Focus Areas / Hydrogen Energy

Hydrogen
The Future of Clean Energy

Hydrogen plays a central role in the global energy transition, particularly in hard-to-abate sectors and long-duration energy storage. Our focus supports scalable, low-cost, low-emission hydrogen production, storage, and distribution technologies.

85% Project Engagement
12 Strategic Partners
3 Core Technology Areas
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Hydrogen Energy Technology

Hydrogen Market Outlook

The global hydrogen economy is poised for exponential growth, driven by decarbonization commitments and technological advancements

$2.5T
Estimated Market Size by 2050
500+ GW
Electrolyzer Capacity by 2030
30%
Annual Growth Rate (2023-2030)
80 MT
Annual CO₂ Reduction Potential

Core Technology Focus Areas

Our investments in the hydrogen sector cover the entire value chain from production to application, with a focus on technological innovation and commercial pathways

Production & Manufacturing

Supporting scalable, low-cost, low-emission hydrogen production technologies, including electrolysis, natural gas reforming, and other advanced pathways.

Hydrogen Production Technology
  • Electrolysis optimization
  • Natural gas reforming with carbon capture
  • Renewable hydrogen production
  • Scale-up manufacturing technologies
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Storage & Transportation

Advanced hydrogen storage and distribution systems, including high-pressure storage, liquid hydrogen, and solid-state hydrogen storage solutions.

Hydrogen Storage Technology
  • High-pressure storage technologies
  • Liquid hydrogen systems
  • Solid-state storage materials
  • Hydrogen pipeline transportation
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Application & Integration

Hydrogen applications in hard-to-abate sectors and long-duration energy storage, driving commercialization of the hydrogen economy.

Hydrogen Application Scenarios
  • Industrial decarbonization applications
  • Transportation sector integration
  • Long-duration energy storage systems
  • Hydrogen infrastructure development

Featured Hydrogen Projects

Our strategic investments in pioneering hydrogen projects across the value chain

Green Hydrogen Plant
Production

North Sea Green Hydrogen Hub

1 GW green hydrogen production facility powered by offshore wind, producing clean hydrogen for industrial and transportation use.

Scotland, UK
$450M Investment
Hydrogen Storage Facility
Storage

Advanced Hydrogen Storage Network

Nationwide network of hydrogen storage facilities using advanced salt cavern and pipeline storage technologies.

Multiple Locations, USA
$320M Investment
Hydrogen Mobility
Application

Hydrogen Heavy Transport Initiative

Comprehensive hydrogen refueling infrastructure for heavy-duty trucks and maritime transport along key transport corridors.

Rotterdam, Netherlands
$280M Investment

Hydrogen Production Pathways

Comparing key hydrogen production technologies and their applications

Technology
Cost ($/kg)
CO₂ Emissions
Technology Readiness
Green Hydrogen
Electrolysis + Renewables
$3-6
0 gCO₂/kWh
Commercial
Blue Hydrogen
Natural Gas + CCS
$1.5-2.5
20-50 gCO₂/kWh
Early Commercial
Grey Hydrogen
Natural Gas
$1-2
200-300 gCO₂/kWh
Mature
Pink Hydrogen
Nuclear-powered Electrolysis
$4-7
10-20 gCO₂/kWh
Demonstration

Our Hydrogen Investment Advantage

We bring unique expertise and capabilities to hydrogen energy investments

01

Deep Sector Expertise

Our team includes former energy executives, engineers, and scientists with decades of experience in hydrogen technologies and energy markets.

02

Global Network

Strategic partnerships with leading technology developers, energy companies, and government agencies across key hydrogen markets.

03

Full Value Chain Coverage

Investments across the entire hydrogen value chain - from production and storage to transportation and end-use applications.

04

Technology Agnostic

We invest across multiple hydrogen production pathways and applications, focusing on the most commercially viable solutions for each market.

05

Risk Mitigation

Structured investment approach with technology validation, market analysis, and policy risk assessment built into our due diligence process.

06

Impact Focus

Comprehensive ESG integration and impact measurement frameworks to ensure investments deliver both financial returns and environmental benefits.

Explore Our Other Focus Areas

Discover more investment opportunities across our portfolio of clean energy technologies

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Energy Storage & Grid Resilience

Advanced battery technologies and grid-scale storage solutions for a stable and resilient renewable energy grid.

Explore Energy Storage
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Wind Energy & Offshore Wind

Next-generation wind turbine technology and offshore wind farm development for scalable renewable power.

Explore Wind Energy
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Solar & Distributed Energy

Photovoltaic innovations and distributed energy systems for decentralized, resilient clean power generation.

Explore Solar Energy