Member Info for MajorOak

NEL HYDROGEN - Collaboration. We signed a collaboration agreement with First Solar, which is a leading manufacturer of solar panels. With this partnership, we will further improve our product offering and improve the integration between the renewable and the electrolyzers so that it becomes more dynamic. It flows better together. Initially, we'll work on the SCADA system and the control system and the software, but then we will obviously increase the integration over time and may even incorporate hardware elements from the PV power and the electrolyzer and everything with the target to reduce the cost of green renewable hydrogen, make it easier and more dynamic to combine the technologies.

Another major project win.

BULK Hydrogen will be the aim here for the NEW partnership between Saga Pure who have taken over Hyon shipping project.
Tons of hydrogen will be needed for shipping to power the 1,000's of miles needed through the import export world of shipping. Doing this with virtually zero CO2 footprint for the shipping industry is a huge aim and one that along with ammonia projects and steel factory conversions will lead to multiples of curreny hydrogen production.
NEL are still the company to hold as No#1 as they are global and historically linked to the US markets which have barely touched hydrogen development. See lithium take up in America for a general guide to the potential of hydrogen and NEL in the US.
A bargin, yet again at these prices, with scale up and BULK being the advantage NEL has over competition.
https://m.marketscreener.com/quote/stock/SAGA-PURE-ASA-6320794/news/Saga-Pure-ASA-Acquires-Hyon-and-partners-with-Nel-and-Norwegian-Hydrogen-35738336/

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.

“This announcement is the result of a multi-year working relationship with Bosch,” said Nikola CEO Mark Russell. “After extensive analysis of the best options out there, we are proud to enter into this strategic relationship with Bosch

NEL HYDROGEN Q4 NIKOLA & EVERFUEL supply to start from the brand new factory that is worldclass -

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 undervalued .... YES !
https://www.tenaris.com/en/newsroom/news-listing/tenaris-partners-with-nel-hydrogen--09215746620

Remember SHELL & PORT LOS ANGELES.

https://www.truckinginfo.com/10145146/port-of-los-angeles-to-test-hydrogen-fuel-cell-trucks

Air Liquide to be "a" supplier NOT "THE" , NEL are in with SHELL big time in this across California.

So Hino ( HYUNDAI ) are in with TOYOTA in Los Angeles and NEL are in with Teneris supplying hydrogen stations. So the contract NEL has to supply 1600 Swiss Excient Trucks shows the global links being quietly built around the world !!!

Dont forget the DoE US NUCLEAR contract just awarded and the ONLY 24/7 , Fully Automated Electrolyser factory opening within 3 weeks supplying 144 ELECTROLYSERS A DAY .... whosh.

https://www.hyundai.com/worldwide/en/company/newsroom/fleet-of-hyundai-xcient-fuel-cell-trucks-surpass-1-million-kilometer-benchmark-0000016680

https://www.tenaris.com/en/newsroom/news-listing/tenaris-partners-with-nel-hydrogen--09215746620

Remember SHELL & PORT LOS ANGELES.

https://www.truckinginfo.com/10145146/port-of-los-angeles-to-test-hydrogen-fuel-cell-trucks

Air Liquide to be "a" supplier NOT "THE" , NEL are in with SHELL big time in this across California.

So Hino ( HYUNDAI ) are in with TOYOTA in Los Angeles and NEL are in with Teneris supplying hydrogen stations. So the contract NEL has to supply 1600 Swiss Excient Trucks shows the global links being quietly built around the world !!!

Dont forget the DoE US NUCLEAR contract just awarded and the ONLY 24/7 , Fully Automated Electrolyser factory opening within 3 weeks supplying 144 ELECTROLYSERS A DAY .... whosh.

https://www.hyundai.com/worldwide/en/company/newsroom/fleet-of-hyundai-xcient-fuel-cell-trucks-surpass-1-million-kilometer-benchmark-0000016680

Tyson sll brines ... ;-)

STANDARD LITHIUM partner Stellantis...
"Most notably, for the U.S., Stellantis said it would offer an electric Dodge muscle car by 2024 and Jeep would offer an all-electric SUV in every vehicle segment by 2025. The company also plans to launch a Ram full-size electric pickup by 2024, which would put it at least two years behind American rivals Ford and GM."
https://www.cnbc.com/2021/07/08/stellantis-to-invest-35point5-billion-in-evs-and-new-technologies-by-2025.html

STANDARD LITHIUM partner Stellantis buys new finance partner to fund dealerships going forward.
https://www.stellantis.com/en/news/press-releases/2021/september/stellantis-to-aquire-first-investors?adobe_mc_ref=

Stellantis deal for off take of lithium looking like it could happen pretty soon. 95% of all US Stellantis car production to be EV BY 2025 !!!

I know the guy.

OT - tyson, interesting view on emh. not much kick back at buyout £4.50-£5

Hold on then will you ? Care costs to pay for MS. Anything above £1.50 would be good.

% of cez takes all?

STANDARD LITHIUM offtake with Stellantis is about to happen. The general access to production is agreed and signed for but which brands of Stellantis will benefit ? 2-3 weeks only until production starts after testing.
https://www.electrive.com/2021/04/18/stellantis-reveals-key-details-of-electrification-plans/

STANDARD LITHIUM.
"In the USA, 96 per cent of the models will be electrified by 2025".
The actual take off deal is to be done once testing of the brand new facility is complete. 2-3 weeks !!!

Dodge, RAM, Jeep & Chrysler all on the table for supply.

Fair price ? My guess is £1.50. My original target in 2018 was approx £8.00. A lot has gone under the bridge since then so with all that has happened and a % of whats left at the current situation I think thats pretty fair ? If we get lucky then £2.00 but that will be a very quick snap deal.

For one reason or another I just feel Rio Tinto could pop up , Eastern European connections & Russia by the back door.... But global company to make it more tolerable for the EU.

For some here £1.50 would make some serious dough.

Seriously would not surprise me. The billions on the table are huge and Cinovec IS THE largest lithium deposit in Central Europe. If this was in China it would already have been done.
Babis wins election then watch this space as he takes his millions...
https://www.mining.com/bacanora-lithium-accepts-ganfengs-391-million-takeover-offer/

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.

“This announcement is the result of a multi-year working relationship with Bosch,” said Nikola CEO Mark Russell. “After extensive analysis of the best options out there, we are proud to enter into this strategic relationship with Bosch. The result is the best of both worlds in our ‘make

Tyson - ;-) . You want to be looking at nel my friend. My senses suggest movement. I explain.

As for who I am ? I know the largest shareholder in emh lithium mica being their thing and 'ol that....

Last time I say this.

Lithium brine first to produce revenue here even though this is a tin copper share.

You simply never know who is watching the $2+ billion dollar aquifers of Southern West UK.

Standard Lithium - Tesla's zone Mid South in Arkansas so are they in the right place at the right time ?

Production to start within 3 weeks.

NEL HYDROGEN "very impressive partners, Ovako, Volvo, Hitachi ABB and H2 Green Steel, for hot forming of steel. Hot forming of steel and rolling of steel has a lower technical barrier than introducing green renewable hydrogen in green -- in raw steel. And here, you basically -- it's easy to replace the fossil gas that is used today with the green renewable hydrogen. So there are limited changes to the downstream process, and that is positive. That means that you have a market which is coming faster. You also have less commercial barrier. It's easier to make it commercially fly because you use all of the elements of the electrolyzer. You use the oxygen, you use the hydrogen and you also use the heat.

And finally, you don't necessarily have to make massive sites. There are many sites like this all of Europe that would need a similar solution. Here, we do get a head start, we do get insight and we are able to work on this project and get a better position, hopefully, to address this market also going forward. We will get back to you in the third quarter with more information on this whole space.

We also have to cover some other important things that happened within the hydrogen space in Europe. The IPCEI program was established to accelerate hydrogen technology and market in Europe. IPCEI stands for important projects for common European interest, basically promoting cross-border R&D and industrial projects that should accelerate the European development and generate future jobs. IPCEI will basically allow states to fund up to 100% of the CapEx but also support on the OpEx really to accelerate a particular industry and now IPCEI program is focusing on hydrogen.

Nel has been proactively building partnerships and have been reviewing the projects and participating in various tenders. There are approximately 140 projects in the IPCEI program currently, which is shortlisted. And when we look at the list of projects, we think that we could be relevant in more than 80 of these projects. In terms of timing, it does take time, as you understand, from a launch of a program and the implementation of the program until the funds are deployed and the projects are executed. So keep that in mind, it will take some time, but fundamentally, very promising and very positive for the hydrogen industry."

All waiting for the new Heroya factory to open up to full capacity by next year of 2GW. HUGE deal and supply coming our way.