Member Info for AnneOwl

I've been watching for months and jumped in today with 667 given we seem to be at a 12 month low.

I doubt we’d want to wait for PHE, they won’t have a full size product (or any product for that matter) until December at the earliest.
I’m sure we will have sales before then!

Ahh, so it is. Disappointing.

Some interesting job adverts on AFCs LinkedIn page!
Even more interesting was the locations across the UK they’re being sought in.

Yes stokey12, that is a small problem isn't it. Only around 10 months or so to wait for the full unit isn't it?

It’s a low carbon competition, which PHE are not.

Thanks BumbleB. In the back of my mind I think I was hoping it was incorporating cracked Ammonia.

Out of curiosity, the video (https://youtu.be/tt46EeF0-ak) from the demo day, was the fuel cell being run from H2 cylinders, I couldn't spot any there.

A little good news will move this a long way, but we seem to be edging towards 20p regardless!

The cost hasn't been anywhere near £10/kg for a long time, here's the UK gov said back in 2016 :
"£5/kg is a low figure for small volumes but relatively high compared to what should be feasible at large scales."

They didn't even think consumer retail price at a filling station would be more than £7.5/kg, and there's no way that AFC or any other industrial consumer would pay consumer retail prices.

Cost of liquid H2 is about $2.20/kg, not £10.

Manabouttown : "Anneowl what are your concerns ?"

My concern is the ~23k tonnes of CO2 per year from each 25T/day DMG.

Sadly, I dont think the chemistry is clear enough to a lot of investors here.
They'd much rather convert environmentally land and water polluting solid carbon sources, into atmospheric pollution in the form of greenhouses gas, as fast as possible in exchange for a hopeful quick profit.

Though volumes are small, I see this creeping towards and into the 20s soon, can't wait for some actual news!

Whilst we've not been given an indication of how much vitrified **** or bottom ash is produced by PHEs process, it's quite possible to perform an empirical breakdown of how much CO2 is likely produced by a DMG. I did this myself a while back in August, and would reproduce more of the figures here if I had my notebook from the office handy.

I think it's disingenuous to say PHE only produce one tonne CO2 to produce one tonne H2, and pretend that the remaining syngas (CO / CH4) isn't about to be combusted in a genset producing yet more CO2. We can't just pretend the gensets and their emissions aren't an integral part of the PHE system.

Newboy58, that quote is regarding pyrolysis, which they were comparing their technology to.

Ask yourself what the PHE produces, and how power is produced and what the exhaust gases of that are.
If you’ve done that right, you’ll know you’re creating CO2, a greenhouse gas of some concern nowadays.

At what point do carbon credits/tax outweigh the profit from sale of hydrogen?
How much would a CCS solution add to running costs and profit margins?
Anyone done the maths yet?

They won’t even have a full scale model built until end of 2020, let alone fully tested.
Besides, unless PHE can introduce some CCS, they’re just turning solid carbon feedstocks into greenhouse gas, exactly what COP26 is trying to persuade countries to cut back on.