(And I though I had seen a similar segment on "Answer with Joe", but I can't find it.)
None of those would be opposable source, of course - there won't be any until they open a plant, publish data, etc...
In the meantime, I see a hype cycle brewing, and it makes me a bit uncomfortable - but, we'll see.
[1] https://youtu.be/yNP8by6V3RA