Solar panels max out at about 27% in the absolute best panels. Solar is what they are using at that Zinc plant, but if you use anything from the grid other than renewable electricity, the only benefit for green H2 - emmissions intensity, goes out the window.
I am invested because I have worked in hydrogen production, dealt with it a bit and I know the best use cases for it in chemical industries. Much better value than for using in electrolysers. Like all of the engineers i work with say, doesnt matter if it doesnt work, if someone else is paying for it....so let the government burn cash money on these H2 blending scams into the gas grids and H2 transport schemes.
I am definitely not investing here for H2 for transport purposes. Absolutely not.
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