Member Info for 2phevs

At least 75% of all electrolysers MUST be sourced from outside China....now that's spicy

https://www.linkedin.com/posts/smackinven_hydrogen-greenhydrogen-supplychain-activity-7360580066017255424-ivD9?utm_source=share&utm_medium=member_android&rcm=ACoAAEG4l0gBO7-otCES7DDpar2cXo5aD5L2eLY

Https://www.just-food.com/news/thg-myprotein-licence-deal/

These companies are going to have to move quickly to decarbonise to keep getting low rate full bond financing only quick answer is green hydrogen into their industrial processes IMO

This from the ECB 29th July

https://www.ecb.europa.eu/mopo/coll/html/ecb.faq_climate_factor.en.html

Got an incling that fishy fingers is a disgruntled ex employee or potential employee who went the distance that didn't work out in the end probably just before posting on this board.....still seeing the odd green box though

She was involved in heavy duty refuelling

All lining up for spectacular Prelims in just 9 days

https://www.linkedin.com/posts/johanna-leisling-6a1a341aa_greenhydrogen-hydropulse-energytransition-activity-7358176642579513348-HQyd?utm_source=share&utm_medium=member_android&rcm=ACoAAEG4l0gBO7-otCES7DDpar2cXo5aD5L2eLY

One been at ITM for nearly 20 years must have orders coming in all over the place not waiting for FEED & FID ROLL ON Prelims in just 10 days seeits getting all lined up for then

https://www.linkedin.com/posts/andrew-ellis-7293a715_im-happy-to-share-that-im-starting-a-new-activity-7358141198873624578-1lhe?utm_source=share&utm_medium=member_android&rcm=ACoAAEG4l0gBO7-otCES7DDpar2cXo5aD5L2eLY

BTW CFO @Linde Hydrogen FuelTech liked his move

https://www.linkedin.com/posts/laura-green-89065758_im-happy-to-share-that-im-starting-a-new-activity-7358140467584069632-POvj?utm_source=share&utm_medium=member_android&rcm=ACoAAEG4l0gBO7-otCES7DDpar2cXo5aD5L2eLY

As a containerized hydrogen generation, storage, and dispensing system capable of providing more than 20 kilograms of 350 bar, high-purity hydrogen daily, the system is deployable both aboard ship and ashore, enabling a self-sustaining “micro hydrogen supply chain.” Energy usage includes fuel for both cell-powered unmanned systems and a lifting gas for high altitude balloons.

https://fuelcellsworks.com/2025/08/01/news/u-s-military-explores-hydrogen-generators-for-ship-and-shore-applications

It's happening

HyFlex

It's happening

Green hydrogen is becoming increasingly central to the energy transition. It offers strong potential to drive industrial decarbonization due to its versatility as a clean energy carrier and its ability to indirectly electrify hard-to-abate sectors. The construction sector alone accounts for over a third of global energy-related CO2 emissions1, yet the footprint of building operations continues to rise.

https://fuelcellsworks.com/2025/08/01/clean-energy/debut-of-hydrogen-generator-powers-zero-emission-construction-in-rotterdam

They're going to need these HydroPulse Neptune V units producing green hydrogen all of the place

Here's another view of the brand new Neptune V refuelling station that started build last week after just 8 months from contract signed with NO major FEED FID required in sight

https://www.linkedin.com/posts/mario-beck-537a061b7_wasserstoff-elektrolyseur-ppa-ugcPost-7358072917634469890-Tpvd?utm_source=share&utm_medium=member_android&rcm=ACoAAEG4l0gBO7-otCES7DDpar2cXo5aD5L2eLY

You really should look at the comments on Dennis's post he qualifies everything he states and please please read the comment about the huge pipeline of research info they have....all this on a Sunday....the man's a machine

Well Well

https://www.newcivilengineer.com/latest/national-gas-appoints-wsp-to-design-hydrogen-transmission-network-31-07-2025/

Just noticed a senior business development manager at itm since sept 2024

I'm not putting their name on this board but I'll put a link to their profile

On their job description and experience it states...

Sold FOAK (first of its kind) modelsssss of ITM brand Neptune V containerised PEM electrolysers for green hydrogen production after less than 6 months of first product launch to the market reaching > 20 Mio (million) EUR in order in take within 4 months of job start.....

Wow so between sept 2024 and jan 2025 no wonder their employing loads and launched separate HydroPulse division... really looking forward to Prelims

Read it and weep green box fishy fingers

https://www.linkedin.com/in/younchongchoi-8a654092?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app

Shame i can't follow this person just have to keep checking on the profile

DACHSER is actively exploring and implementing hydrogen technology in its logistics operations, particularly for heavy-duty trucks. They have begun using hydrogen fuel-cell trucks, specifically the Hyundai Xcient, in their regional distribution and system transport, including a tandem swap body trailer for nighttime operations. DACHSER is also involved in research and development to further understand the infrastructure and logistics requirements for hydrogen as a sustainable fuel for their European network.

Wouldn't this make a nice RNS Headline

Dachser and ITM to launch off pipeline H2 refuelling stations across Europe

Here's a summary of what major logistics company Dachser are doing regarding H2 driven transport

ticularly for heavy-duty trucks. They have begun using hydrogen fuel-cell trucks, specifically the Hyundai Xcient, in their regional distribution and system transport, including a tandem swap body trailer for nighttime operations. DACHSER is also involved in research and development to further understand the infrastructure and logistics requirements for hydrogen as a sustainable fuel for their European network.

I don't think even green boxed fishy fingered disgruntled whatever can argue that this 8 month 1st test for HydroPulse isn't a success.... shame ITM are in their closed period ...looking forward to the Prelims...only a couple of weeks away

4 reposts from Dachser employees on this 1st ITM Neptune unit spades in ground after just 8 months..

Apparently the Mayor of Dettelbach and the Deputy Prime Minister of Bavaria were there...

Here's the post from the GM at Dachser

https://www.linkedin.com/posts/jan-oliver-schneider-a60133323_wearedachser-nachhaltigkeit-guttroff-ugcPost-7356291436868165632--mBQ?utm_source=share&utm_medium=member_android&rcm=ACoAAEG4l0gBO7-otCES7DDpar2cXo5aD5L2eLY

Here's a bit about Dachser €7 bill revenue

Dachser - Wikipedia https://share.google/ghIzFSDKB1QrOQQlB

HydroPulse unofficial take off i suggest seems HydroPulses 1st order was actually this one that was used as the test case formally announced last November

Would be fantastic to see 100 of these containerised units all over Germany over the next few years.... 8 months from order to spades in ground seems to of maneuvered permits etc...

H2 supply certainty is provided by HydroPulse it seems....test case confirms this model ITM must be very quietly proud weel done you guys

Yep from contract to spades in ground in just 8 months probably nailed the HydroPulse project down a H2 filling station

Ceremony yesterday

https://www.linkedin.com/posts/jasper-laug_ein-bedeutender-meilenstein-f%C3%BCr-den-gr%C3%BCnen-activity-7356398360246771712-PM3C?utm_source=share&utm_medium=member_android&rcm=ACoAAEG4l0gBO7-otCES7DDpar2cXo5aD5L2eLY

Interesting the article mentions HydroPulse....

ITM Power recently decided to expand its business, combining its traditional production of electrolysis plants with a new business model with Hydropulse, a new company launched last June. Hydropulse will be responsible for building, owning, and directly managing decentralized hydrogen production plants based on NEPTUNE modular technology, and will then supply industrial customers with H2 through long-term contracts.

Perhaps they see ITM as a disruptive competitor now at least it answers the....why the drop question...

Project Helios

https://www.linkedin.com/posts/elecseed-drivingfutureenergy_project-helios-milestone-hallett-group-pty-ugcPost-7356261279444996098-pCom?utm_source=share&utm_medium=member_android&rcm=ACoAAEG4l0gBO7-otCES7DDpar2cXo5aD5L2eLY

Surrey County Council invests £16m in hydrogen buses - BBC News https://share.google/M0SSAb5l0QnPHo0vz

Launching pipeline products using anti-corrosion hydrogen transport technology on International markets 1st order for Australia East Coast hydrogen blending initiative

https://fuelcellsworks.com/2025/07/29/h2/china-launches-hydrogen-pipeline-products-on-international-market-for-the-first-time-b65205356

The Murray Valley consortium included ITM

This from 2021

The consortium includes AGL, electrolyser manufacturer ITM Power, renewables developers RES Australia and Walcha Energy. The project is coordinated by energy advisory firm Energy Estate.

Hydrogen Valley planned for Aussie coal country - News - The Chemical Engineer https://share.google/IQZRXchesVPBHByqq

It's happening