Rainbow Rare Earths Phalaborwa project shaping up to be one of the lowest cost producers globally. Watch the video here.
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Dear all,
Richard Hulf spoke to London South East and made a compelling investment case for green hydrogen. Richard believes that the only viable replacement for grey hydrogen in industrial processes like the creation of ammonia is green hydrogen. This is a $175 billion dollar market. Europe alone is forecast to need 300 Gigawatts of green hydrogen, yet currently only manufactures 1 GW. This shortfall represents a huge gap and a great investment opportunity, which is why the HGEN fund was set up in 2021 to invest in hydrogen and hydrogen focused assets. Please do watch the full interview here: https://youtu.be/ft2-xC62swM
• HydrogenOne are a London Main Market listed fund specialising in clean hydrogen and hydrogen-focused assets
• #HGEN was launched in 2021, with a market cap of around 95M pounds
• The grey hydrogen industry which green will replace is worth $175 billion per annum
• Europe needs 300 gigawatts of green hydrogen by 2030, just manufactures 1 GW today
Re the prez.. OK, I'm a gung-ho long on this thing and appreciate Mr. Hulf's content. But..
He alludes - perhaps unintentionally - to the idea of hydrogen being a direct replacement for the gas in home or building heating systems. This is wrong. I only remark upon this because this red-herring is often dragged up as a straw-man argument by energy-haters. To be clear, your gas-boiler goes away and is replaced by electric; it does not get its methane replaced by hydrogen.
Yes. I thought it was odd when he went there in the interview. There’s plenty of real use cases for green hydrogen without getting into that old argument. Just imaging the amount of spare electricity you would need to produce that much hydrogen.
So why is this still going ahead? https://www.h100fife.co.uk/
I think there are quite a few question marks here.
I like others feel this area is a goer.
However:
Hulf's proclaimed 20% pa return, has not materialised, at all. I note he's stopped promoting that now!!
Since launch in July 2021, this share (fund) has managed to lose 25% pa. This is after an initial 20% rise.
I wasn't expecting immediate fireworks, as this is an investment. But........
He alludes - perhaps unintentionally - to the idea of hydrogen being a direct replacement for the gas in home or building heating systems. This is wrong. I only remark upon this because this red-herring is often dragged up as a straw-man argument by energy-haters. To be clear, your gas-boiler goes away and is replaced by electric; it does not get its methane replaced by hydrogen.
I'm not being obtuse here but why not?
I don't understand why Hydrogen can not simply be burned as a fuel replacement for Methane, Kerosene, Petrol, Diesel...
No one has ever given a strong reason as to why this cannot be done.
Yes I hear possible problems around storage but if H2 needs to be stored in a vehicle/building to be converted in to electricity in a Fuel Cell, what's the difference in storing it in said vehicle/building to burn it in an engine or boiler?
Genuine question for all the Hydrogen scientist out there.
I don't believe it's HGEN but rather the sector sentiment - compare to ITM, CWR, AFC etc
Gyroman, the answer to your question is here: https://hydrogenonecapitalgrowthplc.com/wp-content/uploads/2023/07/HydrogenOne_Capital_Bluffers_Guide_2023.pdf
Inneos the supplier of the H2
https://www.autocar.co.uk/car-news/new-cars/first-new-uk-hydrogen-fuelling-hub-open-2024