The State of the US Hydrogen Industry Today and the Transition to Low-Carbon
In addition, the Treasury's most recent guidance on the 45V hydrogen tax credit is more restrictive to developers than expected. Although adjustments are likely, many project developers reacted negatively arguing it will deter development.
In this webinar we'll explore both the baseline and a variety of issues facing this transitioning marketplace including:
- The current state of the grey hydrogen industry
- Grey hydrogen contract structures and transition to low-carbon
- 2030 projections and drivers
- Comment on 45V
- US election outcome and its potential impact on 45V
Speakers
Payal Kaur
Hydrogen Analyst
BloombergNEF
Payal is the Americas hydrogen analyst at BloombergNEF, covering the entire hydrogen value chain from production, demand, midstream, and policy. Some of her recent work includes analysis of the 45V hydrogen production tax credit draft guidance and the regional hydrogen hubs. She holds a bachelor’s in Finance from Rutgers Business School.
Brenda McAuliffe
Hydrogen Analyst
Bloomberg Green Markets
Brenda McAuliffe covers hydrogen and low-carbon ammonia for Bloomberg Green Markets. Her monthly Hydrogen Report includes a gray hydrogen pricing assessment, which conveys the transacted price of gray hydrogen at the point of delivery, and delves into issues on the transition to low-carbon hydrogen. Brenda has over 10 years experience in the industrial gas industry including P&L ownership of bulk hydrogen in North America for Air Products. Brenda has a bachelor's in Mechanical Engineering from Georgia Tech and an MBA from Lehigh University.