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Bridging the gap: Mobilizing investments in hydrogen infrastructure

anchor-capacity-bookinginfrastructurepipelinescontracts-for-differencereconversionfinanceterminalsstorageglobaldeveloped-countriesemerging-marketsdeveloping-countries

The transition to a global hydrogen economy is critical for achieving net-zero emissions and decarbonizing hard-to-abate sectors. Midstream hydrogen infrastructure—including pipelines, import terminals, reconversion facilities, and underground hydrogen storage—is projected to be the backbone of this transition, enabling large-scale trade and supply chain integration. However, this infrastructure faces a particularly large investment gap. This report analyses derisking strategies for midstream infrastructure for clean hydrogen and its derivatives, including four support instruments: CAPEX support, anchor capacity booking, contracts for difference, and fixed premiums. Based on the analysis, the report develops dedicated recommendations for the use of each instrument.

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