The Economics of Hydrogen in Japan: A Recap of Our In-Person Q3 Japan Group Meeting

We hosted our in-person Group Meeting in Tokyo on July 11th and dived deep into the topic of Economics of Hydrogen in Japan with a focus on the following areas:

• Exploring the current policy landscape and reviewing the subsidies available for different parts of the supply chain
• Unpacking sectoral energy demand to determine where the long-term opportunities for hydrogen/ammonia are in Japan
• Comparing the cost of different supply options: how electrolysers versus steam reformation and other types of hydrogen production differ, along with where the latest project developments in these areas have been announced
• Analyzing the complexities and costs of transporting hydrogen/ammonia—both domestically and from major exporters like Australia, the U.S., the Middle East, India, etc.
• A number of case studies:
  • Upstream business models—evaluating the levelized cost of hydrogen/ammonia (LCOH) across different configurations and colors of hydrogen/ammonia
  • Downstream business models—focusing on the power sector, a formulation of power turbine economics (new and retrofitted) and how subsidy bids will be determined (particularly into the Government’s Long-Term Decarbonization Auction—LTDA)

This webinar provides an opportunity for subscribers who were not able to attend the in-person Group Meeting to hear about our latest analysis on hydrogen.

If you are a subscriber and would like to watch the webinar, please click below.