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Ask HN: Is hydrogen likely to be a major source of power in the next 10 years?
There has been hype around hydrogen fuel cells being a source of green power for decades, but the hype cycle is currently ramping up significantly. Hydrogen fuel cell stocks such as PLUG and FCEL have gone up 10x despite the lack of any significant new breakthrough technology and a history of loss making and value destruction.
Just today, Bank of America research released a 103 page "Hydrogen Primer" in which they predict that the hydrogen space will generate $2.5 trillion in direct revenues and $11 trillion of indirect infrastructure potential. They believe that a tipping point is coming soon because of the falling cost of renewable energy and electrolysers used to produce "green" hydrogen, as well as better efficiencies in fuel cells.
My question is for the experts in the crowd here, either based on engineering experience or on first principles and physics, does this seem likely to you? Why do we really need hydrogen? It seems we are getting to the point where wind power and particularly solar power are now cost effective. Once we have better batteries for storage, what problem do we have left that requires hydrogen to solve? Is this just a giant promotional bubble being pushed by Wall Street and unscrupulous companies trying to sell a dream? I may sound skeptical but I genuinely don't know and would like to hear from people with more expertise.
- avmich 6y ago> Once we have better batteries for storage, what problem do we have left that requires hydrogen to solve? An obvious short-term problem is weight-efficiency - hydrogen is still far better than best batteries, and weight is of crucial importance on aircrafts, so if you want to fly green - jets, turboprops, electric propellers - you can use hydrogen.
- maerF0x0 6y agoI dont really know the correct terminology, but I think batteries also have an issue with "burst" power loads. Think like the difference between a battery and capacitor. Some alternatives like super capacitors may bring greater power, albeit not at the same total storage? Is this correct understanding?
- sokoloff 6y agoThat depends on the battery chemistry and construction. Li-Ion and flooded lead-acid batteries can produce fairly high surge currents. Coin-cells on the other extreme cannot.
- gpm 6y agoEven with relatively high rates of discharge, my non-expert understanding is that they are still far slower than capacitors. E.g. if you're trying to build a railgun or absorb power from lightning strikes you better be using capacitors (which might be charged from a battery). That last part of sort of the point, while batteries and capacitors serve the same theoretical function (storing energy), in practice they are used differently. One as a sort of buffer, the other for actual storage.
- magicalhippo 6y agoWhile true, even a battery pack used for small RC cars can output several hundred amps in bursts or even constant discharge. Take this[1] pack of four cells for example which is rated for 450A constant discharge and 650A bursts. And there are more extreme packs like this[2], still four cells, which is rated for over 1100A burst discharge. Sure a capacitor might do better for a brief instant, but li-io batteries can put out some serious energy quickly. [1]: https://hobbyking.com/en_us/graphene-5000mah-2s2p-hardcase-w-5mm-female-bullet-connector.html https://hobbyking.com/en_us/graphene-5000mah-2s2p-hardcase-w... [2]: https://hobbyking.com/en_us/turnigy-rapid-8000mah-2s2p-140c-hardcase-lipo-battery-pack-roar-approved.html https://hobbyking.com/en_us/turnigy-rapid-8000mah-2s2p-140c-...
- landemva 6y agoYes, it is correct concerning burst energy from capacitors. The #2 heavy equipment manufacturer has a large capacitor in their regenerative excavator (which sees the most sales in Europe, not North America).
- easde 6y agoPower density for supercapacitors is higher than batteries, but there aren't many applications that need more power than what the best lithium polymer cells that provide. 100C cells are readily available, which can discharge their full capacity about 1/100 hour ~= 36 seconds. These are the cells that power high-speed RC planes and handheld power banks that can jumpstart your car. One caveat with high discharge rate batteries is that cycle life is not necessarily any better, and charge rates are usually much lower than discharge rates, so sometimes you will see supercapacitors used to temporarily hold a large amount of energy. Hydrogen has high power density in the sense that you can let it out of the tank very quickly and ignite it, but unless you want an explosion you are still constrained by an ICE motor or fuel cell. Those are much less power dense than batteries.
- mcguire 6y agoOk, let's see here... Hydrogen has 142 MJ/kg and at 700 bar is 42 kg/m^3. "At this pressure, 5 kg of hydrogen can be stored in a 125-liter tank." (https://energies.airliquide.com/resources-planet-hydrogen/how-hydrogen-stored https://energies.airliquide.com/resources-planet-hydrogen/ho...). That's 710 MJ in 125-liter tank. I couldn't find the stats on a 127-liter tank, but a 49-liter, 300 ft^3 tank is 139 lbs, or 63 kg. That would hold about 2kg of hydrogen. (https://www.mathesongas.com/industrialgas/pdfs/Industrial-Cylinder-Dimensions.pdf https://www.mathesongas.com/industrialgas/pdfs/Industrial-Cy...) That's 280 MJ in 65 kg, or 4.3 MJ/kg. A lithium ion battery is 0.36–0.875 MJ/kg, but jet fuel is 43 MJ/kg. (https://en.wikipedia.org/wiki/Energy_density https://en.wikipedia.org/wiki/Energy_density)
- 55873445216111 6y agoHydrogen fuel cells are not a source of energy, since hydrogen (H2) is not naturally found on Earth. All H2 must be generated in a process which consumes either natural gas or eletricity. Therefore H2 fuel cells are more aptly described as an energy storage system than as an energy source. Therefore the relevant comparison is between H2 fuel cells and Li ion batteries. Batteries have much higher full cycle efficiency (energy input -> storage -> energy output), but they are large and heavy. H2 can be stored in less volume and less weight, but it is less efficient. In my opinion, batteries will be a technically and economicly superior solution for all uses other than where weight is extremely critical such as in aircraft.
- nsonha 6y agoBut current battery technologies need elements that require mining and other environmentally taxing processes. Recycling batteries can be energy consuming too. With hydrogen the cost structure of the whole fuel lifecycle is much clearer. Hydrogen also depletes along the trip unlike battery which will be massive dead weight for planes & ships.
- _ph_ 6y agoYes, the cost structure is very visibly more expensive. The problem is the huge amount of additional energy needed to generate the hydrogen. Hydrogen storage is also very expensive. The weight reduction is pretty neglectible, as hydrogen is the lightest element in the universe.
- kube-system 6y agoFor anyone wondering what kind of numbers we're talking about in practice -- the Toyota Mirai holds about 5kg of Hydrogen.
- bryanlarsen 6y agoIn a pair of tanks that weigh 87.5 kg.
- sokoloff 6y agoI don't have any experience owning a concrete paving company [0], but there are many use cases where weight matters a lot (and refueling turnaround time also matters) like in aviation where a 45-60 minute ground turn is important to some carriers and where having the airplane get lighter as fuel burns off is also a feature from a performance, efficiency, and landing safety standpoint. Without data to back this belief: I tend to think that synthesized jet fuel is probably going to be a technically easier solution than converting the jet fleet to hydrogen fuel (or to battery-electric storage). If you take yesterday's carbon from the atmosphere to make today's fuel, it's even carbon-neutral. [0] - $NKLA's Director of Hydrogen Production/Infrastructure does. ;)
- outworlder 6y ago> I tend to think that synthesized jet fuel is probably going to be a technically easier solution than converting the jet fleet to hydrogen fuel The US Navy has always been interested in that. They have surplus energy, after all, and incentives to manufacture their own fuel. It has not materialized it, for whatever reason.
- sokoloff 6y agoProbably because the raw materials to make JP-5/JP-8 are incredibly cheap and widely available currently.
- bluGill 6y agoWe have known since WWII how to make fuel from scratch. Others have pointed the the FT process. Problem is when gas costs $2/gallon are you willing to pay $6/gallon? (when gas goes up your costs for FT tends to go up as well). There are a few people who are - racers who need the custom blend of high energy (not to be confused with high octane though they may also run that) because that extra 1/10th second reduction in lap time matters. FT might have a future in jet fuel where the weight advantages are worth the cost. I also believe that modern engineering could make it more efficient, but it will always be energy intensive to convert low energy materials into high energy fuels.
- lowdose 6y agoCould you link to the research report of Bank of America?
- s9w 6y agoLast time I checked, hydrogen looked pretty bad. Low energy density and you can't draw a lot of power from it. Hydrogen initiatives always seemed to come from governments, which is usually a sign that they're not a viable tech.
- fsflover 6y agoSee also: https://www.forbes.com/sites/arielcohen/2020/09/23/airbus-unveils-designs-for-hydrogen-powered-aircraft-which-could-be-flying-by-2035/ https://www.forbes.com/sites/arielcohen/2020/09/23/airbus-un...
- WorldMaker 6y agoI'm not an expert, I just follow this topic out of interest. My general understanding is that Hydrogen doesn't make much sense for cars because it won't compete at that scale with the qualities (and size and weight and infrastructure) of Lithium Ion batteries, but where Hydrogen has a lot of room to grow/"disrupt" is in the long-tail of "heavy/occaisional diesel applications". This is things like ships (and cruise ships), festivals/food-trucks and other sorts of "off-the-grid" mini-grids, grid-scale batteries for load timeshifting (though Li-Ion looks quite competitive there too), possibly aircraft, and a very long tail of so many other ways that diesel especially gets burnt to generate mostly electricity (or refrigeration).
- landemva 6y agoOne of the qualities of batteries in cars is a place to store energy from regenerative braking. The best numbers for miles per charge are coming from the tech leader in the space (Tesla). The system of storing generated energy is important.
- WorldMaker 6y agoAbsolutely, which is why Toyota's Mirai, the last living (why, Toyota, why?) attempt at a Hydrogen fuel cell car still carries the weight of Lithium Ion battery in addition to the fuel cell. I think at this point it seems pretty clear that if you have to cart around a Lithium Ion battery anyway you might as well go all in on an EV. I think it seems pretty clear that the Mirai is just a badly efficient EV with a strange battery mix and a very weird, very confusing, very expensive and hard to find "plug". I think that writing is well enough on the wall that everyone but Toyota seems to agree, and poor Toyota what are they even doing at this point, who knows.
- shawndrost 6y agoI also think the Mirai is a dead end, but here are some things that might interest you: * The energy density (kWh/kg) of the Mirai fuel cell system (stack, tank, etc) is probably 2x or more than its battery. Replacing it with a battery would probably cut range substantially. * New car ramp-ups are weirder than I would've guessed, even when they're not pioneering a new fuel source and infrastructure. Eg the Prius took 8 years to break 50k sales per year, and it was a money-losing or breakeven proposition throughout that entire period. Later, of course, it became a breakout success story. [1] * If fuel cells eventually matter (eg for heavy-duty applications), the Mirai could fail as a vehicle while succeeding as an R&D testbed. [1] https://en.wikipedia.org/wiki/Toyota_Prius https://en.wikipedia.org/wiki/Toyota_Prius
- lmilcin 6y agoHydrogen is not source of power unless you are doing hydrogen-related research and this gives you power in the organization you work for. Power is rate of energy transfer. https://en.wikipedia.org/wiki/Power_(physics) https://en.wikipedia.org/wiki/Power_(physics) You would not typically call something "source of power". Rather, we would typically discuss "source of energy" which is then converted to power by expending it (transferring/converting) at different rates depending on application (think in terms of your power at your academia letting you force undergraduates doing work for you). As to sources of energy, the only way hydrogen can be used as a source of energy is through fusion which is currently unattainable on commercial scale in 10 years. There are also no sources of hydrogen that can be mined or otherwise exploited on Earth. There exist, arguably, fossil fuels that are rich in hydrogen. A cell using such a fuel could technically be called hydrogen fuel but in normal use they are typically called cars.
- sleepysysadmin 6y agoHydrogen vehicles will not happen. The hydrogen industry is quite large today. The source of 99% of hydrogen? Fossil fuels. If your goal is to get off fossil fuels, hydrogen is completely not the way to go. Moreover, if it's performance that you want. Hydrogen 0-60 will be at best grandma speed. Oh and let's not forget that it's hydrogen. In my jurisdiction, all pressure vessels for hydrogen must be inspected quarterly. Who wants to take their car in quarterly for inspections?
- jeffreyrogers 6y ago> Hydrogen 0-60 will be at best grandma speed. Only if you don't have any batteries in the system, but in general I agree that hydrogen isn't going to be a major factor.
- ChuckMcM 6y agoNo. :-) Yeah, I know, not helpful. Hydrogen storage continues to be a huge issue. It is just so much more efficient to manufacture long chain molecules with hydrogen that you can then drive around in tanker trucks, store underground for pumping into units which burn them to recover the energy. Once there is enough excess energy I expect you will see Fischer-Tropsch[1] type refineries that convert hydrogen and CO2 into liquid fuel rather than trying to ship around the hydrogen. [1] https://en.wikipedia.org/wiki/Fischer%E2%80%93Tropsch_process https://en.wikipedia.org/wiki/Fischer%E2%80%93Tropsch_proces...
- neltnerb 6y agoThis should really just be the top post... I've been in this field for a while and totally agree. You're going to get vastly more practical applications out of liquid fuels or electricity stored in batteries. The energy density of hydrogen is great on a mass basis but sucks on a volume basis unless it's compressed in which case the container is heavy enough that you lose all the gains. Plus compressed hydrogen is way harder to protect in an accident. I think any theoretical application for hydrogen fuel cells you will find is using batteries in ten years. That's my opinion. The biggest advantage of a fuel cell is decoupling energy density from power density and flow cells solve that with batteries that use liquids that are easier to handle than hydrogen.
- fpoling 6y agoMethanol fuel cells are very inefficient at 30%. It is still better than internal combustion engine, but with H2 one gets over 70%. Still I agree that for niche applications like electrical cars in a very cold climate methanol fuel cells should be way more practical then hydrogen.
- ChuckMcM 6y agoBloom Energy's fuel cells are 53%+ efficient[1] on natural gas (Methane). Methane is easily liquified and transported and the infrastructure that supports this is widely deployed today. [1] https://www.bloomenergy.com/datasheets/energy-server-es5-250kw https://www.bloomenergy.com/datasheets/energy-server-es5-250...
- blablabla123 6y agoIt's rarely mentioned how explosive hydrogen is and how this is supposed to be mitigated. Another related problem has been solved though: Hydrogen cannot just be put in a normal tank, it dissipates through Hydrogen bonds which is a quantum mechanical effect.
- seph-reed 6y agoWhat kind of tank can it be put in? I honestly really appreciate gasoline for being such and incredibly portable source of energy. It gets a lot more hate than it deserves.
- cmrdporcupine 6y agoI don't hate gasoline/oil. I hate the stupid things we waste it on and the reckless constant expansion of that use. Our great grandchildren will curse us for wasting this liquid gold on making single use plastics and driving Disney cruise ships around and doing it all so intensely that we f'd up the climate. We will always use it. Just hopefully more judiciously?
- beambot 6y agoStore it in solid-state form via Aluminum Hydride (Alane). Better stability & even less weight. Some fundamental scaling issues yet to be solved, but very much within reach.
- perlgeek 6y agoThis would be a lot more reassuring if the same (better storage in a bound form) hadn't been promised for at least 20 years, back then being solved in principle, but not being ready for prime time...
- beambot 6y agoYou would've said the very same about solar, wind, & grid-scale battery storage even 5-10 years ago. The commitment to scale is what made the "old" technology economically feasible. Incremental advances also played a role. This same equation is playing out for nuclear, Alane, and others. It's a matter of commitment & will -- both of which are gaining momentum.
- kube-system 6y agoWe have to use energy from another source to create hydrogen -- so its only use is as an energy store, not as a source. Hydrogen is competition with batteries, not with other energy sources.
- gehsty 6y agoI work in renewables, the latest big buzz word is Power-to-X, meaning using renewable to generate hydrogen based fuels for things like jet engines and ships. I think it is 10-20 years away from becoming commercialised. Danish companies seem to be leading the way.
- kristianp 6y agoWould methane be an easier fuel to work with than hydrogen? Which is cheaper to produce from electricity? The wikipedia article[1] says methane could be produced from Hydrogen, but I believe there is a process to produce methane from water and CO2 directly. Hydrogen is a feed stock for green steel production, which isn't commercially developed yet. [1] https://en.wikipedia.org/wiki/Power-to-X https://en.wikipedia.org/wiki/Power-to-X
- gehsty 6y agoIt really isn’t my area of expertise... all I see is that the investment firms that backed early offshore wind farms are now backing these Power to X technologies, as well as ‘energy islands’ which connect multiple offshore wind farms to multiple countries. Exciting times in renewables to be honest, it does feel like with enough renewable energy there is a path to a future without fossil fuels at all, we are just a long way from it right now.
- upofadown 6y agoWe have become used to a world where hydrocarbons are the energy source, certainly for portable energy. Historically it has not been the case that there is one predominant source of energy. I think that we will go back to that state of affairs. So, yes, hydrogen powered fuel cells are likely to be a major source of power in the next 10 years. It is just that there will be other major sources of power as well. Different energy storage systems have different attributes and are viable in different applications.
- m-i-l 6y agoFrom a consumer's perspective, the thing I like about electricity and batteries is that it is relatively easy to be entirely self-sufficient. You can install solar panels and/or a wind turbine and be able to store their electricity in batteries without depending on anyone else. But you can't set up a hydrogen fuel cell factory in your back garden. That said, dependence on others is precisely what many incumbents in the industry want, so they may be pushing for such solutions for their benefit.
- bryanlarsen 6y ago> But you can't set up a hydrogen fuel cell factory in your back garden. Sure you can. Electrolysis is a middle school science experiment, and it's efficient to do at a small scale. In fact, it's often more efficient to do small scale electrolysis at fueling stations than to do it in a larger scale operation and ship it to the fueling stations. (Splitting it from natural gas is cheaper, but then it's no longer clean energy, so...)
- m-i-l 6y agoWell you can build a battery in your kitchen too with a potato, zinc nail and copper coin, but that's not going to be very practical for something like powering a car. What I meant was that, while you may be able to build a basic hydrogen fuel cell in your kitchen, if you want to safely generate, compress, cool, and store liquid hydrogen in the quantities required for something like a hydrogen fuel cell powered car, then you're going to need some expensive and bulky equipment, e.g. EUR60K-EUR90K (USD70K-USD105K) and 6-8m2 space for a system which just provides home heating not the additional piping etc. for car refuelling[0] (I'm not aware of any hydrogen production and storage facilities for car refilling which are currently commercially available for residential use, and wouldn't even be surprised if hydrogen refuelling systems ended up with some form of cryptographic protection mechanism to prevent refuelling from unsigned devices, e.g. home refuelling, for "safety reasons"). So for all intents and purposes, you're going to be dependent on a supplier for your fuel, which of course is what all the potential fuel supply companies want. [0] https://www.homepowersolutions.de/en/product https://www.homepowersolutions.de/en/product
- andor 6y ago"Once we have better batteries for storage, what problem do we have left that requires hydrogen to solve?" Well... also storage. The cheaper it becomes to store energy as hydrogen the better. The fact that the overall process is less efficient than battery storage does not mean hydrogen will not be used. The amount of energy that can be stored in batteries is relatively small, and there are only so many viable hydroelectric storage sites. We'll need more than one way to store energy on the grid level. Hydrogen also enables countries to export energy. For instance, quite a few oil-producing countries receive lots of sunshine. Moving away from oil, they could produce hydrogen using solar power and export it elsewhere in the world. That might be less efficient than transporting the electricity directly, but much easier politically: just imagine building a power line from Saudi Arabia to Germany. How many countries would have to collaborate to make it work? Edit: hydrogen can also replace other substances in process engineering. For instance, there are ways to produce steel with hydrogen instead of carbon-based fuels as a reducing agent.
- landemva 6y ago"Hydrogen also enables countries to export energy." Expanding on that... Bitcoin also enables countries to export energy.
- nichyoung 6y agoHydrogen is not great as a means of exporting energy, it is, unfortunately, hard to transport. Hydrogen is about 1/3 the energy/volume density of natural gas - so much worse than liquid fuels - and has a very low boiling point so liquified hydrogen is very (energy and cost) expensive to produce. Pipelines can work though, if you can get them built. The lower energy density vs. natural gas is offset by a higher flow speed. And the energy transported by one pipeline could be much greater than a HVDC power line.
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- jariel 6y agoNo, unfortunately not. People seem to misunderstand how institutionalized most of our infra is. If we had a 'great car, and great tech' today in 2020, it would take 10 years to start to see common adoption. But we really don't have proper hydrogen solutions and infra taking shape, so it's unlikely anything material will happen in 10 years.
- rmtech 6y agoThere are two separate questions here. (1) Does hydrogen make sense as a store of energy? (2) Will the various companies pushing hydrogen be financially successful in the medium term? I think the answer to (1) is pretty clearly "no". But That doesn't strongly imply that the answer to (2) will also be "no". I can picture a world where hydrogen companies use hype to get funding, then use funding the get subsidies, then use subsidies to get more hype and install more infrastructure and generally push the concept to adoption. When big subsidies or externalities are on the table, it's very easy for the social/info/misinfo side of things to win and for the whole economy to do something stupid for 50 years. See, e.g., smoking, leaded petrol, nuclear power, etc. As for why it doesn't make sense: hydrogen has essentially the same performance as batteries in terms of the car itself, but lower overall efficiency. So it costs you more energy, and it is less convenient because hydrogen requires a gas station whereas electricity doesn't.
- bluGill 6y agoIn short, it makes sense where a gas station makes sense. Long cross country road trips. I can plug in my electric car at home, but when I'm half a day into a multi-day trip...
- rcMgD2BwE72F 6y agoThen you stop for a quick battery charge, stretch your legs and drive some more hours. No need to put on diapers to drive a long range EV with supercharging capability.
- rmtech 6y agoNo, I don't think so. Nobody will get a hydrogen car just for trips. People will get an EV and trade off the price of the battery versus the time it takes to fast-charge it.
- pleasedontbanme 6y agoOnly if by hydrogen, you mean tritium.
- socialdemocrat 6y agoYou got to look at both efficiency and storage costs. Batteries are really expensive but efficient. For short term storage batteries make more sense because short term efficiency affect economics more. But when you store long term that storage needs to be cheap. Hydrogen or a synthetic fuel derived from hydrogen gives you that. There are also use cases where batteries are too heavy. For long flights batteries are too heavy but hydrogen will work. After all plenty of rockets use hydrogen fuel, none use lithium-ion. Then there are plenty of industrial process which can use hydrogen. E.g. a lot of coal is used as a reducing agent when producing silicon, iron etc. This cause emissions when creating solar cells e.g. By using hydrogen as a reducing agent instead we don’t get CO2 emissions.
- wazoox 6y agoThe H2 cycle is quite wasteful. The touted "climate friendly" H2 will supposedly come from electrolysis. But electrolysis is a very inefficient process (as much as 65% of the energy is lost in the process), that's why industrial H2 is mostly produced from natural gas. Then to transport H2 efficiently you need to compress it to several hundred bars. That process, again, consumes a lot of energy. Then you'll have to transport and distribute that H2 around the country, to fill your car's tank. All in all, the energy efficiency of the whole cycle is at most 15%, more or less the same as diesel. H2 is a made-up response to the terrible ROI of wind turbines and solar when not backed-up with storage. That's how it's supposed to be the future. However when you do the math you quickly realize that it would be much more cost-effective to use nuclear power for combined thermolysis/electrolysis, that would get a way higher yield and ROI...
- nichyoung 6y agoHydrogen has started to become more prominent since (most of) the world started talking about getting to net zero carbon emissions, rather than, say, 80% cuts by 2050. A net zero system needs to meet several needs which renewables and nuclear don’t meet well and which batteries don’t yet do much to help with. The three biggest problems that come to mind are (a) meeting peak energy demand, (b) process heat for some industrial processes where there’s no current adjective to a burner, and (c) fuelling long distance vehicles like planes, ships and long distance truck and train routes away from big electricity infrastructure. Hydrogen looks like a good candidate to be at least a part of the solution to all of these as it is currently expected to be the cheapest chemical fuel to produce at sufficient scale in a net zero manner. Multiple (proprietary, not all publicly available, but see [0]) predictions say that as scale grows hydrogen from electrolysis powered by dedicated renewable plant could reach prices comparable to those of natural gas in most parts of the world (not the US) today. The recurved advantage of hydrogen could disappear, but there’s no clear alternative today. For (a) meeting demand peaks - a big problem in cold regions where space heat is a big part of energy demand and the occasional winter is very cold - hydrogen can be produced when the wind blows and the sun shines and then stored. This is easier in places with the right geography to store hydrogen directly (e.g. salt caverns), but hydrogen may still play a part elsewhere. Batteries are energy efficient, but very cost inefficient at long duration (in this case, months to years) energy storage. For (b) fuelling industrial processes, hydrogen can usually be used as a direct alternative to oil or natural gas. Sometimes this would require new plant, sometimes not. For (c) transport, batteries are more likely to develop to solve many challenges. Where they don’t (my guess: all but short distance aviation and shipping; very long distance trucking), hydrogen is the most likely chemical starting point to create net zero fuels - maybe hydrogen itself, maybe synthetic hydrocarbons, maybe ammonia. Note that none of these is an immediate challenge anywhere today, so hydrogen is seldom a commercial solution. But they all will be to get a net zero future. Now none of this means today’s hydrogen companies will be successful. In fact, based on past transformations, most will probably fail. And those that do succeed and grow, whilst technology driven companies, may well not be anything like either software developers or oil producers in terms of return. I’d guess a mix of smaller technology providers (maybe c.f. Arm if they’re very lucky) and something more like regulated utilities or merchant renewable developers: relatively low risk and thus return, capital intensive industries. [0] https://about.bnef.com/blog/hydrogen-economy-offers-promising-path-to-decarbonization/ https://about.bnef.com/blog/hydrogen-economy-offers-promisin...
- nargella 6y agoA good friend of mine worked in compressor technology for 10 years. We had the fortune of working together for a few projects before he set off for Denmark to finish R&D of a new compressor for hydrogen fueling stations. He thought it'd only take 2 years. Took more like 5 years with all the certifications required and fine tuning parameters. So it's in use now in the EU. When he was nearing the end of the project I asked if he thought the future of energy was battery technology or hydrogen or both? He answered both. The energy density of hydrogen is too good to ignore for commercial vehicles (buses, construction, 18 wheelers). The momentum in battery technology and infrastructure for (car) 'limited' range use is going to carry forward. This friend now makes high end technology based liquor cabinets (chuckle). Probably too much pressure in his last gig.
- mlindner 6y agoI think he's wrong for some commercial vehicles even. Battery energy/power density hasn't plateaued yet and there hasn't been much in the way of vertical integration of raw metal input to cell output yet. Their input stock is an expensive already partially refined material (metal sulfates) rather than raw metal which increases the total production cost. Tabless battery cells will also increase the energy density.
- giantrobot 6y agoI think your friend is making their judgement with a bit of myopia. EVs with batteries open a lot of opportunities that can't really work for any sort of liquid fuel vehicle, hydrogen included. Batteries can be charged basically anywhere hooked to the electrical grid. They can also be charged in places with their own islanded power generation (renewable or not). So they can effectively be recharged anywhere they can stop for a while. They can also be charged while in motion with electrified roads. A bus in a downtown area can be charged/run off overhead lines but then drive around outlying areas on their batteries. General utility overhead lines could also be used by any cargo vehicle with a pantograph for inner city driving. Long haul EVs and construction vehicles are more likely to electrify as diesel-electric hybrids rather than pure battery or fuel cells. Their "recharge" profile is very different from passenger vehicles. Construction vehicles need to power their actual tools so they need super high density power they can really only get from diesel fuel.
- WhompingWindows 6y agoIt won't be a "major energy source", batteries are not even going to be a "major energy source" in most regions and they've been under more development for much longer than fuel cells. Fuel cells will have a niche role, but not a major role, for at least a decade.
- shawndrost 6y ago(Shameless promotion: if this stuff interests you, check out my brand-new course https://www.terra.do/hydrogen-economy https://www.terra.do/hydrogen-economy) There is a developing consensus that in order to get to "net zero" by 2050, hydrogen will need to be a significant part of the energy mix. For example, here [1] are two forecasts that predict H2 will account for ~10% of global energy use. This could just be dismissed as "hype" but across China, Europe, and elsewhere, real money is going into electrolyzers and fuel cells (at, I dunno, 500% YOY growth?) which I think is why stocks are acting as they are. Here's a list of where H2 fits in, and other sustainable alternatives. (Of course, for all entries, "indefinite fossil fuel usage" is an option in some sense!) Current H2 usage. Fossil-derived hydrogen is a cornerstone of the economy (for eg fertilizer), and responsible for a few % of global GHG emissions. Replacing that with low-carbon-intensity hydrogen would be a major win by itself. Kind of by definition, there are few alternatives here. Other industrial uses. The production of steel, plastics, etc are complicated systems, each too complicated to explain here, but eg HYBRIT [2], a fossil-free steel plant, could reduce emissions from Nordic countries by 7-10%. I have not heard of many alternative decarbonization pathways here. Non-passenger-vehicle transport (trucks, ships, planes, trains). Molecular fuels have higher energy density than current-gen batteries by 1-2 orders of magnitude. I predict that these vehicles will mostly not be battery-powered. Biofuels are another prospect. "E-fuels" (sourced from H2 and an atmospheric carbon source) are another. Lots more. Intermittent renewable valorization, building heat, power storage, gas pipeline admixtures... but this comment is already too long. I also like this story [3] about the Intermountain Power Plant, the largest H2 project in the US that I'm aware of. [1] ETC: Page 38-39 of https://www.energy-transitions.org/wp-content/uploads/2020/09/Making-Mission-Possible-Full-Report.pdf https://www.energy-transitions.org/wp-content/uploads/2020/0... BP: https://www.bp.com/en/global/corporate/energy-economics/energy-outlook/demand-by-fuel/hydrogen.html; https://www.bp.com/en/global/corporate/energy-economics/ener... https://www.bp.com/en/global/corporate/energy-economics/energy-outlook/demand-by-fuel.html https://www.bp.com/en/global/corporate/energy-economics/ener... [2] https://www.reuters.com/article/us-sweden-steel-hydrogen/swedens-hybrit-starts-operations-at-pilot-plant-for-fossil-free-steel-idUSKBN25R1PI https://www.reuters.com/article/us-sweden-steel-hydrogen/swe... [3] https://www.latimes.com/environment/story/2019-12-10/los-angeles-hydrogen-fueled-intermountain-power-plant https://www.latimes.com/environment/story/2019-12-10/los-ang...
- newyankee 6y agoEVs and different chemistries based energy storage (Zinc air, LiFePO4, liquid metal batteries) will win first and hydrogen will help with curtailment issues of excess renewable energy for longer duration storage.
- funcDropShadow 6y agoOne problem with hydrogen is storing, it is rather lightweight, even when compressed to be liquid, which is good, but it is hard to contain in a steel tank. Source: Few materials are suitable for tanks as hydrogen being a small molecule tends to diffuse through many liner materials and hydrogen embrittlement causes weakening in some types of metal containers taken from https://en.wikipedia.org/wiki/Hydrogen_economy
- SigmundA 6y agoElon on hydrogen: https://www.youtube.com/watch?v=yFPnT-DCBVs https://www.youtube.com/watch?v=yFPnT-DCBVs
- dnautics 6y agoImo the only world in which hydrogen becomes a viable energy currency is one where there's vast amounts of highly centralized power generation, e.g. fusion (but possibly also off-planet generation) that needs to be effectively distributed to agents that can't be connected to the grid, like planes or to a lesser degree cars.
- aaron695 6y ago> It seems we are getting to the point where wind power and particularly solar power are now cost effective. Hydrogen is made from fossil fuels, so I don't understand this point. Yes you can make hydrogen from electricity, but why. There are better uses for excess electricity. > Ask HN: Is hydrogen likely to be a major source of power in the next 10 years? Nothing will happen in 10 years. But it might be clear it'll be the way forward in 10 years. Batteries are not a solution to hydrogen generally. The answer to hydrogen I think will be the same as now, fossil fuels. But we will work on cleaning the PM 2.5 coming out. That will be big in 10 years.
- Kosirich 6y agoStraight forward answer is energy density needed for shipping and flight. Even if we get super-duper mega battery with 100%+ more kWh/kg in 5-10 years it will take time to scale it up while hydrogen delivered through synt. fuels is here. It seems that the Danish are betting on it: https://www.energyglobal.com/special-reports/28082020/haldor-topsoe-joins-danish-sustainable-fuel-project/ https://www.energyglobal.com/special-reports/28082020/haldor...
- Rury 6y agoIt's uncertain. Despite what people say, main problem with hydrogen (when compared to other energy storage/sources) is not efficiency or safety, but overall cost. What drives the energy market is $/watt for a given solution, not raw efficiencies. That said, cheap hydrogen production is an active research area. Some ideas under research include hydrogen producing bacteria and analogs to photosynthesis. Some methods, even appear to be nearly perfectly efficient [1]. Now could hydrogen become a major source of power in 10 years? Probably not, as there are lots of costly problems to overcome - not just in production. Will it be in the distant future? Probably, given that it's the most abundant element in the universe, the power source of most stars, the easiest element to do fusion with - that it's hard to fathom us becoming a successful space faring civilization without it... https://www.eurekalert.org/pub_releases/2020-06/su-shp060220.php https://www.eurekalert.org/pub_releases/2020-06/su-shp060220... [1]
- maxharris 6y agoI am surprised to see only three comments mentioning hydrogen embrittlement here. It's the central issue with H2, and I know of nothing that will overcome that. Also, batteries are not going to be unseated because they have a massive head start here. The vast majority of the industrial R&D effort either is (or will be shortly) behind them now. We've seen this movie before: LCDs vs. plasma displays, silicon vs. gallium arsenide, RCA's Capacitance Electronic Disc (CED) vs the optical LaserDisc.
- Hypx 6y agoBecause it's not an issue anymore. It's only a problem with certain types of metal alloys, which can be averted using different alloys, plastic linings, and using carbon fiber where possible.
- maxharris 6y agoShow me that link, and I'll happily take a look!
- Hypx 6y agoIt's not that there's a big debunking article, but rather people have used hydrogen for decades and not encountered those problems. For instance, hydrogen pipelines existed since the 1930s, showing the problem is eminently solvable: https://en.wikipedia.org/wiki/Hydrogen_pipeline_transport https://en.wikipedia.org/wiki/Hydrogen_pipeline_transport
- maxharris 6y agoFrom the article you linked to: "For process metal piping at pressures up to 7,000 psi (48 MPa), high-purity stainless steel piping with a maximum hardness of 80 HRB is preferred. Composite pipes are assessed like: carbon fiber structure with fiberglass overlay perfluoroalkoxy (PFA, MFA) polytetrafluoroethylene (PTFE) fluorinated ethylene propylene (FEP) carbon-fiber-reinforced polymers (FRP)" All of these are expensive options compared to battery electric technology, which leverages widespread infrastructure (think electric power lines!), as well as rapidly decling costs (see Tesla's Battery Day announcement on 9/22/2020).
- steven_noble 6y agoas per the other comments -- not a source of energy but a store of energy whether the energy stored is green or not
- nickik 6y agoAbsolutely not for normal cars, that battle is long lost. Its baffling that some companies still pursue it. Often with government funds of course. For heavy transportation hydrogen might have a small market for extremely long distance transport. But if you ask me, even that market is practically out of reach already. Companies like Daimler want to have a hydrogen truck 'in the second half of the decade' but by then batteries should clearly outclass it. And that is before you have even solved the infrastructure issue. I think equally in storage, it makes little sense to use hydrogen outside of some specialized applications. There are other chemical alternatives as well but here I would still bet on the battery for a much, much, much larger part of the grid, both home and grid-scale. The two industries where hydrogen might be interesting is long distance container ships and flight. There it still has some chance against batteries but for the majority of flight, battery is within clear distance of known technology. There is long range flights, but for those hydrogen competes with other chemical fuels as well. I don't know enough about the shipping industry. You can do things like using dimethyl ether but you essentially need hydrogen to produce that, so I guess it sort of counts. The same goes for things like methanol. The predictions of 'Bank of America' seem like total nonsense to me. The battery is riding a cost curve with governments and privates from all over the world putting massive resources into it. Fuel cells have some government that love it, and some companies that believe in it but its not near the same scale of investment. Lots of nonsense has gone up if it is connected to something clean energy, its the 'next Tesla' hunt.
- unchocked 6y agoHydrogen could be a major source of power in the late stages of the energy transition. Batteries are good for storing power for hours. Hydrogen can be stored for months, so can mitigate seasonal cycles and severe weather conditions. But there's little point investing in long-term energy storage while there remains market opportunity in short term storage, which will still be the case in ten years.
- JohnL4 6y agoNo. Liquid H2 is incredibly fluffy. You get more H's (and crackable bonds) in hydrocarbons, as elsewhere discussed.
- credit_guy 6y agoAt least for fueling airplanes, hydrogen doesn't appear to be non-sense. I initially suspected that Airbus was just putting out some hot air, but now I think there's a 50-50 chance they are serious. The basic idea is: hydrogen is by far the chemical fuel with the highest energy density in terms of mass: about 3 times the energy density of gasoline or jet fuel. However, liquid hydrogen has very low (mass) density so in the end the volumetric density of hydrogen is about 3 times lower than that of gasoline. But that works out ok. For example, an Airbus A320 has a max takeoff weight of about 75 tons, out of which about one third is fuel. If you replace that fuel with the liquid hydrogen that has the same caloric content, you need only a third of that in terms of mass (so about 8 tons), but since that occupies pound for pound 3 times as much volume, these 8 tons will fill the same volume as the 25 times of the regular jet fuel. This is great news: you don't need to modify the shape of the airplane, you don't need to make it like a beluga to fit bigger tanks. Moreover, there are reasons to believe hydrogen-fueled engines have higher efficiency, maybe 10-20% higher. On top of that, if you reduce the takeoff weight from 75 tons (which is 25 tons of fuel + 50 non-fuel) to only 58 tons, you end up needing less fuel to carry this airplane around. It's the curse of the rocket equation working in reverse, in other words it's a blessing: using a more dense fuel means you need to carry less fuel, therefore you need to carry less fuel that moves the fuel, etc. In the end you probably get a few percentages of savings right there for free. So, these are the pros. What are the cons? You need cryogenic storage, you probably need tanks with a special interior lining to limit the leakage, you need infrastructure to move the hydrogen around. On top of that, there's a chance you increase the NO2 pollution (and it's not like an airplane can carry with it a catalytic convertor to take care of that). An obvious pro is no CO2 emissions. An obvious con is the cost of producing the H2. All in all, I think there's a fair chance that H2-powered airplanes could be a good idea.
- csours 6y agoI have no clue what will happen in the next 10 years. Hydrogen Fuel Cells seem like a marginal solution - it can make sense in some situations. For example the military loves it because they can make electricity without the noise of a generator. Fuel Cells could make sense for some transportation problems, but they never will for other problems. H2 gas will always have problems with pressure, containment, embrittlement, and conversion/production costs. However, be on the lookout for other storage mediums, some of which are mentioned by other comments - Aluminum Hydride (Alane), Methane, Ammonia. In fact, look out for anything that can take excess electricity from renewables and store it. Aluminum Air batteries for instance.
- throwaway189262 6y agoI really doubt it. Hydrogen is explosive and extremely hard to contain. It also burns too hot and too fast for regular engines. It's basically a bad fuel all around. If it was any good we would be using it for heat instead of natural gas. If we're producing chemical fuel on a large scale, hydrocarbons are a nearly perfect form. More likely, some kind of battery breakthrough will replace lithium ion. We only need 3-5x current power density to replace fuel for most uses. Lithium ion was about 3x better than NiCad when it came out. If we can repeat that just once more, there will be a battery revolution
- 8bitsrule 6y agoI recently saw an article saying that elements of the airline industry have tested batteries, and have decided to go with hydrogen ... on something like your 10-year timescale. As I recall, the maximum range of hydrogen flights would be on the order of half that of jet fuel.
- arthurcolle 6y agoLink to the Hydrogen Primer?
- AtlasBarfed 6y ago10 years? No. Batteries are killing hydrogen on scale and cost improvement. We may already have reached a "curve superiority" by batteries much like DRAM vs MRAM, as in MRAM may have had overall potential superiority to DRAM, but was way too late to the party to beat out DRAM's constant incremental improvements. The lead on economies of scale mean and allocation of research means that hydrogen cannot "catch up". Even if massive investment in hydrogen started, presumably in transportation, it is probably 5-8 years from reaching the point Tesla was with the release of the first Model S. Which cedes Tesla and battery tech another 5-8 years of "main curve" improvement. Consider that the great leap of lithium metal/solid state seems an almost guarantee in 10 years time, and likely 5 years.