Hydrogen: Are We There Yet?

Published on: July 28th, 2023

Hydrogen will undoubtedly be an important subset of future power generation and will play a role in a post- carbon future. The tricky bit is identifying winners in the sector and ensuring valuations are commensurate with commercial viability, allowing for the generous fiscal subsidies which are now widely available. The previous bubble burst. Are we now at valuations worth considering?


  • JS
    John S.
    28 July 2023 @ 23:30
    Carbon emissions must be the biggest red herring in history. Doomberg has some interesting commentary on hydrogen
    • JS
      John S.
      29 July 2023 @ 23:14
      Yes, Harry and battery storage is the same. Massive subsidies heading towards companies such as FREYR
    • HM
      Harry M. | Real Vision
      29 July 2023 @ 11:41
      Agreed, and I really like Doomberg's work. But Julian's argument is that for better or worse, the US government is handing out shockingly big dollars in the IRA. Maybe that will catalyze a new industry. Or maybe its just a feeding frenzy for big chem and big oil. But the figures are so big that a lot of businesses will take advantage of the tax breaks.
  • LH
    Luis H.
    29 July 2023 @ 00:16
    Hydrogen has two major problems: is extremely explosive and is so small (in atomic size) that is very difficult to store
    • MT
      Mark T.
      29 July 2023 @ 07:46
      I believe that storage will be developed which will take advantage of hydrogen's small atomic cross section. Possibly a (metallic?) lattice allowing super fast charge/discharge cycles, rugged and infinite useful life. Wouldn't that be nice?
  • PS
    Peter S.
    5 August 2023 @ 01:02
    I've done some R&D with hydrogen % mixes on natural gas engines that power the oilfield. The emissions reduction don't justify the dangers. I agree with Luis and John below.