If data is the new oil, is Hydrogen the new gas?
Reducing the cost of green H2 depends crucially on two inputs: A combination of cheap RE and large-scale electrolysers reduces the cost of H2 by 75 per cent. Add in the potential for cheap financing via green bonds, expected to grow from issue volume of US $2 trillion this year to US $50 trillion by 2030, the possibility of government subsidies and the dream becomes an achievable tech-play.
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