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Comment by possiblyburrito

3 days ago

The catch is that the electrolyzer is most of the capex, so intermittency cuts both ways. Tanks are cheap, which makes flexibility nearly free on the storage side, but every hour the stack sits idle the hydrogen coming out of it gets more expensive. That is why these projects obsess over capacity factor and usually want a mix of wind and solar rather than wind alone. Agreed on wanting numbers, the whole question lives in how many hours per year the stack actually runs.