I would imagine that once we/they get some more detail/s from the CDP, this deal & others will get FID rather quickly.
Unfortunately mixed messages though !! as per my last post, the original ann said 'initial production capacity of at least 2,500 tpa' while the latest road show presentation says initial 10,000 tpa (expressed as 10 ktpa in the preso). Not sure if that means that the plants will be 10,000 tpa EACH so the Engie/France one will be 4x the initial 2,500 tpa '..at least.." or if this is the capacity of the combined plants ?
I am hoping for 10,000 tpa EACH
It all hinges on the success of & numbers from the CDP so I am waiting on that to hopefully 'change the world for better' & be the next big thing in Hydrogen & synthetic graphite.
My only concern for HAZER ATM is the push by many established & start-up companies for 'natural hydrogen' from conventional type drilled wells e.g. GHY - however these companies can not 'fix' the methane produced from rubbish dumps & waste water faciality's and give an option to the existing natural gas assets of the oil & gas companies, which will eventually become 'stranded' unless they can economically be converted to hydrogen, or used with CCS of some sort.
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(20min delay)