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Bloom popped 20% today. This was largely on a big contract to prove concept of SOFC powering data centre- 80MW.

This is similar technology to ceres power. Not many in the world doing this and ceres has the power for their technology to be scaled quickly given multiple deals announced this year.

Ceres could really benefit from AI associations. In US bloom got a nudge up with authorities rejecting modular nuclear for powering data centres. It’s SOFC for me all the way. Watch the news closely. Despite Trump the AI angle is intriguing and could be very valuable.

Thanks Jeff. If that’s the case might help the H2 sector generally.

Anyone know why plug has bounced 20% today?

Fair article. Clarification from Brussels and DC, stimulation of demand needed before FIDs roll in.

The news on cancellations is overdone- 2% by the FTs reckoning but delays clearly a problem.

This was never going to be a smooth ride.

Agreed solid. Market appears almost retrospective ATM. They may need contracts and bottom line results before significantly shifting. Anything else will likely cause short term rise followed by slow drift back. This creates significant opportunities for those prepared to back transformative and disruptive companies.

The scale of the disruption is bigger than Tesla, bigger than Amazon. Tectonic shift in energy supply and storage is the journey that is being embarked on as we march towards reducing emissions and net zero.

The prize is bigger than money but don’t underestimate the efforts of some groups to undermine change, the science, the economic and political case.

Https://theevreport.com/dhl-and-diageo-deploy-hydrogen-fuel-trucks

Big names starting to embrace H2. I’m positive that they will be publicising this alongside their environmental credentials en route to net zero.

Very positive for H2 sector as a whole. Lack of “Offtakers” has been widely cited as a barrier to FIDs. More of this needed.

Like many of the large companies these are looking at all the options.

AWS have dipped toe in SOFC for data centres, as have Microsoft. Google yet to do so. It’s a rapidly evolving field. SOEC works well with SMRs- uses the waste heat.

https://www.datacenterdynamics.com/en/news/aws-plans-20mw-bloom-fuel-cell-ppa-for-upcoming-silicon-valley-data-center/#:~:text=The%202315%20MCB%20data%20center,local%20pushback%20over%20carbon%20emissions.

Dexamethasone needed a huge trial and subgroup analysis to show benefits. The SNG effect size was larger but the trial size was minuscule by comparison and thus just missed significance. Water under the bridge but I don’t hold steroids as the huge success that they are reported. Can’t argue with the price factor- cheap as chips. I think that is a major barrier to SNG; interferon is quite difficult to make and expensive!

For long term storage definitely. Short term flow batteries are in development and there are also commercial scale MW batteries in existing and operating in uk energy market. Pumped storage too. Iamkate site gives live feed on relative contribution of these too. I expect in 12-24 months we may start to see eH2 in the mix. 🤞🏽

I agree Jeff but I think significant share price gain is unlikely until FIDs signed and even then there will be degree of scepticism about whether or not this will translate into a sustainably profitable company. That will take hard numbers.

I think we are well on the way and tempted to top up but profits are still some way off.

Would be nice to see Norwegian sovereign fund invest as they have done with plug. I think ITM is lower risk than plug- currently well capitalised and on the correct trajectory. Plug feels a bit wild and unpredictable.

Interesting 🤔

Thinking of stats- likely underpowered for statistically significant results but maybe worth considering.

Https://x.com/drericding/status/1844800829473124643?s=46&t=lUUs8mZ3DzN0LONpU_7P4w

Sprinter was strongly suggestive of benefit and at 90 days reduced symptoms of long Covid.

An extension study to look at CV events could easily be done. Would not cost much and might generate a lot of positivity and interest.

Thanks Jeff

That’s big support from German state. Good news for Ceres and more importantly good news for the planet.

Is this for real or fake news? Model H?

https://www.ecoticias.com/en/elon-musk-experiment-with-a-stupid-fuel/7170/

Never a bad sign👍

Has anyone heard anything about Ceres investment in another imperial spin off « RFC power »?

As the grid moves towards net zero and increased renewable energy the demand for both short term and long term energy storage will increase exponentially. While ceres and other electrolysers can use hydrogen for long term storage the short term storage issues remain. That is why ceres investment in RFC and their flow battery were intriguing. I think ceres had the option to buy RFC,

Last I heard was that the technology was award winning but nothing since 2023.

If anyone has heard anything about this please post.

Spain has tripled green H2 targets to 12 GW by 2030. Can’t be bad news for electrolyser manufacturers.

https://www.qcintel.com/ammonia/article/spain-trebles-green-hydrogen-electrolyser-capacity-goal-to-12-gw-by-2030-29771.html

The market isn’t really forward looking currently as far as hydrogen is concerned. It’s viewed very much as “jam tomorrow”. As Bilbo says we need another big contract or other evidence of bottom line heading into the black before there will be any movement.

The contract news could drop any time. Hard evidence of heading into the black probably 18 months away. Proving to be more of a long term investment. It looks pretty good value ATM- company value not much more than cash in hand.

No debt is a huge positive currently. Plug came a big cropper on that front.