Slack: C0A0J07FGKT/ts:1770500378.4671

Author: Mike Arnold Date: 2026-04-07 Type: slack Evidence: 1 Themes: 1

energy-sector-structural-positioning

🟢 [E1104] Long thought hydrogen is the best alternative most quickly scalable for US transportation. Grid is not sufficient for majority EVs plus datacenter boom - we are woefully under-built. Toyota has long viewed hydrogen cell technology as best path forward. Solar for houses and hydrogen for cars appears solid path forward.
supporting · 2026-04-07