eBook | The hydrogen opportunity from now to 2050: what utilities and developers need to know
How Lens Hydrogen is helping utilities, developers and IPPs capitalise on the US$2 trillion hydrogen opportunity
1 minute read
Bridget van Dorsten
Principal Analyst, Hydrogen

Bridget van Dorsten
Principal Analyst, Hydrogen
Bridget is a hydrogen-focused principal analyst on our Energy Transition Practice.
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eBook | The hydrogen opportunity from now to 2050: what utilities and developers need to know
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Murray Douglas
Vice President – Hydrogen & Derivatives Research

Murray Douglas
Vice President – Hydrogen & Derivatives Research
Murray is responsible for Wood Mackenzie’s Global coverage across the hydrogen value chain.
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eBook | The hydrogen opportunity from now to 2050: what utilities and developers need to know
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Demand for low-carbon energy will dominate the coming decades, making net zero a US$63 trillion investment opportunity for new technologies like hydrogen. Electrification is playing a key role in shifting the fuel mix, creating staggering growth in renewable project investment. But in hard-to-electrify sectors, alternatives must be found. At the same time, the intermittency of wind and solar power creates a need for large-scale storage solutions that can balance fluctuations and ensure grids can flex to meet demand.
Hydrogen is a key part of the answer, but to make the right decisions, developers, utilities and IPPs need visibility of the full hydrogen value chain and access to accurate, granular data that answers key questions. Wood Mackenzie's Lens Hydrogen platform gives you the critical intelligence you need to capitalise on this game-changing opportunity.
Our recent eBook draws on insights from our powerful Lens Hydrogen platform to provide utilities and developers with a timeline-based view on the outlook for low-carbon ammonia and e-fuels through to 2050.
This resource was designed to help you:
- Navigate evolving regulations and incentives to identify viable project opportunities
- Assess infrastructure needs and supply chain constraints for emerging hydrogen markets
- Evaluate the economics of different production pathways across global regions
- Understand carbon intensity requirements and certification frameworks
- Explore growth potential in key sectors like marine fuels and sustainable aviation fuel
Lens Hydrogen provides a 360° view of the hydrogen value chain, enabling you to:
- Rapidly adapt to changing market conditions
- Diversify your project portfolio
- Identify high-growth low-carbon investments
- Access trusted, analytics-ready data
- Make smarter decisions using critical decision-support tools
Download the eBook
Fill out the form at the top of the page to download your free copy of the eBook and unlock the insights you need to capitalise on the hydrogen opportunity.