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Should We Expect More Investment From the Majors in Hydrogen?
Should we expect to see an acceleration over what has already been a couple of years of large announcements from not just the new entrants, but the energy majors getting into the hydrogen space. They're one of the few realms where you can get and absorb and deploy this kind of large-scale capital that's needed. There almost certainly will have to be more investment from the majors in hydrogen. The question is going to be sort of effectively, where and in what form does that investment take place?