Justin MikulkaDec 12, 2022
Prediction: Green hydrogen production will be cheaper more quickly than many expect. Meanwhile, most articles still refer to it as prohibitively expensive even after the IRA production tax credits. they will be surprised. https://www.hydrogeninsight.com/innovation/cheaper-hydrogen-us-start-up-demonstrates-iridium-free-pem-stack-that-will-nearly-halve-cost-of-electrolysers/2-1-1371240
Cheaper hydrogen? | US start-up demonstrates iridium-free PEM stack that will 'nearly halve' cost of electrolysers | Hydrogen news and intelligence

H2U Technologies has replaced the expensive catalyst used in proton-exchange-membrane machines with ‘inexpensive and abundant’ materials

Hydrogen news and intelligence | Hydrogen Insight
Show threadThomasDec 12, 2022

@justinmikulka Most of the criticisms I have seen around hydrogen cost aren't necessarily around production but around energy by volume, storage/transportation, and lifecycle efficiency.

Are there any developments ready to address those issues?

Show threadJustin MikulkaDec 14, 2022
@thomas Depends on the application. For steel, LDES and replacing existing dirty H2, those aren't issues, imo. For aviation and shipping they certainly are. However, they are engineering problems that can be solved.
Show threadThomas

@justinmikulka I get steel. But storage (also lifecycle efficiency) is critical for LDES?

It has been really hard to store H2. (in a way that can be easily repeatable) LDES may end up being case by case with hydrogen.

Dec 16, 2022 at 6:13pmWeb
Show threadThomasDec 16, 2022
@justinmikulka I agree Green hydrogen prices will drop faster than people think... because supply will outstrip demand.
Show threadJustin MikulkaDec 16, 2022
@thomas in Europe the steel makers need more green h2. They already have the orders for green steel from car makers. Fertilizer made from green H2 in the US also is a source of demand. We are a long way from supply outstripping demand.
Show threadThomasDec 16, 2022

@justinmikulka
I think production will make impressive advances, but is there enough demand for green hydrogen to get a premium price over dirty hydrogen? Is there infrastructure to take advantage of arbitrage? In the near future (~5 years) IMO no.

We are kind of comparing Production Cost (in your first post) vs Market Price (in mine). The recent investments, I think, will reduce the marginal cost to produce enough to compete openly in the market. BUT there won't be a significant premium.

Show threadJustin MikulkaDec 17, 2022
@thomas I'm not expecting green H2 to get a premium price I'm expecting it will be the smart economic choice for many. US refiners are likely to resist green H2 as long as they can.
Show threadJustin MikulkaDec 16, 2022
@thomas Hydrogen (like crude oil and natural gas) has been stored in salt caverns for decades. The US has ample salt deposits for this. A real advantage over china who does not.
Show threadThomasDec 16, 2022

@justinmikulka yes, but Salt Caverns are not easily repeatable projects (at least that is my understanding)

They will be part of the solution, but will most likely be a case by case. Which, I guess, we could probably say about everything.