Opportunity

MSWH2 Green Hydrogen Opportunity Analysis

Demand for hydrogen and other sources of clean energy is surging as the world transitions to net-zero emissions. As support for clean hydrogen as a reliable, sustainable energy source strengthens, the market is expected to top the value of the liquid natural gas trade by 2030. Green hydrogen is poised to help drive the bulk of the growth.

Deloitte’s 2023 global green hydrogen outlook showcases a steady market growth, from US$642 billion in annual revenue in 2030 to US$1.4 trillion per year in 2050. Clean hydrogen represents a major sustainable growth opportunity for developing countries, which, with targeted and significant investment, could account for nearly 70% of the US$1.4 trillion market in 2050 while supporting up to 2 million jobs globally per year between 2030 and 2050.

Deloitte’s outlook estimates more than US$9 trillion of cumulative investments are required in the global green hydrogen supply chain to meet net-zero compliance by 2050. Though daunting, the investment broken down to an annual average are significantly less than the US$417 billion spent on oil and gas production in 2022 globally.
The hydrogen economy has been a discussion in academia for decades. However, with every previous effort, it ended with unprofitable projects and disappointed investors. What makes this effort so different? What makes the hydrogen economy this time so viable? Sustainability!!!

As the climate change is pushed into the forefront, we are once again seeing a major movement towards bringing the hydrogen economy vision into reality. Governments around the world are spending massive amounts on infrastructure, and companies are raising record amounts of money to monetize this potential opportunity.
The opportunity is a compelling combination: The substantial reduction in the cost structure for the hydrogen economy and hydrogen industrial applications as a means of carbon-free energy storage. Hydrogen is the key to addressing a major challenge of a low carbon future; long-term energy storage and transmission. Unlike batteries, hydrogen can be transported in bulk, can be shipped on tankers, railcars or pipelines, and can be stored as a liquid, as a gas, or as ammonia.

The movement toward a hydrogen economy is global. Large-scale projects for both blue and green hydrogen are being developed around the world. Global demand is growing for both fuel cells and electrolyzers. This trend is not showing any sign of slowing, but, on the contrary, it is speeding up. Those who act now can reap the benefits, economic and environmental.

Morgan Stanley sees as an $11 trillion market, in the coming decades. Goldman Sachs says its $12 trillion by 2050. Either way MSWH2 is poised for tremendous growth as the lowest cost producer using renewable municipal solid waste as our feedstock.

The Hydrogen Economy Is at a “Tipping Point”, for the first time ever, all the stars have aligned for the Hydrogen Economy to “tip” into hypergrowth mode for the next decade. A few months ago, the U.S. government passed the largest-ever climate bill promoting the adoption of alternative energy sources. And in it, there is America’s first-ever production tax credit for hydrogen, which we will qualify for. Investors who bet early on this revolution will win big. If you interested in investing in MSWH2 hit the contact button.