Lisa Martine Jenkins quotes clean energy expert Jason Munster analyzing the operational economics of commercial green hydrogen production.
0:00 / 0:08exact quote · 8.1s
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“There are very few cases in which you can produce hydrogen that's renewable and make it cost-effective for reliable delivery without having twenty-four-seven operations.”
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More from Lisa Martine Jenkins
Opinion
Sussman warns refining industry may lock into blue hydrogen permanently
“It's really scary to me to think that the whole refining industry, which is one of the two largest users of gray hydrogen today, and is a prime candidate for switching to green, could go permanently in the direction of blue now, Sussman said.”
Lisa Martine JenkinsMar 22, 2024▶ 20:31The Latitude: Could government rules hinder green hydrogen?
PredictionNot checkable as stated
Munster: Many Hydrogen Projects Past FID Will Cancel Under 45V
“I would expect that a significant number of projects that have hit FID are no longer going to move forward, he said. They're looking at redesigning their system, downscaling their system, or canceling the project entirely.”
Lisa Martine JenkinsMar 22, 2024▶ 5:40The Latitude: Could government rules hinder green hydrogen?
PredictionHeld up
Munster: Foreign Electrolyzers Will Reach Half the Cost of Western Units
“At some point, those foreign electrolyzers are going to cost, installed, half the price that ours do, because we're not moving down the cost curve while they are.”
Lisa Martine JenkinsMar 22, 2024▶ 7:58The Latitude: Could government rules hinder green hydrogen?
Opinion
Munster: 45V additionality rules effectively exclude hydro and nuclear
“That essentially removes hydro and nuclear power from the running, Munster said.”
Lisa Martine JenkinsMar 22, 2024▶ 9:10The Latitude: Could government rules hinder green hydrogen?
PredictionNot checkable as stated
Munster: US green hydrogen ecosystem will not arrive before 2030
“We're not going to be there until twenty-thirty at least. And it's questionable we'll ever get there with the trajectory we're on now.”
Lisa Martine JenkinsMar 22, 2024▶ 9:39The Latitude: Could government rules hinder green hydrogen?
AssertionNot checkable as stated
Sussman estimates hourly matching will raise Nueces hydrogen costs by 20%
“Sussman estimates the price increase for the Nuesa's project with hourly matching to be at least 20%.”
Lisa Martine JenkinsMar 22, 2024▶ 18:40The Latitude: Could government rules hinder green hydrogen?
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