Clean hydrogen has emerged as a critical pillar to any aspiring net zero path. According to Goldman Sachs Research, it is now time to revisit the clean hydrogen theme as policy, affordability and scalability seem to be converging to create unprecedented momentum for the clean hydrogen economy. Further, according to the report, clean hydrogen can develop into a major global market, impacting geopolitical patterns in energy supply. Regions such as MENA, LatAm, Australia and Iberia could emerge as key clean hydrogen exporters, while Central Europe, Japan, Korea and East China could emerge as key importers.

With US$5.0 tn cumulative investments required in the clean hydrogen supply chain, on its estimates, Goldman Sachs Research examines the hydrogen case for 11 industrial conglomerates with growing exposure to the theme and also initiate coverage on three leading hydrogen pure-plays.

Access the report here