I think eventually it will come down to cost of production.
The big money is waiting to hear “we can make clean H2 for $1.5 a kilo or whatever in North America “ .
That will give them confidence to invest.
The CDP should go along way to proving that in the next few months…. interesting to see if management come out with solid numbers or if they want to keep the competition guessing.
Ann: Hazer and FortisBC Sign Binding Project Agreement, page-45
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