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Nel Hydrogen Heroya. The factory is open and fully automated. Nobody is doing this IN THE WORLD !
"Producing electrode plates for electrolysers: NEL will be producing electrode plates for electrolysers around the clock at the pilot facility at Herøya. Photo: Tom Riis.
Berdalen indicates that the plant will be capable of producing around 36,640 electrode plates every 24 hours, which is equivalent to 160 electrolysers providing 1 tonne of hydrogen, which in turn is equivalent to 2.2 MW each. Electrode plates are sent straight out to customers, together with a diaphragm that they buy. And the electrolysers are installed on site on customers’ premises. "
https://eng.heroya-industripark.no/latest-news/get-ready-for-industrial-halls-for-nel-a-game-changer-in-the-world-of-hydrogen
I trust my own research and this is a solid buy.
Thanks very much for this list MO , that's really helpful. Full disclosure, I am invested but am feeling unsettled and might exit to wait for clearer buy signals. I'm underwater on the stock already and there is likely more downward pressure on the SP. At the moment all hydrogen stocks are under pressure, probably because few of them are turning a profit and hydrogen is still an expensive form of fuel, although given the recent spikes of fossil fuel prices, that course may be altered . Nell still looks expensive for the size of their balance sheet, not taking into account the orders. It would be helpful to know what payment schedules for these orders are and how much payment is taken upfront. I guess we will get more info at the ER. The order list is impressive but despite the increase in revenue the company is still unprofitable and the technical indicators for the stock do not look good for the short term. There is now also European competition from companies with deep pockets.
https://www.reuters.com/business/thyssenkrupp-hydrogen-unit-eyes-up-687-mln-possible-share-sale-proceeds-2022-01-13/
I was looking at the nel Homepage annoucements over '21. Turns out, on average a PO was announced roughly every 6 weeks, with 50% flex. As far as i can judge, orders go for around 500k per MW, with POs in excess of 5MW making SP shifts of any duration, before a corrective pullback. Probably going to see next POs announced 2/2022. But who knows..
Ty mo
The sooner we get a update then maybe will start going in the right direction...
Look forward to your next installment....
EVERFUEL
1st H2Station Oslo-Hamburg Corridor - Supplied.
H2Station Hernning Q4 22 - Contract 100 H2 Taxis
FREDERICA 20MW (UPTO 300MW) DENMARK - SUPPLIED & OPENS Q2-Q3 2022
GERMANY 100MW 2021-2022 - SUPPLY
H2Station Trelleborg Sweden Maserfrakt AB H2 Fleet - Installed 2021
IWANTANI CORP USA - NOK150M 14 H2Stations 2021-2022 - Installed and Installing.
OVAKO STEELPLANT HOFORS - €11M 20MW Q4 2022 to Install.
WOOD ENGINEERING & NEL - 30+ CONTRACTS H1 '21 - to supply
HEROYA ELECTROLYSER FACTORY TO OPEN 2ND PRODUCTION LINE 2022 - CEO "Opens H2 2022"
H2Station SHELL HOLLAND - Install 2022
YARA FERTILIZERS INTERNATIONAL , PORSGRUNN HEROYA AMMONIA FACTORY - Q2-Q3 2022 Install.
5MW to install = ONLY 1% H2O Capability - MASSIVE
ZE PAK, POLAND 70MW SOLAR FARM ( largest in Poland) - H2Station €3.2m - Installed 2021
ARIES USA, PETAFLOP SUPERCOMPUTER & PARTNER NREL USA & NEL - Installed 2021
HyLINE - EUROPEAN HYDROGEN INFRASTRUCTURE PROJECT - NEL SUPPLY HYDROGEN 2019-2023 - NEWS to come on the amount of electrolysers to fit.
UN-NAMED USA GLOBAL FUEL CELL COMPANY - $26M PEM ELECTROLYSER CONTRACT 2022-2023 to install.
RAYTHEON TECHNOLOGIES, COLLINS AEROSPACE, US NAVY & NEL $54M CONTRACT - Ongoing
NIKOLA CORP
- ANHEUSER H2Station Q4 - 800 H2 Truck Fleet to supply. This is NOT Nikola's biggest client !!!
- NIKOLA TRE & IVENCO , ULM GERMANY - H2Station to Install.
- NIKOLA PHOENIX HQ - H2Station - Installed
- PG TRUCKING 2023 - Buying Nikola Tre H2 Trucks.
HEXOGAN PURUS, NEL PARTNER - USA 2 PRO CAB H2 TRUCK CLIENTS - Q2 2022 ( guessing supply as partner )
EXELON NUCLEAR ENERYGY GENERATION USA - PEM Electrolyser Installed Nine Mile Point with US Gov project to use this blue print across US NUCLEAR PROJECTS , so more to come...
H2Station VAL DE LOIRE FRANCE - Q3 2022 Opens.
SGN LEVENMOUTH , FIFE - 2021 WORLD FIRST GAS TO HOMES. 300 homes with expansion up to 900 homes. Active project.
ANGLO AMERICA MINING, ENERGIE & NEL - H2 Trucks hydrogen electrolyser supply TESTING 2022 SUPPLY by 2024.
YEAR 2023
STATKRAFT STEEL, CELSA, MO INDUSTRIES & NEL - Supply 40-50MW 2023 GREEN STEEL.
WRIGHTBUSES UK , DENMARK & LATVIA - 200 H2 Buses to supply by wrightbuses and NEL to supply the Hydrogen.
It is pretty clear NEL Hydrogen are winning business , some projects are 18 months to 3 years prior to opening. I have another list as long as the above of all the LARGE JOINT VENTURE PROJECTS with several CONSORTIUMS in the USA, EU & AUSTRALIA.
The most exciting is the list above is ACTIVE contract and supply. Taking a look at the next list shows the potential and the SIZE OF PARTNERS inwhich NEL , HEXAGON COMPOSITES, HEXAGON PURUS, HEXAGON AGILITY & EVERFUEL are building long term relationships is across many different sectors.
I will hopefully post a second list including ITOCHO CORP, TOYOTA, COSTAIN, SAGA PURE MARINE SHIPPING, ORSTED...
Mrblobby. The next Q4 results are due within 4 weeks approx. Covid will put pressure on supply which would naturally have happened BUT it is about investing and I have currently 3 pages of orders, deals, MoU's , LOI's and supply that is not necessarily actively put out in the press.
My list is coming. Its a long one.
Plenty of leads..what we need though is POs!!
Nel hydrogen electrolyzers to help produce 35% of Denmarks energy needs !!!
35% of DENMARKS ENERGY down to NEL & EVERFUEL
Nel Hydrogen partner Everfuel to supply 300 MW , the largest hydrogen electrolyser power generation plant in Europe see Crossbridge backing up the project :-
"The refinery produces approx. 35 % of the Danish consumption of fuels and has a similar export via the company's port terminal in Fredericia. Crossbridge Energy A/S employs approx. 240 employees."
Nel Hydrogen partner Everfuel and new partner for Frederica power plant looking to continue asap.
"Crossbridge Energy A/S will continue the partnership with Everfuel to establish a 300 MW electrolysis and Power-to-X plant next to the refinery, which will produce hydrogen from predominantly renewable energy in the refinery’s area."
https://crossbridge.dk/en/om-crossbridge/
Another titbit, the video of the inside of Heroya.
CEO says Q3 open, ramp up into Q4 and .....
OFFICIAL OPENING ( PR ) will be Q1 2022.
Then they will go back and do another inside Heroya video in Q1.
Newsflow I predict 'should - fingers crossed' be something big virtually every month.
Looking forward to it! Thanks for all the research..
Update on research.
Currently at 62+ leads and 2022 dates of supply , project starts and still going...
Hope to get it all down now by the weekend.
So much going on its easy to miss just how much business is being lined up and coming - covid may have a say - but there down in writing and contracts.
One example Wood Engineering H1 2021 30+ projects leads to NEL.
SFC - by the end of 2022 multiple new products for remote power by hydrogen replacing diesel back up generators and power supplies.
Oh the small one NIKOLA CORP 700 fuelling stations is counted as 1 project by my research.
This share price really is beyond belief and rediculously low now.
Incase anyone is interested , I am still collating data and its quite complicated to put in to a simple form due to the links via 2nd & 3rd party ownerships.
However, I am still going to try and post a decent summary so its all in one thread, ready for Q4 updates due any time. Last year it came in early Feb, but I was hoping for early Jan this year.
Looking to post before Friday.
Nikola Corp 4 contract of supply deals done in 4 weeks ! Commentary from the US.
Nel hydrogen also own shares in Nikola Corp once the supply momentum stokes the share prices that is more money in our pockets. Anywhere near Tesla in 2 years and it will be a good wedge of cash.
"Now what
The Covenant deal itself isn't a huge one. I think the way to view it is that a major trucking-fleet operator is kicking Nikola's tires, testing both the company and its products to see if there's a longer-term fit for Covenant's fleet.
What makes it interesting for Nikola investors is this: It's the fourth tire-kicking deal that Nikola has announced with major fleet operators since it made its first deliveries on Dec. 17."
NEL HYDROGEN partner NIKOLA CORP receive LOI to buy 40 Hydrogen TRE Trucks in 2022-23. Nel hydrogen is the main partner for supplying the hydrogen production fuelling stations.
"40 Nikola Tre fuel cell electric vehicles (FCEVs), following the satisfactory completion of a Nikola Tre BEV and Nikola Tre FCEV demonstration program. Delivery to Covenant of the first Tre BEV truck and mobile charging trailer for testing is anticipated to occur in Q2 2022, with the Tre FCEV testing expected to follow in 2023."
https://nikolamotor.com/press_releases/covenant-logistics-group-inc-signs-letter-of-intent-for-50-nikola-tre-bevs-and-fcevs-148?utm_source=twitter&utm_medium=social
Absolutely no idea. I will be extremely interested in the Q4 2021 results and any kind of guidance regarding the opening up of Heroya factory which seems to be passing investors / media by ?
It was my intention to list out just some of the contracts and supply rns for 2022 -23 as there are many.
I will start a new thread hopefully tonight or by Weds at the lastest.
Hi Majoroak, just wondering if you or any other interested shareholders could explain recent share price weakness. I note ITM also weak
Nel Hydrogen partners supplied hydrogen by Nel Hydrogen Electrolysers
"Toyota Motor: Toyota (TM) and Hino together are developing heavy-duty fuel cell trucks for the Japanese market. The company will launch a fuel cell module assembly line for hydrogen-powered commercial trucks at its Kentucky factory in 2023. Hino Trucks unveiled prototype hydrogen fuel cell Class 8 truck in August 2021, which it is developing with Toyota Motor."
Nel Hydrogen supply the hydrogen fuelling electrolysers.
Hyundai Motor: The company delivered its Xcient Fuel Cell trucks to Swiss customers in 2020. Hyundai (OTCPK:HYMTF) plans to supply around 1,600 hydrogen trucks by 2025 under a joint venture with hydrogen energy company, H2 Energy. Five XCIENT FCEV trucks will be operational in Auckland in 2022. Hyundai, along with its local partners in China, aims to deliver 4,000 fuel cell electric commercial vehicles in China by 2025.
NEL HYDROGEN & PARTNERS - a good read.
"They believe they have solved that problem and have 700 hydrogen stations planned in the U.S. and more plans to grow in the European market over the next decade in three phases.
Nikola has also joined a consortium to fuel heavy-duty FCETs that includes Hyundai, Toyota, Air Liquide, Nel and Shell. This will help standardize components such as hoses, nozzles and receptacles, Russell said. The fact that FCETs can fill up in the same time as a diesel truck, versus several hours for EVs, is another major selling point."
Nel Hydrogen nuclear inc hydrogen power supplied by Nel Hydrogen Electrolyser to start this year lets not forget. PR should be pretty good
"A Proton Exchange Membrane (PEM) electrolyzer will be installed and will use the station’s existing hydrogen storage system and supporting infrastructure. The electrolyzer will be installed and operations are expected to begin in 2022. "
Nel hydrogen electrolyser USA.
"The solar power generated is transferred to the hydrogen production plant and powers the electrolyzer. The electrolyzer uses water and electricity to make the hydrogen. The hydrogen is then moved to compressors, which takes the hydrogen from a low pressure, around 500, and gets it to a higher pressure, around 7,500 PSI, shares Kareem Afzal, CEO, PDC Machines."
Nel Hydrogen US electrolyser project gets going.
"Some of the companies that pooled their resources for the project include Trillium Transportation Fuels, which designed, built, and will operate and maintain the fueling station; Hembree Contracting completed much of the construction work of the station; PDC Machines and IVYS Energy Solutions supplied the compression and dispensing equipment as part of the station; Nel Hydrogen supplied the electrolyzer; and Ballard provided the fuel cell in the bus. "