Hydrogen News, page-80

Realistically, the only challenge Hazer could face is from another gas-based technology, not from electrolysis.

Natural gas is a very big part of governments’ H2 plans, but a space electrolysis can’t touch at all. Meanwhile pyrolysis (Hazer) can’t break H2 out of water. In a massive effort to decarbonise globally, these won’t be true competitor technologies at all, but complementary and necessary.

Pyrolysis might be a laggard now, but it’s the lowest-energy H2 process. Crucially, it has a ready-made gas infrastructure accounting for close to 30% of world energy. There’s also huge potential from biogas to go emissions-negative.

By comparison, electrolysis is starting almost from scratch.

People who might feel concerned about this latest electrolysis innovation are investors in other electrolysis companies. It’s an increasingly crowded space. By comparison, Hazer is at the top of a very small pack of potential disrupters in a different field.