WTM - I guess the rationale could be that this helps them ramp up revenue quickly through sale of Electrolyzers as well as Green Hydrogen albeit at the cost of giving up on the monopoly. An either or option would slow down revenue growth.
My opinion is they look at the companies that will supply the most near- and long-term business that uses all our products. Therefore, we get a large up front and recurring revenue. That assumes low supply and high demand where you have pricing power. That is when you make Amazon and Walmart pay their freight!
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