BankableYou watched the verdict.
Here's the whole comparison.
The video gives you the verdict and the two numbers. This is the work behind it — the one-page verdict and the editable comparison workbook, with a site matcher for your own project. Free.
Verdict: alkaline + PEM = real bets in their lanes · SOEC = watch · AEM = not yet — the real bet is the match
The verdict
The one-page verdict
- All four machines, stamped: real bet / watch / not yet
- The cited matrix: CAPEX, efficiency, lifetime, min-load, materials
- The 20% vs 5% flexibility floor, explained
- The iridium supply question, quantified
- The read-the-site checklist: power · land · water · heat
The workbook
The editable comparison workbook
- The actual spreadsheet — every yellow cell an input
- Four-way matrix, every row source-cited
- Site matcher: set firm/variable power, land, purity, heat
- The machines re-rank for your project
- Run it in Excel or Google Sheets
Where should I send it?
It's free. I just ask what you're working on — so I know who's out there and what to tear down next.
Here you go. 🎉
Both are yours — open the verdict in your browser, the workbook in Excel or Google Sheets (every yellow cell is an input).