BankableHydrogen Policy Resilience Calculator

Test the margin after the policy ends

The workbook is a screening tool, not a project finance model or eligibility determination. Start with your project's cost boundary and contracts; do not treat the illustrative defaults as disclosed project economics.

Blue text: editable inputs. Green text: cross-sheet links. Black text: formulas. Check the SOURCES sheet before relying on a policy row.

1. Lock the project boundary

Choose the pathway and jurisdiction, then enter delivered pre-support cost, actual buyer price, annual production, lifecycle CI, eligible capital and relevant years. Keep currencies and price years consistent before comparing rows.

2. Preserve the instrument's native unit

Complete only the relevant market modules. Keep 45Q in dollars per tonne and capital credits as a percentage until the workbook converts them. Classification, targets and unsigned awards are not realized cash.

3. State what is known

Separate qualification, eligible share and monetization. Do not use a percentage assumption to disguise a missing legal or technical determination. Leave unsupported incentives at zero.

4. Run the downside

Compare full support, 25%, 50% and 100% haircuts, delay and expiry. Support duration and financing tenor are separate inputs. Read the post-expiry buyer price and cost, not only the supported-year margin.

5. Record the decision

Advance, redesign or relocate, wait, or stop. Record the specific price, qualification evidence, contract or schedule change that would make you change the call.

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Workbook source baseline: August 22, 2026. Website guide: August 25, 2026. Policy and project status may change. Technology, policy and project-economics commentary only—not legal, tax, accounting, lending or investment advice.