SMOG - Hydrogen Vs. Natural Gas For Electric Power Generation

• Hydrogen has been proposed to provide grid scale energy storage, replacing natural gas to power a net-zero carbon electric grid.
• The increasing preference for net-zero carbon status among institutional investors, and the increasingly stringent regulatory constraints, motivate these efforts.
• The most likely production method to produce hydrogen is via electrolysis, powered in the U.S. by utility scale solar.
• A simple model estimates that replacing the current natural gas used for electric power generation in the U.S. would require 100 BCF/day of hydrogen, powered by 2370 GW of dedicated solar.
• We discuss some implications for investors.

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