Market Insights
Green hydrogen technology — the key to net-zero CO₂ emissions energy
Capital flows, Global South opportunity, and structured finance
Our goal: a livable future that works for the many, not the few
The pressing need for climate-friendly energy is omnipresent. While renewable sources like solar and wind power have become economically viable and readily available, the challenge of energy storage and shipping has remained daunting. That has changed. Recent advances in green hydrogen ecosystems not only enable easier and more cost-effective handling of the energy carrier, but also open up vast opportunities for the Global South.
India as a Case in Point
India has clearly stated its ambition to become a global hub for green hydrogen production and export. In August 2023, India for the first time set national standards for green hydrogen, placing limits on emissions for renewable-powered hydrogen production from biomass and electrolysis. It has also organized a cross-ministerial administrative structure for rapid development and deployment.
Limited Access to Global Capital
Despite the obvious advantages, investors in the Global North have been reluctant to commit to the South. Advancement in technology is not enough. To fulfill the promise of green hydrogen, we need smooth capital flow. Our Duty of Care demands that we deploy the resources at our disposal to make the future livable for the generations that follow.
These models are adaptable and scalable, offering the countries of the Global South a chance to leap ahead of traditional fossil fuel economies toward a sustainable future.
Our experience has shown that a significant number of long-term international investors will invest only in projects that comply with our methodology — familiar with our way of working across 20 years of cross-border finance ecosystems.
For our investors, portfolio diversification is a key driver. They trust our ability to build structured finance vehicles that meet their criteria and hire us as risk management partners during the lifecycle of the project.
Given the urgent need to counter climate change and heightened international interest in green hydrogen, our partners have mandated us to create a neutral and trustworthy ecosystem designed to build and finance green hydrogen infrastructures worldwide.
Benefits for Green Hydrogen Country Producers
Many nations of the Global South are equipped with assets that most European countries can only dream of — plentiful renewable energy, thriving high-value agriculture, and a young and eager workforce.
- Building an autonomous and long-term source of revenue for the country (with the objective of full state ownership control)
- Generation of additional revenues by tapping into the dynamically expanding seller's market for green hydrogen and through sale of carbon credits
- Becoming a leader in green energy export
- Reducing CO2 emissions for industries like steel and cement
- Job creation and economic growth
- Local private-sector opportunities through ancillary activities like construction, day-to-day operation and maintenance
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