Why is hydrogen important?
tphuang.substack.com
Those who follow me will notice that I’m a huge proponent of hydrogen in energy transition. I’m a real believer. Recently, I saw this photo of “Hydrogen Ladder” and wanted to just put my thoughts on this. In many ways, if crystallizes my own view on where green hydrogen, ammonia and methanol will be deployed. This is a very important industry, since just A and B in the ladder requires 6x all existing wind & solar. It’s possible that the actual demand could be higher than that depending on various factors. But given China’s unique role as world’s renewable industry factory, increasing demand for its solar, wind, battery and grid related products is a huge boon for its industries.

In the past few months, “overcapacity” has become the key theme among Western politicians looking to fight back against China’s dominance in energy transition sectors.

"Overcapacity" is a tool of memetic warfare used by the Group of Imperialists who are so detached from reality that they believe China will just stop developing because they asked... and not even nicely

Sustainable Aviation Fuel is another large future market for Green Hydrogen.

Contrary to aerodyne lobby propaganda, airplanes aren't the only flying mode of transportation that can use green hydrogen

Western countries always complain about China dominating green energy supply chain. Okay, then don’t buy the machines that produce green energy. China can use its own machines to generate green energy and ship that to you.

Wrong. America will put sanctions on Chinese hydrogen to ensure another couple degrees of warming. Then they'll sabotage the Pan-Eurasian Hydrogen Pipeline. Assuming the Pacific Fleet doesn't get sunk before then, of course

  • sexywheat [none/use name]
    ·
    6 days ago

    The potential to decarbonise shipping and aviation is HUGE. Amazing things are happening in China