Report
Toby Thorrington

Global Energy Ventures - Unique green hydrogen investment vehicle

Global Energy Ventures’ (GEV’s) planned development of a 2.8GW green hydrogen export project in the Tiwi Islands gives credibility and gravity to its ambitious plans to become a vertically integrated producer and supplier of compressed green hydrogen. Internal and external feasibility studies could be realistically expected by early 2023, which could support our existing modelling assumptions that show attractive internal rates of return for a 430t pilot vessel fleet, and for the far more efficient 2,000t vessel design. The Tiwi Hydrogen Project is expected to come onstream in 2026, coinciding with the availability of the first compressed hydrogen ships.
Underlying
Global Energy Ventures

Global Energy Ventures is engaged in the exploration, development and production for oil and gas and investment in the resources industry.

Provider
Edison Investment Research
Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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Analysts
Toby Thorrington

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