Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
agree psmith no connection with ITM . RYSE has a tie up with Everfuel, Wrightbus, Ballard Power Systems, Hexagon Composites and Nel Hydrogen in the H2Bus consortium for European cities . http://h2bus.eu/about.html
Builder " they totally ignore the generation of hydrogen from wind ...." It is touched on : " The alternative is inherently clean – but very expensive. It entails using surplus renewable electricity, like when the wind blows at night work to split hydrogen from water using a fuel cell. The process is wasteful because it involves turning electricity into a gas, then back into electricity – a two-step shuffle dismissed by Tesla car chief Elon Musk as “staggeringly dumb”. “Fool cells”, he calls them. But hydrogen-lovers believe the future electricity grid will produce so much cheap off-peak power that we’ll need to find other uses for it. And they hope to see the cost of fuel cells plummet following the example of offshore wind"
https://www.bbc.co.uk/news/science-environment-53238512
I agree it doesn't promote the work that electrolyser companies are doing and the opportunity to show that ITM ,a British company is in the forefront of the development. In addition it may show that the PR promotion/influence/marketing for ITM is not top notch
Bilbo -agree with you on size. The factory needs to be filled. Taking a order of magnitude sense check based on the latest June trading statement. £50 million backlog and £263 million pipeline and converting the total , at approx 1 million euro per MW ( ? needs checking) , gives approx 350 MW. A third of factory capacity. So there needs to be some winning of big orders . Maybe no news and then the Bamford bus related orders comes one after another!
ITM will be the largest at 1GW =1000 MW), NEL has a 1/3 rd of this capacity : (Oslo, 22 August 2018) Nel ASA (“Nel”) today announces the construction of the world’s largest electrolyzer plant, fully automated and able to deliver the most efficient electrolyzers at a game changing cost. The total development will have a name plate capacity of 360 MW/year, approximately ten times the current annual production capacity, and the new facility will accommodate the multi-billion NOK order from Nikola Motor Company (Nikola). The manufacturing plant will be constructed as an extension of the current facility at Notodden, Norway, with total planned investments of around NOK 150 million. When fully expanded, optimized and ramped up, the total Notodden facility will be able to deliver up to 360 MW worth of electrolyzers per year at a five-shift operation, representing more than 160 A485 units per year.
Colonel thanks for the link. Interesting . I think 45 minutes onwards give a good market view and time line for those with "limited time" !.
Interesting that he talks abut Ceres looking at electrolysers using their technology. Today a fuel cell competitor, Plug Power has acquired two hydrogen sector companies , one that has capability in speciality electrolyers. "Meanwhile, Giner ELX takeover will aid Plug Power to augment its overall green hydrogen supply capabilities and add substantial manufacturing capabilities to cater to the global market for electrolyzers."
FYI Plug Power has acquired two hydrogen sector companies , one that has capability in speciality electrolyers. "Meanwhile, Giner ELX takeover will aid Plug Power to augment its overall green hydrogen supply capabilities and add substantial manufacturing capabilities to cater to the global market for electrolyzers."
Thanks Colonel. Within the media section of the website, there is an interesting article "h2-view-exclusive-calculating-the-cost-of-green-hydrogen" on costs both opex and capex. Good starting point on understanding the evaluating competitor products with regards to overall life cycle costs which is very important to customers. Also in it , they are aiming to reduce the capex of 9K down to 2.5K with the new model by 2023/24. Link https://www.enapter.com/media-coverage/h2-view-exclusive-calculating-the-cost-of-green-hydrogen
Not sure why link removed but try googling for alternate view "air quality news -why hydrogen cars won't overtake electric vehicles"
"In the future there is no choice but for Hydrogen for transport. Electric just won't cut the mustard." https://airqualitynews.com/2020/06/08/hydrogen-cars-wont-overtake-electric-vehicles-2/