And their speculation may end with a bursting bubble. The good thing is that more focus will be put on the hydrogen economy. May the nay sayers finally take a back seat.
In order to get hydrogen, you have to break it out of some compound, maybe a hydrocarbon, maybe water - and that process takes lots of energy. Then you have to pack it into some compact form, compress it and put it into a strong heavy container, collect it into some catalyst, etc., and that takes more energy. Then the end user has to uncompress it, carrying around a heavy (and potentially dangerous) container, or heating a catalyst to cause release of the hydrogen, taking more energy. Then you can burn it to water and generate energy. (Water vapor is a very intense greenhouse gas by the way. We may not be any better off at all on a hydrogen economy, in any sense.)