spot on, they *MUST* move, 2030 is closing where the business must be settled and turned over to be non emissive or neutral, lag behind and go bankrupt, thats the simple story, regulatory, carbon taxes will be crushing down on emitters and squeeze their ebidta to death like a python if they don't move.
And this announcement is not the only thing. Craig Knight, CEO of Hyzon congratulated the whole management team personally on social media. There are more fish in the water that can or need to bite to secure the technology. And thats just the Hydrogen. The graphite business for batteries is still open.
I am more than confident that this first move could make some players very very nervous. The Germans are a long way from being able to show a pilot plant. Monolith is scaling up. HZR is the only one next to Monolith to provide this techology
HZR Price at posting:
$1.07 Sentiment: Buy Disclosure: Held
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