impossible to know unfortunately.
But here are some guesses, our competitor is diesel. Conversion of fuel cell H2 to Diesel will be about 5:1 about in 2030. So assuming the price of diesel is AU$3 in 2030, Hydrogen should be selling for about AU$15/kg.
So $15 * 15,000,000,000kg= $225 Billion per year.
But huge costs....
- Electricity
- Transport
- Production
- Conversion
- Debt
- 3rd Party JVs
If we had 30% ownership of these projects, as a lot of these projects will be equity funded
and profit was 5% we're talking $AU3.3 billion profit
POWER!!!! Fortescue Future Industries, page-3249
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