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Https://www.h2-view.com/story/atome-signs-10-year-green-hydrogen-based-offtake-deal-with-yara-ahead-of-fid/2132038.article/

Yara has signed a definitive agreement to offtake 100% of green hydrogen-based fertilisers produced by Atome’s flagship 145MW project in Paraguay.

Under the binding deal, the global fertiliser firm will buy green calcium ammonium nitrate (CAN) from the plant in Villeta for a minimum of 10 years, and marks the “last” commercial milestone before Atome takes final investment decision (FID).

Increasing binding offtake deals for Green Hydrogen products.

No volume of share this morning.

Where are the sellers?

Yes Bilbo nice analogy, setting up an account just to pay out money...how long can they last, where are the sellers?

Over 500 projects reached FID

Saudi Arabia Neom 2.2 GW

Increasing use of Hydrogen for trains, boats, buses, German bus depots with on-site Hydrogen refuelling.

Governments turning away from failed CCUS

Birth pangs are over now into the growing pains of a new industry, just think wind power and EVs 20 years ago.

60% of ITM shares in a small group of investors, Linde. Hargreaves, JCB, Banks and investors all happy with the remuneration committee's recommendations.

Where are the sellers?

Where are all the sellers?

Morning Rich62

That prompts me to ask "where are the sellers?" in increasingly shrill desperation.

I think LSE moderators should be following the guidelines and removing the posts in line with the reports I know they had received for breaches - but they aren't doing that either

True seaangler it is decommissioned but was earmarked for a new reactor until Hitachi (i think it was) pulled out - but is a possible SMR location

And wow, that is a sizable UT breakofdawn, almost one third the days volume. I noticed the price was going up on low trades too, does that indicate the MMs have closed their naked shorts and are actually having to go buy some shares to complete transactions?

Yes, I can see that as a proof of holding check through the platform provider - but it still wouldn't prove whether or not one interacted with BB and under what username...? I'm all for it only being for genuine investors though.

Indeed, although as there is no way for them to legitimately check IP addresses or emails with the BBs then it would be simple enough for someone to say "no" to that, I'd have thought?

I can recommend a trip to Plas Newydd if you get a chance, you might even see a Red Squirrel or you could take in the sights of Wylfa

Good, and good luck with getting selected Eastwood

Fortunately you won't have to unless you choose to fill in the survey and have the misfortune to be selected; even then, you don't have to go.

As I said once before, in the words of Xenophilius Lovegood "they'll be along"

Eastwood ITM has posted the link on LinkedIn if you can see the post to get the link to the survey on Investor Meet

Unless the proverbial hits the fan looks like you missed the bottom Casshy

Your concern is admirable Manyfishes but ultimately will make no difference - I stopped engaging some time ago and just filtered, it is clear what the motivations and intent are even though they will be denied. It is an exercise in futility trying to have a rational debate. One of my favourite quotes is Upton Sinclair "It is difficult to get a man to understand something when his salary depends on his not understanding it" whether that is the case or not doesn't really matter. Do your research, have faith in your interpretations and do whatever you think is the right thing to do - ignore everyone else on here, including me.

Good luck Vamosbien - I already have things on that day and also would not be best on tour in any case but I look forward to the feedback from the Golden Ticket winners

Nothing you can do Bilbo - just filter and move on

Good grief - it is barely 8.30 and there is a solid wall of green. The desperation to try and shake out some volume of shares is palpable. Over 500 Hydrogen projects have received FID with only 50 failing (10 per cent) but these are treated as the sign that the wheels are coming off. Massive multi-year take off agreements being signed and cost parity coming ever closer (see the report in my previous posts). Cash cow uber subsidy installation in Teesside under review for a data centre instead - recognition that Hydrogen as a storage vector is required. Need to wean off FF to address geopolitical risks.

and yet some would have us believe this is a busted flush

Never been so glad to be a contrarian investor

Not allowing or paying to prevent cookies for a website that will remove certain posts- but not ones clearly pushing an agenda and/or being personally abusive by name-calling and/or ridiculing - so they can get rid of the non-compliant with Data Protection law cookie banner

Morning Romingronaldo - not sure what you are replying to but as you mention ferraris and mazdas I assume this is some sort of comparison to hydrogen production costs. I recommed this article:

https://www.sciencedirect.com/topics/engineering/hydrogen-production-cost

Table 3.8. Comparison of different hydrogen production methods

Process Energy source Feedstock Capital cost (M$) Hydrogen cost ($/kg)

SMR with CCS Standard fossil fuels Natural gas 226.4 2.27

SMR without CCS Standard fossil fuels Natural gas 180.7 2.08

CC with CCS Standard fossil fuels Coal 545.6 1.63

CG without CCS Standard fossil fuels Coal 435.9 1.34

ATR of methane with CCS Standard fossil fuels Natural gas 183.8 1.48

Methane pyrolysis Internally generated steam Natural gas – 1.59–1.70

Biomass pyrolysis Internally generated steam Woody biomass 53.4–3.1 1.25–2.20

Biomass gasification Internally generated steam Woody biomass 149.3–6.4 1.77–2.05

Direct bio-photolysis Solar Water + algae 50 $/m2 2.13

Indirect bio-photolysis Solar Water + algae 135 $/m2 1.42

Dark fermentation – Organic biomass – 2.57

Photo-fermentation Solar Organic biomass – 2.83

Solar PV electrolysis Solar Water 12–54.5 5.78–23.27

Solar thermal electrolysis Solar Water 421–22.1 5.10–10.49

Wind electrolysis Wind Water 504.8–499.6 5.89–6.03

Nuclear electrolysis Nuclear Water – 4.15–7.00

Nuclear thermolysis Nuclear Water 39.6–2107.6 2.17–2.63

Solar thermolysis Solar Water 5.7–16 7.98–8.40

Photo-electrolysis Solar Water – 10.36

and the overview:

The cost of generating hydrogen varies depending on the source. For instance, the cost of producing hydrogen is $2.4/kg from fossil fuels, $2/kg from CCS, $4/kg from electrolyzed water, $3.6/kg from solar thermochemical methods, and $3.7/kg from wind (Fig. 7) [53]. It is hoped that by 2030, hydrogen can be produced more cheaply using the steam methane reforming (SMR) method ($1.28/kg) and that CCS($1.95/kg) and electrolyzed hydrogen ($2.16/kg) (Fig. 7).

Hydropulse (to give it the correct name rather than the childish name change in the title whomever put that) is expected to focus on production where there's a surplus of renewable electricity with the ABO and Eternal tie-ups so we can reasonably expect these costs of production to come down.

I doubt we will hear on the Uniper FID before first quarter 2026 once the HAR2 announcements are made. No idea on the 300MW APAC as just not enough detail to do anything more than speculate. At this rate, Hydropulse customers could come sooner, looking like a race to see which will be first.