Navigating Hydrogen Financing

Synopsis

• How are private investors and financial institutions adjusting their risk assessment models for hydrogen projects in light of policy uncertainty, particularly regarding stationary power applications that may not necessarily be hydrogen-based?
• With oil and gas equipment shortages affecting the energy transition, how can hydrogen projects position themselves as solutions?
• What project structures and business models are proving most resilient to policy uncertainty, particularly for projects already under construction with 2027 completion targets?
• How can developers leverage international partnerships and global capital markets to finance U.S. hydrogen projects when domestic policy support becomes uncertain?
• What specific bankability criteria are lenders now prioritizing for hydrogen projects, and how should developers prepare their financial models accordingly?