Hydrogen targets under threat as FIDs lag

No wonder – FIDs require a business case that survives contact with reality. Someone will have to provide the revenues required to pay off the investment, the running costs, and some profits on top. And hydrogen is laden with a very large bag of issues that do not become lighter just because we slap a huge bag of wishful thinking on them. What we need is realism, common sense, and a good deal of “been there done that” instead of a bunch of untested technologies and market assumptions. I don’t see too much of that so far. Maybe a pinch of old-school business developers can help. 

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