To accelerate the energy transition, TotalEnergies is interested in renewable hydrogen in Belgium and the Netherlands. These two strategic markets offer great potential, but require a precise analysis of demand and opportunities.
Belgium
Gas, Biogas, Hydrogen and LNG
Total energies renewable
As part of the deployment of cleaner energies, TotalEnergies is part of a dynamic of expansion of green hydrogen, a promising energy vector in the face of climate challenges. Thanks to their industrial and port infrastructures, Belgium and the Netherlands are favourable areas for the development of this sector. However, the creation of an RFNBO (Renewable Fuels of Non-Biological Origin) hydrogen market raises several questions: what is the potential volume of demand? Who are the key players able to invest and pay for these resources? How to guarantee sufficient profitability for operators, taking into account production and distribution costs?
Beyond purely economic aspects, the rise of green hydrogen is conditioned by a constantly evolving regulatory framework and by the availability of appropriate infrastructures (storage capacities, transport networks, etc.). Both countries are located in the heart of Northern Europe, a region that is pursuing an ambitious decarbonization policy, and whose industries and transport are in a phase of transition. To seize these opportunities, TotalEnergies must identify growth drivers and develop a coherent positioning strategy, focusing on complementarity between production, distribution and end uses (steel sectors, heavy transport, chemicals, etc.). The conclusions of the study thus guide investment choices and the technological roadmap.
TotalEnergies wants to understand to what extent renewable hydrogen can emerge on the Belgian and Dutch markets. This involves anticipating the dynamics of supply and demand, identifying the role played by each actor (industry, logistics, governments) and evaluating the market's capacity to absorb low-carbon products at potentially higher costs. Finally, it is a question of identifying profitable development scenarios, taking into account the regulatory framework, subsidies and the willingness of end users to pay.
Identify the potential demand for renewable hydrogen in various sectors.
Determine the economic and regulatory conditions of a profitable market.
Analyze competitiveness compared to other available low-carbon energies.
Vulcain Engineering has carried out an in-depth study on growth prospects and the mapping of hydrogen players, from production to consumption. This review includes an overview of public policies in favor of energy transition and decarbonization, as well as an analysis of investment strategies among manufacturers. Thanks to this approach, TotalEnergies is getting a clear picture of the economic viability of green hydrogen in Belgium and the Netherlands, and can better position itself in an emerging market that is receiving strong attention at European level.
Map the hydrogen ecosystem (producers, distributors, strategic users).
Define medium and long term demand and supply scenarios.
Propose positioning strategies, supported by robust economic models.