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https://www.msn.com/en-gb/money/other/boom-in-wind-and-solar-will-see-huge-surplus-of-electricity-wasted/ar-AAX19vc
IMO CPH2 could step in here this statement (especially the last sentence) is from CPH2 website under power
"Decarbonisation of our energy systems (electricity and gas grids) is high on the worldwide agenda. Hydrogen will replace carbon-emitting coal and gas fired power plants. The production and storage of hydrogen will help to grid-balance when consumer demands dictates".
Generally a bit of a grim week but have retained focus on CPH2 and studying its merits.
After googling a bird's eye view of the new premises I begin to question how long the company can stay in the unit . . . with an expanding workforce and (?)increasing sales. On the other hand we don't know which materials are being held up. Some news would be helpful.
Also noted a Scottish company has/or is introducing a mobile unit in Dorset. It would seem to be a satisfactory stopgap step in terms of a UK and European market . . . worth investigating. On the other hand the entire focus might be on Iceland, Paraguay and Australasia. Plenty of information needed before increasing current, modest investment.
vagaries of the market has given some bargains
See that and bucked the trend yesterday took some doing.
stochastic moving in right direction - technicals in favour of strong move up
An increased "head count with ten additional process, mechanical, and electrical engineers joining imminently, and a new head of production has been identified and will join in due course".
How soon is "imminent"? Are they already in the shed? And how is the materials' supply line going? Get some news out and I might add here. In the meantime we have drifted well below the 50s.
Have been reviewing EU members' H2 subsidy availability (now out of our reach) and have been following up with SA connections on iridium subject: acknowledged our product is membrane-free but I am looking at a future roadmap scenario in its entirety . . . and where ATOM is going to take us . . . and visualising the ammonia upside with someone like HMI (Brazil) via Paraguay.
C'mon, Jonathan, the grass is growing beneath our feet.
New here. Why wouldn’t he share drop on 29th April RNS? Was the best leaked a few days earlier?
Am relying heavily on the word - SCALABILITY
and shall stick with it.
I continue the hydrogen study and just hope management are staying focused.
NZ and Oz are rapidly moving ahead.
Get the first installations up and running. See -
https://www.eeca.govt.nz/about/news-and-corporate/news/hydrogen-powered-heavy-freight-trucks-to-hit-new-zealand-roads/?msclkid=965844f6c86f11ec9c7a072eff8d83f7
Multiple units will need setting up across Australia.
CPH2, be at the front of the queue!
Heads need to roll here and they should of just said we dropped the ball but it won’t happen again
But no ,they use the covid excuse as a lot do ,but
Materials should of been sought a year or more ago
Knowing they were going to go out and sell them
But not even enough to make one complete is
Shocking and a tragic
Very poor forward planning.
Management, get a finger out.
Sheltering indefinitely behind the covid lark doesn't cut it.
GreenFuel, Iceland, alone must be getting impatient on any pilot plant.
Australasia could easily wander off.
I pull my hair out reading this update just when we are on the cusp of getting the UK known for this exciting technology
And the company didn’t think of ordering materials in
Knowing that their first order has to be delivered on time
And to keep with schedules unbelievable that they chose not to have procured all relevant materials needed even for the first one ordered
We were once know as a great manufacturing country
But this is basic requirements and bad management
And doesn’t fill you with confidence at all
Sad really
Hope they get their act together and know that it’s imperative they deliver fast and on time
https://af-cryo.com/hydrogen/?msclkid=44ec7899c64f11ec9a3750f0df02b5c1
Another heavy reading load tonight . . .
All being well I'll climb aboard tomorrow.
All the new tech is quite challenging for an old guy.
My knowhow is confined eg. to separating potable water from from seawater via limestone along the Skeleton Coast - very basic survival measures.
When is CPH2 going to join the race.
There will be a race for electrolyser manufacturers everywhere to produce as quickly as possible. Australia looks like it’s going big.
https://www.rechargenews.com/energy-transition/e-on-and-fortescue-plan-australia-germany-hydrogen-bridge-to-substitute-russian-energy/2-1-1193231
I've had CPH2 on my radar, I like the tech and obviously the H2 market is appealing (particularly electrolysers where there's likely to be a shortage of supply). However, I'm struggling a little with the valuation - £173m. What's this based on? Promise and jam tomorrow like some other H2 stocks?
Was intrigued as own AFC. Like the message but they lost me at.
1MW power input. Given the quoted ~75% op eff - what does this relate to.
How much is that Cryo plant draining in Kw or is it near Mw?
More R to be done by me, before I decide to join you.
>null
Looks good. I like the the mention of future business, even if it is a non binding letter of intent.
What they produce is brown gas as it is called, as long as they do not store it as brown gas which they do not it is relatively safe . Brown gas is used in it`s pure form in taxis , lorries and tractors, and is said to give a clean burn to a fuel such as diesel, additives for diesel exhaust fumes would not be required if brown gas was added with the diesel in the combustion chamber.
Bellers, thank you. Cheaper capex than PEM type and agree doesn't suffer from membrane deterioration. However nothing is for nothing and CPH2 electroylser design leads to in my opnion an increased safety risk via the hydrgoen / oxygen flammable mixture. I can't think of any industrial examples where flammable mixtures e.g hydrogen, hydrocarbon with oxygen present are processed together when it can be avoided. I wonder if an independent safety consultant has carried out a HAZID study or HAZOP.
Good morning *******
Thank you for your email.
We have a video entitled 'An introduction to CPH2 and how the Membrane-Free Electrolyser works' which may answer your question. This is available to view on our website https://www.cph2.com/resources/ If you have further questions after watching the video, let me know and I'll ask one of the team to contact you.
Kind regards,
Markbantam, I couldn’t find any info on how they separate the hydrogen and oxygen. There’s obviously no membrane and they mention cryo but nothing else. No diagrams or presentations. I’ve contacted them to see if they will mail a description of the process.
Truthfactory, Bellers. What are your thoughts on risk regarding the safety aspects of mixing hydrgogen and oxygen in the electrolyer? Cannot see if any independent safety assessment on this. Reports of explosion in existing industrial units in chlor alkali electrolyers often point to oxygen ingress.
That’s my monthly 2000 gone in. Be every month now until the sp is too high. Probably gonna shift some from Itm too. I’ve got too many in that basket now and Linde seem to take too much out.