Alex Zorniger | Power to Hydrogen (P2H2) | Electrolysers and living and dying by the electricity bill

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Date: 28 October 2026

Why does eSAF live or die on the electricity bill? Alex Zorniger of Power to Hydrogen (P2H2) explains electrolysers in plain English, and why they matter to power-to-liquid SAF. 

In this episode we cover:

  • Why hydrogen makes up 50 to 60% of the cost of a gallon of eSAF, and why electricity is around 70% of that hydrogen cost
  • SOEC vs PEM vs alkaline vs AEM: What do these all mean, how each electrolyser works, where each one wins, and what the market share looks like today
  • Why intermittent renewables favour membrane-based electrolysers, and why SOEC suits steady sources like geothermal
  • A quick calculation any developer can use to test whether a project’s hydrogen cost stacks up
  • What bankability means for new electrolyser technology, and why banks want proven scale
  • How to tackle the the challenge of performance guarantees.
  • Why pressure and purity matter when integrating hydrogen into the SAF production process

Whether you’re a developer, investor or newcomer to eSAF, this is the essential guide to the technology at the heart of power-to-liquids.

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