I work for electric utilities, and we've been looking at hydrogen carefully this year, but it looks to remain a niche technology for energy storage. Hydrogen p

I work for electric utilities, and we've been looking at hydrogen carefully this year, but it looks to remain a niche technology for energy storage. Hydrogen production (electrolysis, etc.) is only about 30% of the full system cost since you've also got storage and generation components. It's not likely that hydrogen will become competitive with battery energy storage since the full systems costs are very similar now, batteries are rapidly dropping in cost, and hydrogen storage and generation tech isn't getting much cheaper. There could be a cost-competitive niche role for hydrogen through injection into existing natural gas infrastructure. But that infrastructure is already facing cost pressure from renewables.