In fact, PRL fundamentals have not changed, or are they? Are we looking at fundamentals for PRL entity or hydrogen markets fundamentals?
PRL is changing obviously and hopefully for the better with Total.
Hydrogen has changed dramatically for the better, looking at the USA, very large investments are made for production of vehicles and the logistic industry by converting to hydrogen trucks instead of diesel. Including shipping of hydrogen. Do some industry research and you will be pleasantly surprise.
Not only the USA but Europe as well is moving fast realising batteries have their limitation including disposal and its pollution.
Green hydrogen will be produced using a new technology at a cost in line with the USA standard as required.
PRL with Total will have a great market, now a matter of production, cannot see why not success.
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