It would be a massive step up for us to try and design a plant capable of hundreds of thousands of tonnes of H2 per year...but if we have joined in to begin a small demonstrator - the size of the Canadian plant or even double, then it would be quite the advance for us. A solid re-valuation would be expected on that one.
Your first guess sounds good. I myself have a feeling it will be for a distribution and sales partnership for graphite somewhere. Maybe with Mitsui?
We have been engaged with them for a while. We could service a small beginner partnership with Graphite from CDP with updated reactor.
It would be a massive step up for us to try and design a plant...
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