RE:The way I see itRod
i don't even think it's a matter of trust. What ucore has seen at pilot scales now has to scale at CDP level. Think it's more like Hope.
at least we are past the pdf and glossy phase and closer to " is this gonna be a viable improvement over SX"
if it is, customers should be an issue. If not, they get sidetracked.
They are going to be doing trials over the next 18 months, maybe more. It may take awhile.
all this stuff takes twice as long as expected, ex: my PLUG taking twice as long to commission their GA
Green hydrogen plant.
still a question of where all the $$$ coming from to build actual SMC? Unless an offtake is pre funding so they can build it.