Member Info for kontiki2

We have a massive problem with insulating old housing stock in this country. Most need external insulation to avoid disruption and space loss. Insulation is required before dallying with electric only heat pumps. Distrustful of cowboy installers though, and lack of national standards/training. Meanwhile those of us who grew up on town-gas wonder what the problem about having a methane-hydrogen mix is. It would be a great stop-gap for a few decades, an immediate H2 market for excess renewable energy. Tearing hair out here too.

So in essence: consensus is evidence of a scam. Interesting, so the Earth really is flat, despite what many of us may have experienced during an aeroplane flight. Dangerous thought: when the consensus becomes that 'everything is a scam', will the pendulum swing the other way?? Buy ITM by the way;)

The cause of any such fire is immaterial, its the inability to contain it which is so worrying.. that and the toxic gases emitted.

The story of the cargo ship Felicity Ace makes me worry about being on a ferry or in the channel tunnel with any BEVs.

Apologies for the delay responding, my phone battery was kaput. The only reason the hydrocarbon economy works, despite its huge costs in exploration, extraction, refining and distribution is because there is huge demand for it. Basic supply and demand economics. We are told that hydrogen for road transport has stalled in the UK because there is insufficient demand. Why would that be? Insufficient geographical distribution is one obvious reason, just like the chicken-and-egg problem of encouraging battery electric vehicles. I just returned from a weekly task of lugging materials to and from a fairly remote location, using a hydrocarbon powered vehicle. There are plenty of hydrocarbon refuelling opportunities along the way, which don't delay me more than a few minutes to use, and there is certainly no electrical outlet at the remote destination to enable hours worth of battery recharge while I work with the materials. I can't be alone in wanting to quickly refresh my vehicle's energy supply without considerable range anxiety and wasted time. The efficiency experts are damaging the potential hydrogen economy, certainly in the UK, by limiting its demand. Are they just blinkered or do they have ulterior motives? Regardless, they are ignoring the 'efficiency' of usage. - which for me at least is a major factor in my "equations".

Today: SocGen raises National Grid price target to 1,250 (1,210) pence - 'buy'

None of the previous arguments appears to explain the figures, which now 1.46% down, stand at:

# Trades 477

Vol. Sold 500,016

Sold Value £346.40k

Vol. Bought 761,448

Bought Value £527.77k

Ah, so thats what the second M in MM means. Thanks!

# Trades 272

Vol. Sold 226,109

Sold Value £156.34k

Vol. Bought 498,019

Bought Value £345.00k

Yet the price still drops. Someone care to explain? MM's helping the shorters buy back in?

News.sky.com/story/uk-at-risk-of-falling-behind-in-race-to-become-green-hydrogen-global-leader-johnson-matthey-says-12876852

"Shell continues to develop hydrogen refuelling infrastructure for hydrogen vehicles in the UK, with an aim to build out a future network that meets the needs of customers."

www.shell.co.uk/a-cleaner-energy-future/hydrogen.html

NEL showing the way today

“It doesn’t mean that we won’t be buying off others,” he said. “Our need is going to be enormous globally, so we have and retain great relationships with all the suppliers around the world actually and we’ll be dealing with different suppliers in different situations around the world.”

Remember that ITM have "Funding to advance hydrogen electrolyser manufacturing in Western Australia" according to an earlier RNS.

Linde wins either way, with its involvement in both blue and green hydrogen projects. Does your understanding of the planned regulatory framework for the transition imply that the green market share should grow over time? Let us hope that Linde's O&G clientele stay for their transition too.

Thanks for taking the time to comment.
Viel Glück

ITM are involved in the same consortium:
https://itm-power.com/news/5m-eu-award-to-study-offshore-green-hydrogen-production-with-orsted-and-siemens-gamesa

Perhaps the impetus for carbon capture companies is what the IPCC is itself saying (mentioned here https://www.bbc.co.uk/news/science-environment-65013560) that direct air carbon capture will be necessary to reduce atmospheric carbon concentration 'overshoot'. The trouble with that approach is that it consumes energy.

Not quite as daft as Equinor's plan to use Dogger bank windfarm GREEN electricity to separate blue hydrogen from methane, store CO2 to CCS offshore, then MIX the blue hydrogen with more methane and burn it in an existing gas turbine to power operations at Hull.

With economic geologists warning of mineral resource limits to a fully electric future, and the ongoing global power struggle for their control, I suggest that JCB's hydrogen fuelled ICE approach might be extended more widely. Avoids the dubiously "green" eFuels approach, and ensures that more of said minerals are earmarked for generation projects not consumption. Of course the efficiency issue means the need for hydrogen production is even greater!

Meanwhile accelerate green H2 gen & storage to capture excess wind/solar energy, and energy from those crazy projects awaiting years for connection to the grid!

Oh hang-on, is that the plan?

While Rome burned...

https://www.bbc.co.uk/news/uk-politics-64815875

I wonder how it all stacks up against the cost of electrification, grid power connection and ongoing maintenance, mostly a function of distance. Always hearing about rail disruption caused by catenary damage or leaves on the line.

Nobody in their right mind would have invested in O&G if they knew just how much sci/tech/eng to find it, recover it, process it, and distribute it would be required to make a global commercial success. They would have said: impossible, not feasible, no idea, too inefficient wouldn't they?