The actions of every one of the very well capitalised companies who have withdrawn over the past 6 months from their intentions to build new hydrogen projects.
(Including, no less, the company in which you are a shareholder which has hitherto been a vocal champion of hydrogen.)
"The biggest problem right now is supply, which is what Twiggy is trying to fix through automation of electrolysers, locking in the cheapest renewables."
[It's like talking to a post.]
Repeat: You can manufacture hydrogen until the cows come home; that part is a cinch.
It's the challenged economics and subsequent handling of the stuff - between factory and end-user -that makes it un-viable. Proof: again, all the projects being cancelled..
FMG Price at posting:
$16.25 Sentiment: None Disclosure: Not Held
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