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Deep (Energy) Takes: Hydrogen Storage & Distribution and Hydrogen Demand Whitespaces
Preview to the AI Infra Stack, Storing and Distributing Hydrogen, The Hydrogen Ladder, Hydrogen Takeaways & Whitespaces
May 19
•
Albert Kim
2
Deep (Hydrogen) Takes: Inflections for Scaling Green Hydrogen and Why U.S. Electrolyzer Strategy is Misguided
Hydrogen Supply Part Two: Electrolyzers 101, Inflections needed to reach a $1/kg LCOH2, and Why U.S. electrolyzer strategy is on the wrong track!
May 9
•
Albert Kim
4
Deep (Hydrogen) Takes: The $1/kg Challenge and Why Supplying Clean Hydrogen is So Hard
Hydrogen Supply 101, LCOH2, Steam Methane Reforming, and Learning Curves
May 1
•
Albert Kim
5
2
April 2025
Deep (Energy) Takes: The Future of Nuclear Energy - Part 3
The Radioactive Elephant in the Room: Nuclear Waste
Apr 8
•
Albert Kim
4
Deep (Energy) Takes: The Future of Nuclear Energy - Part 2
The Anti-Learning Curve, Technical Inflections, Learning from Nuclear Submarines
Apr 7
•
Albert Kim
5
Deep (Energy) Takes: The Future of Nuclear Energy - Part 1
Our Existing Nuclear Fleet, Generations of Nuclear Power Plants: Gen III & IV, SMRs, and Microreactors
Apr 6
•
Albert Kim
5
Deep (Energy) Takes: The Future of Geothermal Energy - Part 2
Geothermal Policy and Regulatory Inflections, Geothermal's Potential for a True Energy Renaissance
Apr 6
•
Albert Kim
4
Deep (Energy) Takes: The Future of Geothermal Energy - Part 1
Main Types of Geothermal Energy, Technical Inflections, Geothermal Learning Curves, and The Shale Revolution
Apr 6
•
Albert Kim
4
Deep (Energy) Takes: Betting on Long-Duration Energy Storage (LDES)
In our previous deep (energy) takes posts, we explored why solar and wind alone won’t be enough—and how their long-term viability depends on the support…
Apr 6
•
Albert Kim
4
1
Deep (Energy) Takes: The Future of the US Grid and the Race for Energy Dominance
Hi Deep (Tech) Takes Friends!
Apr 6
•
Albert Kim
2
February 2025
Deep (Energy) Takes: Decoding NEPA and Cautious Optimism About Trump's Energy Executive Orders
Decoding How NEPA Works, How NEPA Kills Our Fight to Net Zero and our Quest for Abundant Energy Capacity, Cautious Optimism for Trump's Energy Executive…
Feb 20
•
Albert Kim
2
Deep (Energy) Takes: Understanding Energy Learning Curves
Energy's Four Learning Curves, Marginal Cost of Electricity Goes to Zero, and the Why Behind Learning Curves: Complexity vs Customization Matrix
Feb 20
•
Albert Kim
4
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