Hyliion Holdings Corp (HYLN)

[WeTheMarket]

FD, what puzzles me about Hyliion is that they had recently announced a partnership with Hyzon to commercialize hydrogen FCEV trucks, and shortly thereafter, announced a complete change in strategy focusing on the KARNO generator for stationary power. In the meantime Hyzon is focusing on commercializing a 200 kW fuel cell for hydrogen FCEV trucks, and is working on a higher power 300 kW fuel cell to launch a stationary power application sometime in the future. There are currently huge incentives in California (over $300,000 per truck I believe when combined with other incentives) to make hydrogen FCEV competitive with diesel trucks, which go away in 2025 for large fleets. It would seem to me that Hyzon's strategy to focus on the trucks first makes more sense. Thoughts?