I think in the long run they can have multiple pricing points for the graphite depending on the use. It's going to be an interesting marketing startegy to develop. Certainly the CDP delays have hindered the ability to bulk test and further develop which is frustrating, but on the positrive side, it hasn't stopped Misutui from gettiung involved. There seems strong belief in the ability to scale up commercially.
It's an amazing time given the US, Canadian and European incentivers for clean hydrogen. The Norther American opportunitries are huge, gas is cheap there, and the incentives great.
The other positive is that the hydrogen from natural gas will be in sync with the prevailing energy price. The problem with green hydrogen is that it competes with oil and gas, but its cost base is totally disconnected, making it complex commercially while in the early stages of its development.
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