@RonStoeferle As someone who has worked in the H2 space for 3.5 years, I have many questions on geological hydrogen... Lots of work is ongoing on it, happy to chat more.
@Dr_Keefer Hydrogen has uses - conversion efficiencies are not in power generations favour, however, there is a compelling case for heavy duty transport and high heat industrial application where geology isn't amenable to CCS and where electrification faces challenges.
@CDInewsletter Would be surprised to see a repeat of the initial ramp up of shale plays. Not nearly as good acreage available, SPR to refill, large declines on wells that are requiring even crazier laterals and hundreds of stages.
The models I work with daily have me very bullish on NG tho.