hydrogen production

When most people think about alternative fuels in the transportation sector, they think electric vehicles (EVs): Teslas, Mustang Mach-E’s, F-150 Lightnings, and other zero-to-60 stunners. EVs have certainly jumped to the fore among low-carbon options, but other possibilities may prove to be even better. One is hydrogen-fueled vehicles, which while posing a number of economic and logistical challenges, could eliminate the range anxiety associated with EVs — assuming that a robust, nationwide network of hydrogen fueling stations can be developed. In today’s RBN blog, we discuss hydrogen’s potential as a transportation fuel, including its infrastructure-related challenges and how it qualifies for credits under California’s Low Carbon Fuel Standard.

In the world of public equities, nothing speaks relevance like a PowerPoint slide in the earnings call and conference decks that companies put together for analysts and investors. If a topic’s not important, then it probably didn’t “make the deck” — or even the appendix, for that matter. As consultants, we at RBN are familiar with this concept and we’ve been watching for some time to see just how long it would take hydrogen, one of our favorite recent subjects, to make its way into the slide-deck line-ups at some of the largest energy companies. Well, that time has arrived, with two energy stalwarts prominently featuring 2021’s darling subject over the last few days. However, with a new topic comes a need to put things in context. No problem, we are here to help on that. Today, we continue our series on H2 with a look at some recent hydrogen-focused slides from ExxonMobil and Enterprise Products Partners.