This study puts Hydrogen by electrolysis of water at a 5X greater cost than previously thought. It's a blow to the hydrogen sector, but maybe a leg up for methane pyrolysis.
https://www.hydrogeninsight.com/analysis/long-distance-green-hydrogen-imports-will-be-up-to-five-times-more-expensive-than-previously-thought-study/2-1-1688445
An interesting comparison showing all hydrogen stocks struggling this year.
This study puts Hydrogen by electrolysis of water at a 5X...
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