FMG 1.57% $24.39 fortescue ltd

Cost of production is actually very easy to work out.it takes...

  1. 2,957 Posts.
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    Cost of production is actually very easy to work out.

    it takes 55kwh per kg, that's a fact. Some improvement to come but don't bank on it.

    solar is $16/MWh, that's a fact.
    https://reneweconomy.com.au/uae-awards-contract-for-huge-1-8gw-solar-park-addition-at-record-low-prices/
    and can come down.

    so 55*$16/1000==88c per kg for production OPEX.
    add some CApex ( electroylers, bop) and you're still around the $2 mark.
    https://www.hydrogeninsight.com/electrolysers/cost-of-electrolysers-for-green-hydrogen-production-is-rising-instead-of-falling-bnef/2-1-1607220
    https://hotcopper.com.au/data/attachments/6167/6167530-4e12218af564af7c762defc052332b50.jpg

    then transport it to your country of choice and it's still cheaper than oil.

    the key is the locking in the cheapest POWER!

 
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