I think your second point is interesting. I work in the field and my impression is that people perceive the future of hydrogen as bleak. This is mainly due to a focus on green hydrogen with electrolysis which is uneconomic even with subsidies and the belief that hydrogen is for cars, which is also a myth. Very few understand the scale of the smr market disruption or the very economic option of turquoise hydrogen.
Ann: Investor Webinar Presentation, page-96
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