Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
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Interesting take on marketing and rebranding. With recent milestones like the Shell deal and visits from the UK government, visibility is key Toneman.
Or, it shows a confidence in drawing a line with the past, & gives direction for the future.
Toneman, somehing I am sure , even you have done in performance reviews & work, to great effect.
Let us hope that the DESNZ have absorbed the findings of the Royal Society report on long term energy storage and have a serious plan to accelerate hydrogen generation/storage. Making use of all the UK based tech and wind energy resources estimated as 1800GW: https://gwec.net/wp-content/uploads/2021/06/United-Kingdom_Offshore-Wind-Technical-Potential_GWEC-OREAC.pdf . Significant sovereign wealth fund potential!
I can understand why Dennis would want to try and break away from anything that looks like the ITM before he feels he fixed it. But a rebrand is seldom seen as a mark of strength. It suggests the need to relaunch, in a slightly desperate bid to be visible again. In addition to that I'm not sure we have money to waste on stuff that isn't likely to move the needle.
"We had two visits from Department for Energy Security and Net Zero this week and we were delighted to welcome a delegation from the Policy Team to show them around our factory and get to grips with our technology. With ITM sitting at the nexus of supply chains, with over 23 years developing electrolyser technology, we are uniquely placed to share our ambitious vision for the UK, and beyond. Many thanks to the DESNZ teams for their interest in what we are doing. Our door is always open. "
The Department for Energy Security and Net Zero visited us twice this week, which seems like a big deal. It shows they're really interested in what we're doing with our electrolyser technology. Maybe they're considering some kind of partnership or support for our clean energy solutions. It definitely feels like our work is getting some serious attention from the government. [announced via linkedln 2 hours ago]
"it's crucial to understand that the ammonia in question is essentially green hydrogen in a more transportable form."
Absolutely - Hydrogen is a great source of energy; BUT it is difficult to store and transport. This is where ammonia comes in. Ammonia is relatively easy to store and transport, so if there is an economical way of converting ammonia back to Hydrogen, that's great.
The Department of energy & net zero visit every where. I think they like the free tea & biscuits kept warm with the electrolysers ITM produce !
Thanks Licancabur, found it.
From Linkedin https://www.linkedin.com/posts/itm-power_hydrogen-electrolysis-energy-activity-7171060091876548608-_r7y?utm_source=share&utm_medium=member_desktop
We were delighted to welcome the Department for Energy Security and Net Zero (DESNZ) to our manufacturing facilities in Sheffield. The delegation of close to 40 people were keen to visit ITM to better understand our electrolyser technology, discuss the opportunities for green hydrogen, and how to further grow our operations to drive economic benefit.
As the only commercial UK manufacturer of electrolysers, it was important to showcase our market-leading technology and explain our continuous innovation in PEM that puts us at the heart of the emerging global hydrogen economy.
The visit was reported on the company's Twitter feed this morning.
Hi BeardedDragon,
Can you post the link please. I cannot find it at the moment on Sky News.
Thanks,
Just seen on Sky News a government ministerial visit to ITM so there must be something positive afoot.
I genuinely feel for the guy, seems like he's missed the mark on what the RNS about AFC's cracker was really saying. It's not just about the energy savings; it's crucial to understand that the ammonia in question is essentially green hydrogen in a more transportable form. AFC's all about getting green hydrogen to the spots that are off the grid. This cracker tech is spot on for that. When you can't get green hydrogen directly, cracking ammonia back into hydrogen on-site makes perfect sense. Sorry for the spam.
PEM electrolyzers are ideal for large-scale green hydrogen production directly from water and renewable energy. Ammonia crackers, however, are suitable for smaller-scale hydrogen needs or in remote locations where direct hydrogen transport is impractical. They're not competitors but complementary technologies within the hydrogen supply chain, each serving distinct roles.
The argument that an ammonia cracker, due to its lower energy consumption, is inherently superior for green hydrogen production overlooks a critical point: the necessity of electrolyzers to produce the hydrogen that becomes ammonia in the first place. Electrolyzers, particularly PEM (Proton Exchange Membrane) types, are indispensable for splitting water into hydrogen and oxygen using electricity—ideally from renewable sources. This hydrogen can then be converted into ammonia for easier storage and transport. Thus, without electrolyzers, there would be no hydrogen to feed into the cracker. Asserting the superiority of ammonia crackers without acknowledging their dependency on the initial hydrogen production process is not just naive; it fundamentally misunderstands the complementary nature of these technologies in the green hydrogen production and supply chain.
ITMs pems are crucial for producing green hydrogen sustainably from renewable energy, while ammonia crackers provide a flexible solution for hydrogen distribution and use by converting stored ammonia back to hydrogen on-demand. Together, they address both sustainable production and efficient logistics in the hydrogen economy. Do you even know what you are talking about constructivenews?
It seems there's a fundamental aspect being overlooked here? The focus shouldn't be solely on the convenience of cracking ammonia into hydrogen wherever needed. Rather, it's crucial to consider how the ammonia is produced and the overarching environmental implications of the entire process.
The fact is to make 400kg of fuel grade hydrogen with an Electrolyser you need to use 1 Meg watt of power from a secure grid Connection! AFC Energys latest Ammonia to hydrogen cracker can produce 400kg of fuel grade hydrogen using only 5% of the power needed by an electrolyser. That is 95% less energy used to make it. Would you rather pay £1 for something or 5p.
ITM make hydrogen by electrolysis of water, which is an abundant product (too abundant in recent days!)
AFC's Ammonia Cracker makes Hydrogen from Ammonia, which as has been pointed out has to be manufactured.
It's hardly comparing like with like.
I want to see ITM, CWR & AFC succeed, I'm just pointing out with new technology coming along. How it changes yhe picture overall. The best & cheapest places to produce green hydrogen cheaply is in places such as Saudi Arabia & places that get alot of sunshine & wind . It is then shipped to places like Europe & the UK. Then the Ammonia is cracked back into Hydrogen were it is needed. It is way to expensive to produce hydrogen from green technology like Solar in Europe & the UK. Ammonia is now the carrier fuel of choice to ship Hydrogen that is converted into Ammonia in hot countries then converted back into Hydrogen in not so hot countries.
As always it depends on where the start point is for costings. How about starting the point that hydrogen has to be produced to manufacture the ammonia.
Constructivenews, once again if AFC's tech is so amazing, why is that not reflected in the stock price? You keep ranting about their cracker technology but it appears that there are only cracks in your theory that somehow ITM are in trouble.
Just stating the facts !
Shock, negative as per usual.