Clean Energy Technology Market Insights

Carbon capture, utilization and sequestration (CCUS) is being increasingly recognized as a critical technology for decarbonizing industrial sectors.

For investors, developers and policymakers, tracking the global project pipeline is essential for understanding deployment momentum, identifying leading companies, and assessing the maturity of different technological and nature-based solutions.

A significant hurdle is the fragmented nature of project information, which makes it difficult to conduct robust competitor analysis, evaluate regional policy support frameworks and perform accurate cost-benefit analyses for decarbonization strategies. A centralized, curated database is necessary to benchmark projects and understand the evolving role of CCUS in the broader energy transition. 

The S&P Global Clean Energy Technology Market Insights CSM+ package from S&P Global Energy Horizons addresses this need by offering extensive data on more than 800 CCUS projects globally. It allows users to move beyond high-level summaries and access granular project-level information.

The service provides detailed deployment figures and forecasts, profiles of leading companies, and analysis of both nature-based and technological solutions. Crucially, the platform includes in-depth cost analysis and evaluations of policy and support frameworks, enabling users to assess the economic viability of CCUS investments in different regulatory environments. 

This integrated data helps clients to formulate effective decarbonization strategies and identify new market opportunities within the carbon sequestration space.

This service offers the highly focused and multifaceted analysis crucial for strategic planning and investment in the hydrogen and renewable gas sectors. It moves beyond high-level summaries to deliver actionable intelligence on the core drivers and impediments shaping these nascent markets.

Key Coverage for Hydrogen & Renewable Gas

• Production cost and economic modeling: The service includes detailed production cost modeling for various hydrogen pathways (e.g., green, blue) and hydrogen derivatives, such as liquid hydrogen, low-carbon ammonia and methanol. It provides sophisticated cost curves for low-carbon hydrogen, ammonia and synthetic methane, allowing users to understand their economic viability under different scenarios.
• Price assessments and market commentary: As part of the package , S&P Global Energy Platts provides price transparency in an often opaque market. This includes price assessments for traditional and carbon-neutral hydrogen, regulation-compliant hydrogen and low-carbon ammonia. The service also covers related environmental markets, such as Methane Performance Certificates (MPC), which are critical for the renewable gas ecosystem. These assessments are supported by market commentary and a 45-day price history. (Full-price assessment data is only available in the Market Data package.)
• Project and asset tracking: A cornerstone of the offering is the Hydrogen Production Assets Database, which is part of a larger database tracking over 150,000 clean energy projects globally. This tool enables users to monitor project pipelines, analyze competitor strategies, and identify emerging market trends and potential partners or acquisition targets.
• Long-term forecasts and policy analysis: The service provides comprehensive supply-and-demand outlooks for hydrogen and its derivatives through 2050. This long-term view is essential for capital-intensive infrastructure planning. Furthermore, it includes rigorous analysis of policy and regulatory effects — primary drivers of market development in the clean energy sector.

By integrating these diverse data streams, from granular project details to macroeconomic forecasts and policy analysis, the S&P Global Clean Energy Technology Market Insights CSM+ service from S&P Global Energy Horizons equips users to make informed decisions. Whether you are an oil and gas major planning a decarbonization strategy, a utility assessing portfolio diversification or an equipment supplier sizing up a new market, the service provides the necessary intelligence to understand not just what is happening, but why — and where the market is headed next.