Buy-side market, strategic, and commercial diligence support for Generate Capital’s investment in Ambient Fuels

Hydrogen Market Primer | Energy Experts | CRA

Generate Capital retained CRA to perform strategic and commercial due diligence related to the existing hydrogen market, commercial relationships between hydrogen suppliers and industrial consumers, and techno-economic analyses regarding hydrogen production costs in support of their investment in Ambient Fuels.

CRA’s team supported Generate Capital with the following:

  • Reviewed publicly available contracts between hydrogen suppliers and off-takers to determine which contractual modes were currently being used in the market
  • Conducted a techno-economic analysis to determine the levelized cost of producing hydrogen and associated derivatives and comparing these costs to existing production costs and customer willingness to pay
  • Conducted a market analysis to determine the forecasted attainable market size for clean hydrogen within certain industrial sectors
  • Discussed the commercial reality associated with selling hydrogen into today’s industrial market and challenges associated with entering the market
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