We would love to hear your thoughts about our site and services, please take our survey here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
The Department of energy & net zero visit every where. I think they like the free tea & biscuits kept warm with the electrolysers ITM produce !
Thanks Licancabur, found it.
From Linkedin https://www.linkedin.com/posts/itm-power_hydrogen-electrolysis-energy-activity-7171060091876548608-_r7y?utm_source=share&utm_medium=member_desktop
We were delighted to welcome the Department for Energy Security and Net Zero (DESNZ) to our manufacturing facilities in Sheffield. The delegation of close to 40 people were keen to visit ITM to better understand our electrolyser technology, discuss the opportunities for green hydrogen, and how to further grow our operations to drive economic benefit.
As the only commercial UK manufacturer of electrolysers, it was important to showcase our market-leading technology and explain our continuous innovation in PEM that puts us at the heart of the emerging global hydrogen economy.
The visit was reported on the company's Twitter feed this morning.
Hi BeardedDragon,
Can you post the link please. I cannot find it at the moment on Sky News.
Thanks,
Just seen on Sky News a government ministerial visit to ITM so there must be something positive afoot.
I genuinely feel for the guy, seems like he's missed the mark on what the RNS about AFC's cracker was really saying. It's not just about the energy savings; it's crucial to understand that the ammonia in question is essentially green hydrogen in a more transportable form. AFC's all about getting green hydrogen to the spots that are off the grid. This cracker tech is spot on for that. When you can't get green hydrogen directly, cracking ammonia back into hydrogen on-site makes perfect sense. Sorry for the spam.
PEM electrolyzers are ideal for large-scale green hydrogen production directly from water and renewable energy. Ammonia crackers, however, are suitable for smaller-scale hydrogen needs or in remote locations where direct hydrogen transport is impractical. They're not competitors but complementary technologies within the hydrogen supply chain, each serving distinct roles.
The argument that an ammonia cracker, due to its lower energy consumption, is inherently superior for green hydrogen production overlooks a critical point: the necessity of electrolyzers to produce the hydrogen that becomes ammonia in the first place. Electrolyzers, particularly PEM (Proton Exchange Membrane) types, are indispensable for splitting water into hydrogen and oxygen using electricity—ideally from renewable sources. This hydrogen can then be converted into ammonia for easier storage and transport. Thus, without electrolyzers, there would be no hydrogen to feed into the cracker. Asserting the superiority of ammonia crackers without acknowledging their dependency on the initial hydrogen production process is not just naive; it fundamentally misunderstands the complementary nature of these technologies in the green hydrogen production and supply chain.
ITMs pems are crucial for producing green hydrogen sustainably from renewable energy, while ammonia crackers provide a flexible solution for hydrogen distribution and use by converting stored ammonia back to hydrogen on-demand. Together, they address both sustainable production and efficient logistics in the hydrogen economy. Do you even know what you are talking about constructivenews?
It seems there's a fundamental aspect being overlooked here? The focus shouldn't be solely on the convenience of cracking ammonia into hydrogen wherever needed. Rather, it's crucial to consider how the ammonia is produced and the overarching environmental implications of the entire process.
The fact is to make 400kg of fuel grade hydrogen with an Electrolyser you need to use 1 Meg watt of power from a secure grid Connection! AFC Energys latest Ammonia to hydrogen cracker can produce 400kg of fuel grade hydrogen using only 5% of the power needed by an electrolyser. That is 95% less energy used to make it. Would you rather pay £1 for something or 5p.
ITM make hydrogen by electrolysis of water, which is an abundant product (too abundant in recent days!)
AFC's Ammonia Cracker makes Hydrogen from Ammonia, which as has been pointed out has to be manufactured.
It's hardly comparing like with like.
I want to see ITM, CWR & AFC succeed, I'm just pointing out with new technology coming along. How it changes yhe picture overall. The best & cheapest places to produce green hydrogen cheaply is in places such as Saudi Arabia & places that get alot of sunshine & wind . It is then shipped to places like Europe & the UK. Then the Ammonia is cracked back into Hydrogen were it is needed. It is way to expensive to produce hydrogen from green technology like Solar in Europe & the UK. Ammonia is now the carrier fuel of choice to ship Hydrogen that is converted into Ammonia in hot countries then converted back into Hydrogen in not so hot countries.
As always it depends on where the start point is for costings. How about starting the point that hydrogen has to be produced to manufacture the ammonia.
Constructivenews, once again if AFC's tech is so amazing, why is that not reflected in the stock price? You keep ranting about their cracker technology but it appears that there are only cracks in your theory that somehow ITM are in trouble.
Just stating the facts !
Shock, negative as per usual.
You need to use 1 mega watt of power from the grid to make 400kg of of fuel grade Hydrogen. With Afc Energys new moduler cracker technolgy you can produce the same amount of Hydrogen (400kg) using only 5% of the power. That is 95% cheaper. Also the new Cracker Technolgy on Afc energy is moduler & Scalable. This means Ammonia can be cracked into Hydrogen where ever its needed. You only need to produce the amount you will use. To make Electrolysers work, such as ITM's it is very expensive & you need to produce vast amounts to make it viable. It then needs to be transported to where its required. This increases the cost even more. Afc Energys new Moduler & Scalable Ammonia to Hydrogen cracker means it can be used on Ships, Trains, docks Airports, Trucks,Buses, Cars & a vast number of other uses. I was going to say, it's not rocket science to see the savings & convenience of cracking Ammonia into Hydtogen exactly where its needed. But it probably is racket science.
I'm very intrigued by what Helikon considers convincing evidence for shorting ITM, given all the heavy government investment in the industry.
The proposal to repurpose Britain's underutilized tunnel network for hydrogen transportation is not just a testament to innovative thinking but also aligns with the global shift towards sustainable energy solutions. As the UK government lays down substantial financial groundwork for hydrogen projects, the call for rapid investment in homegrown hydrogen production has never been more critical. This strategic move not only promises to accelerate the decarbonization process but also positions the UK at the forefront of the global transition to cleaner energy sources.
https://bnnbreaking.com/breaking-news/energy/repurposing-britains-hidden-tunnels-a-leap-towards-national-net-zero-goals
A bunch of Brazilians visited the plant this week.
Beware of Constructive News. A basher on the AFC page and bashing ITM also.
Potentially very important for ITM if it pans out as expected.
Thanks Jeff
The share price will be a hell of alot higher by end 2024 & even higher 2025.