No thats not true. It is the end users of methane for chemical production processes.
The majority of people who produce hydrogen, are the ones who use it...
The people stumping up the cash for your scenario are dwindling down. Some blending is occuring but the professionals know it's all stupid. It relies on government money. So that's not a long term good idea.
Chemical manufacturing requiring hydrogen, potential future steel production utilising hydrogen, and oil refinery hydrogen use. There's your majors. They will all produce their own hydrogen.
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