Strategy, Advising, and Due Diligence for Hydrogen and Related Clean Energy

Experience

Department of Energy Experience:

  • First Director of Analysis at the US Department of Energy - led the commercial analysis team and procedure development for the new commercial stance in the DOE provided by IRA and IIJA/BIL

  • Led H2Hubs applications Commercial Analysis

  • Led 45V commercial analysis

  • Co-lead author of DOE’s inaugural Hydrogen Commercial Liftoff Report

  • Led the commercial analysis team for $20B of DOE funding from IRA

Commercial Experience

  • Head of Shell’s Global Hydrogen Product Strategy team in Shell’s H2 heyday

  • Ran the pre-DOE iteration of the CleanEpic to do due diligence and strategy on H2 investments and assist many top-tier consultancies as a subcontrator

  • Ran the H2 product strategy for projects in North America, EU, and China

  • Currently carrying out broad clean energy analysis and strategy in addition to H2

STRATEGIC CONSULTING AND SUBCONTRACTING

CleanEpic can help you or your client determine or hone your stake in the rapidly growing Hydrogen ecosystem

  • How to apply to and manage federal clean energy government funds

  • Choosing your best partners in your clean energy projects, including community engagement

  • What H2Hubs and 45V mean for you

  • How to invest in the rapidly changing H2 and clean energy economy

  • Metrics-based tailored strategic roadmaps

  • Levelized cost  and review

  • Defining positions of strength for clients in H2

  • Red flag analysis for investments

 

ADVISING AND DUE DILIGENCE

CleanEpic can help you find and improve your H2 and clean energy investments or help keep your supply chain ahead of the competition

  • High-level techno-economic review

  • Procurement technical leadership

  • Supply chain advising

  • Technology or business models: feasibility and risk review

 

About

CleanEpic Advising arose from Jay Munster’s work as an investment banker, a portfolio manager at a hedge fund, as the head of global hydrogen product strategy at Shell, as an H2 consultant, and then as the commercial analysis lead on H2Hubs, 45V, and DOE commercial liftoff reports in the DOE. CleanEpic has worked on strategy projects with most major strategy consultancies, done due diligence and advising for investment firms, and strategic or supply chain advising for startups and nonprofits

Jay Munster is the principal and founder of CleanEpic. He spent the past five years running the Global Hydrogen Product Strategy team at Shell and then the commercial analysis of H2 in the DOE. aHe combines a background in investment management, startup founding and leadership, and an environmental sciences and engineering PhD to provide insights in clean energy and Hydrogen. He has a BS, MS, and PhD from Harvard and extensive experience in the energy industry.

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