Back to All Events

Investment Case for Hydrogen


Access all recordings and slides through the World Hydrogen Leaders platform with a premium membership.

€1,990.00
Quantity:
Buy Premium Membership

This course is intended for those seeking a time-effective, wide-ranging and independent perspective on the investment case for opportunities within the rapidly growing market for clean hydrogen.

 You will leave with a clearly explained, business-focused perspective on clean hydrogen investment opportunities.  Over three information-packed sessions, this online course will provide attendees with a solid grounding in preparing and presenting an investment case for hydrogen taking account of the key technology, business, and organisational issues. The fundamentals of investment analysis will be explained and will be illustrated using practical stories and a basic economic evaluation model. The market opportunities and differing approaches and challenges to delivering hydrogen projects will be discussed with reference to project examples and hands on examination using a basic investment model.


Course Benefits:

  • Gain a clearer value based understanding of clean hydrogen market opportunities

  • Clear explanations of economic value, metrics and investment analysis (in language accessible to technical and business people)

  • Discover the key project shaping and assessment issues for hydrogen projects

  • Understand the key variables and assumptions that impact the investment case for hydrogen (illustrated using a basic investment model in Excel)

  • Takeaway a raised understanding of your investment case with the capability of developing further for your specific context.


This Course Includes:

  • Access to all three sessions each lasting approximately three hours

  • Interactive format with dedicated Q&A sections with the trainer

  • Flexible access on any device

  • A certificate of attendance after full completion of the course


Agenda

Attend live or watch the recordings. Each session includes dedicated Q&A sections throughout.

Session 1: 6th June, 14:00-17:00 CET

Investment case shaping (technical, business and organisational context)

Technical context

  • Technology risk in clean hydrogen processes

  • Comparing the ‘deliverability’ of competing clean hydrogen solutions, in particular ‘green’ vs. ‘blue vs turquoise

  • Operating requirements for green, blue and turquoise clean hydrogen

  • Efficiency, equipment life and other factors: from key metrics to business impacts

Business context 

  • Hydrogen targets and specific supports: government policy and regulatory provisions

  • End-to-end value chain considerations, including options for transporting hydrogen

  • Competitive and market entry considerations

  • Options to enhance revenue and share costs - scaling and multiple business streams

 Organisational context

  • Strategic alignment

  • Project governance process and front end planning

  • Project delivery capability

  • Project development considerations; including location, access to land, grid connectivity, and supply chain complexity


Session 2: 7th June, 14:00-17:00 CET

Fundamentals of Investment Analysis - (choosing the right Investment Case)

Understanding economic analysis

  • Introduction to the key economic indicators NPV, IRR, Payback and Capital Efficiency

  • How they are calculated and their use in investment case approval

Focusing on the assumptions

Using a ‘score’ model for assumptions - an approach based on the presenters subject matter expertise of preparing and presenting investment cases 

  • Sanctioning the project - The final investment decision point

  • Capex - The estimated capital costs of the project

  • Operating Start-up - The plans for making the project operational

  • Revenue - The expected net income stream for the project

  • Endurance - The anticipated life-time of the project

 Other considerations 

  • Assessing less tangible and intangible benefits

  • Sensitivity and scenario analysis, and identifying the competitive advantage

  • Life Cycle - Residual Value and Decommissioning

  • Financing options- corporate, investment partners or banks

  • Government and regulatory factors - grants, revenue support and investment vehicles


Session 3: 8th June, 14:00-17:00 CET

Practical Example - (preparing and presenting the Investment Case)

Creating an investment model

  • Step by step creation of a basic investment model for a clean hydrogen project

  • Develop on a simple excel template a worked example

  • Adapting the model for specific technical, business and organisational contexts

Preparing the investment analysis

  • Adaption of the basic investment model for a variety of purposes;  to cover financing alternatives;  to cover regulatory requirements - tax incentives and grants

  • Test competitiveness by assessing the competitive advantage versus the alternatives and competitors

  • Scenario and sensitivity analysis as part of assessing options and risk.

Presenting the investment case

  • Presenting the investment case for executive approval as part of the organisations project and investment governance process.

  • Assuring the quality of the investment case  - what does a good funding request look like?


Meet the Trainer

Tim Podesta is an independent consultant and active as a subject matter expert and advisor in project management and in particular investment analysis, front end planning and benchmarking/assurance; he has deep experience of the oil, gas, petrochemical and energy industries. Tim is passionate about professional development; learning and sharing learning. He is an experienced trainer and facilitator of live events and can work in English and French. Tim has extensive experience of developing and delivering impactful training and facilitation during a 35 year career at BP.


What Attendees Are Saying

Great overview with deep knowledge demonstrated over the course
— CEO, Bioarag
Slides were informative, good delivery from the trainer, and the technology worked well. Good idea to space it out over three days as it was less disruptive.
— Managing Director, Low Carbon
Previous
Previous
30 May

Hydrogen and Derivatives as Heavy Transport Fuels

Next
Next
13 June

Green Hydrogen Economics