Hmmmm, don't agree with you at all. Part of the cost reduction is the byproducts i.e. Hydrogen.
If you look at teh site that they are building the new factory, there is a nat gas line running in and several acres for building and rail spurs. Easy to move Hydrogen out of and to build uses of it. I.e. take gas create useable products.
Using Hydrogen to create heat produces zero carbon footprint and can produce power (or heat). In some ways they could do a complete closed cycle production.
Anyway, today we Juan one.....
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