For the demand side, I agree with the Part 2 article that I posted. Namely, hydrogen will be used primarily for non-electrical industrial purposes, and perhaps for seasonal storage of excess electricity that wouldn't have been used anyway.

I don't see much use for shipping hydrogen around, unless it's as a minor component of a synthetic mixture that replaces natural gas, but that's super speculative.

However for ammonia (fertilizer), steel, maybe shipping, there's few other options.

(And I'm super hopeful that we figure out how to build more wires in the US, probably by repurposing existing right of way. But I'm also skeptical that we will be able to fight NIMBYs for that...)