There are financial groups at COP26 with a combined $140 Trillion who have committed to the decarbonisation of the world's economy & have named steel as well as energy as two focus areas.
TNG has a number of first mover advantages in terms of p rogress in both these spaces.
If it's a vanilla CR or they've gone to Sanlam or some such, that would be the very worst outcome I could think of. I don't think they should leave the details until after the weekend. TNG have no track record to go on...if wishes were fishes... but a CR to a partner with capacity & intent to fund a few of their potential arsenal of decarbonisation projects, well... but then there is their track record on this front.
Pleasantly surprised has not been something I've seen here for a long time.
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