The assumption of $1000/kW for electrolyzers is the killer here. China is reported to be under $300/kW for these, btw.
How much do you think electrolyzers will cost by the time they are actually needed for the last few percent of the grid? They are the kind of thing (like batteries and PV) that can be expected to have aggressive experience curves.
ZeroGravitas•1h ago
Oh an "independent researcher". We should probably google in case that means "climate change denying crank". And it does:
pfdietz•3h ago
How much do you think electrolyzers will cost by the time they are actually needed for the last few percent of the grid? They are the kind of thing (like batteries and PV) that can be expected to have aggressive experience curves.