Green Hydrogen - Hydrogen – A Green Future is not Blue
The Hydrogen Case
Confusingly for a colourless gas,
the convention is to use colours for hydrogen produced by different processes.
Firstly, as mentioned, the existing grey hydrogen. Secondly, we have blue
hydrogen, which would also be produced from natural gas, but with theoretically
limited emissions as production would be combined with the much hyped
technology of carbon capture and storage (CCS). Finally: green hydrogen,
which is produced from the electrolysis of water using renewable electricity
such that the net carbon emission is definitely close to zero.
So why are we not immediately
switching from fossil fuels to blue or green hydrogen? This is because using
hydrogen as an energy source also has numerous disadvantages. First of all, for
applications like mobility and heating, the required changes to the existing
infrastructure will take a long time, cost a lot of money, and it’s not clear
to investors how big the actual market will be. Secondly, applications of
hydrogen tend to have quite low efficiency compared to competing technologies;
the many energy conversions required along the hydrogen supply chain make for rather
low overall system efficiency. For example, hydrogen boilers for residential
heating and hydrogen fuel cell cars are considerably less energy efficient than
their electricity based competitors such as heat pumps and electric vehicles.
Both these disadvantages are
compounded when looking at blue hydrogen because CCS is still largely
technically unproven and definitely an expensive proposition. Huge CCS capacity
would be required for a wide implementation of blue hydrogen and that simply
does not exist (and it is hard to see how it can). Ultimately, the blue
hydrogen case seems circular and self-defeating; using natural gas to produce
hydrogen, which in turn is replacing fossil fuels like natural gas - and at a
higher cost. We thus do not believe in the blue hydrogen case. That said, there
is a big lobbying effort by some industries, most notably the oil and gas
giants, to push blue hydrogen as a way to enable a smooth transition to green
hydrogen in the longer term. To us this sounds a bit like vowing to only drink
beer at the weekends before you give up alcohol for good.
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