hydrogen

“The largest demand for hydrogen in the world today is oil refining.”

“The transport, the buses that we get moved around in, a lot of those are hydrogen.”

“Using natural gas with carbon capture to make the hydrogen that's what a country like Qatar, which has very cheap natural gas wants to do.”

“Hydrogen is much harder and much more costly to move around the world than putting oil on a tanker is.”

“We do need breakthrough technologies, you know, that would be critical. So that we're focusing on long duration storage, hydrogen as a replacement fuel in the power plants, and carbon capture and sequestration.”

“Synthetic methane, whereby basically you would be producing hydrogen, mixing that with CO₂, transporting that overseas, and this is basically, you're still using the same LNG infrastructure, which seems to be a favorite solution for a couple of players.”

“Part of the beauty of hydrogen is that you can use it in some plants that are existing today, so it's really just a switch in what kind of gas you're pumping in”

“If the technology improves fast enough, it could outcompete hydrogen, but it's got a long way to go.”

“And becoming cost-effective, and at the same time, there's a social challenge to get people to understand what this element is that we're talking about, and that is okay to use, and that, you know, hydrogen's been used in the Gulf Coast states, pumped for hund…”

“We also see power generation applications, and so using hydrogen as an energy storage medium to be able to run power generation for longer periods of time than lithium ion batteries, right? So multiple days when the wind's not blowing, the sun's not shining we…”

“From a kind of overall system efficiency economics, and kind of pollution standpoint, trying to minimize the amount of hydrogen that you're burning, actually, is probably a good direction to go in.”

“You can get very far in terms of emissions abatement just with clean power and electrification of end uses alone. That gets you, like, 80, 90% of the way. Then adding carbon capture and storage also gets you much closer. But the final five, six percent or so o…”

“Electrolyzers are also not that efficient, only converting about 70% or so of the electricity that you supply into energy in the form of hydrogen.”

“Each kilogram of hydrogen production today requires about 50 kilowatt hours of electricity to be supplied to that electrolyzer to produce that electricity.”

“And in sectors that have no other alternative to using hydrogen, for example, as a fuel and heavy transport like ships and planes for steel production, hydrogen is one of the few options to produce primary steel. So it's absolutely essential that hydrogen gets…”

“The U.S. Currently uses about ten million metric tons of it.”

“There's also clear and consistent evidence that we definitely need Something and hydrogen is the thing at present for high temperature heat, for making cement, making steel, to replace fossil fuels for chemicals and fertilizer, and to provide some kind of carb…”

“We didn't do any. We decided to go for batteries in electric vehicles, so we invested in Tesla.”

“About a decade ago, hydrogen was found in an old water well in Mali, and actually that site is being used, they've developed or extracted the hydrogen and are using it locally to generate electricity, and it sort of sparked this phenomenon of wildcatters looki…”

“The very, very long, long duration energy storage, the stuff that we might call seasonal energy storage. I think the more, the activity that we see more more investment around that is actually around hydrogen and that, that economy.”

“I don't think that the Trump administration immediately comes in and reflexively never uses the loan program again. I do think that the projects that they pick to invest in might be different. You might see a heavier investment on nuclear, for example. Hydroge…”

“It's a hundred million tons of hydrogen per year. That's, I think about a thousand gigawatts of electrolysis that we'd need just to decarbonize that.”

“So there's some sets of technologies that we consistently overestimated, and those are the technologies that are always just around the corner, but somehow they haven't panned out to the extent that we predicted. And those are things like nuclear fusion or thi…”

“I also don't really care much for hydrogen. It's a molecule. It's an element. It's lovely. I don't see it in and of itself as a solution to any of the problems we have in energy.”

“You know, I thought that decarbonized hydrogen had to come from an electrolyzer and cost, you know, six or nine dollars a kilogram. You guys can do this for two to three?”