This session will provide an overview of the current uses of hydrogen, the options to produce clean hydrogen and the S&P Global long-term outlook for supply and demand hydrogen.

Status of the Global Hydrogen Market

• Overview of incumbent hydrogen supply and demand
• The potential role of clean hydrogen in the energy transition
• Summary of global clean hydrogen policy

The Hydrogen Value Chain

• Global clean hydrogen project pipeline and investments
• Overview of water electrolysis and carbon capture and storage technology
• Cost analysis of clean hydrogen production, transportation, storage, and consumption

Long-Term Global Outlook for Hydrogen

• S&P Global Commodity Insights’ base case outlook for both near-term (2030) and long-term (2050) hydrogen supply and demand

Masterclass delivered by Senior Hydrogen Analyst, Brian Murphy.

Renewable electricity is a critical input to the green hydrogen production. This session provides an overview of the increased investment in renewable energy technologies, that is causing new challenges and opportunities for market players.

Factors to take into consideration when investing in renewable electricity

Competitiveness; Grid accommodation

• Market fundamentals
• Profitability; Ease of business
• Market size
• Regulatory framework

Consumers: driving renewable investment

• Corporate buyers in the renewable market
• Large energy consumers and clean energy procurement
• Trends in renewable Power Purchasing Agreements

Masterclass delivered by Senior Director, North American Power Markets Analysis, Douglas Giuffre.

As a low-carbon fuel, clean hydrogen can capture value from carbon markets globally. This session provides an overview of the different types of carbon markets and how companies can capitalize on them.

Carbon Market Fundamentals:

• Compliance Carbon Markets & Pricing
• The Voluntary Carbon Markets
• Article 6 & Global Carbon Linkages

Opportunities for Industry

• Overview of the sustainability products, insights, and solutions helping companies meet their needs in the carbon ecosystem.
• Corporate strategies for carbon management
• Carbon market Investments; NBS & Biodiversity Potential

Masterclass delivered by Low Carbon Markets Analyst, Dana Agrotti.

Solar PV will be a critical source of renewable power supply for green hydrogen. What is the current market landscape for solar PV and how is it expected to develop?

• Solar PV history & introduction
• Applications & system configurations
  • Residential
  • Commercial and Industrial
  • Utility Scale
• Manufacturing & supply chain
  • Technology overview
  • Supply chain
  • Global PV manufacturing landscape
• Market outlook
  • Current installation levels
  • Drivers and inhibitors to deployment

Masterclass delivered by Senior Analyst, Clean Energy Technology, Eric Wright.

What is low-carbon hydrogen worth? – A review of S&P Global view of hydrogen contracts

• Japan’s OCCTO tender results – creating demand for ammonia for co-generation
• Japan’s regulatory environment – Hydrogen Society Act etc. – and upcoming introduction of carbon levy in 2028
• Outline of Japan’s CFD scheme
• Germany’s hydrogen plans
• Potential impact of import-oriented carbon pricing schemes (Japan’s carbon levy, the EU’s CBAM)
• The environmental regulatory landscape – the IMO’s market-based measures scheme
• Long-term offtake agreement negotiations are active
• Varying contractual bases for different long-term offtake agreements being discussed
• Our view on price expectations

Masterclass delivered by Managing Editor, Hydrogen Markets, Nick Edstrom.

As the maritime industry is accelerating the adoption of alternative fuels, this course provides an overview of the evolving maritime fuel landscape. What are the alternatives—and what role can be expected for hydrogen and hydrogen derivatives

Status of Alternative Fuels for Maritime

• Overview of current alternative fuel usage in maritime industry
• Key drivers and challenges for alternative fuel adoption in shipping
• Summary of global maritime fuel regulations and policies

The Alternative Maritime Fuels Value Chain

• Review of alternative fuels (e.g., LNG, ammonia, hydrogen, methanol) and their applications
• Market dynamics and trends in maritime fuels

Long-Term Global Outlook for Maritime Fuels

• Base case outlook for alternative maritime fuels
• Technological advancements and future fuel scenarios

Masterclass delivered by Director, Tanker Freight & Alternative Fuels, Fotios Katsoulas.

The refining industry plays a pivotal role as both a major producer and consumer of hydrogen. This session will explore how this sector is adapting to evolving hydrogen production and consumption trends as part of its energy transition strategy.

Refineries are increasingly focusing on hydrogen as a key component in the energy transition

• Hydrogen can serve as a clean fuel and a feedstock for various processes, including hydrocracking and hydrotreating, which are essential for producing low-sulfur fuels.
• The refining industry employs various methods to produce hydrogen, including steam methane reforming (SMR), partial oxidation, and electrolysis.
• The advancements in technology and processes will enhance efficiency and sustainability in hydrogen production and optimizing the hydrogen balance within refineries.
• Biorefineries are emerging as a crucial component in the hydrogen production landscape.

Masterclass delivered by Associate Director, Refinery Operations & Economics, Rasool Barouni.

CCUS is both a competitor for clean hydrogen and when applied to natural gas reforming a source of clean hydrogen supply. In this session we will provide an overview of CCUS, from cost analysis and policies to opportunities and challenges ahead

Status of the CCUS Market

• The potential role of CCUS in the energy transition
• Overview of current market conditions
• Summary of global policy

The CCUS Value Chain

• Overview of the value chain
• Global CCUS project pipeline progress by segment
• Cost analysis of CO2 capture, transportation, and storage.
• Overview of CO2 utilization

Engineered carbon dioxide removal

• Overview of technologies and market trends

Long-Term Global Outlook for CO2 capture installations

• S&P Global Commodity Insights’ base case outlook for both near-term (2030) and long-term (2050) CO2 capture installations
• Summary and discussion of key course topics

Masterclass delivered by Principal Research Analyst, Gas Power and Climate Solutions, Paola Perez.

Aviation is one of the most challenging sectors to decarbonize due to strong demand growth, limited technical solutions and a weak policy framework. The Carbon Offsetting and Reduction Scheme for International Aviation (CORSIA) is a carbon offset and carbon reduction scheme to designed to lower CO2 emissions for international flights and curb the aviation impact on climate change.

• What is CORSIA – background
• Supply vs Demand dynamics
• Market activity
• Different types of credits
• Price points for CORSIA eligible-credits
• Outlook – what is coming, risks, opportunities

Masterclass delivered by Silvia Favasuli Manager, Price Reporting, Energy Transition.

Along with solar PV, wind energy underpins green hydrogen production. What is the current market landscape for wind and how is it expected to develop?

Status of the CCUS Market

• Introduction to wind energy
• Wind turbine supply landscape and recent trends
• Wind turbine supply chain
• Onshore wind global overview
  • Current installation levels
  • Drivers and inhibitors to deployment
• Offshore wind global overview
  • Current installation levels
  • Drivers and inhibitors to deployment

Masterclass delivered by Associate Director, Clean Energy Technology, Indrayuth Mukherjee.

As a low-carbon fuel, clean hydrogen can capture value from carbon markets globally. This session provides an overview of the different types of carbon markets and how companies can capitalize on them.

Overview of the methanol and ammonia market:

• Supply routes
• Production landscape
• End uses and demand drivers
• Key players
• Decarbonabization trends and developments of new production pathways
• Legislation

Masterclass delivered by Global Lead – Methanol & Plastic Circularity, Olivier Maronneaud.

Biofuels and e-fuels derived from green hydrogen both have a role to play in decarbonizing liquid supply. This session provides an overview of the global biofuels industry, a critical sector in the transition to a low-carbon economy.

Status of the Global Biofuels Market

• Overview and key message on biofuels supply and demand
• Key drivers and challenges in the biofuels industry
• Summary of global biofuels policies and regulations

The Biofuels Value Chain

• Biofuels beyond 2025: Production pathways, feedstocks and carbon intensities
• Market dynamics and investment trends

Long-Term Global Outlook for Biofuels

• S&P Global Commodity Insights’ base case outlook for both near-term (2030) and long-term (2050) biofuel supply and demand

Masterclass delivered by Sr. Principal Research Analyst, Ina Chirita.