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Margin, Volatility & Supply in Retail Fuel with Doug Haugh: Part 2 – The Last Pump in Town

The HC Commodities Podcast

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Is There a Position for Hydrogen?

I think there is certainly potential for it to play an important role. The metric or sort of the key indicator I sort of keep my eye on is the underlying price of power. So, you know, if this massive investment in renewables that are also intermittent continues to scale greater and greater portion of our power gen capacity, then the need for storage and conversion will increase. It's not a dramatic curve, but we're certainly seeing improvements for the first time in some, some while. We haven't mentioned hydrogen as fuel for cars and trucks and so forth. Where is that in the mix, if at all? Is complicated business and dangerous business connecting to a substation?"

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