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
