RE: NATO4 Jun 2026 21:37
During times like these, ITM & HPOW should've been "mission critical". Imagine as a company, being able to switch to using a ITM/HPOW product and keep running cost below what current oil prices are. The trouble is, is the lack of foresight by businesses relying on anything in there supply chain that uses fossil fuels, they'd remain profitable throughout these troubled times. The UK would be wise to hedge towards this sector, if not for a future backup. The sameway solar panels had grants, or are now encouraged with new builds, for a country with barely any sunshine, with windmills that litter our coast. This is a stratigic pivot away from over dependance on fossil fuel.
That why the NATO contract didn't surprise me, the ability to run "off grid forward operating bases", another alternative fuel is the ability for all armies to win via logistics. When the Abram tnk was designed, it was designed to run on mutiple different fuels as to overcome logistical bottlenecks, the same should be true in the economy too. But unfortunately, the infrastucture isn't properly there yet, the shift, similar to EVs, solar pannels on housing, EV stations is still lagging behind. Hydrogen is still lagging behind, the tech is there, but businesses are shy to pick it up as of yet, instead expecting a return to the status quo in the world., so as to not buy into a technology that may only see use during such times. But if i was a businsses i would not lef my company fall whims to geopolitics and oil prices, i'd have a backup i could switch on, and keep operating cost down low & thus steal market share from my competitor who have not adopted this technology as a fallback or a means to pivot too when oil pricing is too expensive.