Hydrogen 2030 — Strategic Decision Dossier

THE HYDROGEN STRATEGIC WINDOW (2026–2028)

Between 2026 and 2028, hydrogen will shift from an emerging industrial option to a structurally locked system — shaped by regulation, capital access and enforced demand.

Decisions taken during this window will determine who controls cost, certification and bankability through the 2030s.

Late positioning does not preserve optionality.
It transfers advantage to actors already embedded in the system.

THE MISALIGNMENT

Most hydrogen strategies are still designed as if hydrogen were a global commodity market.

It is not.

Hydrogen is consolidating as a bloc-based power system, where competitiveness is institutionally manufactured — not discovered through cost curves.

As a result, many organisations face irreversible hydrogen-related decisions without tools designed to force alignment on timing, ownership and consequence.

OUR APPROACH

JP&A produces decision-oriented intelligence, designed to force clarity on three non-negotiable questions:

1. System Alignment
Which regulatory and capital bloc will ultimately govern your hydrogen economics?

2. Timing Risk
What is the measurable cost of delaying key decisions by 12–24 months?

3. Decision Ownership
Which executive functions must own the decision — and where delay creates structural exposure?

This approach is used by executives, financial institutions and public authorities with material hydrogen exposure.

This brief is designed to force executive-level clarity.
It is not a substitute for institutional alignment or implementation.

ACCESS

Strategic Decision Brief — €5,000

The Strategic Decision Brief is designed for individual executive use and rapid senior-level assessment.

It provides a structured decision framework to clarify positioning, timing risk and ownership — prior to institutional alignment.

It is not intended for board-wide circulation, implementation planning or internal redistribution.

Institutional Access

Organisations requiring internal distribution, committee use, country-specific playbooks or executive briefings must request Institutional Access.

Institutional access includes:

• Full Strategic Decision Dossier

• Country playbooks

• Executive briefings

• Correct usage guidance for internal decision processes

Ongoing strategic advisory support is provided on a selective basis.

LICENSING & USE

This content is licensed for personal executive use.
Internal redistribution, committee circulation or implementation alignment requires an Institutional Access agreement.

Most organisations only read this once.
A few act on it.
Those few shape the system.