Hydrogen has the potential to play a critical role in the energy transition, but the space remains nascent and is highly complex, with a dynamic value chain of supply and demand possibilities. CEOs and business leaders looking to invest into hydrogen need to work through significant strategic, organizational, and operational questions. Why hydrogen, when to invest, and where in the value chain? Whether and who to partner with, and with what commercial construct? What are the economics and drivers? As a starting point, some basic level setting on the market fundamentals will support decision makers contemplating these types of questions. To that end, Marakon and CRA are pleased to provide this hydrogen primer, authored by Neal Kissel, Quan Li, and Drake Hernandez with contributions from Rod Davies and Tony Meggs, as a point of reference.
Rethinking strategy for the net zero transition
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