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Consumer Cost Impacts of 45V Rules
This briefing argues that weak Treasury guidelines for the 45V hydrogen production tax credit could increase wholesale electricity prices for consumers. It advocates for the strict application of three pillars—additionality, deliverability, and hourly matching—to ensure that new electrolyzer demand is offset by new clean generation, preventing the price spikes associated with large-scale electricity loads like cryptocurrency mining.
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Document type: Briefing
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