Former technology manager at Industrie De Nora SpA.
- Order outlook, highlighting timeline for large order intake
- Hydrogen per kilogram pricing outlook, focusing on Nel’s (OSL: NEL) 2025 USD 1.5 per kilogram target and delta vs natural gas
- Commoditisation in PEM (proton-exchange membrane), including outlook and threats from SOEC (solid oxide electrolysis cell)
- Competitive landscape and technology comparison
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