What if hydrogen storage became cheaper than batteries? [25]
S ummary of the Article: If hydrogen storage (H₂S) were to undercut batteries on cost , the power system would reorganize around electrolytic production + cavern storage + flexible conversion (fuel cells and H₂‑turbines) as the dominant form of long‑duration and seasonal storage—while lithium‑ion would remain the workhorse for short‑duration (sub‑8‑hour) tasks. The combination of terawatt‑hour‑scale salt caverns , rapidly scaling electrolysers (driven by policies like the DOE Hydrogen Shot and EU hydrogen market reforms), and grid‑forming H₂‑to‑power would (i) soak up VRE overbuild at low marginal cost, (ii) firm multi‑week deficits (“wind droughts”), and (iii) reshape market design to value energy shifting and adequacy over weeks/months rather than hours. However, for this scenario to be durable, round‑trip efficiency (RTE) penalties in power‑to‑hydrogen‑to‑power (PtHP) must be offset by very low storage and hydrogen production costs, alongside policy that internalises resour...