Hydrogen
Analyse hydrogen and Power-to-X value chains with detailed market intelligence, supporting organisations across the energy sector, including those operating in the oil and gas industry and wider energy transition markets.
Our research provides insight into project development, investment and commercial opportunities, helping oil and gas companies and energy investors navigate the growing role of hydrogen energy in the global energy system.
Hydrogen, Energy Transition & Supply Chain
Understanding Hydrogen in the Energy Transition
Hydrogen is becoming an important part of the global energy transition, offering a flexible and scalable solution to support decarbonisation across multiple industries.
As demand for cleaner energy grows, hydrogen plays a key role in balancing energy supply and energy demand, particularly in sectors that are difficult to electrify. It also supports the expansion of renewable energy, acting as a storage and transport medium for excess power generated from offshore wind and other sources.
For organisations operating across the oil and gas sector, hydrogen represents a natural extension of existing capabilities developed within the upstream oil and gas industry, particularly in infrastructure, subsurface expertise and large-scale project delivery.
Linking Hydrogen to Oil & Gas and Energy Infrastructure
Hydrogen development is closely connected to existing infrastructure across the oil and gas industry, including pipelines, storage facilities and offshore assets.
Many upstream oil and gas companies are leveraging their experience in offshore oil and gas operations to support hydrogen production, transport and storage. Expertise developed across energy upstream and gas upstream markets is directly applicable to emerging hydrogen value chains.
Hydrogen also plays a role in decarbonising traditional energy systems, supporting continued use of oil and gas reserves while reducing emissions and improving efficiency across the power sector.
Hydrogen Market Intelligence
We provide market intelligence on major hydrogen and Power-to-X markets and projects across Europe, helping organisations gain clarity on market activity and identify commercial opportunities across global energy markets.
Our research focuses on:
- Project capacities, technologies and development timelines
- Partnerships between energy companies and industrial players
- Investment trends across the energy sector
- Integration with carbon capture and storage and renewable energy systems
- Links to existing oil and gas production infrastructure
This enables organisations to understand how hydrogen fits within the broader global energy landscape and supports long-term growth.
Our specialist’s
latest insights on
Hydrogen
Our specialists regularly publish insights on developments across hydrogen and the wider energy sector, including project activity, investment trends and policy developments.
Hydrogen Consulting
Drawing on our sector expertise, we provide consulting services to organisations operating across hydrogen and the wider energy sector.
Our services include:
- Market sizing and forecasting
- Competitive landscape and benchmarking analysis
- Procurement strategy and route-to-market assessment
- Business planning and growth strategy
- Commercial due diligence for M&A and financing
Our consultancy work supports oil and gas companies and investors in identifying opportunities across hydrogen and the evolving energy transition.
Hydrogen Solutions
Our solutions provide data and analytics to help organisations track hydrogen and Power-to-X activity, analyse trends and identify commercial opportunities.
Clients can:
- Monitor project pipelines and development timelines
- Analyse partnerships and investment activity
- Evaluate opportunities across global energy markets
- Track integration with electricity generation and renewable system
By combining technical insight with commercial analysis, we help organisations make informed decisions across the energy sector.
Atlas New Energies
Integrated solution for energy clusters, offshore wind, hydrogen and CCS in UK and Norway.
Global Energy Market Context
Hydrogen is emerging as a key component of the future global energy system, complementing traditional energy sources such as oil and natural gas while supporting the transition to more sustainable energy solutions.
As global demand for energy continues to grow, hydrogen will play an important role in supporting power generation and enabling low carbon energy systems. It provides a flexible solution for storing and transporting energy, helping balance supply across interconnected markets.
For organisations operating across the oil and gas industry, understanding how hydrogen integrates with existing infrastructure and operations is essential. It provides a pathway to diversify portfolios, reduce emissions and remain competitive in the evolving energy sector.
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The growth of hydrogen sits within a broader shift across the global energy sector, where regions such as the United States, United Kingdom, European Union and Middle East continue to influence investment, policy and infrastructure development.
Hydrogen is increasingly seen as a flexible source of energy, supporting systems that need to be more energy efficient while maintaining reliable supply. It complements other technologies such as wind turbines, fuel cells, heat pumps and even nuclear energy, helping diversify how energy is produced and used across a wide range of applications.
For many energy companies and each major oil company, balancing new technologies with existing operations remains critical. Resources extracted from each oil field are still refined into petroleum products, supporting industries and transport, while hydrogen helps reduce environmental impacts and supports decarbonisation.
As global markets evolve, hydrogen will play a growing role in energy security, particularly as fluctuations in energy prices continue to influence investment decisions. In many cases, hydrogen systems work alongside renewables and existing infrastructure to support energy systems that both produce electricity and store it more effectively.
It was clear that at a certain moment we need to introduce hydrogen in one or the other way… it’s a very alluring thing.
ET Now Podcast Ep.23
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