clean hydrogen

12 statements across 7 episodes · 4 bullish · 2 bearish · 5 people on the record · first statement Mar 29, 2022 by Sheldon Kimber · across every show →

Everything said about clean hydrogen, oldest first

Mar 29, 2022 bullish
Opinion
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.”
Sheldon Kimber Mar 29, 2022 ▶ 2:07 The ‘inevitable industries’ that will decarbonize the world [branded content]
Mar 8, 2023 bullish
Prediction Open · timeframe Dec 2030
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.”
Jigar Shah Mar 8, 2023 ▶ 15:38 Are oil & gas majors abandoning clean energy?
May 1, 2023 bullish
Assertion Supported
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…”
Jigar Shah May 1, 2023 ▶ 27:41 America’s green industrial strategy 2.0
May 17, 2023 neutral
Assertion Supported
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.”
Jigar Shah May 17, 2023 ▶ 38:51 Live: Is advanced nuclear ready for liftoff?
Aug 3, 2023 neutral
Prediction Not checkable as stated
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…”
Adi Basham Aug 3, 2023 ▶ 12:12 The high stakes debate over green hydrogen
Aug 3, 2023
Assertion Supported
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.”
Adi Basham Aug 3, 2023 ▶ 9:04 The high stakes debate over green hydrogen
Aug 3, 2023 neutral
Prediction Held up
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.”
Adi Basham Aug 3, 2023 ▶ 16:48 The high stakes debate over green hydrogen
Aug 3, 2023
Assertion Supported
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.”
Adi Basham Aug 3, 2023 ▶ 2:53 The high stakes debate over green hydrogen
Aug 3, 2023 negative
Assertion Not checkable as stated
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…”
Adi Basham Aug 3, 2023 ▶ 9:37 The high stakes debate over green hydrogen
Aug 3, 2023
Assertion Supported
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…”
Adi Basham Aug 3, 2023 ▶ 8:41 The high stakes debate over green hydrogen
Oct 26, 2023 positive
Assertion Supported
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.”
Julian Spector Oct 26, 2023 ▶ 28:02 Tackling the tough stuff: steel, cement, and chemicals
Dec 22, 2023 bearish
Opinion
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…”
Jeff St. John Dec 22, 2023 ▶ 37:22 The storylines of the energy transition in 2023
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