They seem VERY keen on steel making for the graphite in the...

They seem VERY keen on steel making for the graphite in the video & of course Hydrogen as a reducing agent. I guess the graphite makes a LOT of sense as it has iron 'impurities' in it, which would just be a bonus for steel making

IMO, the infant 'natural' hydrogen from in ground reserves is the big risk here now. Hard to say how this will go but GHY will be flow testing in March, that will give some ideas for Australia anyway. However, this will not 'save' stranded natural gas resources of the O&G majors OR be able to convert methane from waste water etc, which is an obvious niche but also obviously way smaller than replacing SMR, which is the holy grail.

Depending on the price/success of the above, ATM HZR is the best show in town IMO.

Some interesting energy intensities mentioned <10KWh per Kg of hydrogen, wow that is great. Hard to compare SMR as they use so much of the gas for their process/heating & thus more C02 produced BUT on a 'pure' energy basis, IEA quotes 45KWh/kg at 60% C02 capture !!

https://www.google.com/search?q=drilling+for+natural+hydrogen&oq=drilling+for+natural+hydrogen&gs_lcrp=EgZjaHJvbWUyBggAEEUYOTINCAEQABiGAxiABBiKBTINCAIQABiGAxiABBiKBTINCAMQABiGAxiABBiKBTINCAQQABiGAxiABBiKBdIBCjEwMjk1ajBqMTWoAgCwAgA&sourceid=chrome&ie=UTF-8

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