Comments by "Neolithic Transit Revolution" (@neolithictransitrevolution427) on "Is Hydrogen The Next German Wunderwaffe?" video.
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@georgesmith4768 I agree in large part on the first point, and we do have Phosphate batteries already, and Canada has Cobalt as well. But hydrogen would mean an industry China doesn't have a large scale manufacturing and technology lead in, and would remove the need for rare earths and the associated mining the western countries are uncomfortable with.
I think industrial heating is more relevant than you realize. The issue with electric furnace is the anodes degrade very quickly. I may be bias toward hydrogen because I've worked in that area, but at least 6 years ago there was no serious scalable electric furnace being proposed outside steel or aluminum recycling.
As for the last part, it may simply be cheaper to produce ammonia in Saudi Arabia than solar energy in Germany. The higher resource availability in some regions is a significant discount, particularly if you plan on using some of that energy to create a long term/medium term storage anyway.
Additionally, Japan is betting on co-firing Ammonia and coal, and eventually directly in Coal plants, to take advantage of existing infrastructure, and hoping to export that to South Asian countries which also are coal reliant.
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Since we're talking about Energy in Germany, I want to remind/explain to everyone that LNG from Canada was never an option for Germany.
LNG has seen enormous growth, both on supply and demand, with Germany (and Europe, but most Germany) obviously needing alternatives to Russian gas in 2022. Regularly you hear that Canada (or the Trudeau government) refused to provide any., maybe for environmental reasons
But look where supply comes from. Qatar, where the Gas feild is among the worlds cheapest and colocated with the export terminals. The US, where PNG comes from gas co-produced in the Permean basis in Texas, attached to the Gulf coast by an existing pipeline network, and in many cases repurposing LNG import terminals built before the Fracking boom.
Canada was never going to build a cross continent pipeline with a from scratch export terminal on the east coast. It simply can't be done in the market. LNG prices before 2020 were break even low, ans while 2022 saw a massive price spike, low prices are already back.
Germany and Europe never desired any long term contracts. They signed a few, but the US ones all allow cancellation, and signing some weakened the desire for any others, because they are betting on Hydrogen. Short of Canada using tax payer money to subsidize European consumers, or calling it NATO military spemding based on Energy security, this was never a real option.
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