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The tipping point towards hydrogen is ever closer Britain ‘can overtake EU in hydrogen energy race’ The flexibility of Brexit will give the UK ‘first mover’ advantage, according to a prominent hydrogen advocate Britain can overtake its European rivals to take a lead in the hydrogen power race following its departure from the EU, according to the boss of Italian energy giant Snam.
Marco Alverà, a prominent hydrogen advocate, said the flexibility of Brexit will give the UK “first mover” advantage.
“Here [in the EU] we need to agree on incentives with a lot of people. We need to make carbon border adjustments with a lot of people,” he said.
“Here you need consensus on a lot of the big transitional adjustments. My hope is that the UK continues to adhere to a lot of the same kind of approaches [as the EU], so that it doesn’t become completely isolated,” the 46-year-old executive said.
“But I think the speed with which the UK can move is very strong, even [faster] than the US.”
Mr Alverà’s remarks come at the end of a tumultuous week for energy markets. Prices have rocketed across Europe amid natural gas shortages after storage facilities were drained last winter. Speculation is rife that Russia, one of Europe’s biggest exporters, could be limiting supply for political purposes. Six weeks ahead of the UN’s Cop26 conference on climate change in Glasgow, Mr Alverà said that a switch to hydrogen will break Europe’s dependency on energy from Russia, Norway and north Africa.
So-called green hydrogen, made by splitting water molecules using electricity from wind farms or solar panels, could pave the way for many countries to become energy self-sufficient Germany may struggle to make green hydrogen, however, Mr Alverà added.
“Today Germany runs on coal, nuclear and diesel and doesn’t have a lot of sun. It has some access to wind ... [but] it’s nothing like the UK or Ireland. And the people in Germany don’t want onshore wind because it’s ... very densely populated.”
The Snam chief executive continued: “So Germany has to get out of coal, get out of nuclear, get out of diesel. It has to import massive amounts of renewable energy.”
If the UK becomes a leader in hydrogen production, Germany could be dependent on Britain for a large amount of its renewable energy, Mr Alverà’s said.
Last month the Government pledged to unlock £4bn of investment in hydrogen as part of Boris Johnson’s 10-point plan for a “green industrial revolution”. Ministers said a UK-wide hydrogen economy could support 9,000 jobs by 2030 with the energy source powering transport, heavy industry and homes.
Government analysis suggests that just over a third of the UK’s energy consumption could be hydrogen-based by 2050.
SEOUL -- AVL, an Austrian engineering company that provides solutions and methodologies to shape future mobility trends, tied up with South Korea's Hyundai shipbuilding group to develop hydrogen fuel cells for ships by 2025. The partnership comes amid an active campaign by South Korean shipbuilders to take the upper hand in global markets with eco-friendly vessels and smart ship technologies.
The stand out here is the involvement of MSC (Mediterranean Shipping Company) as part of the consortium - zero emissions on Cruise ships has to be an absolutely massive plus for the companies and their passengers.
Whilst this is good news, these are only feasibility projects so likely to be fairly small budgets and associated grants from IUK. The news is unlikely to have any impact on the SP, or near term business other than some useful PR.
The two projects in which Ceres is involved will evaluate the most effective means to integrate its solid oxide fuel cell (SOFC) technology in megawatt-class cruise ship applications. Ceres said the projects will allow it to demonstrate how its fuel cell technology can be used in the marine sector where the International Maritime Organization has mandated a 50% reduction in emissions by 2050 from 2008 levels.
Aaron Anderson, SVP of Research at Fisher Investments, comments:
High inflation should prove temporary because it is a supply-chain issue not a monetary-policy issue. Money supply measures have spiked, but they do not necessarily represent spendable money and are not the primary cause of recent inflation.
Prices are likely to moderate once supply-chain issues fade, regardless of how the Fed tweaks monetary policy.
Boyobach Yes, exactly the impatient investors are departing leaving the long term holders in both companies.
I am no fan of ITM though, they have invested heavily to supply capital equipment with no proven demand - Linde seem to have the best strategy to limit their exposure but still benefit big time if ITM's gamble does pay off.
Ceres have lots more options going forward and eventual investment will be mainly provided by their business partners.
Chilting: I guess their [ITM's] SP could fall ...and CWR could follow? Events proved you utterly correct Chilting. For LT holders, CWR can be a good cash stream if managed properly - it's not a 'buy and forget' (nothing is IMO). It'll be interesting to see how the Interim Results on the 30th are received - there's a tendency for shares in this sector to attract some investors with high expectations and little patience. Always good for trading and reducing one's net cost per share.
ITM results out this morning - steady progress, heavily reliant on Linde, with plenty of cash in the bank - revenue from sales up 30%, that's good, but grant income down, still loss making overall - I guess their SP could fall, its never great looking back for growth companies, and CWR could follow?