There are other factors involved. As Hydrogen ramps up, gas prices may drop. Carbon credits may compensate. The gas companies don't want stranded assets, and they still want a product, they may try to undercut electrolysis as much as possible. I know that is all a bunch of maybes, but I'm just pointing out it may not be as simple an economic problem as you think.
Gas companies can be green as green can be, we've just got to show them that we can do it on a scale that makes them want us.
An open letter to the CEO, page-18
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