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Re: Rock_nj post# 350

Wednesday, 10/20/2021 5:47:06 PM

Wednesday, October 20, 2021 5:47:06 PM

Post# of 3053
Uh huh. But. A WSJ reporter is quoting?? the GS analyst who "believes the technology isn't ready for prime time". I couldn't see the rest of the article but, if so, what does he see as lacking. Demand? Supply? Demonstrated deployment?

I wondered if he is afraid of structural change in the energy supply. If that is the case, then he is not alone. Rebalancing energy supplies will and must be addressed by industry and governments together. It can't be avoided. Let's hope they get it right.

All this in the context that the consumer will determine by and large the rate at which the transport fleet can and will convert to cleaner vehicles.

Hyzon and similar companies have to ensure that supplies of cleaner vehicles are increasing and the refueling infrastructure is rolled out timely. That is their job.

So, my take is analysts have to do a better job and think a tad more deeply. This is too complex for quick and clever sounding "research". Perhaps the GS analyst should release his research paper for general review. Ditto for the WSJ reporter.





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