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Bilbo, I can see why it might be seen as a spreadsheet ****up but it is smoke and mirrors publicity. This sums it up and hope it helps peoples understanding "SGH2 describes its hydrogen as “greener than green” as it uses biomass-based waste that would otherwise rot in landfills and emit methane, a greenhouse gas 84 times more potent than CO2 over a 20-year period. It thus calculates its carbon intensity as negative 188kg of CO2 equivalent per megajoule, compared to 20kg for coal-derived H2 and zero for standard green hydrogen" published on Recharge website 20 May 2020.
Haven't had time to go through all the info on Snam investment but first thoughts/concerns are potential conflict of interest between Linde and Snam - both are project implementers. Anyone shed some light on this?
Good article on costs of green hydrogen from electrolysers compared to hydrogen from gas and ccs.
https://www.theguardian.com/environment/2020/oct/03/green-hydrogen-from-renewables-could-become-cheapest-transformative-fuel-within-a-decade
"Honda said the move was a result of the transformation of the car industry away from internal combustion engines.
They are pursuing "carbon neutrality by 2050" through "future power-unit and energy technologies, including fuel-cell vehicle and battery technologies" https://www.bbc.co.uk/sport/formula1/54383259
In the article comments section , hydrogen is being put forward by some as the future fuel of F1
The world running out of various resources such as cobalt is an interesting subject of debate. It a bit counter intuitive and to date has not proved correct as other factor comes into play. Try this
https://mindmatters.ai/2020/08/business-prof-stop-it-the-world-is-not-running-out-of-stuff/
Linde press release "Linde today said it has been selected by the European Commission as a new member of the European Clean Hydrogen Alliance. ..... The company offers the latest electrolysis technology through its newly formed joint venture ITM Linde Electrolysis."
https://www.linde.com/news-media/press-releases/2020/linde-to-contribute-to-eu-s-hydrogen-strategy-as-a-member-of-the-european-clean-hydrogen-alliance#:~:text=Clean%20Hydrogen%20Alliance-,Linde%20to%20Contribute%20to%20EU's%20Hydrogen%20Strategy%20as%20a,the%20European%20Clean%20Hydrogen%20Alliance&text=Guildford%2C%20UK%2C%20August%2021%2C,the%20European%20Clean%20Hydrogen%20Alliance.
Everfuel, 19.9% owned by NEL, has won a hydrogen refuelling station in Holland that is designed for buses but can also be used in the future by other heavy transport vehicles such as trucks due to its scalable design.
https://www.fuelcellbuses.eu/public-transport-hydrogen/danish-company-everfuel-wins-tender-hydrogen-refuelling-station-hoeksche
NEL is a partner in the project
https://orsted.com/da/media/newsroom/news/2020/08/771688610350719
IBE plans IPO on Australian market. IBE selected NEL for their Arrowsmith hydrogen project back in April
https://www.bloomberg.com/news/articles/2020-08-19/green-hydrogen-firm-plans-pioneer-listing-on-australian-exchange
https://reneweconomy.com.au/massive-hydrogen-project-gets-green-light-after-securing-300m-investment-68959/
Hyzon Motors are in competition with Nikola . They say that their heavy trucks are available from November 2020. Unfortunately it is a private company at moment so can't invest yet,
https://www.hyzonmotors.com/products
Fortescue Metals Group Ltd. has teamed with U.S. startup Hyzon Motors to build a fleet of hydrogen fuel-cell buses. The world’s fourth-biggest exporter of iron ore plans to deploy the coaches in the Pilbara mining region in Western Australia starting from mid-next year. Hyzon will supply 10 buses to replace a fleet of diesel vehicles at the Christmas Creek mine under a A$32 million ($23 million) project that will also involve installation of a refueling station to use energy from Fortescue’s solar-gas hybrid system, the Perth-based company said in a statement Monday.
The custom-built buses will initially be imported from outside of Australia, but Hyzon plans to eventually manufacture them locally. In July, Hyzon announced a manufacturing plant in the Netherlands as part of a venture alongside Holthausen Clean Technology BV.
https://financialpost.com/pmn/business-pmn/fortescue-strikes-deal-to-build-fleet-of-hydrogen-fueled-buses
Another example where hydrogen fuel cells have replaced batteries on fork lifts.
"It’s not easy to operate in a refrigerated or freezer warehouse. Bone-chilling temperatures take a toll on associates and equipment alike. Lift truck batteries are a great example. The cold reduces the amount of operating time you get out of a battery, which means additional spare batteries or more frequent charges. And, according to Dave Saoud, co-CEO and co-owner of FreezPak Logistics, along with his brother Mike Saoud, the cold also impacts battery life. “In a freezer, you drain the battery quickly, and it begins to degrade almost as soon as you put it into use,” Saoud says. “You’re losing productivity from day one.” Lost productivity is just one of the reasons the Saouds switched to hydrogen fuel cells (Plug Power) as the energy source for their fleet of about 85 lift trucks (Crown), including very narrow aisle (VNA) trucks. The trucks are used in the three facilities FreezPak operates in Carteret, Paterson and Clifton, N.J."
https://www.mmh.com/article/freezpak_fuel_cells_are_hot_in_a_freezer_warehouse
The company has risen out of Acta that went out of business. Enapter were crowdfunding in June
https://www.h2-international.com/2018/06/05/once-acta-now-enapter/
https://www.enapter-invest.de/projects/600-enapter/emissions/769-20192111_01
Regarding forklift market, I came across the following based on a post on the PHE board. It referenced the Japan strategy. The documents give a lot of info and show some interesting targets for 2030 e.g 10000 FC forklifts, 1200 FC buses 800000 FC cars.
https://www.meti.go.jp/english/press/2019/pdf/0312_002a.pdf.
For those with more time on their hands!
https://www.meti.go.jp/english/press/2019/pdf/0312_002b.pdf
https://www.meti.go.jp/english/press/2017/pdf/1226_003a.pdf
Thank you for the link. I have found some updated documents that expand on your information. They give some targets for Japan by 2030 e.g 800000 FC cars, 1200 FC buses, 10000 FC fork lifts
https://www.meti.go.jp/english/press/2019/pdf/0312_002a.pdf
https://www.meti.go.jp/english/press/2019/pdf/0312_002b.pdf
"It is one of a range of actions set out in the Clean Air Plan, including that buses and taxis should be electric or hydrogen powered by 2028."
https://www.bbc.co.uk/news/uk-wales-53669919
"Hydrogen technology specialist, Logan Energy, has been chosen as the preferred partner to supply two of the first publicly-accessible hydrogen refuelling stations in Teesside, in a £2.25 million project that will allow cars and vans to be powered by the superfuel."
Good news for the hydrogen network but where is the news on ITM/Shell etc ?
https://www.loganenergy.com/logan-energy-gets-hydrogen-on-the-road-in-multi-million-pound-teesside-project/
Another French development but in the Auvergne Rhone Alpes region by Ataway to date. The project also supports the acquisition of 1,000 hydrogen vehicles in parallel with the installation of 20 hydrogen stations. Not sur eif there is an opportunity for Mcphy to join in.
http://atawey.com/en/actualites/atawey-hydrogen-station-already-delivered-hydrogen-to-50-cars-61.html
Info about BP. I realise that this may (or may not) be investment in blue hydrogen - not ideal but if it results in hydrogen becoming mainstream and build the market demand, then it will enable green hydrogen to "totally displace" it at costs come down -just like power generation renewables.
"Energy group BP
https://www.renews.biz/62194/bp-unveils-50gw-renewables-goal-by-2030/