> if the price of renewable energy keeps dropping, it will be cheaper to make hydrogen than frac gas or mine coal. I'm convinced that we can't know the real pr

> if the price of renewable energy keeps dropping, it will be cheaper to make hydrogen than frac gas or mine coal. I'm convinced that we can't know the real price of NRE because they're heavily subsidized everywhere. It's cheap only because we have other sources (coal, nuclear, gas) to provide for the baseline (that 60-75% of production that must be precisely tailored to the demand). If we hadn't that baseline, it would be very expensive. > Even better, one accepted way to deal with renewables intermittency is to over provision. Over provisioning means we produce lots of unwanted electricity that is effectively free. Over-provisioning is very much not free; you must invest tremendous amounts of capital to get first this over-provision, second masses of storage. Case in point, Germany spent 300 billions € building windmills in the past 20 years, and still burns masses of coal; had it spent 100 billions on nuclear, it would be 100% carbon-free today and would have been for years.