going by Jack's post from Nov 22, Exxon sees US demand for hydrogen going down the tubes...they dont see Europe's hydrogen future getting any better either....that leaves a whole lot of companies scraping for the same crumbs...
Exxon wanted to be a big player in hydrogen but they shut down the building of what would have been the worlds biggest hydrogen production facility after pouring $500 mil into it...im taking that as a great big hint...
imo, nuclear is fast becoming the best option for the future...clearly nuclear would be better than hydrogen...many thought that future was much further out than it is...i think many are beginning to understand that spending hundreds of billions of dollars on hydrogen, which will only be a relatively short term thing, is not worth it...
all the hype about hydrogen cars, buses, planes etc is all played out...there will only be a few big players in hydrogen...and plug has already decided they will not be one of them...they are trying to become a niche player in a manner that they dont even seem certain of yet...
we shall see...