Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Too many products and everything developed in-house.
https://www.hydrogeninsight.com/transport/hydrogen-refuelling-is-an-industry-wide-challenge-problems-with-our-immature-h2-pumps-are-not-specific-to-us-says-nel/2-1-1411112
Also, with massive power comes massive heat that needs to be dissipated quickly. Hybrid FuelCell battery is the halfway house, but in the end super capaciters will replace batteries in many applications. None of the nasty chemicals, huge increase I life expectancy (charge/discharge cycles) and none of the problems with recycling that batteries have.
Interesting article in the FT:
Schulz, however, said his appointment was not a sign that Linde would attempt a takeover through the back door.
“What was the most shocking to me was the amount of products which ITM has been working on, given the depth of ITM’s slide in valuation, the tear-up by Schulz might not be radical enough for some investors.
“I wanted someone to come in and really scrutinise the technology,” said Lacie Midley, analyst at Panmure Gordon. “That’s a big sticking point for investors. Unfortunately until it is proven at a bigger scale, you are taking their word for it.” Article a bit too long to paste here.
OS I'm in two minds about May because that's when my sipp will be tested against the Lifetime Allowance for the final time. I have a big chunk of these stashed in it. If it shoots up before then the government will take a cut, if it happens in June I'm in the clear. Nice problem to have, but watching this, ITM & Ceres nervously.
Hyperion XP-1 hydrogen-powered supercar makes public debut
Promises 1000-mile range and 0-60mph in 2.2sec from fuel cell EV the two-seat XP-1 combines hydrogen fuel cells with supercapacitor storage to power multiple electric motors.
https://www.autocar.co.uk/car-news/new-cars/hyperion-xp-1-hydrogen-powered-supercar-makes-public-debut
Hyperion XP-1 powertrain is made up of fuel cells and instead of batteries it has supercapacitors, as well as a three-speed transmission and four axial-flux electric motors that drive all four wheels.
Linde plans to increase green hydrogen production in the United States via a 35-megawatt Proton Exchange Membrane electrolyzer. This plant is expected to operate full throttle by 2025.
https://www.insidermonkey.com/blog/top-5-green-hydrogen-companies-in-the-world-1089945/3/
How come there was no RNS about this?
https://www.newcivilengineer.com/latest/funding-boost-for-innovative-tech-using-nuclear-for-cement-production-18-11-2022/
Some are more positive than others.
Green hydrogen is entering hockey stick territory: the point where it sees a sudden and sharp turn upward. A boom in the supply of and demand for the environment-friendly gas will power a whopping 120-fold global expansion in the key equipment used to split water and produce hydrogen.
Installations of electrolyzers are set to grow from 2 gigawatts currently to 242 gigawatts over the next eight years, with companies like Longi Green Technology, John ****erill, Plug Power, ITM Power and ThyssenKrupp leading the manufacturing, according to BloombergNEF. Cumulatively, around $130 billion will be spent on electrolyzers between now and 2030.
https://hydrogen-central.com/a-breakneck-growth-pivot-nears-green-hydrogen/
Thanks kontiki2, this article is one of the best I've read in a long time and puts a lot of issues into perspective, though I think I will have to read it a couple more times to fully absorb it.