clean hydrogen

“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 …”

“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.”

“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…”

“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…”

“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.”

“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.”

“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”

“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 …”