The opportunity in hydrogen

Hydrogen will play a significant complementary role to electricity in the transition to a net-zero energy system. It has potential application across a range of end-use markets, including industry and transport, and can enable international trade of clean energy. Deployment of hydrogen across the globe is gathering momentum and it is projected to meet 5-20% of final energy demand by 2050. Many organizations are wrestling with whether and where to play, how to build capability, and what should be the appropriate pace of investment given market immaturity and uncertainties.


How we can help 

CRA and Marakon have established an integrated offering to assist companies and investors navigate and realize the opportunities in hydrogen. Our team consists of some of the world’s leading experts who can help address matters related to strategic, organizational, economic, regulatory and technical needs.


Our focus areas 

Strategic direction setting

Advisory and thought partnership on foundational choices and implications:

  • Why hydrogen (role in strategy)
  • When to invest (lead v. fast follow)
  • Where to play (value chain, technology, end-markets, regions)
  • How to win (capabilities, “big bets”)


Business / Project build support

Strategic PMO support in business development and commercialization:

  • Mobilization and initial acceleration
  • Investment case development
  • Commercial construct and partnership model development
  • Organizational design


Due diligence and expert input

Expert-led subject matter support:

  • M&A / transaction support
  • Hydrogen value chain assessment
  • Technology assessment
  • Financial and operational modelling
  • Policy and regulatory advice


Proprietary market models

Hydrogen and alternative energy models and forecasts at regional levels:

  • Supply / demand and pricing
  • Cost curves
  • Technology lifecycle GHG emissions
  • Policy / incentives implications