Only if they can sell the resultant H2 cheaper than a HZR plant. Also, I think there will need to be a continuous renewables excess, since it will be more efficient to put short term daily fluctuations into battery storage, as done in SA
Also, can you link to where State 1 says 2022 for royalty? I mean State 1 are guessing as much as the next bunch of brokers, but I can't even find where you are pulling this number from.
HZR Price at posting:
24.0¢ Sentiment: Buy Disclosure: Held
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