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To unlock the energy transition, see electricity as a wave, not a commodity
This is the third in a series of reports on understanding the energy transition. Previous reports have looked at the roles of oil and hydrogen. This one looks at the role of the electricity grid and why our conception of value in the electricity system is holding back the energy transition.
Hydrogen will be a cornerstone of the energy transition, but doesn’t replace oil
Hydrogen has a cornerstone role to play in the next round of the transition. The question is where hydrogen will outcompete other modes, like electricity and refined petroleum.


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