Yup the expiration of the ITC is going to hurt the value proposition, however I will point out that a number of DCs in Canada have converted to hydrogen FCs and we have no such tax credit here. I'm not sure why you brought up the car issue as it is irrelevant to the conversation we are having on battery vs FC lift trucks. By this logic, the space shuttle should have used BYD batteries because they are better regardless of the application.
What I do know for sure is that our opinions don't matter in the big scheme of things. Only the end users will decide if the tide has changed.
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