Hey PP.
Regarding hydrogen. Here's a podcast about hydrogen by an analyst that works for BloombergNEF. It's really worth a listen if you've got the time.
While we are all speculating on the rollout of green hydrogen, this analyst cuts through all the bs and gives us the facts. Yes, it looks good for Australia.
Will we be exporting hydrogen soon ? Probably not.
https://reneweconomy.com.au/podcast/energy-insiders-podcast-why-green-hydrogen-beats-coal-hydrogen/
Btw. I was listening to Tony Seba recently. He is not bullish on hydrogen at all. He's been pretty accurate on other estimates so it will be interesting to see whether he gets this one right also.
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Hey PP.Regarding hydrogen. Here's a podcast about hydrogen by an...
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