Hydrogen Innovators Stanford Hydrogen Initiative

In our 17th episode, we learn from Paul Nelson Managing Partner at Saoradh Enterprise Partners. In his conversation with Karen Baert, we learn about their data-driven approach to investing. Some key insights include: 💡 Today’s price for delivered grey hydrogen varies from ~1.5-10$ depending on the purity requirements, volumes and proximity to producers 💡 With 150 hydrogen projects announced today, the majority is in the announced/planning stage with only ~20-30% in FID or construction 💡 Equa...

In this podcast, we learn from Andy Marsh, CEO at Plug Power, how Plug Power is a one-stop-shop enabling the green hydrogen industry. Some key learnings include: The key to excelling when vertically integrating is M&A and partnershipsThe challenge of integration/putting all the building blocks together is vastly underestimatedPlug Power sees a lot of potential for hydrogen in the long-term in the stationary power market, replacing natural-gas peaker plants. At the end of th...

In this episode, we learn from Florence Lambert, CEO of Genvia, a French high-temperature electrolyzer company. Key take-aways include We will need a wide range of electrolyzer technologies to decarbonize our hydrogen industry:Alkaline: (+) Proven tech, easy to manufacture (-) Less efficient, bigger footprintPEM: (+) More flexible and smaller footprint (-) Not yet proven and more expensive SOEC (High-T): (+) Solid oxide electrolyzers are at least 15% more efficient and 30...

In this episode, David Jaramillo, Co-founder and CTO at Verne, explains how Verne's technology innovation enables cost-effective clean hydrogen storage and refueling to decarbonize heavy-duty transport. Verne's unique storage technology cry-compression enables a higher energy density than liquefied or pressurized (up to 700 bar) hydrogen at at least half the cost.

Sheldon Kimber, CEO and Founder of Intersect Power, demystifies hydrogen project development. Some of his golden rules and insights on effective project development include:1️⃣ Innovative financing for large projects is typically2️⃣ Not every long-term contract is a good contract3️⃣ The current “flight to quality” for financiers leads to a consolidation in the project development market4️⃣ Hydrogen deployment is much more than just a technology game. The business model matters!Nuggets of insp...

“Some companies see it as an existential thread, we see it as a growth opportunity.”David Burns, VP of Clean Energy at Linde, sheds light on Linde’s journey in hydrogen from legacy to pioneering new tech. Some of the key insights are:1️⃣ Linde can build on its decades of experience in hydrogen to catalyze the clean hydrogen industry2️⃣ For short-distance transport, David sees potential in hydrogen pipelines where possible and liquified hydrogen in other cases.3️⃣ For long-distance, interconti...