why do you think they need to ship the whole 2GW backlog this year? pretty sure they know when they have to deliver for these multi year projects the 2GW backlog is may be spread over 3 years for now.
like Amazon/Walmart roll outs were always at least 12 months in advance on a rolling basis.
but yet I think Ole was a little skeptical about the ramp up of "his technology" and not willing to go along with this aggressive plan. not sure about Rochester capacity - they may have taken over more space for electrolyser stack assembly
News 
Market Data 
Discover 
