electrolyzers
4 statements across 4 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement Apr 28, 2022 by Jigar Shah · across every show →
Everything said about electrolyzers, oldest first
Apr 28, 2022 positive
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…”
May 12, 2022 bullish
Oct 20, 2022 neutral
Kann: Electrolyzer winners will be determined by scaling speed, not paper specs
“One of the other lessons from solar was like the best technology on paper did not necessarily win out. What won out at the end of the day was who could get to scale and who could manufacture quickly when the market was ramping. And I think we'll see something …”
Mar 13, 2025 positive
Chiang: Producing acids and bases acts as chemical energy storage
“So, this idea of using low-cost electricity in an electrolyzer to produce acid and base allows you to produce acid and base for chemical reactions that then follow. And those chemical reactions can be done on a volume basis, and in fact, you can decouple in te…”