Borba Hydrogen & potential revenue?, page-2

I still don’t see a role for blue hydrogen, especially in California. H2 As a battery for green energy after dark in place of more conventional battery’s or as a mobile fuel cell from renewable energy yes but splitting CH4 into carbon and H2 requires energy and leaves you with carbon as a byproduct. It doesn’t offer any environmental advantage over oxidising CH4 and costs in efficiency. If one has stranded gas then producing NH3 (fertiliser) makes more sense but a plant costs A$ 100m. It is at least transportable. I don’t see why you have this fixation on Borba, if Mx have wasted $5m drilling it, it still doesn’t justify spending good money after bad to save face. I would expect that if there is no pipeline capacity for Borba then I can’t see why additional wells wouldn’t suffer similarly and I don’t see why any economy of size would help. Just go for Alvarez and if they find what is possible , then they could build their own custom pipeline as the scale would be sufficient. There may well be a left field alternative but of that which we know Alvarez trumps Borba IMO. I don’t expect any imminent Ann as Blue Sky won’t sign off until after an EGM of SGC as I understand it. These things take time especially nigh on Xmas.