RE: ABB delivers chargers for revolutionary ‘GRIDSERVE Electric Highway’23 Jul 2021 22:12
“They use power generated by solar canopies above the chargers together with a network of hybrid solar farms.”
Sorry, I’m probably missing something but can’t see where AFC could come in to it? I posted earlier that the CMA looking into the monopoly here, and the need for government to target funding off the motorway network into more remote locations. And hopefully locations where AFC’s ABB tie-up could shine…
“Forecasts cited by the CMA suggest the public charger network needs to expand by at least 10 times by 2030, from the current 25,000 to between 280,000 and 480,000 public charge points.
“The CMA said the government needed to accelerate investment in rapid-charging networks, provide more funding and support to local authorities to invest in charger networks, and make it easier and cheaper for companies to connect new chargers to the electricity grid. The government should also consider targeting extra funding off the motorway in more remote locations, the regulator said.”
Thanks Halfshell, that’s a great article with wider context. 90% carbon reduction with HVO still isn’t going to get firms to net zero if that’s the goal, and if ammonia drives down the cost then it’s got the huge potential. Clearly MACE are very interested and it seems like we might be getting more partnerships/interest in this space too if hints are to be believed. Exciting times.
Speedy are pushing HVO fuel supply business. Would welcome others’ thoughts who know more in this area, and would assume MACE etc aware of this as an option but still see better potential with AFC and the zero emissions offering?
“A small number of high-profile UK sites have already been identified by the [MACE] partnership for the initial leasing of our hydrogen power systems for use from early 2022, with detailed feasibility work already undertaken to support their deployment.”
But the spreadsheet download of full portfolio details doesn’t match. So maybe that’s yet to be updated. AFC haven’t long been included (the whole thing not long ago launched anyway) but it’s growing in size. Haggis emailed them about AFC I recall!
So, Isy has posted a short video of the solar arrays providing electricity for the container unit that was loaded on at Valencia (“hydrogen for a greener world” on the side) which is the AFC branded electrolyser with a tank of water next to it. Do we know any further details on that (upstream hydrogen generation system) or maybe a nice RNS on Tuesday re. tech?
“Like buying a pub for £2 million when its valued at 200k assets...”
LOL! Well in which case, The AFC Arms are brewing a patented beer in their hanger out the back with a recipe involving ammonia, which you might think stinks of $h1te but to holders and the (minimally) well researched is looking like it’s going to be a rosy brew indeed. Enjoy your BP dividends.
Thanks for everyone’s genuine notes on the Capital Markets event last Wednesday. I didn’t get the chance to see it live but have finally caught up with the full presentation this weekend. Here’s my highlighted notes, fantastic presentation and prospects ahead:
MACE - committed to no diesel fuel on construction sites by 2026, so up to and in 5 years time there is a huge opportunity for AFC.
Acciona - (minor delay yes but) they are very interested in the divergence of fuel cell tech over to alkaline based on economics. That’s very important to note given their relationship with Plug Power. And actually the 6 month delay to Q4 is resulting in a further improved AFC system that would otherwise have been deployed, hopefully strengthening the use case and ultimately, successfully leading to orders.
Manufacturing partners - DeNora, BK, Advance Plastics. Working towards the “scale up now to achieve the demand we’re expecting from our customers over the next 12 months and into the future”.
“The number of partners we’re working with at the moment far exceeds those we’ve announced today”... leading to “multiple system orders in the very short term”.
10s if not 100s of email enquiries a day. Focus is on partnerships and those with prospects for high volume commercial orders.
Not reliant on govt. support, nor will AFC be waiting around for tens of years in case hydrogen infrastructure gets built. AFC strength is off the use of ammonia and a ready made fuel supply infrastructure and industry in place today.
That’s interesting Cheekyboy, hadn’t considered that part of the RNS. “Upstream green hydrogen solution.” Coming months would be about now. Maybe that’s why we never actually saw anything about the production of hydrogen in Saudi as they hadn’t delivered that part yet?
I’m wondering, now their next stops are much further afield, if any of this is for the possible E1 powerboat trial charging too, or a “legacy” keep-sake in one of the locations perhaps. Lots to look forward to next week I reckon