Investor Presentaiton
5
Unprecedented global hydrogen investment & development
Decreasing cost & increasing availability of clean
hydrogen removes key barrier to FCEV adoption
~$700B cumulative investment required by 2030 to
reach government stated targets¹
~$230B committed H2 investment until 20301
Europe $76B, China $20B, N.Am. $40B, ROW $94B
$230B excludes projects in planning or announcement phase,
~$108B & ~$109B, respectively
REPowerEU Plan established by European Commission
Create Hydrogen Accelerator program to develop integrated
infrastructure, storage facilities and port capacities
4X increase in planned EU hydrogen supply by 2030 (~5MT → 20MT)
Forecasted hydrogen production costs²:
2025: Blue: ~$1.0-2.0/kg; Green: ~$2.5-3.5/kg
2030: Blue: ~$1.0-1.5/kg; Green: ~$1.5-2.5/kg
(Production cost varies based on region)
1, 2, 3 See Slide Notes
Global Clean H₂ Production Outlook³
Mature green projects
■Mature blue projects
Announced green projects
Announced blue projects
26MT
.....2022 projection
2021 projection ............
7.3. MT
2020 projection
0.5 MT
2019 projection.
2025
2030
2020
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