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Cake day: June 17th, 2023

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  • Wouldn’t count hydrogen out yet as it’s not just for cars.

    The UK and Europe (particularly Germany) are also investing in hydrogen but less so for cars, London has a few hydrogen busses though and cheaper production could mean more popularity.

    There is a demand for Natural Gas replacement, as heating and cooking is very common in some places (78% of UK homes and 50% German use it for heat).

    Replacing Natural Gas network with hydrogen is cheaper and quicker than conversion to heat pumps (it’ll likely be a mix). UK gas network and storage has been converted to deal with hydrogen and has had successful trials, this winter UK could start blending upto 20% hydrogen into the gas supply. 100% hydrogen trials to start in couple years.

    Green hydrogen is a great store for renewables as well. Solar and wind are built above required capacity (due to variability), this means the vast amount of times there is excess energy. Pink hydrogen (nuclear) is a potential biproduct from SMRs.

    Lithium has been found to be in grannet and deep groundwater in UK, so it’s not just mines. Australia is a huge producer of lithium as well, far more than China. But being energy independent is a huge boon.