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Both FCEV and H2 in ICE appear to use the same high pressure H2 tank storage if the JCB lean burn H2 ICE engine example is representative. Such standardization makes refuelling using conventional forecourts and fuelling times feasible. Both infinitely preferable to charging infrastructure or catenary power lines above roads in my opinion.

https://www.morningstar.com/stocks/xlon/itm/ownership

100% agree, I referred to the article on 22 Dec. So few of these experts and influencers are entirely impartial.
An investment BB is not really an appropriate medium either but let us not forget, on this New Years day, that green hydrogen is an energy vector. Green H2 generation and usage in fuel cells lowers CO2 emissions, avoids any methane leakage from the blue/grey route, simultaneously tackling the climate problem and reducing pollution. That is the goal, nothing else.
Having an excess of renewable energy coupled with storage is necessary to provide energy resilience anyway. Using H2 as a key storage vector instead of mainly batteries minimises the pollution associated with battery mineral extraction etc, not to mention all the charging paraphernalia .
Divide and rule arguments thwart the rapid up-scaling which is required to lower costs and achieve the key objective.

https://www.offshore-energy.biz/italian-developer-aims-to-pair-green-hydrogen-with-floating-offshore-wind/

Being lucky enough to have huge wind and tidal energy resources the UK must seize that opportunity to be a net energy producer. I only hope that the UK makes better choices, like Norway did with hydro and O&G, to establish a UK sovereign wealth fund. One such choice is to realize that power storage is not just a requirement for building local energy resilience but also builds capacity for those net exports. Who can say what it will be used for but hydrogen is also a portable energy vector, i.e. valuable.

Being lucky enough to have a large garden I was considering installing a ground source heat pump, but the article and warnings from that youtube video remind me that the other key factor is the demand side. In this case a difficult to heat solid brick house, potentially requiring a much larger investment tending toward £50k! That and the unknown running costs, as there is NO guarantee of successful heating by heat pumps, are very discouraging. Yet the heating argument: "efficiency" of heat pumps versus methane-hydrogen mix in traditional gas boilers (like Town-Gas), is at the heart of Adair Turner's etc arguments against more widespread use of hydrogen. Indeed if you read this: https://www.respectmyplanet.org/publications/fuel-cells/michael-liebreichs-hydrogen-ladder-debunked you have to wonder at the role of impartial influencers in this debate. Of course this and other investment BBs are biased. I detect many contributors here, self included, are just as qualified and experienced to see that there is a bigger picture and bigger prize in a green H2 economy and are not at all phased by the need for excess renewable energy generation.

PLUG were up strongly yesterday. Perhaps in response to these:
https://www.barrons.com/articles/plug-power-stock-hydrogen-51671048374
https://finance.yahoo.com/news/green-hydrogen-global-market-reach-134500598.html

It is not so much that green energy provision is failing. The problem is that there is insufficient focus on energy storage. Hydrogen will be absolutely key because we can move it to where it is needed. IES has the right battery model. If you need a bigger battery, just add more electrolyte storage. Instead the focus is on nuclear power, coal and other white elephant projects like CCUS. Within a few years the UK grid WILL be carbon neutral, but this will ONLY be truly so if we vastly increase storage. Why is this being lost on decision makers?

https://www.gov.uk/government/news/102-million-government-backing-for-nuclear-and-hydrogen-innovation-in-the-uk

This chicken and egg infrastructure problem is why it is so important to build NEW markets for Wasserstoff. Those who wish to limit use of 'precious' (aka:soon to be cheap and plentiful) green hydrogen to hard to decarbonize sectors have an ulterior motive.

So what is the point of this 'opinion' piece from OUR new CEO, only a month ago?

https://de.linkedin.com/posts/schulz-dennis_whc22-hydrogen-electrolyzer-activity-6986335409530138624-5maO

As one of the comments so rightly says the "bubble" popped 2 years ago. I wonder if OUR chairman quizzed him about this and its total lack of arguing the ITM/Linde case...

More positive news about Andrew Forrest of Fortescue.
https://www.bbc.co.uk/news/business-63657350

Sadly FFI has partnered with Plug-Power. Their stocks are down too. All suffering Green-H2 malaise caused by governments 'green-lighting' CCUS with the promise of Blue-H2. False promise IMHO due to the titchy scale of CCUS globally, their massive cost and methane leakage risks. I feel like glueing my raft to LHR runway to make my point that Green-H2 must be the only show in town.

Vying with SHELL for greenwashing?

https://www.bbc.co.uk/news/science-environment-63584993

Shame this is not matching the performance of other H2 stocks this afternoon..

Green hydrogen from renewable energy has none of the risks like methane leaks, pollution or long term cleanup costs associated with blue or pink hydrogen. The relative speed at which such green H2 projects can be implemented is probably an order of magnitude faster than blue or pink (aka red). The relative costs are similarly lower, an additional benefit to investors and consumers. i.e. Everything that the O&G and the nuclear industry fear.

Surely SHELL only need to raise the height of the canopies above the H2 pumps, then HGVs could access them.
Let's hope it is a temporary blip for SHELL on its so called net zero path. A bit like when it pulled out of the London Array windfarm.
Anyone for floating windfarms and an electrolyser on each 14GW turbine? Long electricity cables, power losses and buried cable heating problems make H2 gas production look more like o&Gee business ;)

is the other potentially huge market that Hydrogen must occupy. It can operate like a dual fuel. Direct electricity generation via fuel-cells (e.g. in transport), or feedstock/combustion in heavy industry. To decarbonize existing gas networks for the duration of the transition from FF. A missed opportunity for the current European energy crisis, but could and should be accelerated to make use of excess wind energy. Win-win O&G expertise re-purposed to store/retrieve the gas in the subsurface.

Shell failed to open enough geographically distributed H2 fuel stations to kick start the market. One near Dover would make a lot of sense for the continental traffic. H2 stations every 50 miles say/existing forecourts across our tiny UK motorway network would be a great start. How about it Motive? It was only £2m or £1m each I believe. Just need a clear signal to get one of these https://www.riversimple.com/waitinglist/ or a Mirai, and never have to add range anxiety to this stressful world.

The case _for_, I meant.

The case against li-ion battery vehicles for VW may have diminished a bit after the loss of so many of their ID4s in the fire on board vehicle transporter Felicity Ace, lost in the Atlantic earlier this year.