RE: Green hydrogen1 Jun 2022 15:42
hi Jimmy
the cost of H2 per mmbtu is very high compared to pipeline gas or LNG . From a user perspective, it is always better to go for gas. From a seller/distributer/offtaker perspective, pressure is high to keep h2 price as low as possible. As such, the pressure would be passed on to the developer meaning ROE and margins need to be kept very thin.