The Helion approach seems plausible to me. Can you point me towards some of the sources that give you vibes?
(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.