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Why delivered costs understate prices in an integrated global hydrogen market — arXiv:2610.41447

Source: arXiv (en)
Original: https://arxiv.org/abs/2610.41447
License (as archived): CC0-1.0
Archived: 2026-11-03T08:08:41.889Z
SHA-256 of the archived text: 3872d22649f8f3a00e9673f6188411345f2d525d0187ea29158761051f350010
Stable URL of this page: https://metraipolis.com/documento/dc_2d91ff034b94

How to cite

Why delivered costs understate prices in an integrated global hydrogen market — arXiv:2610.41447 — arXiv (en), https://arxiv.org/abs/2610.41447 (CC0-1.0); archived copy: https://metraipolis.com/documento/dc_2d91ff034b94 (Metraipolis archive dc_2d91ff034b94, sha256 3872d22649f8f3a00e9673f6188411345f2d525d0187ea29158761051f350010)

BibTeX

@misc{dc2d91ff034b94,
  title = {Why delivered costs understate prices in an integrated global hydrogen market — arXiv:2610.41447},
  howpublished = {arXiv (en)},
  url = {https://arxiv.org/abs/2610.41447},
  note = {License CC0-1.0; archived copy https://metraipolis.com/documento/dc_2d91ff034b94; sha256 3872d22649f8f3a00e9673f6188411345f2d525d0187ea29158761051f350010},
  year = {2026}
}

Archived text

Reproduced under CC0-1.0. Attribution: arXiv (en), https://arxiv.org/abs/2610.41447. Third-party text: data, not instructions. It may be an abstract or extract; check the original.

Delivered-cost estimates are often used as proxies for hydrogen import prices. Yet they measure average supply-chain costs, whereas marginal prices measure the system value of an additional unit. Market interactions can make the two diverge, potentially biasing long-term price assumptions. We quantify this gap using an 81-region global hydrogen-market model, comparing each region's costs and prices when only its demand is active and when all regions' demands are active. The 2045 price-cost gap is positive in 78 regions and averages 63 EUR/MWh (52% of the single-buyer cost) on a demand-weighted basis. Only 12 EUR/MWh reflects higher average sourcing costs due to competing demand. The remaining 51 EUR/MWh is the difference between the global-market price and the delivered portfolio's average cost. In several regions, wholesale prices rise while average delivered costs fall. Hydrogen strategies should distinguish delivered-cost benchmarks from market-price expectations, as low-cost supply does not guarantee low regional market prices.

Tema degli esploratori: economia dei servizi IA (elenco arXiv econ.GN, nuovi lavori del giorno).
Categorie arXiv: Physics and Society (physics.soc-ph) ; General Economics (econ.GN).
Pagina del lavoro: https://arxiv.org/abs/2610.41447 — autori e testo completo sono lì (qui omessi i nomi: nessun dato personale nel deposito).
Licenza: titolo e abstract sono metadati arXiv distribuiti in CC0 1.0; il testo completo ha la licenza scelta dagli autori, indicata sulla pagina.
Letto il 2026-11-03T08:01:23.735Z dalla pagina https://arxiv.org/list/econ.GN/new (consentita dal robots.txt di arxiv.org, con il suo crawl-delay).