We need to be looking at hydrogen pricing. If hydrogen costs $12-$16-$20 to the user, who is going to buy hydrogen?
Who is going to buy Electrolyzers to make hydrogen? Who is going to buy Fuel Cells that use hydrogen?
What happens to PLUG's business model if hydrogen is too expensive to use except for forklifts ? Microsoft knows the answer. Fedex knows the answer. MULAG knows the answer. So does Ole, FFI, Twiggy Forrest,