The video they played at the start, a tour of the Georgia facility: is meant for the clients of competitors. I think the competitors are struggling to deliver their electrolyzer plants and Plug is showing these clients that Plug has a working alternative.
Hopefully, some of them will switch to Plug electrolyzers. - NEOM: Saudi, Air Products with Nucera Thyssenkrupp Alkaline electrolyzers - Rotterdam: Shell with ITM electrolyzers
For Plug’s existing clients (Fortescue, Fertiglobe/Scatec etc.) there is no alternative.
I think that in the coming weeks we will have some big deals.
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