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Improving PEM efficiency - Alejandro Oyarce Barnett of Hystar
Everything About Hydrogen
The Different Sides of the Market
The equipment side, I think that is just tough because there's so many variables and questions about how that's playing out. A lot of them are still in this big scaling phase and they're building this mass manufacturing sites. There's all these government competitions that could be delayed. If they're delayed, that's extremely sensitive to the pipeline. So that's the equipment side. The commercialization company is slightly different because if you've got a project, the project has an off-take contract. It's inflation linked against assets. People take a different view. And then as a platform, effectively, how good is the business of actually being able to consistently deliver and deploy these projects? And
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