Point is that it is hard and anyway probably unwise to divert renewable power to hydrogen synthesis from things that are using the electricity without conversion losses. It is just about as good or bad to burn NG making hydrogen as to burn NG to make electricity.

But once we have got renewable overbuilt, all the math changes. Until then, unquestionably the right place to spend capital is building out renewables. Building up hydrogen infrastructure, in the meantime, and even fueling it with gray hydrogen, is OK provided it doesn't cost money that could have gone to renewable generating capacity instead.

Often capital has strings attached, and can't go for renewables. Then, spending on readiness to use the coming, cheap hydrogen or ammonia (and burning gray fuel for now), or generally on energy storage, is better than most choices.

Thing is, money is fungible. Each dollar goes to one place and therefore not another. Energy is too, albeit with conversion losses. So, green hydrogen and NG electric is no better or worse than gray NG hydrogen and renewables. Anywhere we can displace NG entirely is good. Moving use of it around, much less so.