Member Info for MajorOak

Threat to EV.

Toyota Mirai & Nel asa link up to create new world record for hydrogen distance.
https://www.h2bulletin.com/toyota-mirai-sets-the-autonomy-record-gac-launches-a-new-hydrogen-ic-engine/amp/

Emh , pull ya finger out , its already happening in hydrogen not just long haul trucks.
Steel, Aluminium, Nuclear, Haulage, Household power, Large Solar, Ammonia - not sexy BUT takes a hell of a lot of power = a hell of a lot of electrolysers ie Nel deal with Ibedrola Ammonia/Solar in Spain needs USD$800M approx to NEL. Just one project but it is massive scale and starts by THIS year end not blooming 2025-2027.

Toyota Mirai & Nel asa link up to create new world record for hydrogen distance.
https://www.h2bulletin.com/toyota-mirai-sets-the-autonomy-record-gac-launches-a-new-hydrogen-ic-engine/amp/

NEL HYDROGEN 1.360 km on a single charge, fully electric, is both an outstanding achievement and a powerful reminder of what can be achieved with #hydogen. Charging efficiency, range efficiency, grid efficiency ?????? @H2Europe @nelhydrogen

https://t.co/vNoe3Lhssb

NEL HYDROGEN signed an agreement with SFC Energy AG, which is a leading provider of hydrogen and methanol fuel cell for stationary and mobile applications. They have actually sold more than 50,000 fuel cells. So they've been around and are really one of the leaders in this field. And here, we are combining the leadership position of SFC and the leadership position of Nel to basically address and cooperate to address a new segment in the market, which we think is going to be growing and going to be important.

Here, we will start with our mature and proven technology components and put them together. But we will obviously develop this over time, and the target is to have 500-kilowatt range, which is basically on par with the traditional diesel generators that you see out in the field so we can actually replace those generators. And the solution here, well, basically take renewable energy and store it, and it will release it either on demand or as backup power. And the estimated size of this market in Europe in 2030 is around about EUR 15 billion, and that's in Europe alone. So we're very excited about this cooperation, and we'll push forward to get going.

Heroya Electrolyser factory to open within 2-3 weeks.

144 ELECTROLYSERS PER DAY !!! No competition !!!
24/7 FULLY AUTOMATED.

Just ONE of the 3 electrolyser factories that NEL already have. US Wallingford has plans to increase and expand to Heroya style & size to take TOTAL control of US Electrolyser supply.

NEL HYDROGEN - Itochu Corporation and Nel Asa today (8th October) has inked a Memorandum of Understanding (MOU) to create a strategic partnership in the hydrogen industry.

Both partners will jointly explore hydrogen business opportunities and develop tangible projects. They will also aim to expand the hydrogen business globally by establishing a production, transportation and distribution hydrogen value chain together with potential partners in each area of the value chain. In addition, the parties agreed to evaluate and explore each project and business opportunity together with Osaka Gas Co., Ltd.

In another development, today, Costain has been awarded the concept development and feed study for the HyNet project hydrogen storage facility in northwest England by Inovyn (one of the HyNet partners). Costain will undertake an initial concept study to demonstrate the requirements for importing, storing, and exporting hydrogen at the facility. This will form the basis of a targeted front end engineering design (feed) study package for the hydrogen facility.

The HyNet project is expected to play a significant part in enabling the UK’s hydrogen economy to create the UK’s first full chain, integrated low carbon hydrogen supply system of production, distribution network, bulk storage and consumption. The project will see the development of a hydrogen storage facility in the southern part of the Holford Brinefield in Cheshire, storing up to 1.3 TWh of hydrogen underground in salt cavities. Excess hydrogen will be stored for usage during peak winter periods.

NEL HYDROGEN - Stratkraft Steel and Hexagon Purus move to provide marine tankers bulk hydrogen supply.

BOTH have seperate deals with NEL ;-). Going to need those electrolysers. The US Navy submarine fleet are being equiped with hydrogen back up power supply so taking hydrogen on the high seas seems to be no issue.

https://www.maritime-executive.com/article/modular-design-for-coaster-as-norway-builds-hydrogen-infrastructure

NEL HYDROGEN partner Hexagon Purus joins the work package Zero Emission Compressed Hydrogen (ZECH) which is part of the ZeroCoaster project study coordinated by Vard, a major global ship design and shipbuilding company. This study aims to research, evaluate and present zero emission ship design solutions using alternative fuel systems.

The ZeroCoaster represents coastal bulk cargo operations in Norway. Systems and component solutions revealed in the project are applicable for scaling and reconfiguring for other maritime applications.

The project study is funded by The Research Council of Norway. One of the main objectives is to evaluate and challenge bunkering technologies and logistics operations, with a focus on safety, cost, and capacity. Hexagon Purus will contribute with its knowledge and expertise in storage and distribution of compressed hydrogen gas using Type 4 composite cylinder technology.

Sharing knowledge to accelerate zero emission maritime solutions

Norway has set a target to reduce emissions with 50 % by 2030, and there is a growing national demand for zero emission vessels along the Norwegian coast. If Norway's target for cutting emissions by 2030 is to be implemented, 700 low-emission and approximately 400 zero-emission ships will be required, of these; 450 bulk and cargo ships.

Project starts end of 2021.

NEL HYDROGEN - Last 2 hours near 30 million bought !

NEL HYDROGEN to supply IVECO and Nikola inaugurate joint-venture manufacturing facility for electric heavy-duty trucks in Ulm, Germany.
Press release out from Nikola just

NEL HYDROGEN - Nikola Corp want 700 hydrogen stations across the USA.

$2 million per hydrogen station = $1.4 BILLION DOLLAR requirement to fuel just NIKOLA CORP. Then the maintenance contract that NEL will have for safety , after all it is hydrogen ! Extra dollars ???

That is ONE contracted supply deal possability. $1.4B

What are Piedmont Lithium expecting to make in 20 years of strip mining...about the same for the total North Carolina mine, maybe $1.8-2B if lithium hydroxide price stays high ? European Metals , largest lithium mine in the whole of the EU. $2B from 20 years of mining one deposit. 20 years.

NEL Hydrogen starts within days , 144 per day after day after day after day after day. Its a juganaught. Not used that word in a very long time teehee.
Nothing currently planned comes close to Heroya.

Pleeeease DYOR. Do not listen to me just read what i have posted and follow it up then make up your iwn minds. Its your money to lose.

NEL HYDROGEN GOES NUCLEAR ?? "purchase order for a 1.25-megawatt PEM facility or PEM order from a U.S. customer. Name still remains undisclosed but probably will soon be. The first -- this is the first ever nuclear to clean hydrogen in the U.S., and it gives us, obviously, a lot of great learnings. It has a massive potential for future scale-up, as you can do this in many other facilities. And here, we actually utilize the dynamic response of the electrolyzer to capture intermittent power of a nuclear power plant, and you would imagine maybe a nuclear power plant wouldn't have intermittent power, but obviously, you don't draw the maximum amount all the time, and you can't shut it down. So actually, at night, for example, you do generate a lot of intermittent power. The value of this contract is 2.6 million, and this program was supported by the H2@Scale program from the DOE, the Department of Energy, because they really feel that this is an area that has a lot of potential for the future."

NEL HYDROGEN PRODUCE from NEW FULLY AUTOMATED , 24/7 Electrolyser Factory.

"potential pipeline of orders continues to grow, currently amounting to more than USD 6 billion and Nel reiterates the strong long-term outlook and growth prospects for the sector."

To add context to this scale up.
In 5 years from 2 sites ( 1 US & 1 small site in Denmark ) NEL produced 3,700 electrolysers to create hydrogen.
NOW they have opened up the first line of 3 that is NOW set to supply to NIKOLA CORP, TOYOTA, SHELL, ITAWANI JAPAN,EVERFUEL, HEXOGAN PURUS, IBEDROLA SPAIN 4,200 PER MONTH.

So from 3,700 in 5 years to 4,200 PER MONTH !!!

USD $6 BILLION Order Book potential.

Now that to me makes emh's pizzing about look shameful. Hydrogen IS now happening , not in blooming 2025 to full production in 2027 ??? KC pull ya finger out man arrrrgggghhhh it can be done.

NEL HYDROGEN $6 BILLION " pipeline of orders continues to grow, currently amounting to more than USD 6 billion and Nel reiterates the strong long-term outlook and growth prospects for the sector."

NEL HYDROGEN supply the electrolysers to create the hydrogen for "Nikola and Bosch Group companies have signed agreements for Nikola to utilize fuel-cell power modules using technology licensed from Bosch

The agreements allow Nikola to incorporate fuel-cell power modules suited to meet the needs of Nikola’s vehicles, providing for competitive cost and performance advantages

Under the agreements, fuel-cell power module assembly will commence at Nikola’s manufacturing facility in Coolidge, Arizona in 2023 alongside production of Nikola’s Tre fuel-cell electric truck

Pursuant to the agreements, Bosch will provide key components to Nikola, including the fuel-cell stack, air compressor with power electronics and control unit with sensors

PHOENIX -- September 2, 2021 — Nikola Corporation (NASDAQ: NKLA), a leading designer and manufacturer of heavy-duty commercial battery-electric vehicles (BEV), fuel-cell electric vehicles (FCEV) and energy infrastructure solutions, today announced agreements with the Bosch Group of companies for Nikola Class 7 and 8 fuel-cell electric vehicles (FCEV) which will enable Nikola to build the Bosch fuel-cell power modules at its Coolidge, Arizona facility.

The agreements will allow the adaptation of the fuel-cell power modules for the Nikola Tre and US Nikola Two fuel-cell applications. Under the agreements, Bosch will supply both fully assembled fuel-cell power modules as well as major components to Nikola, including the fuel-cell stack, for Nikola to assemble at its manufacturing facility in Coolidge. The parties will work together for sourcing of remaining components for the assemblies.

Nikola and Bosch have defined together a scalable and modular approach for the Nikola Tre and Two truck applications based upon use of multiple fuel-cell power modules utilizing the Bosch heavy-duty commercial vehicle fuel-cell stack. The fuel-cell power modules are expected to launch in 2023, with the first application being the Class 8 regional-haul Nikola Tre FCEV. Nikola anticipates that the overall vehicle design will result in a range of up to approximately 500 miles. Nikola plans to further expand capacity for use in the Class 8 long-haul Nikola Two FCEV with an anticipated range of up to approximately 900 miles.

The vehicles are planned to utilize common fuel-cell power modules in 200 kW and 300 kW configurations. The fuel-cell power modules and components are being designed and validated for the demands of commercial vehicle power. The Nikola Tre FCEV will also be launched in the EU, utilizing the same fuel-cell power modules supporting vehicle manufacturing planned at Nikola’s joint venture with IVECO in Ulm, Germany.
Recommend (1)Report Post

MajorOak

9 Oct '21

Posts: 784

Price: 12.5125

Hydrogen Heavy Duty Vehicle Industry Group Partners to Standardize Hydrogen Refueling, Bringing Hydrogen Closer to Wide Scale Adoption
Published October 08, 2021

Oct. 8, 2021 – Phoenix, AZ: The Hydrogen H

NEL Hydrogen - Jon Andre Lokke CEO - Congratulations to ?@nikolamotor? for securing another strong partner to develop necessary infrastructure, we look forward to support with world leading equipment ?@nelhydrogen? https://t.co/iwJfmGB9Ei

NEL working with :-
SHELL
AIR LIQUIDE
TOYOTA
NIKOLA CORP ....

Can you feel the new factory news coming, can you feel it coming ? Newsflow stepping up now and Heroya factory news now overdue.

144 ELECTROLYSERS PER DAY !!! Nobody in the world can offer this rate of collosal production. For an example Nel / Proton Power USA have produced 3700 in 10 years and are regarded as THE largest suppliers in the world !!!

Step up HEROYA & in 1 month on full production over 4000 A MONTH !!! AWSOME production rates to come.

NEL HYDROGEN "PRODUCED" the first electrode batch from our new, fully-automated production facility at Herøya and we are ready to start producing the orders to Nikola and Everfuel in the fourth quarter"

NEL HYDROGEN "PRODUCED" the first electrode batch from our new, fully-automated production facility at Herøya and we are ready to start producing the orders to Nikola and Everfuel in the fourth quarter"

ITM raised £250m in 24 hours !!! Hello !!! In todays climate that was a well timed raise.

Having pointed out NEL Q3 results my hope is this is the kind of super growth ITM will and yes I believe WILL see in the coming 2 years.
ITM will easily be a £10.00+ share and if funding , costs, cvd and good good management I could gobover the top and say £20.00+ a share, but gain most of the big steel, aluminium, large wind projects and fuelling / housing deals in the UK alone and I don't see why not in time.

Cont ... "Nel has expanded its electrolyser capacity at Herøya, Norway, which is a key element to delivery on the cost target of USD 1.5/kg set out at the Capital Markets Day in January. The expansion of the electrolysis production accommodates large-scale projects through the fully automated manufacturing facility. Installation and testing of installed equipment have been completed in the quarter and the first batch of electrodes has been produced from the production line. The exact speed of ramp-up will be aligned with customer requirements.

“We remain confident in the long-term potential of the green hydrogen industry and reiterate the strong growth outlook. With the new production facility at Herøya up and running, we remain confident that Nel is well suited to capitalise on the opportunities with our proven track record, market leading position and global delivery and execution muscle” Løkke concludes."

$6 BILLION not my estimated $3 BILLION.
NIKOLA CORP & EVERFUEL supply to start within days. 700 fuelling stations for NIKOLA CORP approx $800m. EVERFUEL deal was initially for $200m.

Hyundai Trucks in Switzerland 1600 going to hit the road any time now so they will need fuelling stations.

US DoE Nuclear Power Plant ...s.
US Navy
TOYOTA / SHELL US California Hydrogen fuelling network currently being built for trucks and testing out supply using Mirai hydrogen car.

Plenty more if you look at my posts on LSE NEL. My biggest shareholding by far boyobach.