Member Info for MajorOak

Hi acker. I note you posted on IRR. I see they are trying to list on the US markets. I hold PLL & Sayona.
I think Mr Musk is behind the whole chain here along with Hyperion in Tenneessee spaceX and Austin Texas 2nd gigafactory including lithium hydroxide plant being built. He is - imho - building ready to buy up a full lithium battery chain and battery production model. Watch this space... Sayona buying up more and more Canadian assets for a Mega lithium hub in Quebec/Ontario. Tesla is just over the border.
Piedmont Lithium and IRR transporting to US & EU is the 2nd hub without Musk directly taking the risk of investing in Africa which he will not do. PLL offers the risk whilst he funds from a distance. Musk knows he needs the current global supply of lithium to expand.
Just my thoughts on empire building.

Talking of building an empire ....NEL HYDROGEN is right up there ! When the Heroya factory opens , again, watch this space as Nikola Corp, Hyundai Europe and Everfuel quickly expand across Europe and the USA. Keep a big eye open on Port California ;-) USA.

https://twitter.com/nikolamotor/status/1446448057491460097?s=19

https://nelhydrogen.com/articles/video/nel-hydrogen-heroya-factory-tour/

STRONG BUY , the only buy in the hydrogen creation sector !!! NEL will MAKE HYDROGEN and supply just like Russia supplies the UK with gas now we have no UK supplies that can cope.

NEL are the future. Watch , wait and learn how a proper company works.

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 and currently overdue.

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 Heavy Duty Vehicle Industry Group – comprised of hydrogen industry leaders Air Liquide, Hyundai, Nel Hydrogen, Nikola Corporation, Shell and Toyota, has signed agreements with Tatsuno Corporation and Transfer Oil S.p.A. to industrialize globally-standard 70 MPa hydrogen heavy-duty vehicle high-flow (H70HF) fueling hardware components.

The Industry Group was formed in February 2019 with the goal of addressing hydrogen fueling hardware challenges of achieving the fueling speeds that are needed for heavy-duty applications today. Other goals include testing and evaluating the hardware’s performance and standardizing the connector design to ensure adoptability throughout the world. This builds upon the collaboration of the hydrogen industry that achieved a global standard fueling interface for light-duty fuel cell electric vehicles.

Tatsuno, an international hydrogen fuel equipment provider founded in 1911, is designing and developing vehicle receptacle and dispenser nozzle and breakaway components, whereas Transfer Oil, considered one of the most valued manufacturers of reinforced thermoplastic hoses in the industry, is leading the design and development of a hydrogen dispenser fueling hose. The fueling hardware is anticipated to support average hydrogen fueling rates of 10kg/min which is in line with the US Department of Energy’s Technical Targets for Hydrogen-Fueled Long-Haul Tractor-Trailer Trucks. Testing is planned at an independent test facility and scheduled to commence in Q4 2021, with preliminary performance and safety results available in Q1 2022.

“This innovative fueling technology will be an essential part of our hydrogen infrastructure development strategy, making hydrogen available to Nikola heavy-duty FCEV customers and the industry at large,” said Nikola President, Energy and Commercial Pablo Koziner.

“Together with other industry players, Nikola is pushing the development and introduction of the new H70HF standard. The development of this hardware is an integral part to enable projected fueling times competitive to diesel fueling times,” stated Christian Appel, Nikola Global Chief Engineer Tre FCEV and Propulsion Engineering.

“This effort is a prime example of industry competitors working together towards a common goal of decarbonization. Toyota is proud to be a member of this group and of the vision we share for a future where diesel trucks are replaced with zero emission hydrogen fuel cell electric technology,” said Justin Ward, Group Manager of Toyota’s Fuel Cell Development Department.

“On March 23, Air Liquide announced its ambitious ESG objectives to ACT for a sustainable future. In full support of the 2015 Paris agreement, our commitments address the urgency of climate change and the energy transition, tar

‘Wet’ commissioning of the SiFT Plant is ongoing, and it is expected that fully integrated operations will commence during September. Read our latest project update here - https://t.co/G1OM1H5tpp. Mid Sept.

So we are just waiting for output figures then ;-)))

Standard Lithium must be going for production rates in the next RNS ? Part of the new plant was installed and operational within the original main design back in Sept. Now 6 weeks and counting. The next news could be pretty spectacular ! I assume it will exceed expectations , they are using German tech after all.
"Pressure Reverse Osmosis (HPRO) unit at the demonstration plant in El Dorado (see Figure 2 below). This unit sits between LiSTR and SiFT and is used to concentrate the lithium chloride product continuously produced by the existing LiSTR Direct Lithium Extraction (“DLE”) plant, so that it can then be converted to lithium carbonate. The HPRO unit is now operational and is being integrated into the overall process flow at the plant."

Nel Hydrogen Orsted is part of the project consortium.
https://fuelcellsworks.com/news/orsted-breaks-ground-on-first-renewable-hydrogen-project/

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.

US Navy Submarine contracts
US Nuclear Power Plant Contracts
Nikola Corp Hydrogen Fuel Stations ACROSS the US

..... Plenty plenty more of this. Dyor.

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.

NEL HYDROGEN Q4 NIKOLA & EVERFUEL supply to start from the brand new

FULLY AUTOMATED
24/7 OPERATION
144 ELECTROLYSERS PER DAY

No company will be able to come close to this type of production. Probably only equal to a "TESLA EV Production" moment.

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 FACTORY video.
The factory opens for FULL test running within days if not hours to fire up the factory for first production in September.

24/7
365
FULLY AUTOMATED
144 ELECTROLYSERS PER DAY.

Now it will start to get exciting !

Enjoy.

https://nelhydrogen.com/articles/video/nel-hydrogen-heroya-factory-tour/

"Nel Hydrogen, which is targeting renewable hydrogen production at $1.50/kg by 2025, is ramping up its production facility at Heroya, Norway, that will be able to produce 500 MW/year of alkaline electrolyzers, more than five times the total global demand in 2020."https://www.spglobal.com/platts/en/market-insights/latest-news/electric-power/090821-role-for-blue-hydrogen-in-energy-transition-but-green-will-come-first-nel-ceo

NEL HYDROGEN & NIKOLA CORP Test Station Installed at Nikola’s Phoenix HQ
Through our partnership with Nel ASA, a Norwegian hydrogen company, or Nel, we have initiated the development of the hydrogen station infrastructure by completing our 1,000 kg demo station, which is capable of fueling up to 875 bar, or approximately 1 kg, per minute at our corporate headquarters in Phoenix, Arizona. The technology we use at this station is currently utilized for non-commercial
applications. The demo station provides our engineers with the ability to test the fueling systems for our future FCEV trucks as well as fueling the two prototype Nikola Two FCEV trucks that are used for testing operations and demonstrations. We have gathered substantial data from this station, including fueling station operations in hot ambient temperatures, station permitting and construction, onsite storage pressurization, and station and systems operations. The demo station is utilized on an ad-hoc
basis, and we believe it will provide us with the experience we will need to troubleshoot and improve on our larger commercial stations.

86 page of Nikola presentation.

700 stations asigned by Nikola across the US. 60-70 across the EU. $2 million per station .... Not a bad retirn from one deal.

NEL HYDROGEN
Jon Andre Løkke (@jonandrelokke) tweeted at 3:04 pm on Wed, Sep 15, 2021:
Seeing is believing???? Brand new @IVECO & @nikolamotor production line opening today in Ulm, Germany covering both BEV’s & FCEV’s side-by-side. Next is H2 infrastructure from @nelhydrogen https://t.co/Ak6K7rutzm
(https://twitter.com/jonandrelokke/status/1438141756852342793?s=03)

NIKOLA CORP ( NEL HYDROGEN ELECTROLYSERS ) sign Hydrogen hubs yesterday in the US for hydrogen supply across the country. HEROYA FACTORY in Denmark about to open 24/7 144 Hydrogen Electrolysers PER DAY !!!

1 Hydrogen Station for fuelling = $2M per station.
NIKOLA CORP DEAL WITH NEL = 700 Stations = TICK

https://nikolamotor.com/press_releases/nikola-and-tc-energy-sign-joint-development-agreement-for-co-development-of-large-scale-clean-hydrogen-hubs-136?utm_source=twitter&utm_medium=social&utm_campaign=tc_release

NEL HYDROGEN FUEL STATION COMMISSIONING SPECIALIST ? Job up on line. Heroya factory about to start production of up to 144 Hydrogen Electrolysers PER DAY. Fuel stations across EUROPE , US & ASIA."As a commissioning Specialist in Nel Hydrogen – Project Execution Department, you will be responsible for installation and commissioning of hydrogen fueling stations mainly in Europe but also in the US and Asia. Your responsibility starts at the installation of modules and ends at the commissioning of the equipment with handover to our service department.Your base in Denmark will be here in Herning but you will work cross-organizationally in an international, technical environment, which will also require some international travel.As a Commissioning Specialist there will be flexible working hours. You will report directly to the Project Manager and Installation & Commissioning Team Lead.You will also be at the disposal to our service department for troubleshooting when needed.Traveling days from 175 to 200 days per year must be expected"

Why buy Russian gas NEL & ITM can make it via solar hydro and electrolysers ?

Also the DOE US Contract with Equinor for generating Hydrogen via electrolysers to help power the NUCLEAR industry has fantaatic potential.

If you watched the bbc submarine drama "Vidual" then who has the contracts to supply oxygen to US new wave of subs due to hydrogen going further abd acting as back up power for oxygen supply for months.

NEL has it all covered !

NEL HYDROGEN & HYUNDAI - massive tick !!!
https://www.ft.com/content/b3b1c109-f55f-4a30-b192-275383cafcc5