Slack: C0A0J07FGKT/ts:1770532466.2896

Author: Jesse Date: 2026-04-07 Type: slack Evidence: 1 Themes: 1

energy-sector-structural-positioning

🔴 [E1103] Hydrogen was thought to be the guaranteed winner from energy density analysis but batteries kept improving faster. Hydrogen has 12 major problems: leaks through everything, wide explosive range, requires ultra-pure fuel for fuel cells, needs expensive platinum/palladium catalysts, can't be liquified at room temp, no infrastructure, needs electricity or natural gas to create, combined efficiency only 40-60% vs battery 90%.
challenging · 2026-04-07