The battery storage investment chart below is interesting in that it shows significant pairing with Solar facilities and less with wind. If we are to meet the green hydrogen goals that many are optimistically predicting over the next 10 years, then the new wind and solar investments need to be paired with hydrogen and hydrogen-based swing power generation capacity. This is the only way that countries will develop effective hydrogen grids. Simply having one or two large hydrogen facilities and/or import facilities will result in very inefficient distribution models either for fuel cell vehicles or for heating and swing power generation. A distributed network for hydrogen makes much more sense and modular electrolyzers coupled with modular hydrogen power generators is a more holistic model, with much more flexibility than adding batteries. Granted, the battery technology is tested and available today, but the broader ambitions for hydrogen will not be met if we do not get out of the blocks soon.
