My take on this is CCTC has replaced H.C Starck as the supplier...

My take on this is CCTC has replaced H.C Starck as the supplier of fuel cell components, nothing more (except for the money, thank you very much) and nothing less. Quality and reliability will be what's wanted from them.

The Jabil relationship stays as it is, or is intended, as a provider of specialised BOP items and contract assembler/manufacturer if volumes warrant.

I suspect real price reduction of Bluegens and Gennex modules will come from volume and R&D, not the nationality or location of a link in the chain of manufacture.

More upside than downside now, though still a long slog imo.