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Jean-Baptiste Henri Rolland

Research Analyst at Bank of America Corp. /de/

Jean-Baptiste Henri Rolland is an Associate in the Research Division at Bank of America (BofA) Securities, focused on equity research for the metals and mining sector with coverage including companies such as Umicore SA, Johnson Matthey PLC, and Anglo American PLC. He frequently participates in earnings calls and industry events for these firms, providing insights on financial performance and market trends. Rolland began his analyst career at Bank of America Merrill Lynch prior to 2018, with no publicly available information confirming prior firm experience or transitions. His professional credentials and FINRA registration status are not disclosed in public sources.

Jean-Baptiste Henri Rolland's questions to L AIR LIQUIDE SA /FI (AIQUY) leadership

Question · Q3 2020

Jean-Baptiste Henri Rolland asked about the company's strategy around electrolysis, specifically whether its focus on PEM technology for the Bécancour project indicates a strategic bet on PEM over alkaline for future large-scale applications.

Answer

CFO & Executive VP Fabienne Lecorvaisier stated the goal is to master the full hydrogen value chain and that the company is testing multiple technologies, not exclusively betting on PEM. Executive VP Michael J. Graff added that while the company has extensive experience with alkaline technology, PEM offers advantages in operational flexibility and ease of use with intermittent renewable power, which they are keen to prove at industrial scale.

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