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