Hydrogen Innovators

Episode 17 | Paul Nelson | Data guiding hydrogen investing at Saoradh Enterprise Partners

May 01, 2024 Stanford Hydrogen Initiative Season 1 Episode 17
Episode 17 | Paul Nelson | Data guiding hydrogen investing at Saoradh Enterprise Partners
Hydrogen Innovators
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Hydrogen Innovators
Episode 17 | Paul Nelson | Data guiding hydrogen investing at Saoradh Enterprise Partners
May 01, 2024 Season 1 Episode 17
Stanford Hydrogen Initiative
In our 17th episode, we learn from Paul Nelson Managing Partner at Saoradh Enterprise Partners. In his conversation with Karen Baert, we learn about their data-driven approach to investing.  Some key insights include: 💡 Today’s price for delivered grey hydrogen varies from ~1.5-10$ depending on the purity requirements, volumes and proximity to producers 💡 With 150 hydrogen projects announced today, the majority is in the announced/planning stage with only ~20-30% in FID or construction 💡 Equal amount of innovation/IP on electrolytic (green) and natural-gas based (blue, purple) hydrogenAt the end of the podcast, Paul shares some of the principles that guide him as a leader incl:⚡ Be guided by giants who created an inflection point in history⚡Be focused on creating some kind of positive change ⚡Never stop learning


Show Notes
In our 17th episode, we learn from Paul Nelson Managing Partner at Saoradh Enterprise Partners. In his conversation with Karen Baert, we learn about their data-driven approach to investing.  Some key insights include: 💡 Today’s price for delivered grey hydrogen varies from ~1.5-10$ depending on the purity requirements, volumes and proximity to producers 💡 With 150 hydrogen projects announced today, the majority is in the announced/planning stage with only ~20-30% in FID or construction 💡 Equal amount of innovation/IP on electrolytic (green) and natural-gas based (blue, purple) hydrogenAt the end of the podcast, Paul shares some of the principles that guide him as a leader incl:⚡ Be guided by giants who created an inflection point in history⚡Be focused on creating some kind of positive change ⚡Never stop learning