So the argument is take excess solar power turn it into a fuel for use at another time. It's another take on energy storage.

Question for me is how do you make the business model work. Is it a bet that lower cost to produce or bank that carbon tax on traditional fuels makes it more cost competitive? Or in your case is it that downstream users are looking to clean up their supply chain so will look into a contract for that benefit?

To your point everything can't be electricity or alternatively fuels have different use cases. And it's certainly important to have a diversity of power sources especially as fuel has different attributes then electricity.