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Great stuff stock,
it is very encouraging that AFC are looking to establish first market entry in Britain, while looking forward to develop the European market, meanwhile the possibility that BK Gulf & Altaaqua may open up the middle-east market.!
this can only be described as “hitting the ground running”.!
Thanks for the info stock, at your rate of posting, most welcome, you’ll be putting HmcH in the shade.!
Fair enough desert, that explains your position very well. right or wrong, who knows.
the possibility that AFC enter a target market in jv with the industry leader that has the maximum ready end users for a new technology that is being slowly accepted after years of cooperation with exacting industrial partners/clients, would not have happened had AFC been tied to much lesser MoUs.? 3 yrs exclusive with speedy is the most likely route to market entry to growth.
although sure, delivery is required.!
There will also be a margin on H2 fuel sales in the jv.
Good question heath,
at the moment the share of rental income seems like the likely situation.? direct sales of units might be more likely for static large systems at data centres or at ports or for individual ships.!
For a few years, maybe even the last 4-5 years (adjusted re covid), the whole business has been to develop the product hand-in-hand with the target market end user. To reach the stage where the product has been acknowledged/accepted as to be, at least, among the best new alternatives available to replace diesel gens, …and the industry/target market joining AFC to enable market entry, is fantastic, steady, progressive development.
GB gov’t support has also been established which may well indicate a policy by gov’t to build the infrastructure for H2 as the next clean, renewable energy focus.
Well put sparky,
SPEEDY jv obviously not showing any value in SP.! Could well be that the trialists have agreed each to hire X systems for X months/years to enable speedy to jv.
WELL DONE ALL @AFC.
and to LTH’s.!
and maybe even an update re shipping soon.
Agree halfshell, kier etc, have been looking into the diesel issue for many years, they will have looked at many options. That AFC have been able to adapt to design requirements through on-site trials is progress. And that JCB have planned their future based on hydrogen engines emphasises how acceptance of hydrogen is growing in the construction sector.
This sector might or might not be the largest market AFC could target.?, generally, a growing hydrogen energy infrastructure will encourage other sectors/target markets to be more willing to adopt.
300k=no volume.
thanks hmch,
and maybe offering a substantial discount to AFC’s FuelCell user clients, and a competitive premium to PEM users.?
I didn’t go to the AGM, was there any mention of AlkaMem or DeNora.?
all interesting, thanks. Sounds like there is something that seperates/distinguishes the AFC cracker, and at best it could be the membrane, I don’t know. And clearly it would make sense to design-in a 5x9 feature that would attract a wider market.
Sounds ridiculously small.! and so convenient. Addressing the fuel use to support the USP looks to suitably complete the products likelyhood of acceptance.
…willing to stand corrected.!,?
I only know as much as anyone else who has read the RNS re cracker, and am pretty sure that it is not designed to produce 5x9 as standard. Likely similar to other crackers, in that further treatments can be applied to the resulting H2, dependent upon requirements. It would really make no sense for AFC to develop a cracker capable of 5x9 when their USP is <3x9.
thanks BuenaV,
the goal to market a product to directly replace diesel generators is a tough challenge.!
it really does look like AFC are offering complete coverage.! Acciona leading the way, plenty of GB constructors involved, the middle-east will not want to be left behind, no signs of USA interset at present, all together though, a massive market.
fair enough.
I will admit to losing some traction in terms of keeping-up with exactly what AFC are promoting as their ready to market product. Still, I can appreciate that working with the likes of Acciona etc, to satisfy an industry demand must neccesitate flexibility, and AFC have it.!
hmch,
we must not get too carried away.! after-all this is another NEW product.!
allbeit the Power-Tower was trialled, which obviously tested fuel supply aswell, and changes were neccesary. Will this need a few tweaks to satisfy.?
that said, AFC are showing an impressive agility to adapt quickly to industry ‘demands’.
very interesting.!
great that Acciona are moving forward with AFC, and this is a consequence of the Power-Tower ‘trial’. And it sounds like this is what the construction industry is prepared to accept as the replacement for diesel.
making exactly the right product for market is clearly not that straightforward.!
thanks klunk, nice find. Agree entirely with BB3, the article does state that once the ammonia has been cracked, subsequent purification will be required to then be suitable for a PEM. Hardly surprising though that such research is underway, after all, AFC has the USP of lower grade H2 that PEM just cannot tolerate. That USP will not negate PEM entirely, obviously, so all relevant developments for ammonia/hydrogen as a fuel can only help the AFC cause.
Thanks escala, the bed+isa thing goes a long way to explain the recent volume ratios.