Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Actually Major Oak... I think k the quality of your research is tip top. V interesting reading. I have investments in 2 start up hydrogen companies so enjoy your input ??
According to Everfuel, renewable wind power will power the HySynergy Project, a so called PtX (power-to-X) plant, which AS Dansk Shell will incoporate into exisiting processes at the Fredericia refinery to either a) provide a source of power, as you mentioned, or, (b) using H2 directly in their synthesis routes (instead of getting it via gas reforming, indirectly) to reduce the CO2 footprint of their products; H2 being the reducing agent for several processes, e.g. hydrogenation of unsaturated C,H-intermeditates open to open up ethylene oxides (-> ethylene glycol), amongst several other product synthetic routes.
After the intital stage (building it this minute, as we know), later 1 GW on the cards from 2030-35 onwards.
Nearly one-half the energy consumed by refineries is obtained from by-product refinery gas and coke, and about one-third is supplied by natural gas. On a regional basis, refineries were found to vary by a factor of two in the amount of energy used to refine a unit of crude oil.
I would assume, the refining byproduct will still provide some of the power supply but I have seen plans for 2025 and another oil refinery using biomass, solar and obviously hydrogen.
The point of changing to hydrogen power is to remove byproducts CO2 from power creation, which you know, so I would assume this is the focus and not necessarily removing the 'blue' aspect of natural gas, but to convert more of that supply to the electrolysers to solar and to use some of the electricity they produce back in a loop to the actual electrolysers ?
Good question. I am no engineer, but if the EU are to help fund the transition and 300mw of power is switching to hydrogen then it must be a benefit.
Also Nel partner Hexagon Composites, Hexagon Agility also provide hydrogen storage solutions, which would be direct hydrogen supply to energy units as electricity ?
Either way, for me selling the units matters not necessarily the functioning details. I would leave that to the experts. With China US and India pumping so much CO2 out , the climate change issue is pretty murky to me. I am here to make money tbh.
One tip for investing in this swamp of snakes is follow the big money.
I note late after oslo closed NOK13 million buy went through. Since mid Dec and the slow fall of the sp big buys have been going through after close quite often.
NOK30M is the biggest so far as a buy.
Someone has the faith to buy NOK30M at around NOK13 is looking like a good pointer. Q4 results could drop any day now. That should give us all a better view of the next 6 months or so
I was gonna tweet nel and ask them, but maybe you know: 300 MW in electrolysers - where is the electricity coming from for that?
There was this Plan for a floating Island off the Coast, kitted out to Generate H2 using Wind...that's something else, i guess...
We're making progress on the #HySynergy #PtX-plant in Fredericia, Denmark ?????
Here you see the erection of the structural steelwork on the building that will house the electrolysers.
We look forward to producing green hydrogen later this year??
#Energytransition #hydrogen https://t.co/1j1RGIK9KQ
HUGE STRONG BUY but heck the market says down hydrogen goes. lol. Just makes it an easy buy.
Only flies are russia and April May inflation. It could still go lower yet ?
I do! Sure many others do, too! Very valuable insights..
Even the thread is a freebie from me as nobody else posts any new info.
Does nobody believe anything I post ... Wasting my time here.
Straight from the ceo horses mouth
https://twitter.com/jokle82/status/1486374563701301256?t=srr-Pj606ZfZNa-mcLagpA&s=19
Ill take that partially back:
https://twitter.com/jokle82/status/1486374563701301256?t=srr-Pj606ZfZNa-mcLagpA&s=19
Shame nel isn't supplying the Electrolysers to generate the H2 for the envisioned fuelling network...or have a missed something..
Oh , iwantthatone , there is a reply from nel, cheeky devils lol.
Congratulations on this very great milestone @nikolamotor ?? ?? ??. Is that a Nel ASA fueling station I see in the background ??.
I hope many of those are ready to be deployed in the USA @nelhydrogen @jonandrelokke @BearsWorkshop
Oh dear oh dear , I hope the small little carp company called nel hydrogen can cope with any type of questions on producing one or two electrolysers for that carp company called nikola corp FCEV !!!!
HAHAHA, iwantthatone, wonder just wonder if the CEO of NEL happened to mention at the opening of a 24 hour 7 day a week , FULLY AUTOMATED ELECTROLYSER FACTORY for ALKALINE ELECTROLYSERS ( afc now chasing as they look to try and figure out how to get in the game of alkaline electrolyser HAHAHA ) yeah 'that' factory that quote " will be shipping supplies to the 3 main clients in Q4 2021.
Clients being :-
NIKOLA CORP - 700 Fuelling stations $800m+
EVERFUEL ( TOYOTA wink wink ) - ALREADY SUPPLYING FROM THE FACTORY
&
IBEDROLA - €800 M contract and SUPPLY STARTED IN Q4 2021 !!!
Have wonder boys afc got a contract for €800m ?
This excludes the other 70+ deals that have been done for supply of units during 2022/23.
afc will still be thinking about alkaline electrolysers whilst NEL HYDROGEN will be actually CASHING IN.
Do good research invest and sit back. If your research is right buy the dips like I have, kerching.
By year end these cheap , small buys I have done will have mounted up.
Please DYOR ( proper ) research and try and understand A - how Nel stays under the radar but gains mega contracts B - the markets can still take your money even in the best companies.
Relax and breath Mr Major. Roasted totally iwantthatone.
"Well this just happened! Two of our #NikolaTreFCEV alphas took their first road trip from AZ to CA on a single fill with plenty of hydrogen to spare once we reached our destination. https://t.co/nZpowdm0Vz "
From the small little US company who need 700 hydrogen fuelling stations at a cost of US$800M +.
Tiddler of a contract ey iwnatthatone ?
Happy to have been buying monday & tuesday , just £2,000 each buy as I follow it down. Anything below NOK15.00 is a buy imho for those who can hold to 2024-25.
I STILL stand by my prediction from last year that was competely wrong unlike my others from last year, NEL was the only one not push the price it should be at of NOK45-50.00. I FULLY stand by that.
NEL hydrogen do hardly any promotion of the wins and supply they have done.
Just look at the number of contracts and supply from 2021 and in to 2022. Only about 30% appear on the NEL hydrogen website. They do not need to 'PUMP' their wins overly. They know just how big they are especially in the US with the US Government deals signed when Trump was in power and now even more special with Biden pushing the green change.
If you are in with both the democrats and republican parties then thats a big bonus. US Gov support.
Iwantthatone - wow amazing how nel which is so carp as you suggest because they are not worth the sp are 10% up as of the time and date I write. Even more amazing that little new boys afc are also up 10% ???
Maybe its the global markets rather than a specific company ??? Your original post was and has proven to be tosh within 24 hours LMAO hahaha.
Nel are as big a global hydrogen player as you can get. Other than Russia invading Europe and Denmark specifically , NEL are one hell of a buy.
Iwantthatone - utter rubbish fella.
Do some research. 6 months charts . AFC the love of your life is 50% down !!!
NEL, ITM, McPhy hydrogen along with AFC ALL DOWN about the same.
Look at the golden boys of lithium ? Exactly the same ALL DOWN from Nov around 30-50%. Thats lithium with shortfalls very well quoted.
Now look at inflation linked oil & gas.
BP & SHELL 6 month sp's WAY UP due to inflation.
You , my friend are clueless.
As for your tripe on NEL , lets just give the factory 12 months as the first 2 months from Oct/ Nov were slow processing of line programs as it is THE ONLY FACTORY IN THE WORLD to be an electrolyser producer and supplier.
How do you know where NEL currently stand ? The Q4 results , which do not include fully functioning factory will give a clue to just how many electrolysers are being supplied. A CLUE not full figures on full production.
They stated in Q3 that covid had effected supply due to transport , materials and staffing issues GLOBALLY.
So I would expect this to be the same as Omicron has hit us all since and in a major way.
NEL is as good a company that you will find - period !
Do some research and dont bother coming on here ****ging nel off when AFC have had a 50% drop too.
AFC look like a small bag of spanners company anyway, so i'd suggest you stick to them.
Me , I'm buying the falls each day and loving this extra chance to buy at half the price. By 2025 come back and tell me NEL is carp LMFAO you moron.
NEL is suffering because it’s still loss-making and positive earnings are some way into the future. Doesn’t matter that it has sales revenue now, the market doesn’t see its mcap as justifiable. Also doesn’t matter how big its factory is if there aren’t enough orders.
Crikey, Nel has being hammered over the last few weeks. I appreciate ITM power also adversely effected but is anyone aware of why Nel in particular is suffering?
I look at sp, contracts, companies partnered with ( nels are including Hexagon Composites, Hexagon Purus, Hexagon Agility, Everfuel all spin offs so direct contacts in personel ), global reach, factory size and priduction capabilities ie NEL factory PEM in Wallingford US 3,500 + already supplied, Denmark factory and new THE WORLDS FIRST AND ONLY 24/7 FULLY AUTOMATED Electrolyser plant in THE WORLD.
No comparrison and first mover , historic pedigree advantage always goes to NEL.
Yet still down, bonkers to me. 2025 and this company will be amongst Shell BP and Exxon. Just you wait and see.
Hexagon Composites is a NEL HYDROGEN partner spun off from NEL.
The scope of the development contracts covers the complete hydrogen infrastructure systems where HYON will use Hexagon as supplier of the hydrogen pressurised storage tanks and Nel Hydrogen as supplier of the onshore hydrogen production and fuelling solutions. HYON will perform integration of hydrogen systems into turnkey solutions according to the needs of the project and the customer.
Holding Nel Hydrogen shares is also getting NIKOLA CORP, EVERFUEL, HEXAGON PURUS and now HYON Marine shares for free.
Bouns. Should Nikola Corp do a Tesla then we are quids in to Nel's bottom line - hooraaaah.
Share price fall is now well beyond a joke and massively oversold.
NOT INVESTMENT ADVICE but imho as a member of the public it is now a screaming buy ! NOT financial advice.
Nel Hydrogen sole electrolyzer supplier to HYON marine project see HYON rradying to list in Europe !
HYON AS announces successful private placement of NOK 50 million and intention to list on Euronext Growth
(Oslo, 21 January 2022) HYON AS (HYON), the provider of zero-emission maritime hydrogen bunkering solutions, whose majority owners include Nel ASA, Norwegian Hydrogen AS and Saga Pure ASA, announces the successful completion of a private placement of NOK 50 million, valuing the company at NOK 130 million. The company has an intention to have its shares shortly admitted to trading on Euronext Growth.
“The private placement was oversubscribed and attracted strong investor interest. The placement and potential listing will allow HYON to continue the growth and development to leverage on the leading position in the market for maritime hydrogen fueling solutions. We will deliver bunkering technology to the world’s first commercial-scale filling station for pressurized hydrogen for the maritime sector at the Hellesylt Hydrogen Hub, showcasing our solutions to the numerous maritime hydrogen projects set to commence construction over the next years,” says Jørn Kristian Lindtvedt, Chief Executive Officer of HYON.
HYON has completed a private placement of 21,367,521 shares at a price of NOK 2.34 per share raising gross proceeds of NOK 50 million. The private placement values the company, based on the shares outstanding following the private placement and the offer price, at approximately NOK 130 million.
“We are pleased with the strong interest in HYON. With the company’s focus on developing leading hydrogen bunkering technologies, a strong team and exciting projects in the pipeline, we see them contributing to shaping the future of hydrogen in the maritime sector,” says Bjørn Simonsen, Chief Executive Officer of Saga Pure and Member of the Board of Directors of HYON.
The net proceeds from the private placement will be used to fund growth and scale on investments made, and to strengthen the balance sheet for general corporate purposes.
“HYON is filling an important gap in the value chain critical in making hydrogen a success within maritime applications, both domestically in Norway and beyond. We therefore look forward to supporting HYON and working with them to realize this important market which has a huge future growth potential,” says Jon André Løkke, Chief Executive Officer of Nel.
HYON has an intention to have its shares shortly admitted to trading on Euronext Growth.
Arctic Securities AS acted as managers for the private placement and Advokatfirmaet Schjødt AS is acting as legal advisor to the company.
Still remembering. FCH JU ... From London ? Well ...
"The Consorci de la Zona Franca de Barcelona (CZFB) and Transports Metropolitans de Barcelona (TMB) have reached an agreement to build a hydrogen refuelling station that will serve fuel cell buses in Barcelona.
The agreement, signed this Monday by the State Delegate of the CZFB, Pere Navarro, and the president of TMB, Rosa Alarcón, states that they will allocate a plot of the industrial estate of 5,000 square meters, in which a hydrogen production, storage and refuelling station will be built.
The station, a pioneer in Spain, will be used by TMB fuel cell buses and potentially other fleets will also use it, as well as the industries on the estate and private vehicles that adopt hydrogen as an alternative energy solution.
Eight fuel cell buses have been purchased for a value of 6.5 million euros as part of the EU-funded JIVE 2 project that aims to promote fuel cells and zero-emission vehicles. This project is co-financed by the Fuel Cell and Hydrogen Joint Undertaking (FCH JU).."
https://m.marketscreener.com/quote/stock/IBERDROLA-S-A-355153/news/Iberdrola-S-A-Spain-presents-in-Dubai-the-largest-Green-Hydrogen-plant-in-Europe-located-in-Puerto-37504509/
Ibedrola planning 150,000 fast charging points in Spain by 2025.
So where is the hydrogen coming from ?
"Iberdrola and Fertiberia recently announced an initiative to go beyond the Puertollano project and install 800 MW of electrolysers by 2027. These green hydrogen projects would also be developed for Fertiberia’s plants in Spain."
NEL HYDROGEN PREFERED SUPPLER OF UP TO 800MW. So say USD$3m per 2MW order.
"It is a great pleasure working with H2 Energy, whose core values around clean energy and de-carbonization align so closely with ours,” says David Bow, Senior Vice President of Nel.
The purchase order, which represents the first containerized megawatt Proton PEM electrolyzer delivered by Nel in Europe, has a value exceeding USD 3 million, and will be installed during second half of 2019."
So USD$3M for the first 2MW unit of 30MW.
If Ibedrola want 800 MW of supply , how much is that one project ? Nel is valued at NOK12-13.00 ???
Wait until NIKOLA CORP ask for hydrogen supply.
Yes I will keep saying this as the city boys fill investors heads with carp and double dutch talk. W k r s if you believe them than doing your own research then you are daft.
Dont worry about the small stuff. The big stuff is coming.
https://renewablesnow.com/news/nel-named-preferred-electrolyser-supplier-for-iberdrolas-green-fertiliser-project-719582/
Nel Hydrogen & Wrightbuses H2Ststions in London.
REMEMBER - FCH JU.....
"Bart Biebuyck, Executive Director of the Fuel Cells and Hydrogen joint undertaking (FCH JU), said: “We are proud to see that thanks to our grant the JIVE project enables the market size scale-up of fuel cell buses in Europe and contributes to the price reduction for the entire value chain. With green hydrogen solutions we can improve the air quality of London and build a climate-neutral transport system for our future generations. London has long and successful history with fuel cell buses and played a key role in leading a joint procurement scheme on behalf of several UK cities for the deployment of world first double decker buses running on hydrogen”.
Jens Egholt Rasmussen, Senior Director Global Sales at Nel Hydrogen A/S, said: “In May 2019, we were proud to announce a contract for a bus H2Station™ solution for Transport for London. Today, I’m happy to confirm a dual bus H2Station™ has been commissioned and is now fully operational. While currently in the ramp-up phase, eventually, 20 buses will be fuelled at the station on a daily basis. Hydrogen buses are already a competitive alternative to battery buses, with significantly faster fuelling time and therefore, less downtime. They are also becoming more of a competitive alternative to diesel buses on a total cost of ownership basis. The market for such solutions is growing quickly and we see significant opportunities going forward. This is an important step in the right direction.”
Notes to editors
London Mayor Sadiq Khan will visit Perivale bus depot in Ealing on Wednesday 23 June to take a ride on one of the new buses and see the new fuelling station completed by Danish firm Nel Hydrogen.
The use of hydrogen powered buses in addition to battery electric allows TfL to match the right fuel with the operational requirements of the network. Hydrogen buses store large quantities of energy, which can make them well-suited to longer routes."
https://www.london.gov.uk/press-releases/mayoral/englands-first-hydrogen-double-deckers-launched