A Binary Discounting Method for Economic Evaluation of Hydrogen Projects: Applicability Study Based on Levelized Cost of Hydrogen (LCOH)

Hydrogen is increasingly recognized as a key element of the transition to a low-carbon energy system, leading to a growing interest in accurate and sustainable assessment of its economic viability. Levelized Cost of Hydrogen (LCOH) is one of the most widely used metrics for comparing hydrogen produc...

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Main Authors: Sergey Galevskiy, Haidong Qian
Format: Article
Language:English
Published: MDPI AG 2025-07-01
Series:Energies
Subjects:
Online Access:https://www.mdpi.com/1996-1073/18/14/3839
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author Sergey Galevskiy
Haidong Qian
author_facet Sergey Galevskiy
Haidong Qian
author_sort Sergey Galevskiy
collection DOAJ
description Hydrogen is increasingly recognized as a key element of the transition to a low-carbon energy system, leading to a growing interest in accurate and sustainable assessment of its economic viability. Levelized Cost of Hydrogen (LCOH) is one of the most widely used metrics for comparing hydrogen production technologies and informing investment decisions. However, traditional LCOH calculation methods apply a single discount rate to all cash flows without distinguishing between the risks associated with outflows and inflows. This approach may yield a systematic overestimation of costs, especially in capital-intensive projects. In this study, we adapt a binary cash flow discounting model, previously proposed in the finance literature, for hydrogen energy systems. The model employs two distinct discount rates, one for costs and one for revenues, with a rate structure based on the required return and the risk-free rate, thereby ensuring that arbitrage conditions are not present. Our approach allows the range of possible LCOH values to be determined, eliminating the methodological errors inherent in traditional formulas. A numerical analysis is performed to assess the impact of a change in the general rate of return on the final LCOH value. The method is tested on five typical hydrogen production technologies with fixed productivity and cost parameters. The results show that the traditional approach consistently overestimates costs, whereas the binary model provides a more balanced and risk-adjusted representation of costs, particularly for projects with high capital expenditures. These findings may be useful for investors, policymakers, and researchers developing tools to support and evaluate hydrogen energy projects.
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spelling doaj-art-77d25fa866124a56a3c7fdb5d13b3e7b2025-08-20T03:08:01ZengMDPI AGEnergies1996-10732025-07-011814383910.3390/en18143839A Binary Discounting Method for Economic Evaluation of Hydrogen Projects: Applicability Study Based on Levelized Cost of Hydrogen (LCOH)Sergey Galevskiy0Haidong Qian1Industrial Economics Department, Empress Catherine II Saint Petersburg Mining University, 199106 Saint Petersburg, RussiaIndustrial Economics Department, Empress Catherine II Saint Petersburg Mining University, 199106 Saint Petersburg, RussiaHydrogen is increasingly recognized as a key element of the transition to a low-carbon energy system, leading to a growing interest in accurate and sustainable assessment of its economic viability. Levelized Cost of Hydrogen (LCOH) is one of the most widely used metrics for comparing hydrogen production technologies and informing investment decisions. However, traditional LCOH calculation methods apply a single discount rate to all cash flows without distinguishing between the risks associated with outflows and inflows. This approach may yield a systematic overestimation of costs, especially in capital-intensive projects. In this study, we adapt a binary cash flow discounting model, previously proposed in the finance literature, for hydrogen energy systems. The model employs two distinct discount rates, one for costs and one for revenues, with a rate structure based on the required return and the risk-free rate, thereby ensuring that arbitrage conditions are not present. Our approach allows the range of possible LCOH values to be determined, eliminating the methodological errors inherent in traditional formulas. A numerical analysis is performed to assess the impact of a change in the general rate of return on the final LCOH value. The method is tested on five typical hydrogen production technologies with fixed productivity and cost parameters. The results show that the traditional approach consistently overestimates costs, whereas the binary model provides a more balanced and risk-adjusted representation of costs, particularly for projects with high capital expenditures. These findings may be useful for investors, policymakers, and researchers developing tools to support and evaluate hydrogen energy projects.https://www.mdpi.com/1996-1073/18/14/3839hydrogenLevelized Cost of Hydrogen (LCOH)binary cash flow discounting modelrisk-adjusted cost estimationhydrogen production technologiesinvestment decisions
spellingShingle Sergey Galevskiy
Haidong Qian
A Binary Discounting Method for Economic Evaluation of Hydrogen Projects: Applicability Study Based on Levelized Cost of Hydrogen (LCOH)
Energies
hydrogen
Levelized Cost of Hydrogen (LCOH)
binary cash flow discounting model
risk-adjusted cost estimation
hydrogen production technologies
investment decisions
title A Binary Discounting Method for Economic Evaluation of Hydrogen Projects: Applicability Study Based on Levelized Cost of Hydrogen (LCOH)
title_full A Binary Discounting Method for Economic Evaluation of Hydrogen Projects: Applicability Study Based on Levelized Cost of Hydrogen (LCOH)
title_fullStr A Binary Discounting Method for Economic Evaluation of Hydrogen Projects: Applicability Study Based on Levelized Cost of Hydrogen (LCOH)
title_full_unstemmed A Binary Discounting Method for Economic Evaluation of Hydrogen Projects: Applicability Study Based on Levelized Cost of Hydrogen (LCOH)
title_short A Binary Discounting Method for Economic Evaluation of Hydrogen Projects: Applicability Study Based on Levelized Cost of Hydrogen (LCOH)
title_sort binary discounting method for economic evaluation of hydrogen projects applicability study based on levelized cost of hydrogen lcoh
topic hydrogen
Levelized Cost of Hydrogen (LCOH)
binary cash flow discounting model
risk-adjusted cost estimation
hydrogen production technologies
investment decisions
url https://www.mdpi.com/1996-1073/18/14/3839
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