UNPRF - The Hydrogen Economy: A Strategy To Prolong The Life Of The Natural Gas Industry

• Current hype about green hydrogen means that overlooked is a significant aspect of the hydrogen story, which concerns supporting survival of natural gas.
• There's an undercurrent of using gas/coal to make hydrogen, with substantial emissions, pending resolution of cheaper green hydrogen manufacture from electrolysis.
• There's a big push to spike the natural gas supply with 5-15% (clean?) hydrogen, without any clear rationale for doing this (other than prolonging natural gas use).
• Investors might consider the underlying requirement to decarbonize when thinking about investment in any aspect of the natural gas industry. Investment in hydrogen is part of this story.

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