Unthreaded
re: Rotherham H2
My understanding is the same as yours - a proof of concept / pilot. My take on it is that ITM are a relatively small outfit, unlikely to self fund the capex / opex so they've likely been contracted to build and run the experiment and that documented outcomes have to be reported to the successors to DECC who provide funding - and that would sensibly be FoI-able ... ?
I've followed a couple of public sector H2 fiascos - one in Camden (2 fuel cell generators £150k - used twice and scrapped) and the other the daft Hydrogen Ferry in Bristol Docks which burned through £300k and fizzled out....
- so I'm not expecting a lot from the windmill.
My guesstimate for the capex at Rotherham is £500K on the hydrogen side plus the windmill and say £75k a year to operate. If it was a pilot experiment funded by DECC / BEIS - there must be a report - and that plays directly I feel into the topic of offshore green hydrogen.....

idau
The disruption from the cold big blob of air looks to have affected further afield than Texas. I get the impression that other areas are similarly affected. One thing that seems fairly clear is that the US MSM is deflecting on the weather impact and playing a bunch of other political games more or less aimed at goosing the New Green Deal.
The Green trolls are out in force.

Not sure we learn much from the financials of the Rotherham H2 venture, which is after all no more than an experimental pilot. But there might be a lot to learn from some of the technical results. I suspect that real world performance has come as a nasty shock. At least if they haven't cheated by using grid power.

The effects of freezing weather on electricity supply
Wind farms in cold climates come with extra cost options: heaters in the generator pods and sometimes too in the blades. They can require grid energy to run. Another option is spraying blades with de-icing gloop from a helicopter. A slow process that depends on the number of suitably equipped and crewed helicopters you have access to.
Transmission lines and substations are at risk from icing in ice storms. The weight of ice may be enough to cause lines to sag and topple. It can create short circuit routes over the insulators. Dry cold air has a much heightened risk of high voltage arcing. Lose parts of the grid, and supply becomes difficult.
Inadequately buried water mains may freeze and burst. In Texas, the requirement is only 30 inches below the surface. Without cooling and steam water many thermal plants become inoperable. Supposedly one of the nuclear plants was lost because too much was exposed to the elements. Engineering design for coping with high summer can be radically different from dealing with a winter freeze at minus 15 C.
Problems with gas supply may go back to the wellhead. Certainly, 1mb/d of oil production has been lost. Some of that may be due to electrical outages. But when gas gets colder, pipeline pressure drops unless boosted by compressors, and that in turn lowers deliveries.
It does seem that ERCOT were insufficiently ruthless in cutting demand when underfrequency developed, resulting in more generation being tripped off line. Someone may want to do a footnote on the total inadequacy of grid batteries in this situation.
The full story is complex, and the weighting between different factors is unknown. The amount of real information remains limited.

idau
I doubt that most of the marketing types even realize it's usually colourless....
That said - I'm really curious about the financials for that Rotherham H₂ vehicle refuelling station with a windmill attached and wondering how to maybe winkle out the numbers...

Hydrogen colour in the visible spectrum is dominated by the deep red H- alpha line at 656nm. The 486nm line qualifies as blue and the other visible lines are violet. None are green!

Guardianland Twitter
"Wind turbines. Canada and Denmark never have trouble with theirs."
a naive reply to this tweet which has 34K Likes
from Saikat Chakrabarti @saikatc (Bio : Previously: @AOC @justicedems, Bernie 2016,)
People on the left don't watch conservative media,
so entire false narratives in right wing media go unchallenged.
The entire right is using the Texas blackouts right now to create a narrative about the failure of green energy.
It's 100% false. It needs to be challenged head on.
Oil and gas are failing in Texas, but that aside:
Every other part of the country and Canada are able to maintain and operate wind in below freezing temps,
https://twitter.com/DorothyRivers/status/1361856054158643200

In fairness to the Guardian, near the bottom of the article on the cold in Texas is this little nugget,
There is no consensus among scientists over the interaction between Arctic heat and cold weather further south – Francis calls the topic an “active area of research”. Global heating is causing warmer winters, and record cold temperatures are now being clearly outpaced by record hot temperatures, but the complex interplay of climatic conditions still requires further scrutiny, to the consternation of some and even mockery among others, including former US presidents.Which means that they concede:
!) The science is not settled or understood.
2) That policies made on this science are clearly up for debate.
3) That following their policy advice would have made societies less resilient for what has actually happened.
All that is needed next is to challenge the Guardian's assertion that the Gulf Stream split the Polar Vortex and that the Gulf Stream is affected by CO2 emissions. It happens anyway.
If it isn't just weather then the argument being proposed is that a warmer Arctic diverts the Gulf Stream that in turn disrupts the Polar Vortex letting cold air escape south. But surely that warms the Arctic?
Either we have runaway warming (we don't) or this is just a negative feedback and the AGW impact is the reverse of that they have been claiming - and still are claiming.

Re the article posted by Mark H about the EU's desire to renegotiate the Energy Charter Treaty...
This could turn into a real bunfight. There are already a lot of huge compensation claims in progress where governments have shutdown power plants prematurely - the Dutch with coal and the Germans with nuclear.
If countries walk away from their obligations under this treaty - and general rules of law - under the guise of climate policy, how will they ever attract any major investment?
Even renewable energy promoters will think twice as a change of attitude in the future - a switch to nuclear, for example - could see their investments trashed.

Generation in ERCOT to put things in perspective
https://mobile.twitter.com/AlexEpstein/status/1362019477223706626/photo/1