can you share the new high energy density non nickle chemistry > 500kw/h that's commercial? I'm curious.
I also think in a few decades renewables / batteries will lead to close to free electricity but also think there will be a large selection of energy density applications, much bigger than predicted. Demand is complex and nickle based application becomes more desirable if price comes down so im not too worried currently.
wrt QPME - energy security is most important for financing, I think I said it before I think QPME will be spun off. Im not a fan of Hydrogen but imho there is also some interesting Blue Hydrogen applications for excess gas longer term if that takes off (I would still rather see QPME spun off or sold once finance sorted).
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