Bottom line in this opinion on the US market structure (unedited):

“I think in fact that the issue is that there is considerable uncertainty among all parties, developers and buyers alike, regarding what the future cost trajectory will look like. That is, there is a real risk here, and that risk should be taken into consideration when deciding whether hydrogen investments make sense. And market participants are far better at assessing the risks, and the pricing of those risks, than the government, which is clearly taking a “Damn the risks, full speed ahead!” Approach.”

streetwiseprofessor.com/the-hydrogen-economy-or-the-hindenberg-economy-or-gosplan-goes-gassy/