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To: E_K_S who wrote (53515)	12/20/2020 5:16:28 PM
From: Johnny Canuck	Read Replies (1) \| Respond to of 69177

Interesting article on using Ammonia as a feed stock for hydrogen. WIll have to do more research when I have time. Have you run across any articles on the relative density of energy using that approach compared to gasoline and deisel? Having been involved with a project that was looked at hydrogen fuel cell as a way to power the application way back in the early 2000's, hydrogen suffered from poor energy densities. Having to re-fuel more often was a deal breaker for many of the high volume applications like trucks and taxis, who were considered targets as early adopters. Being able to supercharge the new Li batteries makes EV technology competitive with hydrogen and it is cheaper to deploy the infrastructure. The low yields on membranes for the hydrogen fuel cells and the toxic nature of the production process was also a not well known challenge back in the day when the hype was ultrahigh. It will be interesting to see if it has changed much. I know PLUG is one of the names in the sector but again their main application seems to be in warehouses not transportation and that was one of the main surviving application from the hype of the early 2000's.

To: E_K_S who wrote (53515)	12/20/2020 5:33:01 PM
From: Johnny Canuck	Read Replies (1) \| Respond to of 69177

What are you thoughts on WMB now? It seems to still have a decent dividend relative to other alternatives and its infrastructure can easily be re-deployed to move other fuels - ammonia included I would guess. It looks like the issues with one of its major customers has been resolved at least short term. I think Bob prefers KMI though I still remember JimIsJim's concerns about management not taking care of their infrastructure for long term growth and their lack of alignment with the interest of shareholders. For me management alignment with shareholders is key.