There's a strong lack of liquidity and interest in hydrogen that it presents an opportunity. Only thing is there's not much of a market at the moment and there's heaps of players in the field to take advantage.
It presents a really good opportunity for m&a activities but nobody is biting at that with low valuations. Governments across the globe are focusing on electric and neglecting greening the gas based industry. The lack of m&a activity at these levels puts hydrogen in the same category as uranium. Only the east is using uranium as a viability, same with hydrogen. The west imo is completely behind the wheel on energy security and diversification. Easy route is get everyone on solar panels and go electric. But is that sustainable and reliable?
Ausgov needs to think outside the box asap.
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