we don't have any actual figures since the numbers in the SEC reports are both in house manufactured fuel and bought from Linde/Air liquide.
Supposedly our in house produced greenish hydrogen costs $6-8/kg to produce and may be qualified for up to $3 production tax credit
Yes we make nearly enough for our customer demand BUT it s all in the southern half of the country and here are contracts in place to continue buying from Linde.
Customers in the Mid West around Chicago probably get Linde H2, as would California customers and North East. The cost of shipping even in liquid form would price the in house produced H2.
I suspect we buy from LInde at well over $12/kg. Jack would likely know
When Texas comes on line in 24 months then we would be selling a lot on the open market with good margins. We wouldn't be doubling our purchases from LInde - the exact opposite - so selling more will not increase losses as you fear.
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