Keep in mind that Cummins Power Systems is just a distributor. I do a lot of business with Yancey. They've been the sole distributor for Caterpillar for about 100 years in my region. The VP of machine sales and the GM of regional sales are regular contacts of mine. Recently asked them around this topic and the response I got back was that their input might be considered relevant if they pushed hard enough with a new technology, but CAT would absolutely have to be involved for there to be any real back and forth around interest/testing of new technologies. If we aren't seeing names from Cummins and not Cummins Powers Systems names, then they more than likely aren't at any serious point.
I don't see any lies, I just see careful plays with words. I could "Sign a 3-year Supply Agreement with XXXX" just by sending XXXX a purchase order for 10 pieces of equipment a year for three years. I could "Negotiate with XXXX for long-term agreement" just by negotiating for a $100,000 5-year service contract. I have "partnerships" with dozens of companies.
I wish the longs the best, the design and technology looks impressively promising, but I feel that this company is jerking people around. Not pointlessly bad mouthing, this is just my last post here and sharing my thoughts. Good luck!