Member Info for markbantam

Bilbo, I think I have commented on the Green than Green hydrogen before last year. IMO the SGH2 pitch borders on a "snake oil" salesman using hydrogen as the hook . It is just another gasification technology and all produce hydrogen and CO2 products ( a bit like PHE gasification) . The "CO2 figure" relies on credit from methane that would be released if the bio material decomposed naturally. The best reference on CO2 figure is the Recharge article from May 2020. https://www.rechargenews.com/transition/-greener-than-green-hydrogen-to-be-produced-at-same-cost-as-grey-h2-at-world-s-largest-facility-/2-1-811743

To give a sense of how things are quickly moving in the hydrogen sector , Recharge updated an article on 21st April.
"When this article was first published in December 2020, the 13 gigawatt-scale green hydrogen projects on this list added up to 50GW, out of a global pipeline of 80GW. But this is a fast-moving sector, with new projects being announced on an almost daily basis. Now, less than four months later, the gigawatt-scale pipeline alone adds up to 137.8GW across 20 projects."
https://www.rechargenews.com/energy-transition/growing-ambition-the-worlds-20-largest-green-hydrogen-projects/2-1-933755

Sorry for the number of links and reference to links within links ! Interesting article in Oil Price
https://oilprice.com/Energy/Energy-General/Did-The-World-Bank-Just-Doom-LNG.html
Worth reading as it covers many aspects . Regarding shipping it has a link to the Maritime Executive website with a topic of shipping decarbonisation.
https://www.maritime-executive.com/article/world-bank-recommends-avoiding-lng-as-it-explores-ship-decarbonization
A link within this article below references World Bank report entitled “The Potential of Zero-Carbon Bunker Fuels in Developing Countries” In summary " The analysis concludes that green ammonia, closely followed by green hydrogen, strikes the most advantageous balance of favorable features among a range of different zero-carbon candidate bunker fuels. These crucial features relate to the fuels’ lifecycle GHG emissions, broader environmental factors, scalability, economic viability, and the technical and safety implications of using these fuels. "
Just think of the number of electrolysers to produce hydrogen to make ammonia fertiliser for the world food production and also hydrogen /ammonia for shipping.

McBoatface Re tiqtiq post.- As I see it , Mr Gordons process uses electrolysers to produce hydrogen (good news!) . His patented technology is aimed at replacing the conventional Haber Process to form ammonia from H2 and N2. Website and patent link below
https://www.greennh3.com/
https://patents.google.com/patent/US8778293B2/en

"The largest producer of ammonia in the US, CF Industries Holdings, has signed a contract with Thyssenkrupp for a 20MW green hydrogen project at its factory in Louisiana." On one hand it is good to see a major fertiliser company awarding an electrolyser project. On the other it is shame that they have gone with alkaline technology. CF are the only UK producers of fertilizer so ITM will have to displace TK if the UK plant follows.
https://renews.biz/68065/us-ammonia-player-unveils-green-hydrogen-project/
https://www.youtube.com/watch?v=3SOevicyjlg&t=122s

Hi McBoatFace: regarding costs of production, shipping including Boil off gas etc this may be a good place to start but data would need to be verified. https://www.sciencedirect.com/science/article/pii/S2352484720312312

Call for carbon tax for shipping/

https://www.bbc.co.uk/news/business-56835352

Just to give an idea of potential of the shipping sector.
"In terms of scalability, the hydrogen-derived fuels have the biggest long-term potential for rapid scaling in the following decades and should be a significant part of the 2030 fuel mix. A key question is therefore: Will it be possible to supply enough hydrogen-derived fuels for international shipping to enable up to a 5 percent penetration by 2030?
UMAS estimates that the overall energy need for shipping will be 12.9 Exajoules in 2030. Five percent of this amounts to 0.64 Exajoules, or 15.8 million tons of heavy fuel oil equivalent. Assuming that the hydrogen-based fuel used is ammonia, to produce it in this amount would require roughly 60 gigawatt of green hydrogen electrolyzer capacity.
https://www.globalmaritimeforum.org/content/2021/03/Getting-to-Zero-Coalition_Five-percent-zero-emission-fuels-by-2030.pdf

Shell to trial use of hydrogen fuel cells for ships in Singapore
https://www.reuters.com/business/sustainable-business/shell-trial-use-hydrogen-fuel-cells-ships-singapore-2021-04-21/

I think it might be politically difficult for governments to openly back carbon based fuels. All the momentum is with green fuels and now shipping is in their sights.
https://www.reuters.com/business/sustainable-business/shell-trial-use-hydrogen-fuel-cells-ships-singapore-2021-04-21/

Yes you appear to be reading it right. It is only 50% green (the biogenic feed) if the other 50% feed is plastics. The difficult environmental question is "is the landfill of plastics worse than the incineration or gasification (eg PHE) of plastics into hydrogen and CO2 ?"
A possible positive way of looking at it is that it provides an alternative hydrogen production route (incineration + electrolyser) to the gasification route.

Hope ITM are talking to Canford.
"PLANS for Dorset’s first hydrogen fuel processing facility have been submitted to BCP Council. Canford Renewable Energy is applying to expand its operations from the former landfill at Canford Resource Park with proposals to power it through an adjoining solar park. The hydrogen facility would produce an estimated 150,000kg of fuel per year and replace the equivalent of 900,000 miles travelled by diesel lorries. The 5mwp solar park will power it with any surplus energy being diverted to the resource park for use."
https://www.bournemouthecho.co.uk/news/19208885.dorsets-first-hydrogen-fuel-processing-facility-way/

https://www.youtube.com/watch?v=-6d1bKDoM0U

https://www.cnbc.com/2021/03/18/bp-is-working-on-a-huge-blue-hydrogen-facility-in-the-uk.html

Thanks Taskmaster and Toneman as it good to see funds that hold ITM in order for some investors in hydrogen to spread their risk. As pointed out HDRO has a small holding in ITM shares. It got me thinking what other funds have significant shares in ITM. Yahoo link below states 91 institutions hold ITM and lists the largest funds including a few Clean Energy ETFSs and KraneShares Electric Vehicles and Future Mobility Index ETF , which I haven't heard of before so may look into it. https://uk.finance.yahoo.com/quote/ITM.L/holders/

https://www.houstonchronicle.com/business/texas-inc/article/Mike-Graff-head-of-Air-Liquide-s-U-S-15994482.php

https://uk.finance.yahoo.com/news/german-firm-friedrich-vorwerk-plans-082253629.html

https://www.foodbusinessnews.net/articles/18005-unilever-investing-more-in-plant-based-technology

https://cleantechnica.com/2021/02/24/hydrogen-is-big-oils-last-grand-scam/

According to the article, HRI are one of the initial investors in ITM.

https://citywire.co.uk/funds-insider/news/the-expert-view-lloyds-itm-power-and-reckitt-benckiser/a1471341