Commercial supply chain and hydrogen strategy roadmap for Americas - USA & Canada

The United States has long been a leader in global energy innovation and has led the world in the production & distribution of gaseous liquid hydrogen

USA
Fuel cell technologies and hydrogen energy are being commercialized in the US and abroad. The US is among the leading countries in moving towards broad commercialization of fuel cells and hydrogen energy. With over 7,600 fuel cell electric vehicles (FCEVs) currently on the road – more than any other country – the US is home to more than half of the global FCEV stock. In addition, the US is a global leader in the development of fuel cell applications that compete with incumbent technologies. For example, more than 25,000 fuel cell–powered material handling products, such as forklifts, are operating in warehouses and distribution facilities across the country.

There are over 8,000 small-scale fuel cell systems operating across 40 states, primarily for cell phone towers and remote communications networks. In total, there are over 550 MW of installed or planned fuel cells for large-scale stationary power. for backup power, critical loads, and combined heating and power applications. The US is home to several leading fuel cell, electrolyzer, and hydrogen component and system manufacturers as well as large multinational hydrogen companies with liquid and compressed hydrogen production and distribution equipment.

In the ambitious scenario, hydrogen demand potential across all these applications could reach 17 million metric tons by 2030 and 63 million metric tons by 2050 - US Hydrogen Roadmap

Hydrogen strategy roadmap and targets for USA – A landscape view till 2030

Hydrogen strategy roadmap and targets for USA – A landscape view till 2030 (Contd.)

The estimated value of the domestic market of hydrogen in Canada is expected to be almost $50 billion per year by 2050

CANADA
To evaluate the role hydrogen can play in reaching Canada’s goal of becoming net-zero by 2050, modelling analysis was undertaken for an incremental scenario and a transformative scenario, to understand hydrogen’s potential in the broader energy system, alongside electrification and other low-carbon fuels. These scenarios are more likely to be achieved with strong pricing and regulatory incentives to drive hydrogen adoption, and alignment action across government and industry. Considering only the domestic demand for hydrogen production and revenues from the local manufacturing and services, the hydrogen and fuel cell sector has the potential to generate almost $50 billion in sector revenue in 2050 under the Transformative scenario in Canada. The estimated value of the domestic market is expected to be almost $50 billion per year by 2050.

This does not take in to account how the hydrogen market will indirectly benefit several other adjacent industries that would also contribute to economic growth and could lead to manufacturing opportunities in Canada, including SMR and CCUS facilities and equipment, H2 pipeline development, and end-use applications in buildings, industry, and the natural gas grid. The focus of the next 5 years will be on laying the foundation for the hydrogen economy in Canada. This includes developing new hydrogen supply and distribution infrastructure to support early deployment HUBs in mature applications while supporting Canadian demonstrations in emerging applications. Early actions are fundamental to driving investment in the sector, as is the introduction of policies, such as carbon pricing and regulatory measures needed to move Canada forward on a path to achieve net zero targets.

In the 2030-2050 timeframe, Canada will start to realize the full benefits of a hydrogen economy as the scale of deployments increase and number of new commercial applications grows, supported by Canada’s foundational backbone supply and distribution infrastructure. - Canada Hydrogen Roadmap

Hydrogen strategy roadmap and targets for Canada – A landscape view till 2030

Hydrogen strategy roadmap and targets for Canada – A landscape view till 2030 (Contd.)