Member Info for LSE03

Currently scheduled to depart from Belfast on 12th March.

Https://www.investni.com/support-business/improve-skills/video-tutorials/future-economy-powered-clean-hydrogen

Logically, Invest NI would not hold/record this all day event without a clear steer that it was an opportunity they were keen to secure for Northern Ireland.

Https://www.investni.com/support-business/improve-skills/video-tutorials/future-economy-powered-clean-hydrogen

Chapter 1 3minute video, Rachel Sankannawar, Head of Green Economy Development, Invest NI welcomes the attendees and speakers and details how hydrogen is positioned to play an important role in the route to net zero and also as a key driver of the green economy. Includes salt caverns as part of this plan.

Https://www.sharesmagazine.co.uk/news/market/LSE20230417070005_4738767/islandmagee-update-concept-study-findings

The Report documents the work carried out in order to provide further design definition on the selected concept of integrating hydrogen processing and storage at the Company's Islandmagee Gas Storage Facility.

Https://www.gov.uk/government/speeches/defence-procurement-minister-oral-statement-on-the-integrated-procurement-model-28-february-2024

The third key feature is prioritising exportability, which will now be considered in depth from the very outset of programmes, so that we maximise the potential market for a given capability – and therefore, drive British industrial resilience.

That’s why one of the key expert voices will be our export specialists. At the moment their primary focus is on export campaigns, largely for mature products. But I want that expertise to be embedded within the MOD’s acquisition process from the beginning – giving us robust data to quantify the risk that bespoke requirements might create a delta between our needs and international demand. Above all, meaning that our international export campaigns can commence at a far earlier point in the product life cycle.

Finally, how will this systematic change be implemented?

I said to the HCDC that our plan was to launch our new model in the next financial year.

So from the second week of April, the Integration Design Authority will be formally delivering its new oversight function in support of the Integrated Procurement Model.

For major new programmes starting after that date, newly formed expert advice will be made available to Ministers – ensuring we thrash out all the hard issues at the beginning of a major procurement, locking down the key policy decisions so that our SROs and commercial functions can deliver at pace from thereon in....

Although for contractual reasons existing programmes will continue under their current procurement mode, on 8th April we will publish our new Spiral Development Playbook so that extant programmes which can adopt Spiral features will be empowered to do so.

👍 dock 😀

Https://www.prnewswire.com/news-releases/villa-vie-residences-secures-dry-dock-and-operational-partners-302056131.html

Press release says early March arrival and Villa Vie Residences have planned ship visits and events in Belfast for Journalists and Residents on March 23rd-24th.

Https://www.gov.uk/government/publications/hydrogen-blending-in-gb-distribution-networks-strategic-decision#:~:text=Government%20has%20taken%20a%20strategic,into%20GB%20gas%20distribution%20networks.

A strategic policy decision to support blending of up to 20% hydrogen by volume into the GB gas distribution networks, if enabled.

EU allowing hydrogen blending, GB signals likely support for GB distribution network and National Gas pushing for hydrogen blending in the Transmission network.

You might reasonably expect that UK / RoI will operate to the same technical standards.

Https://www.koreaherald.com/view.php?ud=20240228050672

Del Toro's visit to Korea comes as the US contemplates outsourcing naval ship maintenance, repair, and overhauls, or MRO, to alleviate domestic capacity constraints. These services keep naval vessels in optimal condition and ready for deployment. There is also an interest in constructing naval vessels in allied nations like South Korea and Japan as cost-effective alternatives to strengthen the US naval presence in Asia in response to China's rapidly expanding fleet.

Thanks Stokey. In the pdf, Part B, Table 1 provides high level details. Max length 172m, Max Beam 28.2m, 3 Passenger Decks, 2 Vehicle Decks, Initial Operation Diesel Battery Hybrid, Future Ready All Electric, Grid Plug In, Diesel Standby etc

Https://www.bcferries.com/news-releases/first-look-at-new-major-vessel-concepts

Today, BC Ferries issued a Request for Supplier Qualification (RFSQ) for its New Major Vessels program. The RFSQ is available through the international shipbroker Clarksons, as well as on bcbid.gov.bc.ca. It will close on March 26, 2024. Qualified shipyards will then have the opportunity to take part in the Request for Proposal (RFP) process, currently expected to occur in the summer of 2024.

BC Ferries follows a formal and transparent procurement process to obtain the best possible value for ferry users. The bidding process to build the new ships is open to qualified local, national and international companies.

Https://maritime-executive.com/article/morocco-to-uk-cable-project-plans-to-order-its-own-cable-layer

The same firm is planning to order a cable-layer with the capacity to install it, and the award to build it is expected later this year. It will be one of the largest vessels of its kind, and will be able to deploy two cables at a time as a bundled pair. In addition to deploying it for XLinks, XLCC plans to charter the vessel out to other developers on the global market.

You could read the report, see the H&W (Islandmagee Energy) detailed responses and those of key players in the island of Ireland energy market (RoI and NI), Mutual Energy, ESB, Gas Networks Ireland, dCarbonX, Hydrogen Association, RWE, Friends of the Earth, academic responses, etc covering considerations around the complete supply chain (production, storage, transportation, market opportunity, physical/technical, commercial and regulatory environment.

or of course you can do what BT would recommend you do and then ask yourself how informative that process has been for you as a H&W shareholder.

Https://www.gov.ie/en/consultation/5c087-consultation-on-developing-a-hydrogen-strategy-for-ireland/#:~:text=The%20strategy%20will%20outline%20the

If you scroll down to the bottom of the link and actually read the 412 page consultation report you will learn a lot more about hydrogen opportunities in Ireland from experts/interested parties than BT's comments. I know which choice I'm making.

Https://www.gov.ie/en/consultation/5c087-consultation-on-developing-a-hydrogen-strategy-for-ireland/#:~:text=The%20strategy%20will%20outline%20the,a%20hydrogen%20strategy%20for%20Ireland.

The published 412 page "Consultation on Hydrogen Strategy - Summary Report" by Gavin & Doherty Geosolutions provides insight into position of interested parties on how a hydrogen system could be developed for Ireland.

Salt caverns / Islandmagee are often mentioned as well as other alternatives. Key point is Islandmagee is very much being highlighted as an opportunity.

Islandma

It was a privilege to be at Stormont last week for the launch of Anglo-Irish Friendships. A great event with a positive outlook and lots of clear support from business and politicians both sides of the border. During the panel discussion, my CEO, John Wood, summarised how Harland & Wolff are pursuing all-Ireland solutions and providing skilled jobs and careers for increasingly large numbers of people. And it was great to have the opportunity to network and expand on this message with key stakeholders.

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Maybe another Cory barge ready?

Https://www.irishnews.com/news/business/riverridge-invests-in-norths-first-fully-electric-skip-lift-T4P62GAE3RDDHJVP2YQYVKHQRA/

Https://www.energylivenews.com/2024/02/27/uk-faces-2028-energy-security-crunch/

Seems like there is plenty out there that could cause the forward curve to rise.