Hazer has only a very small window of opportunity. Within 6 years, hydrogen from renewables via electrolysis will be the cheapest way to make it. Which means no profit from H2 sales, just recoup costs. So that leaves graphite. Graphite appears to be a very competitive industry with low prices despite increasing demand.
links:
https://www.carboncommentary.com/blog/2019/2/26/making-hydrogen-from-renewables-is-as-cheap-as-making-from-natural-gas
https://www.businesswire.com/news/home/20160818005054/en/Top-5-Vendors-Global-Graphite-Electrodes-Market
Hazer has only a very small window of opportunity. Within 6...
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