Hydrogen is a key enabler of global decarbonization, offering immense potential to transform refining, heavy transport, and hard-to-abate industrial sectors. Hydrogen serves as a vital clean energy carrier for industries where electrification is impractical. ADI Analytics supports clients across the hydrogen value chain—from oil majors and technology startups to investors—by providing the strategic, technical, and commercial insights necessary to navigate this evolving economy.
Advancing production pathways and decarbonization
Low-carbon pathways to produce hydrogen include green hydrogen from electrolysis, blue hydrogen via steam methane reforming (SMR) of natural gas paired with carbon capture, pink nitrogen (from nuclear energy), turquoise hydrogen (from methane pyrolysis), and gold hydrogen (naturally occurring hydrogen) – all at various stages of commercialization. Each of these technologies will be essential to achieving net-zero goals in steel, shipping, aviation, and ammonia and chemical production.
Overcoming policy and infrastructure hurdles
The hydrogen landscape is rapidly shifting due to significant policy support, such as the U.S. Inflation Reduction Act’s 45V tax credits and the DOE’s H2Hubs program. However, scaling requires overcoming high electrolyzer costs, limited storage infrastructure, and complex emissions accounting standards.
Achieving scale and commercial viability
Success in the hydrogen sector depends on maturing technologies and strategic alignment across the value chain. With falling renewable power prices and evolving regulatory frameworks, hydrogen is poised for rapid growth, requiring robust off-take agreements and cross-industry partnerships to ensure long-term profitability. However, this growth must be consistent across the entire ecosystem.
For instance, for green hydrogen to scale, the availability of critical materials—from raw materials like precious metals (platinum, iridium), transition metals (titanium, nickel, chromium), argon, and graphite to processed materials such as PEEK, thermoplastics, and elastomers—must scale accordingly. Furthermore, the supply of core components like the electrolyte membrane, gas diffusion layer, bipolar plates, end plates, and seals must keep pace, supported by a comprehensive end-of-life management strategy to ensure a sustainable and scalable hydrogen economy.
How ADI helps
ADI Analytics works with clients across the hydrogen value chain—including oil majors, refiners, midstream operators, chemical producers, industrial equipment manufacturers, technology start-ups, end-users, and investors—to support decision-making across strategy, technology, and commercialization:
- Market intelligence & forecasting including scenario planning to evaluate the pace and scope of hydrogen adoption, regional supply-demand modeling, cost benchmarking, and opportunity assessments across blue, green, and other hydrogen pathways.
- Project evaluation & asset strategy covering techno-economic modeling of production, storage, and distribution assets, site screening and feasibility studies, and total cost of ownership (TCO) analysis for hydrogen-based transportation and industrial applications.
- Technology & policy analysis involving competitive benchmarking of hydrogen production pathways, maturity assessments of storage and fueling technologies, and analysis of policy incentives and regulatory standards such as 45V qualification criteria.
- Investment support & commercial due diligence such as evaluation of hydrogen-focused companies, infrastructure assets, and technology providers for investment, M&A, and strategic partnerships.
- Strategic planning & commercialization strategy including go-to-market planning for early-stage companies, industrial equipment demand analysis, partnership development, and roadmaps for end-use adoption and long-term growth.
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