Let's face some facts.
The proppant market will only increase due to the need for oil and the depletion of readily available, easily accessible sources. As the wells dry up, fracking will increase. Same for gas. LWP are sitting on a cheap easily mass produced tech for proppants. So..big tick.
Renewable, alternative power sources are required in the medium to long term outlook. LWP and graphenera are pursuing this with a battery tech that looks safe, cheap to produce, efficient with material sources that are replenishable. Electric power is the way of the future. So big tick.
Hydrogen has been tried many times, and so far been found lacking. So far in previous trials the energy produced has not been enough for the output required. There have been trials of using water as fuel, and there are many stories of conversions of petrol powered vehicles to run on water. But no commercial production has occured. So the future of hydrogen commercially has I think bigger question marks than electric power.
Time will tell if Hazer has a system that will be able to come to market, but IMO a lot further away than rechargeable battery tech and therefore possibly not seen as commercially viable. Hydrogen might be possible, even a good idea, but it has to have uptake and demend. Would the demand be there and would commercial entities see it as profitable product?
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