Hi acorn
I did listen to this most informative podcast.
Some interesting observations and data.
Just some salient snippets:
Predicting 75c/kg hydrogen generating cost in OZ.... by 2050
However, transport cost from Oz to Japan would be $2/kg... hmmm
While locally produced hydrogen in Japan would cost $1.6/kg.
Only opportunity if Japan just physically cannot produce sufficient hydrogen itself.
Brown hydrogen (which politicians in Australia appear to be considering a viable avenue) not likely to EVER be competitive.
Makes more sense to value add in Australia and export end-product.
Overwhelming issue is that policy signals are not there.
GLOBALLY, the transition to green hydrogen would require an estimated $150billion over 10 years in subsidies for hydrogen demonstration [projects, before carbon pricing and policies that generate demand for hydrogen kick in.
This $150billion OVER 10 YEARS has to be viewed in the context of $300b in subsidies PER ANNUM on fossil fuel consumption and $150billion PER ANNUM for other renewable energies.
Basically, they also ruled out hydrogen technology for passenger cars as well as light trucks, but did see application in (what I would consider absolute niche markets) of super heavy heavy duty monster trucks.
So, as far as this thread is concerned, I am again fairly confident that for passenger cars and most trucks driven on public roads, EVs are most likely to be the best option.
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