UK Public Sector Contracts & Tenders

Deliverable 1 - Critical Review An external consultant has undertaken a market assessment to quantify the national and global opportunity for hydrogen propulsion in applications across the automotive, non-road mobile machinery, aviation, marine, and rail sectors. The assessment evaluates a range of hydrogen technologies, including: • Hydrogen fuel cells • Hydrogen internal combustion engines • Hydrogen gas turbines and thrust generators • Pressurised hydrogen storage tanks • Liquid hydrogen storage tanks In addition, several adjacent, potentially competing technologies were also assessed, including: • Electric motors • Battery packs • Power electronics and control systems For each technology and sector, the market assessment aimed to ascertain the following: • The current state of the UK and global hydrogen propulsion market. • Market sizing for 2030 and 2050, with data input between these dates where possible. • Potential market penetration rates. The method used in this assessment follows a similar approach to market studies that Gemserv have previously conducted, as discussed above in Relevant Case Studies. Informed by Gemserv's prior experience in this area, Gemserv will critically review and validate this market assessment The UK offers an internationally competitive ecosystem for the development of hydrogen propulsion systems, crossing leading exporting companies, significant investment in R&D, world-class universities and industry expertise. The government has sought to support this market advantage via the Hydrogen Propulsion Manufacturing Taskforce and targeted investment across several transport sectors. As shown by Gemserv and Hydrogen UK's International Hydrogen Progress Index (Link), the UK has consistently trailed behind China, Germany, South Korea, Canada and Japan, amongst others, for supporting the overall hydrogen sector's deployment. As such, further government support will be crucial for effectively positioning the UK in the emerging international hydrogen propulsion market and unlocking the sector's full potential. Following on from the Critical Review, Gemserv will assess the political, economic, social and technological barriers and drivers of the national and global hydrogen propulsion market. Understanding the nuances of the hydrogen sector, Gemserv will answer the questions of: What national and global measures drive the hydrogen propulsion market, which are already in place, which are planned, and what is additionally required to unlock the potential of the hydrogen propulsion market? Gemserv will conduct an analysis to identify the policy and regulatory measures, as well as key hydrogen technology deployment milestones, that will influence the forecasted market size and penetration rates. This includes assessing the conditions required for the market to reach its upper-bound growth scenario, as well as the minimum thresholds necessary to achieve the lower-bound scenario. Table 2 breaks down the methodology and outcomes by Phases. Phase 1 will review the drivers and barriers for the deployment of the hydrogen propulsion market at a national level and international level. Phase 2 and 3 will draw on this base knowledge, to align HII's market assessment with the current and future market landscape and identify the minimum and maximum interventions and milestones required to support market development.

In order to support the Hydrogen Innovation Initiative (HII) this quote is for the provision of advisory services to HVMC and HII covering: Consulting with internal and external stakeholders (regulatory, technical and commercial) to determine and document requirements, Supporting and/or facilitating meetings and workshops with said stakeholders, and Development of a technical assurance process / methodology which will be used by potential public and private funders and investors to support the HII programme

1. Delivery of the Hydrogen Innovation Opportunity Backbench Business Debate Ongoing engagement with James Naish MP, ensuring a smooth transition to the new lead, Tom Collins MP Briefing ahead of the debate including online briefing for MPs, speaking notes for Tom Collins, and wider MP briefing pack Collateral for IAB members to flag the debate with local MPs, asking them to take part Engagement with the Minister and Shadow Minister ahead of the debate - sharing debate materials and allowing them to prepare an appropriate response. Securing an OpEd on the day of the debate co-written by Tom Collins MP and Katherine Bennet - H2 View are interested in covering this. Coordinating MP social media activity around the debate - e.g. coordinating/drafting LinkedIn posts from James Naish, and other supportive MPs with clips to key sections from the debate. Appropriate follow-up after the debate e.g. thank you letters to MPs, a letter to the Minister responding to the points raised in their response, recommendations for further MP-led activity, and a note to be shared with HII partners and IAB members. 2. Supporting alignment with other hydrogen campaign groups, and/or Beyond2050 clients Advising on and supporting coordination with other hydrogen groups, such as the Hydrogen Energy Association, and Chair of the Jobs, Skills and Supply Chains working group of the Hydrogen Delivery Council. In addition, Beyond2050 will look to facilitate engagement with:  Hydrogen in Aviation (HIA):  Secure HII representation at a HIA regional roundtable, chaired by the West of England Mayor and attended by local political stakeholders (MPs, councillors), officials (DBT, DESNZ and DfT), as well as key regional bodies and the six HIA members. This roundtable is planned to coincide with a 'world first' hydrogen refuelling trial at Bristol Airport. The refueller is owned and operated by ZeroAvia, an HII IAB and HIA member. A date for this event is TBD but will be in or before October.  HIA plan to publish a 5-year hydrogen in aviation technology roadmap by the end of the year. This will evidence the technology already available, highlight the R&D HIA members are investing in and the timelines for delivery with a view to evidence that the technology opportunity is already here (or will be very soon) - making commercial flights viable within this Parliament. The planning for this is still in early stages but would seek to facilitate HII's involvement - particularly to help strengthen the case for government to create the right conditions for these technologies to be commercialised in the UK. 3  UK Hydrogen Technology Manufacturers Campaign:  Beyond2050 has already briefed Gareth on this short, sharp campaign being led by a group of manufacturers and supported by Beyond2050 from Aug - Dec 2025.  Activities will likely include parliamentary questions, private and public letters of support, as well as advocacy through high-level meetings.  Working with HVMC, we will ensure HII is well briefed on activity with the opportunity to advise and feed into approach.  Where possible, we will ensure that the work of the campaign aligns with HII's policy objectives, e.g. referencing the UK Innovation Opportunity report, calling for a national programme focussing on building UK supply chains, and strategic use of the UK's domestic market to stimulate early UK supply chain capacity. 3. Broader public affairs support o Rolling public affairs insight and advice designed to support and advance HII's engagement across industry, Westminster and Whitehall including close alignment with :  Sharing relevant policy insight from discussions with DESNZ, DBT and DfT - shared with HII on the bi-weekly campaign call, and ad hoc updates via email, phone and WhatsApp.  Invitation to attend Beyond2050 networking events, e.g. the Hydrogen Strategy Update roundtable 4. Political monitoring & analysis of key hydrogen moments o Beyond2050 monitoring and analysis of key announcements and measures related to hydrogen, such as the July 2025 Update to the Market, and the updated Hydrogen Strategy (expected in 'Autumn' 2025).