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The role for green hydrogen is pretty misunderstood. As an energy carrier, it’s pretty bad, with a round-trip efficiency of around 30%. What it’s needed for is in use cases such as fertilizer production in agriculture, and in industrial fields requiring very high temperatures like steelmaking (yes, arc furnaces exist, but they require an upfront cost that adds up on a nationwide level). In this case, creating hydrogen and ammonia with green energy during peak hours is perfect, as that energy would normally be curtailed anyway.
Exactly, and I think this is why China is pursuing a broad spectrum energy transition strategy. Different types of tech ends up working better in different contexts.



