Back in the summer, there were signs that the consensus around Net Zero policy was starting to crack. The Prime Minister, Rishi Sunak then made his speech that watered down some Net Zero commitments and promised “a more pragmatic, proportionate and realistic approach that eases the burdens on families.” However, in the run-up to Christmas, the Department for Energy Security and Net Zero (DESNZ) made several worrying announcements about hydrogen policy.
Unfortunately, the announcements mark the end of the pragmatic approach to the Net Zero insanity and demonstrate that the Government has no idea about economics, thermodynamics or energy and has gone completely insane. Of course, consumers will pick up the tab.
On December 14th, the Government used the distraction of the COP28 meeting to announce updates to its hydrogen policy. There was a new hydrogen production delivery roadmap, an announcement of the results of a consultation on blending hydrogen into the gas distribution network and a strategic policy decision on the same topic.
The Government has a vision of up to 10 GW of hydrogen production capacity to be delivered by 2030, subject to “affordability and value for money”. This capacity would comprise 6 GW of ‘green hydrogen’ produced from electrolysis powered by renewables and 4 GW of ‘blue hydrogen’ produced from natural gas with the emissions captured (CCUS). The trouble is, its roadmap to 2030 only includes 4 GW of capacity and some of that does not deliver until 2031, so its own roadmap will not achieve its vision.
The Government expects its 10 GW vision to produce 60 TWh per year of hydrogen with 33 TWh of the total being blue hydrogen and the balance being green hydrogen. It is fortunate that its route map does not meet its vision because its estimate of hydrogen demand is only 18-40 TWh – well short of the supply of 60 TWh envisaged.
It recognises this mismatch between supply and demand and suggests that transport and storage infrastructure might be in place by then, so some of the excess could be stored. Although why would we want to store lots of hydrogen if supply is exceeding demand by such a vast amount? In case the storage capacity is insufficient, the Government sees “strategic and economic value in supporting blending” into the natural gas distribution network. It sees the gas network as the “offtaker of last resort”, although it has not yet formally taken the decision to blend hydrogen into our gas.
These announcements will have a significant impact on several areas including electricity demand, the size of our energy bills and the overall efficiency of the energy system.
Given the low efficiency of producing hydrogen using electrolysis, the 26 TWh of ‘green’ hydrogen (powered by renewables) would require about 49 TWh of electricity, which is more than the 45 TWh of electricity produced by the entire offshore wind. Even if it only achieves the 4 GW of total capacity outlined in its roadmap, then it would still need 20 TWh of renewable electricity to make the required amount of green hydrogen. It is clear to see that to make the amount of hydrogen in either the lower roadmap or the higher vision, then we would need more electrical generation capacity.
With renewable energy then being largely occupied with making hydrogen, this likely means we would have to burn more gas to keep the lights on, the heat pumps running and the EVs charged. This would be a bonanza for gas suppliers, but mostly those from overseas as the ban on domestic fracking continues. So much for energy security and the COP28 commitment to transition away from fossil fuels.
Even though the Government has committed to a value-for-money test, its hydrogen plans will increase our energy bills. The announced 11 green hydrogen projects were approved at a weighted average strike price of £241 per MWh (in today’s money). This is more than double the £112 per MWh (in 2020 money) that the Government estimated to produce hydrogen using dedicated offshore wind in its 2021 ‘Hydrogen Production Cost Report‘.
To put this in context, U.K. Natural Gas has recently been trading at the equivalent of around £33 per MWh, which is more than seven times less than the proposed cost of electrolytic hydrogen. Moreover, our gas is already about four times more expensive than U.S. gas. The consumer will lose out massively when this extremely expensive hydrogen is almost certainly blended into the gas network. Of course, the developers will be delighted to receive such high guaranteed prices.
These proposals will also reduce the overall efficiency of our energy system. If hydrogen is produced from natural gas with carbon capture (CCUS), around half of the energy in the gas will be lost in the process. In short, this is a crime against thermodynamics. It makes no sense at all to take methane, use it to produce hydrogen and then blend that hydrogen back into the gas network. It adds cost, reduces efficiency and will increase consumer bills. More natural gas will be used to deliver the same energy from the gas network with blended hydrogen, and of course higher demand for gas means higher prices.
The hydrogen roadmap will fail to achieve even half of the Government’s vision for 10 GW of hydrogen production capacity by 2050. Its vision entails producing 50% more hydrogen than even its most optimistic demand forecast, so it wants to fall back on injecting said hydrogen into the gas network. But this plan has not yet passed the required safety tests and will require legislative change to deliver.
The idea of producing more than half of the hydrogen using methane, losing half of the embedded energy in the process and then injecting much of it back into the gas grid is beyond insane. To avoid any doubt the Government’s insanity, it also proposes to produce the remaining hydrogen at a cost that is more than seven times the current cost of gas. Of course, this is all subject to the fig leaf of a value for money test. If value for money was even a secondary consideration this crackpot idea would have been abandoned long ago.
Taken together, these plans will increase the demand for gas and actually decrease the amount of useful energy we get from it. But because the Government has committed to “transition away” from fossil fuels, there are no plans to increase domestic supplies of gas from fracking. No, we will have to import it at great cost from the world’s despots.
Of course, these plans will be a gold mine for gas suppliers, for gas network operators, electrolyser makers and hydrogen producers. For the rest of us, it means much higher energy costs. It will be the end for heavy industry and a disaster for consumers. So much for a more pragmatic, proportionate and realistic approach that eases the burdens on families.
David Turver writes the Eigen Values Substack page, where a longer version of this article first appeared.
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One of the reasons people haven’t woken up as much as they ought to have done is that people still believe there was a pandemic, because that “fact” keeps being repeated as if it were as plain to see as the sun in the sky.
There will never be a worthwhile inquiry into “covid” while those responsible (almost every powerful group, private or public, and most powerful individuals) are still alive and active. They were all more or less complicit in what happened. There was no opposition of any substance. So what possible incentive does anyone who controls what an inquiry would do have to hold such a thing? To discover the truth, or at least to properly consider what happened, you need something much more adversarial, where there is a team with broad remit to subpoena witnesses who would testify under oath, and seize evidence, and set their own terms of reference. That will not happen in our lifetimes.
In any case, other than the detail of whose hand was up whose jacksie, the “truth” is known by a great many now – it’s just that nobody wants to say it out loud. Why would you want to admit you’ve been had?
No. We need Nuremberg-style trials.
And subsequent deterrents.
I suggest a few action points:
The above would save money and get to the truth better and faster.
And increase the pressure on the MHRA to release all data on vaccinated and unvaccinated people.
I’ve sent it to all the “sceptical” contacts I have on Whatsapp who I know were unvaccinated (2), or I think they know that the inquiry is a farce (5). 7 is a depressingly small number of people…..
2 unvaccinated is pretty low. Maybe you don’t know many people or there are some but they’ve not made it clear to you. I thought I was doing badly with just 5 including Mrs ToF.
Among ones old friends the number is very low, but several of them will not be having anymore jabs (some after complications even told by their doctor not to) but have made several new friends in groups formed for the unjabbed
You’re right – and I know quite a lot of people. I really hope that there are more people in the unvaccinated camp – but it’s not a question (have you had the jab?) that I feel comfortable asking.
I’ve never asked anyone. I’ve been pretty clear on my views of “covid” and on my own “vaccination” status and other people have volunteered the information. I know most of my work colleagues and other people I talk to have been “vaccinated” because they all made a big song and dance about it at the time. There are a few people at work I am not sure about as they’ve never mentioned it, but that might just be because they are private people who don’t share that kind of information.
These days while I am happy to answer people if they ask me, I don’t make a point of talking about what the “vaccines” appear to be doing to people’s health because it feels awkward telling people they might have poisoned themselves. Always happy to discuss though how “vaccine” passports and any kind of coercion was and is wrong.
Your experience matches mine. It’s awkward.
A real CoVid enquiry would be the trial of those who committed crimes against Humanity.
“Nearly four years on since the onset of the pandemic”. Why the assumption that there was a pandemic?
I take care to only ever refer to the alleged pandemic.
Yes plandemic (it was certainly planned, many years in the making, patents on Sars II date back to the 90s).
Scamdemic. Certainly was a scam, a pilot project of Medical Nazism, a prep for what is still to come.
“We need real inquiries if we’re going to restore people’s faith in public authorities.”
I am sure I speak for the majority on here when I state that faith in public authorities is now non-existent and there is zero chance of it ever returning.
Public authorities exist but I aim to ensure I do absolutely nothing to assist with their works or continuance.