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They are also talking about large scale conversion to make hydrogen, which would be used to replace natural gas at electric generating stations. The electricity used to make the hydrogen would come from that period of the day when there there is more electrcity being generated than is needed (e.g. at 1 pm when solar panels are maxed), and then burned at night when generation is required due to lack of solar. The system essentially is an energy storage system, without some some of the hazards of a utility scale battery (chemical explosion hazard, need for rare earth materials, battery disposal concerns).
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