"That seems to be for industrial grade (high purity is about 3 times that, and UHP even more*); the production cost generally that I can find on the web is about $10/kilogram or less, which gives an even less impressive $24 per 1 Mcf."
Why would a low production cost be less impressive? If it costs $24/Mcf to produce and retails for $220/Mcf I say that's very impressive, even if we only get a whole sale price of half of that. But I have no idea about the hydrogen market. One site stated it's a $100 bil market in the US, so maybe the hydrogen content could in fact rival the helium in terms of economic value.
CTP Price at posting:
38.0¢ Sentiment: LT Buy Disclosure: Held
