Banger - You have touched on the most important issue.
We know Electrolysers work. But can they make a competitive alternative fuel?
The math and science say that hydrogen sourced from the electrolysis of water will cost twice as much as the electricity used to split the water. So I don't see hydrogen being economically competitive with electricity in most applications.
We already know that hydrogen sourced from fossil fuels is not competitive or clean.
So I am waiting to see what kinds of incentives and subsidies will be created to close the gap between incumbent fuels and Green hydrogen.
This is the make or break issue for PLUG.
2022 and more importantly 2023 will be interesting years for PLUG, but we won't have the full picture for several more years.
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