I'll admit to being lazy. I take the easy road. I look at connections, first and foremost, and when I see connections to the likes of Dow and Waste Management I take notice. I let them do the DD for me. Permits and public share availability are important if one is interested in buying a piece of the action. I'm more interested in the tech with a long term goal, eventually, of buying into the leader of this long list of contenders.
I do expect 5 or 6 to emerge and lead the way worldwide. Those possible leaders are now emerging. I await the leader(s) competition will select.