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 (electrolytic and natural gas with CCS) 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
