Should it be Hydrogen VS Batteries or Hydrogen AND Batteries?
When I talk to prospective investors about the energy transition the likelihood is that at some point in the conversation I’ll get asked about Hydrogen. The Hydrogen industry has done a great job of marketing itself as a clean energy solution, maybe a better job than the battery industry has. While there have been a number of studies done on the life cycle green impact of batteries, I can’t remember having seen one on hydrogen. If there had been one it certainly would have highlighted one very important point – while hydrogen is very clean to burn, generating only water,...