolution of these technologies within the broader context of advancing clean transportation solutions.
In this distinctive study, SFA delves meticulously into China's emerging battery-exchange market, exploring the nuances of this market to gain a richer understanding of the potential catalysts and driving forces poised to shape the industry's future.
Enabling infrastructure for hydrogen mobility sectors
PGMs in hydrogen mobility: Unlocking opportunities in transport, purification, and refuelling
The usage of PGMs in hydrogen-fuelled transportation is not solely limited to fuel cells – PGMs can also play an essential role in transportation, purification and refuelling systems. SFA’s analysis of the hydrogen industry demonstrates the growth potential for liquid organic hydrogen carrier (LOHC) systems in enabling international trade and the ability to deliver high-purity hydrogen to fuel cell systems via electrochemical devices using platinum catalysts.
Let's discuss your market needs
Contact one of our team for more details.
Dr Jenny Watts
Head of Clean Energy & Sustainability
Dr Fahad Aljahdali
General Manager, KSA
Dr Sandeep Kaler
Market Strategy Analyst
Alexandre Toufic Zard
Analyst
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.
Renewable energy and green hydrogen economics
SFA evaluates electrolyser and competing technology economics, growth opportunities and market risks for PGM based-technologies and thrifting.
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.
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.