If the MOU is with one of these giants (which is definitely within the realm of possibility given the article I've attached below and the continual references by the CEO to Japan), then tomorrow could be the start of a material re-rate:
"
Japanese automakers and their government are gung-ho about turning Japan into a hydrogen nation. Powered by funds supplied by the Development Bank of Japan, all three major Japanese automakers, Toyota, Nissan and Honda, have banded together with major Japanese gas and energy suppliers to build a network of hydrogen fueling stations big enough to support their government’s ambitious 2020 target of 40,000 hydrogen fuel cell vehicles on Japan’s roads.
"
https://www.forbes.com/sites/bertel...of-hydrogen-at-least-officially/#33e4f3281a9d
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