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 will provide 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 would like to register for this webinar, please reach out to Akane Iwado.