Beg to differ here. The critical aspect is understanding the tech part of Bloom’s electrolyzer. They work on the solid oxide technology, however there are companies which are commercializing technology which is way cheaper than Bloom. Secondly, the concept of mining hydrogen also called white hydrogen, is also gaining traction. Don’t expect electrolyzer to contribute significantly to MTAR’s topline in 3-5 years. Although, agreed, fuel cells are a fantastic product, and that’s where I see majority of growth coming for MTAR
Subscribe To Our Free Newsletter |