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That was a genuine question for you to expand on your Nuclear statement.

However, I truly hope that the shorts are relying on that quality of analysis - we have not a thing to worry about, they will be toast in the fullness of time.

For your benefit, it is clear MTucker was correct with the perceptive question.

You clearly don't realise that in the 1990s Nuclear made up 24.5 percent of the Electricity Fuel Mix at a peak of 12.7 GW in 1995 Today it is less than half that with around 5-6 GW. all due to go off-line by 2030. The new build is projected to be around 10 GW by 2035 (a myth) none of it is operational. Hinkley C was meant to be generating ibn 2017 and Sizewell C in early 2020s. I realistically doubt 1kWh will be generated before 2030 from the new build. The SMR if they ever happen will take at least 10 years to get built more like 20. New Nuclear just isn't going to happen at the scale needed to electrify heating and driving. That is before you even consider the massive demand ramp-up for data centres.

I really hope this is what the shorts have set all their bets on. As this is just the UK, let us not forget Germany, ITM's primary market at the moment won't use nuclear. Hydrogen is their only option to get off fossil fuels from unstable regimes (ME, RU, USA).

Is that the extent of the quality of your analysis?

I can barely contain my mirth. The shorts, if that is the kind of analysis they are banking on are so far off track it is pure comedy.

What is Nuclear? I'm afraid you'll have to expand on that a bit.

I'd be fascinated to see your evidence for what is a sweeping generalisation. But in any case, at this stage of the debate, it doesn't have to 100% fill gas network.

What I will posit is 3 things.

Heat pumps will never achieve 100% uptake

EV cars will never achieve 100% uptake

Necessity is the mother of invention.

Haha, that is a weak response for you. You go all Greta Garbo wanting to be left alone and then decide to comment on my post that had nothing to do with you and you give up the debate as rapidly as that.

And oh look e-methanol is increasingly an option:

https://www.h2-view.com/story/hif-global-selects-electric-hydrogen-electrolysers-for-1-8gw-e-methanol-project/2132192.article/

an inconvenient truth

Never say never. Also wasn't exactly what I said. I provided too alternate realities both of which come with pros/cons and there are huge shades of grey in between.

The electrify everything mob say "do this there is no alternative" I say here's one alternative which if you cost it properly I believe is less, but there are shades in between, 20 per cent H2 blend only, synthetic methane as an alternative. All are viable options in certain scenarios. I say look at it properly, nit blindly exclude all other solutions for the most environmentally destructive and individually costly option. A full green gas grid is possible but it would take many years to get there at existing deployment rates but equally homing in on the right use-cases first would be a sensible approach. To be clear the electrify everything solution, if it ever happened, would take years to deliver. So the time comparison is broadly equivalent.

NLLeeroy and in one sentence you prove the point of why the electrify everything mob need to be stopped.

Rather insist homeowners install Heatpumps with retrofit radiators and re-installing hot water tanks - that have been ripped out or not provided for the last 30 years as everyone switched to gas - then keep the existing boilers/systems with H2 blend in the Gas pipes until full H2 boilers have been installed. 15 gas boilers get,installed for every heat pump.

Rather insist everyone buys EV cars rather than promote clean H2 fuel cells with only water as waste. Despite range issues, charge time issues theft of cables etc.

Rather fork out billions to re-inforce the transmission network to move the electricity when the country is broke and the environmental destruction. Ignore the need to uprate every home to 3-phase supply to accommodate both EV and Heatpump - than use H2 and the existing Gas Network.

I could go on - but I'll pause for breath.

Yet more delay to Blue Hydrogen in North America

https://www.h2-view.com/story/dow-confirms-up-to-two-year-delay-for-chemicals-complex-with-blue-hydrogen/2132184.article/

Leaving room for Green as the world wakes up to the scam of the cash cow uber subsidy.

An inconvenient truth for some.

I think you are right. I was sceptical on building to supply H2 specifically because of commodity trading risk for non-delivery - but this model addresses that as it is BOO HaaS on behalf of the client with them providing the power input.

I think slow and steady is the way to go - I'm not interested in the trader tickles like we had earlier. Just creates a lot of flash bang noise. Major contracts based on the RNS already in the pipeline, aren't due until next year. It will be small ones and Hydropulse for the rest of this year, I expect, with slow steady upticks on the announcements.

You are most welcome Troublesome, always good to stay abreast of the most recent developments, not rely on information from almost a year ago.

Indeed breakofdawn, as I said before "where are all the sellers"

I wouldn't want to be short now, unable to sleep, worrying about 7am the next working day, will the RNS land that blows the roof off?

Where are the sellers, tick...tock...drums in the deep

They do indeed MTucker, I find your posts very perceptive.

In other news, https://www.ecoticias.com/en/europe-declares-silent-war-on-russia/20339/

"Europe’s transformation begins with a large-scale energy infrastructure, aimed at connecting several countries through an innovative hydrogen network. This massive project is not only a response to the growing demand for cleaner energy alternatives but also an attempt to strengthen the continent’s energy security.

And this is where H2Med comes in, a project connecting the hydrogen networks of the Iberian Peninsula to Northern Europe. H2Med will include two main pipelines: CelZa, a 248 km (approximately 154 miles) interconnection between Portugal and Spain; and BarMar, a 455 km (approximately 283 miles) subsea pipeline connecting Barcelona, ​​Spain, to Marseille, France. Together, these pipelines will form the backbone of a network that aims to transport 2 million tons of hydrogen annually, representing approximately 10% of the European Union’s projected hydrogen consumption by 2030."

or

https://www.hydrogeninsight.com/analysis/analysis-what-do-this-months-big-offtake-deals-tell-us-about-the-state-of-green-hydrogen-/2-1-1871964

or

https://fuelcellsworks.com/2025/09/15/green-hydrogen/2-000-000-kw-to-produce-300-000-tonnes-per-year-europe-s-largest-green-hydrogen-plant-will-be-in-spain

"2,000,000 kW to Produce 300,000 Tonnes per Year: Europe's Largest Green Hydrogen Plant Will Be in Spain"

or

https://www.hydrogeninsight.com/analysis/analysis-an-in-depth-look-at-argentinas-proposed-national-hydrogen-bill/2-1-1870229

"Argentina’s upper house of Congress, the Senate, is due to debate a new national hydrogen bill that would offer developers a range of 30-year tax breaks and other incentives for building new H2 and hydrogen-derivative projects.

South America’s second-largest country aims to have one million tonnes of annual domestic H2 production capacity by 2030, with five million tonnes of low-emission H2 annually by 2050, with 80% of the output targeted for export."

"Handing over their decorum at the gates into the realm of trolls" - how very flamboyant and expressive, did you come up with that all by yourself? Bravo at this time in the morning. Such fantasy framing, did you study English Literature? Puts me in mind of the late, great J.R.R.Tolkien's masterpiece and an apt quote that I think sums up the shorters predicament, attributed to Ori, if I recall correctly.

"We cannot get out. We cannot get out. They have taken the bridge and second hall....went 5 days ago...the pool is up to the wall at Westgate. The Watcher in the Water took Oin. We cannot get out. The end comes....drums, drums in the deep....They are coming"

Can you imagine the shorters relief at 7am this morning, another full day to come where they can try to escape, before 7am tomorrow comes around. Tick..tock...

I said to Romingronaldo that we should show sympathy. What is trollish about that? Seems you are descending into more name calling and personal attacks, I haven't personally attacked anyone, least of all you.

I do think it is a shame that the shorts didn't start exiting today, for the shorts that is. Strong chance of a RNS in the morning. Night night, sleep well.

Thanks for the number crunching Jeff and the reminder that the oft-quoted 400MW figure is specific to Trident. I think there are plenty of wise heads on the BB. Lots to look forward to

We really should show some sympathy Romingronaldo - it was a tough weekend.

Can you imagine the excitement when the headline popped up, easy to make the schoolroom error of not checking the date.

The trembling fingers through the trepidation of rushing to type the post that showed it supported the thesis, proved the omniscience.

The elation at pressing "post message", superiority assured. Insurmountable.

Troublesome posts the date, rush to doublecheck, the dawning realisation.

Not realising that since it was published there has been Trumps big beautiful bill and this article just a few days ago:

https://www.hydrogeninsight.com/analysis/analysis-blue-hydrogen-should-be-booming-in-the-us-here-s-why-fids-are-few-and-far-between/2-1-1868965

We really should show some sympathy.

I have confidence they are coming Alpha-dog - the time from inception to sign up isn't concerning me at the moment, commercial contracts take time to negotiate and twice as long over the summer as everyone is on holiday so things just take longer. I said 3-6 months a few weeks ago.

Nice vamosbien, thanks for the heads-up

I don't mind if they haven't

As good today as it was 40 years ago. Writing really stood the test of time and the acting was superb.

Good to see Red looking to be getting the nod, especially as that dreadful blue Cash Cow Uber Subsidy is looking less likely around Teesside.

With thanks to Antony Jay and Jonathan Lynn