Why the next energy race is for underground hydrogen
28 comments
·January 23, 2025HelloMcFly
Kon5ole
Of course it is a path to clean energy. It's basically a perfect solution if you consider the whole cycle.
We have increasingly longer periods of surplus electricity from solar and wind. So much so that getting rid of the surplus is a growing problem!
Splitting water to hydrogen using this surplus electricity would basically be "free energy" that can be stored for years. And when you consume it, the emissions are clean water!
Sunshine becomes free energy and clean water. What could possibly compete with that?
I believe the main problem is that it will disrupt the current revenue structures in the energy industry, which makes it hard to get the ball rolling. Anyone currently making money from selling electricity will lose if it gets cheaper, and hydrogen can only make it cheaper.
ViewTrick1002
The Hydrogen Ladder by Michael Liebreich is a good take on it. For must use cases Hydrogen is overhyped by the fossil industry.
But for some use cases like fertilizer and fuel for jet aviation and ocean going shipping it is the only realistic pathway we see today.
Now that renewables deliver cheap energy it is time to spend the big bucks to enabling the decarbonization of the use cases not solved by batteries.
https://mliebreich.substack.com/p/hydrogen-ladder-version-50
542354234235
>Hydrogen is not a path to clean energy
I agree for blue hydrogen, but for green I think that depends on what/how you use it. WE have two current problems that lend themselves to green hydrogen. The problem of de-carbonizing heavy transport and the problem of energy storage as more energy is coming from variable renewable sources. Creating green hydrogen at times of excess power generation, instead of load shedding or attempting large scale battery storage, and using it to fuel long haul trucking or trains would help solve both issues. Hydrogen powered vehicles don’t work for personal vehicles, since there is no infrastructure for convenient refilling, but the logistics of heavy transport already have central hubs where hydrogen stations could be installed.
gadders
It could be part of incremental steps, rather than trying to speed run from Oil and Natural Gas to Solar and Wind before it is ready.
rini17
OK so where is the path? Electrification of everything requires at least 2x more copper than we have in circulation (official IEA estimate), while all existing/planned mines only produce very low grade ore. So the mining will result in environmental destruction either, or won't happen at all due to local resistance. If this can be alleviated by reusing some oil infra for hydrogen, is that really so evil?
Whether it is actually possible and not just gaslighting like promises of plastics recycling, that's another question. Hydrogen has different properties, requires different materials and lower energy density than gas.
j4mie
Do you have a source for your statement about copper? The closest I can find is [1] "The expansion of electricity networks means that copper demand for grid lines more than doubles over the same period". That's a doubling of demand, not of total current circulation.
[1] https://www.iea.org/reports/the-role-of-critical-minerals-in...
rini17
Sorry not in circulation, my bad. The discrepance between required(for net zero) and planned mining is still worrying. Other metals like cobalt can be substituted by something else but not copper.
gadders
There currently isn't one that doesn't cause wrecking economies.
But that doesn't matter because if you wreck your economy and crater your GDP the economy becomes more green because you are doing less. /s
fifticon
I will reveal my ignorance: This idea of 'mining' for hydrogen, must mean applications where we can't use hydrogen sourced from splitting water molecules? So it must be cost-effective relative to splitting water molecules? So, splitting water molecules is too expensive?
mapt
Splitting water molecules is too energy intensive generally, but that is not the problem this solves. The problem this solves is that splitting water molecules is a process as old as chemistry, for which there are no private excludable rights like patents, which means no incentive to create an initial investment with the expectation of future returns on a monopoly / market-leading position. If the hydrogen is in the ground, then somebody can own that ground. Without a huge, irrational investment in hydrogen, nobody has any incentive to build hydrogen infrastructure.
As for "applications" - basically the only application for hydrogen that has big engineering advantages with current tech is in longrange aviation, where it grants a bit more than double the range, and we're going to have to wait for China to launch a liquid hydrogen combustion scramjet bomber for anyone in the industry to actually care about that capacity enough to overcome the logistical hurdles of airports supplying a deep cryogenic gas and the innate conservatism of aerospace design. I believe we'll have standardized regional lithium ion aviation long before we build antipodal liquid hydrogen planes.
semi-extrinsic
> anyone in the industry to actually care about that capacity enough to overcome the logistical hurdles of airports supplying a deep cryogenic gas and the innate conservatism of aerospace design
https://www.airbus.com/en/newsroom/stories/2024-09-developin...
TL;DR Airbus is confident that they will have solved the technology development and logistical hurdles and will have commercially available hydrogen airplanes with ~100 passengers before 2035. There are serious R&D programs working on this across Europe. Cryogenic engineering is not some voodoo that nobody understands.
SideburnsOfDoom
And I reveal my scepticism: The current energy race is for more and cheaper solar, and for ways to store it. Since solar energy is intermittent, battery storage technology is growing to match. But also, splitting water molecules is one way to use that intermittent energy.
As solar gets cheaper, splitting water molecules gets cheaper. I don't see any strong reason why the current energy race won't continue for the foreseeable short-term future, so there's no other "next energy race" coming soon.
cagenut
this is ~2 year old info from a presentation I can't dig up quick, but iirc the numbers were roughly $4 - 5 per kg of green hydrogen from western PEM systems, and about $1 even for grey hydrogen (steam reformed nat gas).
at the time rumor had it that the chinese alkaline systems were producing green hydrogen for $2 - 3/kg
the inflation reduction act put some monster subsidies in place that added up to something like $3 or $4 per kg, so effectively they were trying to force the economies of scale by moving the price drops forward several iterations.
of course the new administration is already ripping apart that legislation, so its doubtful much of that will pan out now (if you ever thought it would).
in the meantime, the price of a kwh of wind/solar has continued to decline rapidly, so the original $4-5 estimates can be reasonably eyeballed down to $3 - $4 now. still not enough, but in a decade it might be.
of course as with all of climate change economic math, so long as pollution is free its difficult to cost compete with.
boringg
Pretty sure the hydrogen market shook out really hard when nothing significant came about the massive infusions of money during the zerp years.
Hydrogen is and will remain a relatively niche player given its use case (industrial) and complexity of managing. Wish it were different.
j4mie
For anyone who wants to understand the economics of hydrogen, I can't recommend this lecture [1] by Michael Liebreich highly enough.
api
If there in fact is a bunch of subterranean hydrogen that’s mostly or entirely free of carbon, that is a big deal. Still I worry that we are continuing to hitch our trailer to non renewable resources, which cannot be a long term basis for an advanced civilization.
Whatever happened to super deep geothermal drilling? That’s renewable at least on human time scales and we can tap quite a lot of power that way.
anovikov
It works. It's just that there's so much easier to extract energy, both renewable and non-renewable, that no one seems to bother. We can fairly see it as a hedge in case "something goes badly wrong with all other renewable energy sources", same as methane hydrates are for non-renewable fuels - also plentiful and technically exploitable, just unable to stand competition with cheap fracked gas.
Whole "energy crisis" is made-up. There is no energy crisis. We have oceans of energy of all sorts available, it's just that the memory of 1973 oil embargo permits both sides of political spectrum to manipulate people by, as usually happens, fear (right wing), or guilt (left wing).
mnky9800n
Where is this molecular hydrogen in vast and accessible quantities?
SideburnsOfDoom
Where is the vast market for molecular hydrogen?
NoMoreNicksLeft
Energy is scarce, at least compared to the amounts people want so that they can enjoy a high standard of living. Pretending otherwise does not change that. Hydrogen is a battery technology, only storing energy we get elsewhere.
boringg
Energy is not scarce. It’s our translation mechanisms and own ability that is scarce. Look up that sun has produced our entire planet for millions of years and continues to do so. It’s virtually infinite compared to our needs.
Then you notice all the other stars in the sky that are nuclear reactions going off.
api
I agree about a true energy crisis, but it depends on how long term you want to think.
In the short term I think there's "problemists" on both left and right who actually hope for scarcity or collapse so that their preferred social system can rise from the ashes -- some kind of scaled-back communitarian socialism or neo-primitivism for the left, and various types of traditionalism for elements of the right.
aaron695
[dead]
macinjosh
I'd rather we use mined hydrogen than continue to destroy precious water molecules to get it. Water is an important resource and once split the water is gone forever.
Kon5ole
Quite the opposite, a hydrogen power plant would generate clean water as a byproduct.
jpalawaga
You just burn the hydrogen and receive h2o in return.
This "race" is being fueled by oil giants who can reuse much of their infrastructure. The extraction of hydrogen is environmentally destructive just as it is for natural gas. The energy required for extraction is intensive, resulting in far overhyped claims of how clean hydrogen is as a fuel (this is "blue hydrogen", the kind most monied interests are pursuing). There is "green hydrogen" built from splitting water molecules, but that's only a clean energy if the energy we use to split the water molecules is itself clean.
Hydrogen is not a path to clean energy, it's a sideshow for an ostensibly-but-not-in-fact clean energy alternative by the oil and gas industry.