Fraking has made natural gas so cheap, I can't see these being used for anything but virtue signaling. They claim a breakthrough in converting hydrogen to natural gas, but natural gas is by far the cheapest source of H2. And, given that methane is 80 times more potent of a greenhouse gas than CO2 is, is it really a good idea to be manufacturing it? Inevitably there would be leakage, and it wouldn't take much to leak…
Their claim is that this method is still yet cheaper than drilling/fracking.
They must be assuming large increases in natural gas prices or large CO2 taxes.
I think it will be much easier to get the price/BTU of H2 down below the current price of natural gas than it would be to get synthetic methane down that cheap.
(If they are assuming large CO2 taxes then it's probably a better business model to just collect CO2 from the air and sequester it.)