Driving the Opportunity: Investing in Infrastructure

The needed growth of the DMV hydrogen ecosystem requires infrastructure investment.

In Baltimore, the District, and Richmond, clusters of hydrogen utilization will require 350,000 MT of hydrogen in 2030 and early adopters will rely on supply from hydrogen production that is either colocated or sited near end-use. While these initial projects will be integral to supporting early hydrogen adoption in the region, it is critical to collaborate and strategically plan for long-term infrastructure investments that support a larger connected hydrogen economy at scale.

An infrastructure investment of approximately $11.2 billion by 2030 will be required to achieve the production potential of the wider DMV region. $8.8 billion of investment is factored in for scaling H₂ production, $2 billion for transportation and distribution, including fueling stations, and $0.4 billion for storage. This estimate does not include the downstream investments required, such as vehicle, aircraft, and other end-use equipment costs.

Approximately $11.2 billion of capital expenditure delivers the connective infrastructure required for the DMV hydrogen ecosystem in 2030.

 

Connective Infrastructure Required for the DMV Hydrogen Ecosystem in 2030:

  • The Greenprint assumes early supply is produced in the region using either electricity from renewable energy and nuclear assets or small-scale distributed production such as steam methane reforming with carbon capture. By developing initial hydrogen production near consumption clusters, the region minimizes distribution costs and costly infrastructure investments that may outpace the initial market need. At scale in 2030, electrolyzers can be sited near a hydrogen transmission pipeline connecting supply centers to demand centers across the region and can leverage existing electricity transmission assets. In this scenario, the region must have sufficient clean energy to meet renewable portfolio standards while also providing enough energy to run electrolyzers at capacity.

    Additional production approaches include siting electrolyzers near existing generation resources to avoid congestion on the electric grid, producing hydrogen via high-temperature thermochemical production with nuclear heat, thermochemical water-splitting technology, steam methane reforming (SMR) with carbon capture, autothermal methane reforming (ATR), partial oxidations (POx) and methanol decomposition. Regardless of the method, all forms of hydrogen production in the DMV should focus on the lowest possible carbon intensity.

Click to expand and view →

  • At low levels of adoption, given the high cost of transportation, hydrogen is most economical when produced close to demand centers. However, once hydrogen demand exceeds about 10 MT a day at a given location, the options for pipeline transport become viable. The hydrogen demand modeled reveals that a 12” pipeline to support hydrogen will become commercially viable in 2030.

Click to expand and view →

  • Storage is a key component of a sustainable hydrogen ecosystem at scale. Many applications require storage that accommodates multiple days of hydrogen use for resiliency purposes. While below-ground geologic storage is most economical, above-ground storage options are available for regions such as the DMV, where the availability of suitable caverns is limited. Hydrogen is most often stored in gaseous or liquid form but can also be stored on the surfaces of solids or within solids for specific use cases. An estimated 2900 MT of storage capacity co-located at hydrogen production sites and an additional 1300 MT storage capacity at end-use locations is required to support a resilient and reliable hydrogen ecosystem.

 

The map below illustrates an infrastructure plan that supports an interconnected hydrogen ecosystem across the DMV region.

Rosslyn, Virginia

NEXT SECTION

Diverse Demand in the DMV

Different sectors have unique applications for hydrogen based on technology maturity, incentives, and the existing decarbonization efforts within that industry.