This is such generic analysis all it serves as is just a big-name-person blog post that can be linked to as an example of status-quo conventional wisdom. The q

This is such generic analysis all it serves as is just a big-name-person blog post that can be linked to as an example of status-quo conventional wisdom. The question is all in the numbers. What are the estimated prices of the four methods he mentions? What are their near term prospects for price reduction and/or efficiency gains? What are the crossover points between the economics of exiting methane steam reformation and the alternatives? What would drive those crossover points (a certain cost for solar? a certain scope of carbon pricing?). I realize gatesnotes aren't meant to be deep dives, but it is genuinely infuriating how childishly oversimplified this discourse always is.