not sure we need a deal with Walmart - they already buy their H2 from us under GenFuel contract. The new green plants will enable us to ship more of our H2 to them compared to buying from Air products - at the moment we can only ship from Tennessee plant (mostly grey but it is homemade) so the bulk of our supply to Walmart is big loss maker.
The NKLA deal will take off excess H2 once we have satisfied our own customers, may be including the AMazon deal.
It looks like they have take off agreements now for all of the in construction facilities (200 TPD 2024).
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