India has the potential to produce green hydrogen from 15-20 GW installed capacity by 2030 from expected renewable energy excess capacity and resultant curtailment (with a 450 GW national RE target by 2030) as well as link to hydrogen as an energy storage vector. Capital cost of electrolysers (estimated 2030 electrolyser capital cost at USD 250-300/kW) rather than renewable energy feedstock, is expected to be the only hurdle to electrolyser deployments and indigenisation/domestic electrolyser manufacturing will play a determining role in driving hydrogen commercialisation. Electrolyser capital costs, collectively estimated at USD 5-6 Bn, is expected to be privately funded with public funding being utilised for hydrogen offtake and infrastructure. Learn More

IH2A’s view is that India should identify and scope at least 10 national Hydrogen Valleys or Hydrogen Hubs – large-scale demonstration stage projects that helps build a domestic hydrogen supply, with participation from industry consortia and special incentives (as well as off-take guarantees) by the government. This approach towards hydrogen commercialisation is supported by Mission Innovation (a global G2G initiative that India is part of) and provides a global template for project funding, risk management and collaboration between public and private participants. Learn More

IH2A is collaborating with the steel industry and the steel sector policy makers to articulate a decarbonisation pathway for increasing hydrogen use in steelmaking. IH2A expects steel and cement industrial clusters to be hydrogen early adopters, as part of their decarbonisation plans, with potentially distributed models. Industrial plants and clusters with proximity to renewable energy sources can be hydrogen offtakers if supported with incentives, integrated hydrogen production facilities and locally available hydrogen infrastructure. Learn More

IH2A expects steel, refineries, and fertilizers industrial clusters to be hydrogen early adopters, as part of their decarbonisation plans, with potentially distributed models. Industrial plants and clusters with proximity to renewable energy sources can be hydrogen offtakers if supported with incentives, integrated hydrogen production facilities and locally available hydrogen infrastructure. Learn More

Hydrogen use in heavy-duty transport, to replace diesel and drive de-carbonisation, is a key stated objective of IH2A. We will work with exploring hydrogen commercialisation in trucking, trains, and shipping, in tandem with the electrification drive so that the appropriate technology choices are chosen for the appropriate vehicle options (electric for smaller, short-haul vehicles and hydrogen for long-haul, freight). This is a rapidly maturing use case with several active global players and projects. IH2A will work closely with global players and regulators to ensure that Indian players and the government have ready access to the latest global developments on the heavy-duty transport use cases, and able to collaborate smoothly on India projects. Learn More