Hysata’s 95% efficiency could be about 80% on an LHV basis. Why electrolyzers should be compared in kWh/kg at the point of supply, and what to check.
Solid-state hydrogen storage trades compression stages for a heat-management problem. It wins over 70 MPa compressed hydrogen only where discharge-flow needs are moderate and heat is already available on site.
A 1 cm² tandem cell hits 35.5%; a 1.7 m² module hits 29.4%. The 6.1-point gap is a large-area uniformity problem, and it decides where tandem actually beats silicon on cost.
RPS shifts to a competitive-auction fixed-price contract market. The reform lowers the financing-cost share of generation cost, not the generation cost itself — WACC, not module price, decides bidding strategy.
VPL turns ESS from a generating asset into a transmission asset. The real equipment-side change is command priority and the SOC-margin interlock, not the battery or PCS hardware.
Sulfide-based solid-state stack pressure has fallen to ~0.2 MPa in lab results. What must change on the equipment side is not the jig, but the pressure measurement point and interlock conditions.