ITM Power is leading the world in PEM electrolyser manufacturing, and we believe it can use this to build sustainable advantage and grow market share in a rapidly growing hydrogen economy. The company is funded to add capacity and over time this should enable ITM to keep up with market growth to maintain a strong market share. The product is itself world leading which again creates competitive advantage. Demand itself appears secure with the IEA suggesting a major supply deficit by 2030. We init ....
25 Oct 2021
ITM Power - A Strong Position in a Strong Market
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ITM Power - A Strong Position in a Strong Market
ITM Power PLC (ITM:LON) | 49.9 -0.2 (-1.0%) | Mkt Cap: 307.6m
- Published:
25 Oct 2021 -
Author:
Adam Forsyth -
Pages:
51
ITM Power is leading the world in PEM electrolyser manufacturing, and we believe it can use this to build sustainable advantage and grow market share in a rapidly growing hydrogen economy. The company is funded to add capacity and over time this should enable ITM to keep up with market growth to maintain a strong market share. The product is itself world leading which again creates competitive advantage. Demand itself appears secure with the IEA suggesting a major supply deficit by 2030. We init ....