did you see the JV? Pretty sure there is a strategic vendor agreement or something to replace it and all this could have happened in the last few weeks . I haven't seen how far the factory has got, but we weren't funding the factory construction
I'm happy with supplying 200+MW of electrolysers and may be many more
Most of their projects going forward will use the FFI electrolyser just like PLUGs projects will use PLUGs electrolyser.
Given we have sold 80% of our production for electrolysers this year it isn't an impact to 2023 numbers for sure and removes one distraction