Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I would advise not reading anything from clean technica. This is not journalism. It’s not scientific comment. It’s just a rant, always a rant. The only interesting question with regards to clean technica lis who is paying for it? Dark money from fossil fuel corporations?
Https://www.ft.com/content/4f3f21cd-0ebc-4033-a0c8-c9b434610344
Rough summary of where we are currently.
Https://hydrogen-central.com/yara-the-worlds-first-ammonia-powered-container-ship/
Looks like a tangible output from ITMs relationship with Yara in production of clean ammonia. Perhaps a bigger order will follow on from the 24 MW electrolysers which I think are supplied, up and running.
There has been a fair amount of chat and anticipation about the Universal trial. It is worthy of note that the MRC is finding a trial of characterising resp viruses in severe acute respiratory infections.
https://www.gla.ac.uk/research/az/cvr/aboutus/people/researchgroups/clinicalviralepidemiologygroup/
Thanks HH. That is some very detailed “on the ground” knowledge.
DS suggested that the slow pace of developments in final funding approval was in ITMs favour as they weren’t ready before his tenure. It all takes time and money. Interest rate environment for the latter is not benign currently.
With regards to SP we may be approaching the moment of “maximum pessimism”. I’d like to see some light at the end of the tunnel though before committing any more.
Https://amp.abc.net.au/article/103006956
This large South Australian project involves BOC, a Linde company. Perhaps a major opportunity for ITM?
Hydrogen stock prices dropping all round. I suspect it is the interest rate environment and perception that rates will stay higher for longer making it harder to raise money for currently unprofitable companies. At some point the « great rotation » will swing back. I suspect not until interest rate cuts are on the horizon. At that point there may be some bargains to be had.
Https://www.ceres.tech/news/agreement-with-shell-to-locate-a-mw-scale-electrolyser-in-bangalore-india/
Share price volatility and to a lesser extent JV signing are beyond the control of the board.
Solid progress on projects already underway may be needed to support SP.
Project with shell is one such project due 2023
Thanks Titania. I have been watching MERS infection rates for some time. They remain low in humans and transmissibility in humans isn’t enormous. The nightmare scenario though is MERS and Covid co-infection in an immunocompromised individual with potential for a chimera, a hybrid with MERS pathogenicity and Covid 19 transmissibility. The high risk time for this was likely around Quatar World Cup but with covid 19 now endemic the chances are not negligible.
I don’t think there is any commercial mileage in synairgen investing in this at present but one would hope they would be quick off the mark with synairgen as potential therapeutic in this event.
I think we will need to see significant progress on the 2x100 electrolysers for RWE at Lingen before anyone will commit to ITM. Past performance on delivery not encouraging.
Signs so far relatively encouraging for RWE contract and if delivered on time and to specification more will follow. Could be a further 12 months though before we see anything solid. I’m not expecting major SP movements or orders until then.
Https://www.miragenews.com/uk-germany-unite-to-boost-hydrogen-advancements-1092038/
Following on from Weichai and Bosch reaffirming collaboration we have German and uk political leaders sharing a deepening hydrogen commitment. Probably not directly relevant to the relationships we want formalised/ signed but who knows….
Extrême HToday 14:36
Alongside previous post re: network of hydrogen filling stations this news re: hydrogen motorsport makes interesting reading. Comment about Ineos as pro hydrogen probably not a major surprise but interesting.
I know ineos aren’t ceres customers but they should be! They quote 75% efficiency for their electrolyser
with heat recycling. For ceres this would be touching 90% and recycling heat is a no-brainer for big players in petrochemical industry. Some feedback from ceres and shell in Bangalore will set the cat amongst the pigeons.
https://www.motorsportmagazine.com/articles/rally/extreme-e/why-formula-e-pioneer-is-ditching-batteries-for-hydrogen/
Alongside previous post re: network of hydrogen filling stations this news re: hydrogen motorsport makes interesting reading. Comment about Ineos as pro hydrogen probably not a major surprise but interesting.
https://www.motorsportmagazine.com/articles/rally/extreme-e/why-formula-e-pioneer-is-ditching-batteries-for-hydrogen/
Potentially. Difficult to interpret this news as anything but good. Markets v negative though. Might not have as big an impact on SP as predicted.
Other Bosch news v interesting too; :recycling platinum (other Bosch chat strand). Clearly preparing for big uptick in FC production.