Clean Hydrogen
topic on 2 shows · 20 statements across 14 episodes
20 statements about Clean Hydrogen, every show
Lubbershane: Electricity will remain more cost-effective than biofuels or hydrogen
“Even as the cost of clean electricity increases over the coming decade or two or three, I think electricity will still look cost effective as a fuel, like the primary, you know, the energy input relative to things like biofuels or clean hydrogen, perhaps some …”
St. John: Clean hydrogen lacks the infrastructure and economics for end-user adoption
“Governments, the United States, the European Union, South Korea, Japan, others, are incentivizing hydrogen production for these purposes And making goals that are kind of astounding in their scope for gigawatts, tens of gigawatts of hydrogen production, and ye…”
Inflation Reduction Act hydrogen production tax credits reach $3 per kilogram
“The credits in the Inflation Reduction Act Go up to three dollars a kilogram.”
BNEF estimates over $120 billion in subsidies for announced hydrogen projects
“We estimated, I think, over a hundred twenty billion dollars in subsidies that could go to all the announced clean hydrogen projects.”
Air Products backs strict hydrogen rules while Plug Power opposes them
“Companies were really interested in producing large volumes of clean hydrogen, like air products, and manufacturers of electrolyzers like electric hydrogen have come out in favor of very stringent standards on, on hydrogen production. Whereas others, like Plug…”
NextEra Energy Advocates Phasing In Clean Hydrogen Grid Rules Over Time
“And then there's a bunch of companies in the middle of this debate which want some rules on clean hydrogen production from the grid, like NextEra Energy in the US, but are arguing for a phase in of these requirements over time.”
Unregulated grid-powered hydrogen would add 200 million metric tons of CO2
“The worst case is really that there's really no requirements for hydrogen production from grid electricity, which means, in the end, you end up creating more emissions than what fossil hydrogen production is already creating today. So let's say the U.S. Actual…”
EU hydrogen import demand will set global production standards
“Because the EU is looking to become the largest importer of clean hydrogen globally that means that their rules really, really affect hydrogen production elsewhere, particularly for markets looking to export hydrogen to Europe and basically set a global standa…”
2030 green hydrogen goals would consume 16% of new renewables
“If about a 20 millimetric tons or so of clean hydrogen are produced globally by the end of the decade, And we got to about 16% of all the renewables we expect to deploy this decade will just go to the production of hydrogen.”
Kann: China is unlikely to become a massive clean hydrogen importer
“It doesn't make sense to me that China would become a massive hydrogen importer. It feels like exactly the kind of thing hydrogen would self produce if they need a lot of clean hydrogen”
Shah: 10M tons of clean hydrogen requires 200GW of renewables
“In order to build ten million tons of hydrogen, you're talking about 200 gigawatts of renewables that have to then be built and then converted into hydrogen.”
Shah: US has $46B in announced clean hydrogen capital allocation
“So on hydrogen We're probably at around forty six billion dollars worth of capital allocation for hydrogen projects that have already been announced, and we're on track to doing about ten million tons of hydrogen production, clean hydrogen production, by the e…”
Shah: US will produce 10 million tons of clean hydrogen by 2030
“So I believe that by 2030, we will have ten million tons of clean hydrogen in this country.”
Jenkins: US hydrogen demand will explode after 2030, not before
“So that makes hydrogen you know, in our modeling, there's not a lot of demand for it in the 20, 20 to 20, 30 period, but after 2030, it explodes. It takes off for liquid fuels and for some industrial processes.”
Kann: Zero-carbon hydrogen will get cheaper sooner than expected
“I also think that it is going to be cheaper, clean hydrogen, zero C hydrogen is going to be cheaper sooner than people generally appreciate.”
Lubershane: Clean hydrogen's best use is replacing transmission lines via pipelines
“I really think that one of the highest and best uses for clean hydrogen is as a transmission mechanism, where you can go out to these really remote areas where no one's gonna, gonna care as much. Your hypothetical Mojave Desert example, build just incredible a…”
Shah: Continuous electrolyzer operation yields sub-$4/kg clean hydrogen
“When you think about using these kinds of electrolyzers and running them all the time you really can get below four dollars a kilogram for clean hydrogen, right? And so but that does require you to get affordable electricity, but also very high run times, righ…”
Shah: Hydrogen and ammonia create massive option value for renewable power
“So I just think that people are so myopic in the way that they think about traditional solar and wind models, that they think that the price of this stuff is going to zero. But in fact, the option value has now just gone up substantially.”
Kimber: Clean hydrogen and Bitcoin mining have viable models on cheap renewables
“There is very much a business model for making clean hydrogen or Bitcoin or whatever it is from low cost renewables.”
Hanson: Hydrogen industry must replace color labels with lifecycle carbon metrics
“I mean, this stuff is sufficiently complex that we should be able to do good life cycle analyses, include all the upstream portions of it, and come up with You know, kilograms of CO₂ equivalent per kilogram of hydrogen or whatever the end product is. Like, we …”