I've got a few quid in a company called AFC energy. They have hydrogen systems designed for off-grid, but their other angle is ammonia cracking to create hydrogen which they claim is more efficient than straight up electrolysis. Remains to be seen whether I trade out in profit.
I think the gist is that hydrogen is tricky to transport and store, so ammonia is effectively a battery and works well for anything off grid.
Seems to make sense that electricity curtailment could be redirected towards storing energy chemically, especially in places that lack preferential hydro geography. Lots of sums and energy (in)efficiencies involved and big unknowns like government subsidies.