Hydrogen mobility is guaranteed, with trucks already mass produced in China, and India are heavily committed with three models available commercially. The issue is the cost of hydrogen and the slow process of building the refueling network bsky.app/profile/dani... - ThreadSky

danielwilliams965.bsky.social • 15 days ago

Hydrogen mobility is guaranteed, with trucks already mass produced in China, and India are heavily committed with three models available commercially. The issue is the cost of hydrogen and the slow process of building the refueling network https://bsky.app/profile/danielwilliams965.bsky.social/post/3lhoctqufjc2a

Reposted from Daniel

Bosch: €2.5bn on fuel cell manufacturing

Symbio: fuel cell gigafactory opens in France

HRS/Toyota/Engie: to finance a hydrogen refueling revolution

EU Commission: hydrogen refueling stations mandated every 200km throughout Europe

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danielwilliams965.bsky.social•15 days ago

The point is that by using the fuel for transport applications where it is already much cheaper than imported petroleum in many regions, you don't have to massively upgrade electricity grids to cope with on-off 100MW charging demand, and you can also use the fuel for everything else

danielwilliams965.bsky.social•15 days ago

So for example steel, cement, chemicals, glass, ceramics, long haul trucking, utility vehicles, aviation, shipping, peaker plants, data centres

Add to this improvements in fuel cell efficiency which will get to >70% (>60% today), and electrolyser efficiency which may operate continuously at 95%..

danielwilliams965.bsky.social•15 days ago

Your energy system modelling does indeed foresee massive volumes of hydrogen used throughout the system; 88,223TWh just for electrolysis (!)

Considering we use about 120,000TWh in total energy globally today, this doesn't seem to fit

Most scenarios see 100,000TWh total energy demand (TFEC) by 2050

danielwilliams965.bsky.social•15 days ago

So you think energy demand will keep rising exponentially. I have studied a lot of energy scenarios and yours is not similar at all

My energy scenario that I describe in the first book is about 40,600TWh of hydrogen (not electrolysis), of which most is blue hydrogen because it is easier

danielwilliams965.bsky.social•15 days ago

If we think about global energy demand by 2050 being about 100,000TWh, and EU demand being about a tenth of this, we can extrapolate EU hydrogen figures for global demand in 25 years; very similar to my own figures

danielwilliams965.bsky.social•15 days ago

Despite RES capacity additions being 666GW in 2024, expected to be 935GW in 2030; electrolysis additions are a lot slower mostly because of the #delegatedacts rules which have doubled the price of hydrogen produced

This needs to change, obviously

The real issue is the cost of climate impacts

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