"Guessing that EV's threaten coal but HV's don't for some weird reason?"
Maybe he knows someone with an industrial scale photoelectrolysis plant?
"Researchers have long known that some single-celled organisms use a protein called bacteriorhodopsin (bR) to absorb sunlight and pump protons through a membrane, creating a form of chemical energy. They also know that water can be split into oxygen and hydrogen by combining these proteins with titanium dioxide and platinum and then exposing them to ultraviolet light. In order to produce greater amounts of hydrogen using visible light, the researchers are looking at new materials like graphene."
