Mitsui deal for graphite and Engie deal are trhe ones I am looking forward to. Engie could be a huge deal if they get it right especially with what the EU are trying to achieve with H2 and carbon credits. I would say just with the carbon credits from the EU this could be a huge winner.
As for Mitsui, i still see HAZER as a graphite producer that has H2 as a by product.
Would be great to understand the carbon credits achievable for the graphite production alone compared to mining?? Someone will defintely come along and pivot this technology to graphite production and almost give the H2 away
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