I just started looking at this company, i am interested because I am in the marine and supply chain industry and am looking for ESG related opportunities. Whether you believe large scale marine transportation of CNG or Hydrogen is feasible or economical or not, what I don't get for this company is what is their competitive advantage? Shipping is a cut-throat industry and I don't see their IP or first mover advantage providing them a long term advantage against the big shipping companies of the world. Where do people see the long term value coming from ?
Ann: C-H2 Scoping Study Delivers Green Hydrogen Supply Chain, page-40
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