Objective
The client, a global energy player with established strengths in LNG, sought to diversify into hydrogen and position itself as a leader in the fast-evolving hydrogen economy. The objective was to develop a comprehensive go-to-market strategy that would enable early positioning, competitive differentiation, and long-term leadership in this emerging sector.
Our approach
Value Chain Assessment: We conducted a deep dive into the hydrogen value chain—covering production technologies, storage and transport options, distribution models, and end-use applications across mobility, industrial, and power sectors.
Competitive Benchmarking: Using global best practices, we mapped the activities of established players and new entrants, analysing their partnerships, technology bets, cost structures, and market focus.
Market Prioritisation: We evaluated regional opportunities based on policy support, infrastructure readiness, renewable energy availability, and demand centres, identifying priority markets for phased entry.
Business Model Evaluation: Multiple models were assessed—including integrated production and supply, partnerships with industrial off-takers, and hydrogen-as-a-service. We recommended the creation of a dedicated hydrogen entity to ensure strategic focus, agility, and investor appeal.
Fast-Track Pathways: We proposed clear development pathways such as pilot projects, joint ventures, and R&D collaborations to accelerate the client’s market entry and technology adoption.
Impact
The strategy roadmap provided the client with:
A phased market entry plan aligned with infrastructure development and policy momentum.
A partnership strategy identifying potential collaborators across technology, finance, and offtake agreements.
A set of investment priorities balancing near-term pilots with long-term scale-up opportunities.
A clear organisational recommendation for a hydrogen-focused entity capable of competing effectively in a high-growth, technology-driven sector.
This positioned the client not only to capture early opportunities but also to build a sustainable leadership position in the global hydrogen economy.
