https://www.cleanepic.io/blog daily 0.75 2026-03-25 https://www.cleanepic.io/blog/lh2-costs-high monthly 0.5 2026-03-25 https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/1746106901899-0Q9YI37WGIVJHZ7LTUCQ/GH2+and+LH2+distribution+and+refueling.png Blog - Liquid hydrogen with new pumps reduces station boil-off by 50% – and LH2 is still not the solution - Make it stand out New gaseous H2 conditioning, distribution, and fueling systems are far more cost effective than liquid systems. https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/1713798069151-96U579ABQ3N8Q2RBQDR9/Jay+H2+Distribution+costs+graphic.png Blog - Liquid hydrogen with new pumps reduces station boil-off by 50% – and LH2 is still not the solution - Make it stand out 2020 analysis of the conditioning distribution break-even points between liquid, gasesous, and pipeline+gaseous truck deilvery of H2 https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/fbca3851-9706-43b6-9be2-955bc5e46637/LH2+GH2+simplified.png Blog - Liquid hydrogen with new pumps reduces station boil-off by 50% – and LH2 is still not the solution - Make it stand out Diagram of major LH2 and GH2 CapEx and OpEx requirements https://www.cleanepic.io/blog/gas-demand-data-centers monthly 0.5 2026-03-17 https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/607dfab9-657f-4eb4-ab78-843c354641be/Spot+price+spikes.png Blog - Natural Gas Distribution Will Constrain Data Center Growth - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.cleanepic.io/blog/tariff-clean-energy monthly 0.5 2026-02-23 https://www.cleanepic.io/blog/dollar-h2-nope monthly 0.5 2026-01-28 https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/34a6d626-8c7f-422c-82a6-27746360fcd7/OpEx+Power+H2+Cost.png Blog - Mid Atlantic Hub leadership released an unachievable RFI - Make it stand out Electrolysis – multiply the firm regional industrial power cost by 50 to get the OpEx portion of the cost stack. Example: the power cost plus grid fees in Pennsylvania are $0.09/kwh – meaning power would result in $4.50/kg for the H2 before accounting for clean offsets or any equipment. (Source: US EIA and Pennsylvania EIA) https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/9e1bbed7-dad0-4bfa-ba7a-4c30fac50a9b/OpEx+Gas+H2+Cost.png Blog - Mid Atlantic Hub leadership released an unachievable RFI - Make it stand out Natural gas: Divide the cost of gas by 5 for blue H2. Example: the delivered industrial natural gas rate in PA averages $11/mmbtu resulting in $2.20/kg before accounting for carbon transport and storage and before accounting for any equipment. (Source: delivered commercial gas prices in US EIA, Pennsylvania EIA, EU commercial trade sources) https://www.cleanepic.io/blog/dont-be-guinea-pig monthly 0.5 2025-11-14 https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/2720e23b-cc52-44cc-87a3-c584b33645ab/Reliability+cost+escalation.png Blog - Don’t Be the Guinea Pig - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.cleanepic.io/blog/efficiency-1 monthly 0.5 2025-10-31 https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/d17a0be2-41f8-4f30-8377-34f7a83f896a/CapEx+vs+OpEx.png Blog - In industry, lower cost is more important than slightly better efficiency (part 1) - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.cleanepic.io/blog/doe-cancellation-options monthly 0.5 2025-10-17 https://www.cleanepic.io/blog/june-newsletter monthly 0.5 2025-06-10 https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/64bef86e-69cb-4e6e-b070-ef4aede9ae30/Cal+Waiver+Ending.png Blog - May/June Newsletter - Changing Policy Considerations in Clean Energy Investment - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/bc52b2d3-6aea-4fec-b077-c2f40a897434/LCOE+increase+from+1+percent+increase.png Blog - May/June Newsletter - Changing Policy Considerations in Clean Energy Investment - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.cleanepic.io/blog/lh2gh2-2 monthly 0.5 2025-05-12 https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/0ef7842a-d9cf-4091-833b-9dfcc4661108/GH2+and+LH2+distribution+and+refueling.png Blog - Gaseous Hydrogen (GH2) systems costs now much lower than Liquid Hydrogen (LH2) part 2 - Make it stand out Chart depicts costs of legacy hydrogen stations (column 1) costs excluding H2 production costs. Column 2 shows distribution and station costs for commercially operating systems in the EU. Column 3 shows liquid value chains - ‘real world’ includes H2 losses in transit and delivery that end up in contracts. Numbers show are levelized cost. Prices paid by customers will include markups at delivery and at refueling. https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/e3616d76-4b8a-4639-9135-38e6b3596c5f/LH2+and+GH2+HRS+costs.png Blog - Gaseous Hydrogen (GH2) systems costs now much lower than Liquid Hydrogen (LH2) part 2 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.cleanepic.io/blog/gh2-wins monthly 0.5 2025-04-16 https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/242c4f07-4e9c-4dd7-af83-d38591be4e48/LH2+vs+GH2.png Blog - Gaseous H2 Now Cost Effective in US - Stop Investing in Liquid H2 - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.cleanepic.io/blog/good-h2-companies monthly 0.5 2025-03-22 https://www.cleanepic.io/blog/45v-loophole monthly 0.5 2025-01-17 https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/e101303c-b7ef-40d5-87f5-9cb9fa6b00bc/RNG+EACs.png Blog - 45V Loophole with blending? - Make it stand out Shown here is the basic process for using RNG for the power sector one gas EACs are available. For a standard CCUS plant’s emissions, at $25/mmbtu adds a marginal cost of $1.86/kg to the H2 and yields $3/kg in subsidies at the taxpayer expense - with most of the money going to subsidize RNG production for an inefficient end use rather than going towards moving electrolyzer CapEx down the cost stack https://www.cleanepic.io/blog/mitigating-strict-45v monthly 0.5 2025-01-15 https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/6dbf153b-6ad1-45bc-89dc-a4bfa28aead8/45V+mitigants.png Blog - Mitigating strict 45V - Make it stand out Schematic of the major mitigants for 45V H2. Note that most of the graphics use generative AI https://www.cleanepic.io/blog/45v-basics monthly 0.5 2025-01-14 https://www.cleanepic.io/blog/45v-blueh2 monthly 0.5 2025-01-09 https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/8c7a5f87-f767-42f9-a0bc-94a602c27869/45V+and+Q+net+credits.png Blog - Reformation (Blue) H2 under 45V - Make it stand out Very rough nominal CapEx and OpEx of 45V vs 45Q credits https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/2a930b92-0708-4d70-bf20-58aa79846568/ATR+from+NREL.png Blog - Reformation (Blue) H2 under 45V - Make it stand out From the NETL report on emissions from reformation-based H2 production - the right two columns are carbon capture. Even if all upstream emissions are eliminated (pretty much impossible) and all power requirements are made with renewables with 45V compliant renewables (that isn’t easy) - it’s still not possible to achieve $3/kg 45V credit https://www.cleanepic.io/blog/45v-hourly-averaging monthly 0.5 2025-01-07 https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/e6120de8-9692-4a28-8dcf-93c1b9932ac0/45V+chart+for+hourly+matching.png Blog - 45V - Hourly Averaging - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/315dfb61-5b7a-4fde-9ce1-e022c04776bb/equation+for+hourly+averaging.png Blog - 45V - Hourly Averaging - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.cleanepic.io/blog/h2-pipelines-energy-storage monthly 0.5 2024-12-17 https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/591cbf31-ad18-4455-9a31-aaaefd648fd0/Pipeline+Packing+Energy+Storage.png Blog - Hydrogen Pipelines Include Energy Storage - Make it stand out This table shows the Levelized Cost of Storage for just the energy storage medium as well as the total CapEx required for a full renewable+storage system using this medium https://www.cleanepic.io/blog/h2-trump2 monthly 0.5 2024-12-02 https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/2bad7449-0703-4b63-abe7-29334ccd30e1/Flowchart+for+H2+under+Trump.png Blog - H2 Under Trump part 2 - beyond 45V and Hubs - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.cleanepic.io/blog/h2-trump monthly 0.5 2024-11-21 https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/7a0991ea-e769-4249-9dfa-d3ea536fed8a/Congress+overturn+flowchart.png Blog - Hydrogen Under a Trump Presidency: Implications for 45V and H2Hubs - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.cleanepic.io/blog/zero-e-infrastructure-costs monthly 0.5 2024-10-09 https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/8953ee1e-3c7d-4cc4-bfd5-1eb962ca5853/Chart+CapEx+per+Vehicle.png Blog - The All-in Cost Per Vehicle for True Zero is Far Lower for H2 than BEVs - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/1728501777679-RSZRIKOSCRJI4OAUPFT2/Chart+CapEx+per+Vehicle.png Blog - The All-in Cost Per Vehicle for True Zero is Far Lower for H2 than BEVs - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/1b34b49e-126f-4a2e-9f43-23ef031bd28a/Vehicle+marginal+costs+separate+but+together.png Blog - The All-in Cost Per Vehicle for True Zero is Far Lower for H2 than BEVs - Make it stand out The all-in The cost per mile of of driving a BEV will increase as the need for more grid increases. It will increase drastically if we required zero emission. Hydrogen, on the other hand, comes down in cost over time. https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/8424748d-6845-4ff6-95d6-b3d06b1eed42/Vehicle+marginal+costs+combined.png Blog - The All-in Cost Per Vehicle for True Zero is Far Lower for H2 than BEVs - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/13752b29-9f4a-4388-8d8f-ccfcd729b528/Co2-e+chart.png Blog - The All-in Cost Per Vehicle for True Zero is Far Lower for H2 than BEVs - Make it stand out Current CO2 emissions per mile for various vehicle types and fueling methods https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/1728501777679-RSZRIKOSCRJI4OAUPFT2/Chart+CapEx+per+Vehicle.png Blog - The All-in Cost Per Vehicle for True Zero is Far Lower for H2 than BEVs - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.cleanepic.io/blog/primer monthly 0.5 2024-10-05 https://www.cleanepic.io/blog/h2-light-duty-necessary monthly 0.5 2024-09-19 https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/d7013361-670b-4798-a4f7-774bf80023f2/Mirai.jpg Blog - H2 Light Duty Vehicles - Necessary and Inevitable in a Clean Economy - Make it stand out The recent update of a Toyota Mirai Hydrogen Electric Vehicle based on the Lexus LX https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/13b2c126-5c3e-4f0b-b234-cdd82ca18f5d/Tesla+Chargers+Harris+Ranch.jpg Blog - H2 Light Duty Vehicles - Necessary and Inevitable in a Clean Economy - Make it stand out Recharging stations take up a lot of space. These 98 chargers can service the same number of cars as a standard 4-8 dispenser highway gas refueling station or hydrogen station. Source: Jalopnik https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/aaaefaad-c081-4b23-ab9b-261b80d2d031/burned+tesla.png Blog - H2 Light Duty Vehicles - Necessary and Inevitable in a Clean Economy - Make it stand out This is the Tesla that took 36,000 gallons to extinguish. https://www.cleanepic.io/blog/academics-arent-commercial monthly 0.5 2024-09-19 https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/04a3a231-39e3-4dce-8c5a-6ffcdd2394b6/Bad+Sankey+for+Battery.png Blog - The Problem with Academic Articles on Commercial Energy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.cleanepic.io/blog/plug-lh2 monthly 0.5 2024-08-22 https://www.cleanepic.io/blog/liquid-hydrogen-is-hard monthly 0.5 2024-08-22 https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/1713798069151-96U579ABQ3N8Q2RBQDR9/Jay+H2+Distribution+costs+graphic.png Blog - Liquid Hydrogen is Hard - Make it stand out Break-even volumes and distances for LH2, GH2, and pipelines https://www.cleanepic.io/blog/universal-hydrogen-folded monthly 0.5 2024-07-31 https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/d83b2714-5ba1-48ea-9851-2370d568f780/unniversal-hydrogen-flying.jpg Blog - The Fall of Universal Hydrogen was Inevitable - Not an Indictment of H2 - Make it stand out The Universal Hydrogen test plane in flight https://www.cleanepic.io/blog/death-of-three-pillars monthly 0.5 2024-08-02 https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/768e7cdd-c700-49bc-b58f-7832046c951f/45V+-+BTM+vs+BTM+and+grid+log.png Blog - The Long Decline and Death of 45V’s Three Pillars - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.cleanepic.io/blog/moving-h2 monthly 0.5 2024-04-22 https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/c4488455-302f-4699-afda-e75608b7aef6/moving+H2+DOE.PNG Blog - How to move Hydrogen - Make it stand out H2 midstream pulled from the DOE H2 Commercial Liftoff report (which I was one of the lead authors of) https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/62708379-b79c-4449-8cda-0b9dd200d12f/Chart+of+distribution+costs.png Blog - How to move Hydrogen - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/f099fb02-547c-4992-a02f-a1e5058f25c3/DOE+H2+shipping.PNG Blog - How to move Hydrogen - Make it stand out The DOE Commercial Liftoff report analysis of costs of hydrogen distribution, assuming we have carbon fiber tube trailers https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/96598c63-6080-4b52-8af1-eae35c7febb2/Jay+H2+Distribution+costs+graphic.png Blog - How to move Hydrogen - Make it stand out A much more detailed version - that I wrote the code for on my own time in 2019 https://www.cleanepic.io/blog/hydrogen-production-pathways monthly 0.5 2024-04-03 https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/b0645f91-4e86-4178-9665-aeb147640272/Paths+of+H2+production+graphic.jpg Blog - How to Make Hydrogen - Make it stand out The major scaled or scalable pathways to hydrogen production https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/78414ebf-a184-4f53-a61a-bd34262eb5cf/Paths+of+reformation.jpg Blog - How to Make Hydrogen - Make it stand out The major natural gas reformation pathways https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/483b66c2-6aaa-4cc4-abdd-989626ca8e28/H2+production+emissions+chart.png Blog - How to Make Hydrogen - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.cleanepic.io/blog/potential-hydrogen-uses monthly 0.5 2024-03-27 https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/c1a86f58-3cad-4c77-a778-7f24dc62c788/H2+combined+new+end+uses.png Blog - Potential Hydrogen Uses in a Growing H2 Economy - Make it stand out Shown above: Toyota’s heavy duty hydrogen truck (top left), Toyota’s Mirai (top right), First Mode’s mining truck (bottom left) and LNG tanker to move natural gas (bottom right). https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/7ca5dc44-57c0-492e-a775-b8072ccb33fd/pipeline+and+LNG+ship.png Blog - Potential Hydrogen Uses in a Growing H2 Economy - Make it stand out LNG ships, oil tankers, and pipelines are how most energy is moved between continents and countries https://www.cleanepic.io/blog/hydrogen-current-uses monthly 0.5 2024-03-18 https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/77eae3f2-a6a4-43b6-b604-f646edf486d8/Current+H2+uses.jpg Blog - What is Hydrogen Used For? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/e577169d-6c27-4ccc-8dbc-1926e395439a/Annual-World-Population-since-10-thousand-BCE-for-OWID.png Blog - What is Hydrogen Used For? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/67b069d9-7da2-4906-b400-e095de4d0264/Oil+refinery.png Blog - What is Hydrogen Used For? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/46340d97-dc97-44e9-84b1-cf539c9b6595/NASA+space+launch.jpg Blog - What is Hydrogen Used For? - Make it stand out Image from Nasa of a rocket launch - these rockets used liquid hydrogen https://www.cleanepic.io/blog/but-is-hydrogen-safe monthly 0.5 2024-03-11 https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/fc73e8ff-cfe3-459b-97d3-0c0519e1d1d4/burned+tesla.png Blog - “But is Hydrogen safe?” - Make it stand out A BEV has significantly worse fire safety than a hydrogen vehicle owing to the high flammability of the batteries. A long-range BEV battery provides nearly 1000 pounds of material for combustion. https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/8e395b23-d215-4771-9fe6-b20f86c8ce49/gasoline+vs+h2.png Blog - “But is Hydrogen safe?” - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.cleanepic.io/home daily 1.0 2026-03-09 https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/8114abc0-dfd9-4f30-900a-e7a8287c5f0c/iStock-1265067405.jpg Home - STRATEGIC CONSULTING AND SUBCONTRACTING CleanEpic can help you or your client determine or hone your stake in the rapidly growing Hydrogen ecosystem How to apply to and manage federal clean energy government funds Choosing your best partners in your clean energy projects, including community engagement What H2Hubs and 45V mean for you How to invest in the rapidly changing H2 and clean energy economy Metrics-based tailored strategic roadmaps Levelized cost and review Defining positions of strength for clients in H2 Red flag analysis for investments https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/a81c8c0f-1b97-4ddc-b953-207922fc792d/iStock-1260619622.jpg Home - ADVISING AND DUE DILIGENCE CleanEpic can help you find and improve your H2 and clean energy investments or help keep your supply chain ahead of the competition Investment due diligence Product-market fit and go-to-market strategy High-level techno-economic review Procurement technical leadership Supply chain advising Technology or business models: feasibility and risk review https://images.squarespace-cdn.com/content/v1/6195c68ec689781172babded/95b195a3-94b8-4e10-893e-832cab49f7af/pexels-pok-rie-189524.jpeg Home - About CleanEpic Advising arose from Jay Munster’s work as an investment banker, a portfolio manager at a hedge fund, as the head of global hydrogen product strategy at Shell, as an H2 consultant, and then as the commercial analysis lead on H2Hubs, 45V, and DOE commercial liftoff reports in the DOE. CleanEpic has worked on strategy projects with most major strategy consultancies, done due diligence and advising for investment firms, and strategic or supply chain advising for startups and nonprofits Jay Munster is the principal and founder of CleanEpic. He spent the past five years running the Global Hydrogen Product Strategy team at Shell and then the commercial analysis of H2 in the DOE. aHe combines a background in investment management, startup founding and leadership, and an environmental sciences and engineering PhD to provide insights in clean energy and Hydrogen. He has a BS, MS, and PhD from Harvard and extensive experience in the energy industry. https://www.cleanepic.io/materials-for-learning daily 0.75 2021-11-19 https://www.cleanepic.io/donate daily 0.75 2025-05-09 https://www.cleanepic.io/education-for-teachers daily 0.75 2025-05-09 https://www.cleanepic.io/support-for-communities daily 0.75 2025-05-09 https://www.cleanepic.io/white-papers daily 0.75 2026-02-25