Hydrogen… explained under 3 min

Read time: 3 min

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So what’s the big deal with Hydrogen?

Here are the ins and outs to sound smart in your next investor meeting 😉

And if you want the 25min interactive version, listen to our deep dive with Ben James 👇 It’s gold 🏅

Hydrogen Colors?
Hydrogen comes in all rainbow colors based on how it’s produced, from greener (green) to dirtier (black).

The future of Cars: Electric vs. Hydrogen?

Efficiency: Electric wins. 3x more efficient.
Infrastructure: Electric has the lead. Won’t see personal hydrogen cars for a while.
Fuel Density: Hydrogen packs more energy, better for long-range like trucking 🚛 or shipping 🚢

Global Energy Transport: Hydrogen VS Ammonia?

Hydrogen: High energy, but tough to store and transport.
Ammonia: Easier transport, but big conversion losses.

Electrolyzers: How They Work
Electrolyzers split water (H2O) into hydrogen (H2) and oxygen (O2) using electricity.

And what does it look like in real life?

And at a large scale?

This is Europe's largest single-stack electrolyzer from Sunfire with 3.2 MW capacity.

How to Make Electrolyzers CHEAPER Everywhere?

There’s a real shortage of electrolyzers. Mass production and economies of scale are key. Tech innovations and cheap renewables will drive down costs, but it will take time.

What is the Killer App for Hydrogen then?

Shipping, airplanes, trucking, steel, carbon capture—these are hydrogen's playgrounds. Big, heavy, hard-to-electrify sectors.

VCs, this is where we need you 📣

Look at heavy industry, long-haul transport, and key enabling technological bricks. That’s where the big returns are.

Conclusion: What’s the Future of Hydrogen?

General skepticism surrounds the 'Hydrogen Economy' for the next decade.

Expect big investments and breakthroughs, but be cautious of the hype.

Battery tech has been a massive graveyard over the last few decades ☠️

The shortage of electrolyzers, transportation, and infrastructure will continue to be major hurdles for hydrogen.

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Yoann Berno