“I do think the hydrogen opportunity is probably more -- not probably, it is definitively more past 2026 than in 2026 for a lot of practical reasons.”

In context

“ial for acceleration here off of the numbers that you've articulated thus far in the four-year period? And then related how much of that is hydrogen in total if you can kind of give us at least some initial disclosure on that front. Rebecca Kujawa : Thanks Julien. It's Rebecca. I'll take that. So we continue to feel and I didn't directly answer Steve's question, so I appreciate you giving me another shot at it. I feel very good about our development expectations across the board. Obviously, we're now -- we're at the low end of the range for 2023 and 2024 and continue to feel very well positioned to meet the longer-term expectations across the four-year period. And with the comments I just made and Kirk made on the call, we couldn't be more excited about what's beyond the 2026 time frame. I do think the hydrogen opportunity is probably more -- not probably, it is definitively more past 2026 than in 2026 for a lot of practical reasons, not the least of which is needing clarity on the treasury guidance, which of course affects the customer discussions that we're having today. It also affects the way manufacturers are committing to their ramp-up of their capabilities to produce electrolyzers in particular. And, of course, as that clarity comes to fruition and hopefully in particular we realize the annual matching guidance for the hydrogen production tax credit all of that will start to accelerate. And then on top of that, we continue to see tremendous innovation across the clean tech space. Just over the last two years I was looking at the numbers from Bloomberg New Energy Finance and its $100 billion invested in clean tech across the venture capital space. So just tremendously exciting innovations that we're seeing and I”