Grid scale storage and aviation are the two areas where hydrogen seems to make sense to me. With the former you get around the problem of having to build absurd numbers of batteries and the material cost of that by using water as a far cheaper working material. With the latter you have an application where unlike cars minimizing weight per kWh is absolutely critical. The fact that there aren’t all that many airports would also make deployment of hydrogen filling infrastructure much easier.
I don’t see hydrogen for cars unless we got a gigantic Eisenhower scale infrastructure build out commitment. There is already a power grid so the infrastructure problem for EVs is way easier to solve.
I agree that those are the two and the many industrial use cases that use hydrogen directly are the most promising areas.
I think it might be plausible to see hydrogen creep into other market sectors once it already serves a purpose and the infrastructure is already built for use in grid/aviation/steel...etc. Because it is so scalable, we might find it easy to ramp up production and then end up using it other markets sectors.
I don’t see hydrogen for cars unless we got a gigantic Eisenhower scale infrastructure build out commitment. There is already a power grid so the infrastructure problem for EVs is way easier to solve.