I wouldn’t put too much faith on Hydrogen/EV stories despite the press and ESG stuff. IF you believe in climate change, then reliable sources of energy is a must; the outages are now into 3+ days after natural calamities/damage. There is no renewable solution for this; only baseload from CNG and other nuclear assets.
CNG itself will end up being starter chemical for lots of industry and CBG will push its volumes higher. Short of H2 splitting cheaply by a new method for energy, CNG is actually a good space to be in the energy sector.
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