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This was based on €30k car and has been established in multiple studies. What I have seen very little of are models of the cost of carrying on without transitioning to green energy- geopolitical costs of handing 2-5% of world GDP to FF producers and climate costs of blowing the 1.5 or 2 Celsius are fairly considerable.

Steel is responsible for 7-9% of global CO2 emissions but can be made « green » with direct reduction using hydrogen There have been huge timings and grounds with European Union and big steel producers eg Tata and despite sizeable subsidies on offer several possible plants have not progressed to FID.

With this background I asked chat GPT what the additional cost would be of a car made with green steel.

The answer was astonishing. €100-300 or 0.3-1% currently with an expectation that this may reduce to €8 or 0.03% by 2040.

WTF are we doing? Destroying the planet for the sake of €100-300. Why have the EU and UK governments not introduced « green mark » a quality mark of environmental sustainable production. I for one would pay an extra €100-€ 300 for a car that didn’t destroy our world. This could easily be coupled with a 1% dirty tax that could be levied on any products not made green.

I expect this is an over simple analysis but figures and policies like this could actually assuage a lot of the fears the FF anti-renewables, climate change deniers peddle.

Thanks. Nice post. India us potentially huge for Ceres Power.

£3.20 and £10.60 in 2029 and 2021 respectively totally about £70+ million. Sold at around 0.96£. They also paid for license and anything invested in the tech. I’ve seen on this board mention total loss of $500 million.

Very bad corporation decision. M&G have already multiplied investment by 2.5x.

Any substantial positive news and we’ll follow Bloom. They are sitting around $100 up from $40 per share as 2021 peak. Ceres peaked at around £14.

Ceres have 2 major advantages over Bloom. No debt and not needing intensive capital spending on upscaling manufacturing.

Apologies. A few autocorrect typos😂I’m sure you’ll figure out what I meant.

No but it seems to me to be lack of imagination, poor decision making, failure to see the AI data centre or grid balancing potential while focussing on PEM technologies for mobility.

It is actually amongst beyond comprehension how bad a decision it was for them. The runes were written and potentially clear at the point when they pulled the plug. I think it was dr in Ben by a spreadsheet reader who could only see to the end of the financial year.

They have lost $ 1/2 billion easily as a result. Heads should roll. The effect on Ceres power is temporary and in the rear view mirror.

We are in a great position to capitalise on the AI data centre boom and the decentralised grid/grid balancing potential. Just look at Bloom energy and ceres power tech is superior (slightly). I am absolutely confident the ceres power will follow Bloom SP. We need announcement by existing partner with an AI data centre order of some magnitude and a new partner in either Europe or North America and the SP should go well beyond 2021 peaks.

This feels like perfect size and cost is very competitive. Dennis appears to be on the pulse again. Positive market response too. More firm offers will turn the dial and further upward re-rating of SP. Im feeling fairly relaxed here about long term value. There will be concerted efforts by FF companies to prevent the rise of H2 but ultimately they will not be successful as the geopolitical, environmental and economic interests are aligning.

Typo £696k

Also another £6890k buy and 3 other unknown at > £500k.

The rise is because Bloom energy which uses the similar technology as ceres (SOFC and SOEC) has signed multibillion dollar contracts with AI firms to use decentralised SOFC micro grids to power the AI data centre boom. This tech had become the solution of choice because grids and centralised power can’t provide the power. Lead time of 10years quoted for major grid connections v 90 days for Bloom tech.

Ceres should be following. We await news from our manufacturing partners. The rise is on the strength of the expectation based on Bloom.

Strong increase in SP on increased volumes despite RNS of reduction in major shareholder holding.

My view is this has a long way to go, way beyond previous SP peak.

This is still mega bargain territory. Bloom in one day mcap increased over 10x the value of ceres power and Bloom need to finance the building of the factory.

Ceres is ready to scale through licensees. Expected rapid rises to 2021 levels in the next few months if new partnership or scaling of existing manufacturing plans. Doosan could rapidly scale its 50MW capacity. This week’s order for Bloom was $5bn- likely 5 GW. Orders like this could and should be coming to ceres partners.

In the UK their are active discussions about ditching a blue hydrogen plant site in favour of £100bn AI mega data centre.

Thoughtful analysis Explorer. Chat GPT estimates Blackrock currently own 1.5-3% of Ceres via companies, financial instruments etc . I suspect may be something similar for Vanguard.

For companies their size not huge though,

I will eat my hat (and probably lose money) if there aren’t significant developments here in the next 4 months. I mean new partnership or significant upgrading of existing manufacturing licensee or ideally both.

I was maybe being a bit harsh. It has been absolutely clear about the demand for SOFC and decentralised grid for AI for only around 6-8 months.

Next steps I am predicting are upscaling and acceleration of current SOFC manufacturing plans together with a sizeable order from a tech company or financial company eg Blackrock.

Ceres power should be in an ideal position to capitalise on the rapid upturn in demand with its capital light, licensing model.

Icing on the cake would be European or US/North American license deals.

Concrete evidence on any of these fronts should see a massive uprating of SP up to 2021 levels and multiples thereof. Time to top up in anticipation maybe?

Https://koreajoongangdaily.joins.com/news/2025-10-13/business/industry/Doosans-sale-of-gas-turbines-to-US-sign-of-Koreas-engineering-competitiveness/2418838

This is part of our problem. Our partners aren’t all in on SOFC. Doosan just sold 380mw gas turbines to USA customer for AI power generation. Let’s see what happens. SP could/should be 10x current.

1 order like today’s for bloom for a ceres power partner and SP should re/rate at significantly above 2021 peaks.

Not sure if delta and denso sell any competing technologies.

It is going up but I’m finding it frustrating that our manufacturing partners aren’t all in on this like Bloom. As far as I can tell only 2 companies in the world have the SOFC tech to power AI data centre boom: Bloom and Ceres/partners. The attraction of ceres was that by signing agreements over the globe the technology could scale rapidly to meet demand. Here we are, demand is there and silence from ceres/partners.

Maybe more going on behind the scenes. I certainly hope so.

Cancel last post. I can’t confirm if it is ceres licensed fuel cells that are being used. No confirmation that it is anyone else though.

Https://www.sustainability-times.com/energy/residents-fear-a-toxic-future-south-korea-unveils-580-7-million-hydrogen-power-plant-amid-fierce-debate-over-grey-fuel/

Doosan using ceres tech are supplying at least some of the fuel cells for this project.

Get ready for take off Bloom energy style. Bloom is trading at 2.5 x 2021 peak.

Idle speculation about who may have bought. My guess is Blackrock or another such company. This is a total guess based on their position in Bloom energy and with Ceres being in same market with same technology but with market cap of around 1/40th Bloom but with no debt.