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Is green hydrogen genuinely necessary for decarbonization, or could most applications currently targeted for hydrogen (including fertilizers, steel, transportation) be addressed more cost-effectively and efficiently through direct electrification, renewable energy, battery storage, and circular economy approaches, with massive hydrogen investments primarily benefiting incumbent fossil fuel companies pivoting their business models rather than representing optimal climate solutions?
- When green hydrogen production involves significant energy losses (30-40% in electrolysis, 20-30% in compression/storage, more in reconversion to electricity), doesn’t it make more sense to use renewable electricity directly for most applications rather than the wasteful hydrogen intermediary, reserving it only for truly unavoidable uses like ammonia production where hydrogen is chemically required?
- Do governments promoting hydrogen hubs and missions risk backing the wrong horseβinvesting billions in infrastructure for fuel that may never achieve cost competitivenessβwhen those resources could accelerate proven technologies like solar, wind, and batteries that are already cost-effective and scaling rapidly, or is such diversification necessary for technological progress?
- Should we be skeptical of oil and gas companies suddenly championing hydrogen (particularly “blue” hydrogen from fossil fuels with carbon capture) as potentially self-serving distraction that delays fossil fuel phase-out while maintaining their business relevance, or does their involvement bring necessary capital, infrastructure, and expertise even if motivations are mixed?
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