Just had a listen. Good info, and another expert with little faith in the need or justification for hydrogen too.
Interesting he mentions that we don't have a huge demand for large scale energy storage yet but we certainly will in the second half of this decade. Right when KPH will be up and firing.
And... he seems to think Australia will need to triple its electricity generation to allow decarbonisation of energy, steel, vehicles etc...
Boy oh boy! I really hope GNX can hold on for 5 or so years without being acquired. However, I doubt it.
General GNX News, page-1961
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