Would for you to expand more on why you're bullish on synthetic hydrocarbons (also called e-fuels or power-to-gas). Is there a specific company you're bullish on, such as Prometheus Fuels or Terraform Industries?
Just that there's going to be a lot of cheap renewable energy available and finding ways to turn that into something useful will likely involve generation of various chemicals like methanol, ammonia, methane and sustainable aviation fuel from green hydrogen at prices that fossil fuels won't be able to match when externalities are included, and in some cases even without.
IRA subsidies have kick started this in the USA already. The main input cost is green hydrogen and the main cost input to that is electricity and I'm very bullish on wind and solar continuing to get cheaper and cheaper.
I wasn't aware that was the current consensus, due to a lack of knowledge around this domain. Prometheus Fuels' process to generate ethanol doesn't see to require green hydrogen as an input step, so I assumed other production processes were also going to get around needing that input?
Don't feel obligated, but I would appreciate a quick link to something I could read about green hydrogen uses other than "burn this instead of fossil fuels"
ZeroGravitas|2 years ago
IRA subsidies have kick started this in the USA already. The main input cost is green hydrogen and the main cost input to that is electricity and I'm very bullish on wind and solar continuing to get cheaper and cheaper.
Seanny123|2 years ago
I wasn't aware that was the current consensus, due to a lack of knowledge around this domain. Prometheus Fuels' process to generate ethanol doesn't see to require green hydrogen as an input step, so I assumed other production processes were also going to get around needing that input?
Don't feel obligated, but I would appreciate a quick link to something I could read about green hydrogen uses other than "burn this instead of fossil fuels"