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A lot better than chasing the ARTIFICIAL-i market and its huge power demands

I hope very much not 'burning'

Shorts bailing here by the look of it. Ceres is also benefiting from the huge gains at Bloom energy, but one has to ask, what powers fuel cells? Hydrogen, and what makes hydrogen? Electrolysers, and who makes them? Ooh another heavily shorted company: ITM

A sell first B&B

Would need some local storage in the form of salt caverns or pressure tanks like those from CSC

18, 19, 20%

Gosh, are you predicting the share price to rise now..?

30-Apr-25 09:43:04 31.2863 301,795 Buy* 30.55 30.90 94.42k

At least the concept of energy islands is still being pursued in Europe, though no doubt with an extra dose of security considerations in the N.Sea and Baltic.

5GWh is hardly long term energy storage. Batteries cannot sustain more than a few hours, so they are used for short term and grid balancing. UK electricity grid alone requires 1TWh per day at current consumption rates. Only gas can provide that scale of storage for days, weeks, months.. hence the plan to transition to storage of renewable H2 or derivatives.

Https://www.thetimes.com/business-money/companies/article/uk-businesses-plan-65bn-project-to-raise-hydrogen-production-08zh8ghf3

Https://www.bbc.co.uk/news/videos/c86jjg3j713o

Nice and close to a new build estate!

Long term sub-surface energy storage of hydrogen would be safer and scale much better. Even the government noted this some time back with a document tagged "GET ON WITH IT" https://publications.parliament.uk/pa/ld5804/ldselect/ldsctech/68/6802.htm

Short to medium term energy storage using flow batteries (e.g. Invinity Energy IES) would be far safer than Li-ion, justifiably labelled NIMBY!

Https://www.hydrogeninsight.com/innovation/more-than-1-000km-without-stopping-first-100kg-liquid-hydrogen-truck-system-successfully-tested-in-china/2-1-1S795913

Https://publications.parliament.uk/pa/ld5804/ldselect/ldsctech/68/68.pdf

Dubbed: "G E T O N W I T H I T"

8GWh - a mere drop in the ocean! 8GW for an hour or 1GW for 8 hours... On average UK is consuming about 40GWh https://gridwatch.co.uk/ and that is just energy consumed via the electricity grid. That is per hour, so a day's worth = 40GWh * 24 = 960 GWh, nearly 1 TWh of storage required to sustain the UK electricity grid for a day. Electrical energy storage needs are 1000x more than 8GWh to replace current energy stored in UK as coal/gas/petroleum measured in 100s of TWh. Wake up UK PLC!! RoyalSoc tells us the best way to do this at scale is by green hydrogen generation & storage.

https://royalsociety.org/-/media/policy/projects/large-scale-electricity-storage/large-scale-electricity-storage-policy-briefing.pdf

NEL SP up 33% so far today

Like NEL and PLUG

Equinor delaying their blue hydrogen investment decision at Saltend https://energynews.pro/en/delay-of-equinors-saltend-h2h-in-the-uk-financing-uncertainties/ and pulling out of a proposed blue-hydrogen pipeline from Norway to Germany (https://www.reuters.com/business/energy/norways-equinor-scraps-plans-export-blue-hydrogen-germany-2024-09-20/) are other indicators that blue hydrogen margins are narrow. The threat of methane leakage undoing any potential CO2 reduction added to the proposed green electricity off-take of 600MW just to power the whole CCUS process should emphasize how borderline such projects are. Green electricity to make green hydrogen for difficult to decarbonize industries it the way forward, so we are told. One significant problem remains, without CCUS there is a risk that the subsurface science/engineering and technology sector will lose the skills to enable underground H2 storage and support removal of historic CO2 from the atmosphere as mandated by the IPCC, as trees cannot mature fast enough to be significant enough early in the transition. This is one reason why UK gov is committed to investing £22B in CCUS over 25 years https://www.bbc.co.uk/news/articles/cy4301n3771o but pledge about £2B for each HAR round. e.g. https://www.bbc.co.uk/news/articles/cpvzkkeg2g1o . So HOLD tight.

Https://www.bbc.co.uk/news/live/ce8jy9j91y5t?post=asset%3A285250b5-4b17-43df-ac6b-611e8a27bdba#post

This may play into China's hands in a few years time if USA does not keep supporting its own renewable energy industry. Plug share price already down. US will have to buy foreign tech to rapidly update when/if the tide turns in America. Could be good for ITM. Trump wouldn't shoot his own foot would he..?

NEL is 'temporarily halting production at the Alkaline production facility'.

'Nel also sees good near-term opportunities to sell containerized PEM systems.' as does ITM