Research
FORUM TRANSCRIPT

ITM – Competitive Landscape & Hydrogen Electrolysers Outlook

  • Public Equity
  • Energy
  • Europe
PREMIUM

Specialist

Former executive at ITM Power plc.

Agenda

  • Order outlook, focusing on timeline for large order intake across ITM (LON: ITM) and competitors
  • Hydrogen-per-kilogram pricing outlook and delta vs natural gas
  • Commoditisation in PEM (proton exchange membrane) and alkaline
  • Competitive landscape and technology comparison

Questions

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