A lot will come down to their energy use per Kg of Hydrogen. HAZER stated <10KWh per Kg in the webinar. I can find zero/nothing about Monolith's energy usage. Has anyone got access to that information ?
If HAZER has a more energy efficient process + a more valuable graphite product (better not say by-product !!) then it is game over - cheaper & better wins every time...
Ann: CDP Achieves Over 36 Hours Of Continuous Hot Operation, page-86
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