Hydrogen is the game changer. The transition to net zero is a federal strategic mess, actually not just nationally. Coal is dead, gas emits too much carbon and hydrogen has a strategy but not enough infrastructure, technological development and hence customers.
It worries me Sparc is not attracting larger investors and Fortescue/FFI are silent. I haven't seen any announcements about their stage 2 funding.
I think Sparc management are about to give the same Sparc management team some shares despite the price at historical lows.
Hydrogen Pilot Plant update, page-2
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