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Jack_Bolander

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Jack_Bolander

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Monday, 01/08/2024 3:41:10 PM

Monday, January 08, 2024 3:41:10 PM

Post# of 56940
B_B - I hope you are right. I'm long some excellent Hydrogen plays.

But in the US with Hub funding not being distributed until Q-4 24 or 2025 and IRA / 45v not happening for at least 8 - 9 months, you may be a bit early for your predictions.

If people are waiting for the 45v final rules to place their orders or build their facilities, those decisions are 9 months away, leaving just one Quarter left in 2024.

Although your guesstimate would be nice, I don't share your optimism until 2025 the earliest.
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