Member Info for 2phevs

I know this is a theme I'm focusing on but this guy has 175,000 followers on LinkedIn that's a HUGE amount he impartially gives information on energy and finance...he just posted an article on fertilisers on how fertiliser plants are shutting down in South East Asia because of LNG supply issues

https://www.linkedin.com/posts/gerard-reid-62164b9_energy-naturalgas-lng-share-7443981211733098496-MuuC?utm_source=share&utm_medium=member_android&rcm=ACoAAEG4l0gBO7-otCES7DDpar2cXo5aD5L2eLY

Senior sales Manager at Baker Hughes also mentions the same 2 projects as the professor over the weekend.

https://www.linkedin.com/posts/jesper-naimi-funch-poulsen-b792a7a5_hydrogen-greenhydrogen-bioenergy-activity-7443567670811111424-PdRF?utm_source=share&utm_medium=member_android&rcm=ACoAAEG4l0gBO7-otCES7DDpar2cXo5aD5L2eLY

Discussing Atome's Villeta Project next week

https://www.linkedin.com/posts/alex-ossa-eafit_la-maestr%C3%ADa-en-ingenier%C3%ADa-y-la-maestr%C3%ADa-en-activity-7443388913269927936-D83L?utm_source=share&utm_medium=member_android&rcm=ACoAAEG4l0gBO7-otCES7DDpar2cXo5aD5L2eLY

Reads well asome great additions to pipeline nother land mark next month which will trigger 1st commercial revenues for cph2 Q3 THIS YEAR and Siemens well that just some partnership yet to be fully revealed...so why would Siemens even bother....

Another 13k plus a small 1.8 k to round things up

Well said Olivier

https://www.linkedin.com/posts/omussat_foodsecurity-fertiliser-greenhydrogen-share-7443265915304951809-4hCe?utm_source=share&utm_medium=member_android&rcm=ACoAAEG4l0gBO7-otCES7DDpar2cXo5aD5L2eLY

Https://share.google/INeEYSj5LPuCfiOVu

This guy is seriously connected check out his CV wow

https://www.linkedin.com/in/noé-van-hulst-21422ba?utm_source=share_via&utm_content=profile&utm_medium=member_android

Another 7.5k

Target hit with another 100k

Makes sense for energy continuity

Nice to see both companies mentioned in this Siemens related German press article

Siemens Healthineers stock faces AI-driven hospital operations boom amid US market expansion opportu https://share.google/zwPxM3Lzmg6ld1Em0

Https://www.linkedin.com/posts/clean-power-hydrogen-plc_energysecurity-energyresilience-activity-7442827833430913024-H5sG?utm_source=share&utm_medium=member_android&rcm=ACoAAEG4l0gBO7-otCES7DDpar2cXo5aD5L2eLY

This Aussie news channel posted clip about surcharge being added to bills at hospitality sites and says farmers could reduce crops by half due to fertiliser and fuel issues bonkers

Temporary fuel surcharge proposed for Aussie pubs and cafes https://search.app/f6uwr

Might get another 100k tomorrow bunsen takes me to the 1 mill target...I mean Siemens they've been manufacturing PEM electrolysers for years and now they're coming to CPH2 after the recent validation on efficiency level and just think how much Siemens must be paying for the precious metals needed for PEM and CPH2 doesn't use them...together with the new H2 and Carbon Credit laws just past in EU and Germany no wonder Siemens are interested in CPH2 otherwise they just wouldn't be bothered surely IMO but dyor

Just took those 11k should show up later

Another 80k nearly at target

This post from a Brazilian Agri Minister tells it all

BTW Atome CEO found it insightful

https://www.linkedin.com/posts/jose-carlos-polidoro-36194b192_title-globalfertilizermarketturbulence-share-7442555600066203649-jmh0?utm_source=share&utm_medium=member_android&rcm=ACoAAEG4l0gBO7-otCES7DDpar2cXo5aD5L2eLY

Thought I'd take those 160k but had to buy in 2 lots

Another £12k had to get in 2 lots

Bloomberg last week must really be getting tight

Yara, which operates a factory at Babrala in the state of Uttar Pradesh, curbed ammonia and urea output, Chief Executive Officer Svein Tore Holsether said by email. Some competitors have also shut plants in the country on a lack of gas.

India’s fertilizer sector relies heavily on imports of liquefied natural gas. The war has halted a large chunk of LNG exports from the Persian Gulf, with Qatar — a top three supplier — suspending production of the fuel. Prices for LNG, fertilizers and other commodities have risen sharply since the conflict began.

“We are increasingly worried about the stability of global fertilizer supply and farmers’ ability to afford the nutrients they need,” Holsether said.

Yara (YAR NO) Curbs Indian Ammonia, Urea Output as Iran War Cuts Gas Supply - Bloomberg https://share.google/YmqZwEr81u4fwYQXl

Another £20k at 6.38 had to buy in 3 lots the 2 bigger ones should show later as delayed trade