Possibly why it's being shorted. The articles I've read so far on hydrogen (that are not incentivised to promote hydrogen) have had some good arguments that it's not financially viable in most scenarios. I certainly wouldn't be backing putting large amounts (or any really) of capital into it at this stage. Stick with what we're good at and what we know.
I'll be disappointed with any large investments in hydrogen at this point and would have to reconsider wds, which otherwise stacks up for me as a good investment at the moment.
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