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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 368.29+0.6%Nov 7 4:00 PM EST
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To: TobagoJack who wrote (170038)3/30/2021 8:13:33 PM
From: sense  Read Replies (3) of 217591
 
Experience in the west is that hydrogen fuel cell has always been a "better" technology that makes perfect sense, except for in implementation... it has been the gallium arsenide of alternative energy to the silicon of photovoltaics and wind... always better but never less expensive or easier to get done right.

As the problems in fuel cells have been conquered... it makes sense they'd start to work their way to the market, but the issue is still more about the economic argument... not just as cost-price at a point in time, but as an issues in the relative pace of and limits in potential for improvement compared to the alternatives.

I haven't studied it enough in recent years to have a useful opinion re probabilities of success and % market penetration in competition...

But, while it probably doesn't have to succeed wildly in order to have an impact... the question about the impact it might have on platinum or PGE's is a different one... as catalytic converters in internal combustion give way to alternatives... what's the impact on the amount of PGE's needed ? Will fuel cells use more PGE's than catalytic converters do now ? Or, is the impact more element specific... needing more Pt and less Pd ?

I don't have the answers... but I see those are questions that need answering to be able to project reasonable future demand curves.
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