green hydrogen

“The DOE right now counts well over basically a hundred gigawatts worth of sort of notional green hydrogen project pipeline out there”

“I think coming in the next few years, green hydrogen is going to be another example that's also going to be sort of regionally focused in a few key regions for a number of reasons, and that's going to be a bunch of large projects all trying to get grid connect…”

“Green hydrogen is not really an energy resource. It's a storage resource in a way. It's a way of taking renewable energy and later on at some point running it through a natural gas power plant, which you're not going to want to do very often. It's a low capaci…”

“If you really look at full scalability for that four billion gallons of jet fuel, we have to look even further into the future into power to liquid or synthetic fuels, which really need that access to renewable energy. To essentially, you know, cut the water i…”

“To electrolyze, to take renewable electricity and make a ton of hydrogen. Now that's totally green. You can do that carbon free. It's great in many ways, but you're going to put 50 to 55 megawatt hours of electricity into that system and pull out 33 megawatt h…”

“Carbon capture at scale, hands down, for electricity generation.”

“If you look at the cost of making a kilogram of green hydrogen today, let's say in southern Europe, it might be unsubsidized. It might be maybe six dollars U.S. A kilo. I think rough numbers, that might be about right. That can be broken down Roughly fifty-fif…”

“Green hydrogen went through this just incredible Ballooning of the bubble, and I would say since then the bubble has burst, and you know, I can't say whether right now we're at the nadir of green hydrogen hype, or whether we're starting to come out of it. It f…”

“So long story short I don't think the same game that worked in solar works in green hydrogen.”

“So I think the next five years looks like very, very tactical kind of one-off projects that are policy-driven in places like Europe. That have the policy frameworks in place or emerging to motivate consumption of these molecules.”

“We've seen those capital costs go from You know, an early promise of something like 1500 dollars a kilowatt, buck 50 a watt, to now even over three dollars a watt of capital cost.”