Episode 2
Where hydrogen makes business sense
The second episode of the Chade Hydrogen podcast. Four applications — industry, heavy transport, long-duration storage, and buildings & cars — and an honest answer to where the economics of hydrogen really stack up, and where cheaper alternatives already win.
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Watch on YouTubeKey takeaways
- Industry (feedstock) scores 90/100 — the clearest near-term case. Back it.
- Heavy transport scores 74/100 — a real role for hydrogen and e-fuels, but build selectively as battery trucks improve.
- Long-duration storage scores 58/100 — one of the few jobs only hydrogen can do, but niche today.
- Buildings and cars score 48/100 — heat pumps and EVs win decisively on cost; avoid as a core investment.
- Around 95% of today's hydrogen is still fossil-based — back where hydrogen genuinely wins, avoid the expensive bets.
Episode guide
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