TUESDAY, NOVEMBER 10 FROM 9:00AM- 1:00PM PT. Join us for the inaugural S&P Global Platts hydrogen markets conference for the Americas. This four-hour virtual event features presentations, panel discussions, and audience Q&A with speakers. The program focuses on the growth of hydrogen as part of the move toward decarbonization. Learn about near-term growth potential, industry supply chain, pricing trends, and future market dynamics.
12:00 pm Chairman’s Welcome to the Virtual Conference
— Goals of the virtual conference
— How to view and save the content
— Using the networking app – contacting other attendees, viewing content
— How to ask questions and participate in audience polls
Andrew Moore, Managing Editor, Hydrogen,
S&P Global Platts
STATE OF THE INDUSTRY: SUPPLY, DEMAND, PRICING
12:05 pm Hydrogen Markets in the Americas and the Transition to Low/No Carbon Hydrogen
— The US is the largest hydrogen producer in the world currently
— How hydrogen is currently produced and production/consumption numbers in the US
— Exploring the multiple pathways to decarbonization (renewables, CCS, biogas)
— Growth potential for hydrogen as part of a global energy transition
— Market drivers: sources of demand
— Policy drivers: incentives for ramping up use of hydrogen
— Platts experience tracking hydrogen prices in the US and globally
— The trend toward lower prices
— Competitive outlook for green hydrogen
— What are the challenges for new production?
— How can we switch to green hydrogen production?
— Follow up questions from the audience and moderator
Moderator: Sandra Safro, Partner, K&L Gates
Zane McDonald, Lead Hydrogen Analyst, S&P Global Platts
Morry Markowitz, President, Fuel Cell and Hydrogen Energy Association
12:50 pm Intermission BUILDING OUT HYDROGEN INFRASTRUCTURE: PROJECT STATUS, TECHNOLOGY, AND INVESTMENT
1:00 pm Key Sectors for Hydrogen: How can the California Infrastructure Model Be Replicated Across America?
— California as a first mover in North America
— Structural market changes needed to get to scale
— Transportation and hydrogen fuel cells as first mover
— The state of hydrogen fueling and transportation in California
— Opportunities in fuel cell technology and investment
— Gas and power markets and the role of hydrogen
— Energy storage to complement clean energy
— The role of power companies and Utility Commissions
— Plans moving forward: the next five years
— Other industries with potential for largescale hydrogen utilization
— Follow up questions from the audience and moderator
Bill Zobel, Executive Director, California Hydrogen Business Council
Bill Elrick, Executive Director, California Fuel Cell Partnership
1:45 pm Longer Intermission & Refreshment Break
— Break for refreshments / optional lunch on your own
— Prepare questions to ask the speakers/moderators
— Review polling questions
— Share thoughts/comments with other attendees
2:10 pm Hydrogen Case Studies: Technology, Economics, and Finance
— Hear about important new projects for hydrogen
— Scope and impact of these projects
— Using hydrogen to reduce the carbon footprint of steel production
— Evaluating project success factors and what it will take to scale up on for a regional or national hydrogen production system
— Follow-up questions from the audience and moderator
Jason Rowell, Associate VP and Global Technology Portfolio Manager, Black & Veatch Inc.
Francesco Memoli, Executive Vice President, Commercial Operations, Tenova Inc.
3:00 pm Intermission
3:15 pm Financing Hydrogen Infrastructure: Next Steps
— Scenarios for future use of hydrogen
— Economics of hydrogen: moving production closer to demand
— Reducing cost to increase adoption and accelerate the hydrogen economy
— What role can oil and gas businesses play in the hydrogen economy?
— Leveraging and repositioning existing infrastructure
— Hydrogen transportation: integrating with existing natural gas pipelines and distribution
— Where are the key opportunities for hydrogen projects?
— Who will fund the energy transition and how can we pay for it?
— Follow-up questions from the audience and moderator
Moderator: Mona E. Dajani, Global Co-Head, Energy & Infrastructure Projects Team, Pillsbury Winthrop Shaw Pittman LLP
Mo Vargas, President and Chief Executive Officer, BayoTech On-Site Hydrogen
Aaron Ratner, President, Cross River Infrastructure Partners
Jigar Shah, President, Generate Capital
4:00 pm Close of Virtual Conference