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Decarbonize Weekly

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by Bankable

21 episodes

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Podcast Overview

Bankable — which hard-tech bets actually pencil out. Due diligence on first-of-a-kind technology commercialization: what it takes, and what it costs, to move hard tech from lab to pilot to bankable infrastructure. Each episode runs one technology through an operator's checklist and ends with a scored verdict: Real Bet, Watch, Not Yet, or Overhyped. Every number cited. Host: P.Eng + MBA, 15+ years commercializing first-of-a-kind technologies on three continents. We judge technologies, never stocks. Not investment advice. Formerly Decarbonize Weekly. Business: hello@bankable.show

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Publishing Since

3/22/2026

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Recent Episodes

July 19, 2026

Bankable — Green Hydrogen: Overhyped AND a Real Bet (The $5 Fuel in a $2 Market)

📺 Bankable · Real Bet? | ~19 min Hydrogen has been "the fuel of the future" for fifty years — and in 2025 the industry canceled roughly sixty major green hydrogen projects while the US put an expiry date on its biggest hydrogen subsidy. So which is it? This teardown says: both. Same molecule, two opposite verdicts. I spent over a decade commercializing first-of-a-kind energy technology, where hydrogen wasn't a slogan — it was an ingredient. So I did the math like-for-like: green hydrogen (PEM, US, unsubsidized) against the grey natural-gas incumbent it has to beat. Along the way: the physics that caps the whole game (~50 kWh in, a third back out), why green hydrogen is really a bet on ultra-cheap always-on electricity, why "cheap solar" isn't the whole bill once you count availability and batteries, and why a firm hydro grid — Quebec, Manitoba, BC, Washington State, Norway — running the cheaper alkaline machine is where green already almost pencils (~$3/kg, not $5). Plus the hydrogen ladder that sorts real uses from wishful ones, the 9%-of-pipeline reality behind the headline announcements, the subsidy map (45V's countdown clock, Canada's carbon-intensity tiers, Europe's honest auctions), and why China won the machines while the molecule still struggles to pencil. The verdict needs two stamps. As the fuel of everything — cars, home heat, the grid in a tank — overhyped. As a cleanup job on the hundred million tonnes of hydrogen the world already makes — a real bet. Green hydrogen isn't the fuel of the future. It's the cleanup of the present. And the cleanup is the better business. 📊 The one-page verdict + the editable TEA workbook — every assumption sourced, set your own power price, capacity factor and machine cost — are FREE. I just ask what you're working on → https://bankable.show/?utm_source=youtube&utm_medium=video&utm_campaign=rb04 ⏱️ Chapters0:00 The stampede for the exits2:30 The pitch and the invoice3:46 The molecule we already make4:52 How green hydrogen is made6:26 The one number that runs it7:52 Does it pencil? Two levers + the solar trap10:05 Bet on your grid: hydro vs solar11:05 The hydrogen ladder12:32 Follow the money: subsidies + China16:13 The verdict: two stamps17:45 The takeaway + free workbook 🔜 What gets torn down next? You decide — tell me in the comments. We judge technologies and business models — never stocks. Nothing here is investment advice.Narrated with an AI clone of my own voice — my analysis, my words. 🤝 Work with me — feasibility studies, techno-economic models, first-of-a-kind / TRL 7→9 advisory: bankable.show/advisory · hello@bankable.show #greenhydrogen #hydrogen #electrolysis #cleanenergy #energytransition #ammonia #greensteel #technoeconomics #duediligence #bankable

July 12, 2026

Bankable — Which Electrolyzer Is the Real Bet? (Alkaline vs PEM vs SOEC vs AEM)

📺 Bankable · Real Bet? | ~17 min Everyone argues about which electrolyzer is "best" — PEM or alkaline, solid oxide or AEM. Wrong question. An electrolyzer is a tool, and the thing that decides whether a green hydrogen project makes money is whether you matched the machine to your power and your site. I spent over a decade commercializing first-of-a-kind energy technology, so I put all four machines on the same yardsticks: cost per kilowatt, efficiency, flexibility, durability, and the materials they quietly depend on. Along the way: the input almost everyone forgets (water — how much, how clean, and why the serious projects cluster in hydro country from Quebec to Sichuan), the myth about alkaline that's about half wrong now, why China's flagship plant ran at a fifth of its nameplate, and the absurdly rare metal the flexible machine can't live without. The verdict is a match, not a winner — and one line to take with you: cheap, flexible, durable, metal-light. Every electrolyzer gives you three. None of them gives you all four. 📊 The full four-way comparison + the editable workbook — every assumption sourced, swap in your own power price, site and load profile — are FREE. I just ask what you're working on → https://bankable.show/?utm_source=youtube&utm_medium=video&utm_campaign=rb03 ⏱️ Chapters0:00 The wrong question1:33 Why the machine matters2:11 Four machines, one trick5:00 The water problem6:31 Hydro country — the siting map8:39 The cost war9:33 The myth-check: alkaline vs renewables11:34 China's flagship plant, running at 20%12:17 The iridium catch13:21 The efficiency king (solid oxide)14:22 The wildcard (AEM)15:07 The verdict: it's a match16:21 The free workbook + your vote 🔜 What gets torn down next? You decide — vote in the community poll. We judge technologies and business models — never stocks. Nothing here is investment advice.Narrated with an AI clone of my own voice — my analysis, my words. 🤝 Work with me — feasibility studies, techno-economic models, first-of-a-kind / TRL 7→9 advisory: hello@bankable.show #electrolyzer #greenhydrogen #hydrogen #pem #cleanenergy #energytransition #technoeconomics #duediligence #bankable

July 4, 2026

Bankable — The Colors of Hydrogen, Ranked

📺 Bankable · Real Bet? | ~18 min Everyone says hydrogen is the fuel of the future. Almost nobody asks the only question that matters: *which* hydrogen? It's one molecule — the "color" is just how you made it, and the recipes range from basically free and filthy to genuinely clean and stupidly expensive. I spent over a decade taking first-of-a-kind energy tech from a lab result to something a bank will actually finance, so I put every color — grey, blue, turquoise, green, pink, white — on one cost-vs-carbon map, added the subsidies across North America and beyond (US 45V/45Q, Canada's Clean Hydrogen ITC and its freshly redrawn carbon price, the EU Hydrogen Bank, China's electrolyzer cost lead), and ranked which ones actually pencil. The verdict: two real near-term bets, one genuine wildcard, and the part nobody tells you — the subsidies, not the chemistry, quietly decide it all. Stick to the end and you'll walk away with two numbers that cut through any hydrogen headline for the next decade: a cost number, and a carbon number. 📊 The full research report + the editable financial model — every assumption sourced, swap in your own power prices and carbon costs and run any color yourself — are FREE. I just ask what you're working on → https://bankable.show/?utm_source=youtube&utm_medium=video&utm_campaign=rb02 ⏱️ Chapters0:00 Which hydrogen? (it's all one molecule)1:50 Why the colors exist — the two numbers2:56 Grey: the cheap, filthy incumbent4:23 Blue: capture rate + methane leakage6:00 Turquoise: methane pyrolysis & the carbon byproduct7:25 Green: your electricity bill in a lab coat9:06 Pink & white (the wildcard from Mali)10:44 The money map: 45V and the 4 kg gate12:54 Canada — same gate, different door13:50 45Q, the EU Hydrogen Bank, CBAM, China14:54 The ranking — every color stamped16:01 The two-number takeaway17:27 What's next + go deeper 🔜 What gets torn down next? You decide — green, blue, turquoise, or white. Vote in the community poll. We judge technologies and business models — never stocks. Nothing here is investment advice.Narrated with an AI clone of my own voice — my analysis, my words. 🤝 Work with me — feasibility studies, techno-economic models, first-of-a-kind / TRL 7→9 advisory: hello@bankable.show #hydrogen #greenhydrogen #cleanenergy #energytransition #bluehydrogen #technoeconomics #duediligence #bankable

21 total episodes available

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Frequently asked questions

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What is Decarbonize Weekly?: Bankable — which hard-tech bets actually pencil out.

Due diligence on first-of-a-kind technology commercialization: what it takes, and what it costs, to move hard tech from lab to pilot to bankable infrastructure. Each episode runs one technology through an operator's checklist and ends with a scored verdict: Real Bet, Watch, Not Yet, or Overhyped. Every number cited.

Host: P.Eng + MBA, 15+ years commercializing first-of-a-kind technologies on three continents.

We judge technologies, never stocks. Not investment advice.

Formerly Decarbonize Weekly. Business: hello@bankable.show
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Information about guest appearances is not available.

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