2) Chinese electrolyser systems are 3-6 times cheaper than Western competitors. Key factors:
Most of the public forecasts of electrolyser plant costs use learning curves to determine future costs. This has worked well for predicting solar and battery prices in the past, and learning curves can. be constructed for electrolyser stacks too. However... 
Solid oxide electrolysers are also known as 'high-temperature' electrolysers because they operate at >500C, and take steam, rather than an aqueous solution, as an input. 
While other manufacturers might provide just the stack (1/2 the cost of a system), EH2’s offer includes the stack, the balance of plant, and commissioning services. This close integration likely allows EH2 to pass on the margin of EPC contractors as cost declines to the customer. 
Some electrolyser manufacturers like ITM have already pared back their gigafactory ambitions. I suspect many others will be running their factories at low utilisation.
2⃣ Why you should start paying attention to sodium ion.
Residential heating, blending with natural gas, and baseload power still don’t make sense H2 PTC notwithstanding.
Though I don’t think we’ll be shipping liquid hydrogen globally, I wouldn’t be surprised if some does happen. 
Battery ships are mostly coastal like ferries or offshore supply vessels. A recent paper argued they could make sense even for ultra large vessels but to me recharging would become quickly challenging - 300 MW supply to recharge one ship per day!
Take this T&E chart for instance, which assumes that electrolysis is 76% efficient, and fuel cells are only 54%, which together account for the bulk of the losses. Almost every paper out there uses similar, often worse, numbers. 
🏭Debates around future hydrogen demand are heated, but we can all agree on it's importance for the industrial sector.