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The Future of Hydrogen
The next thing that becomes the biggest challenge is price sensitivity. There are refineries that use hydrogen today where it's an easy one-to-one change, but those are maybe more cost-sensitive customers because they say what is the benefit for me at the end of the day to make that change? I'm paying for a fuel at a premium to what I get it for today and there's no kind of carrot that comes with that. So in places like Europe where you see a demand side subsidy and some more clarity around that demand side subsidy than we maybe have on the PTC in the US right now, that's where we're seeing a lot of interest. That kind of lends