Member Info for markbantam

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/

https://www.ii.co.uk/analysis-commentary/chart-week-can-rising-bond-yields-help-lloyds-ii513223?utm_source=IBMW&utm_medium=email&utm_campaign=Afternoon_round_up_newsletter_170820&utm_content=&spMailingID=10262163&spUserID=MTQyNzM1ODQzNjM0S0&spJobID=1573847228&spReportId=MTU3Mzg0NzIyOAS2

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 will increase its low-carbon spending to $5 billion (3.82 billion pounds) a year by 2030 and boost its renewable power generation to 50 gigawatts (GW) while shrinking oil and gas output by 40% compared with 2019, it said on Tuesday. The portfolio it plans to build would include renewables, bioenergy and early positions in hydrogen and carbon capture and storage technology, with the bulk of the budget to be spent by 2025"

https://www.renews.biz/62194/bp-unveils-50gw-renewables-goal-by-2030/

Hyd'Occ will be in charge of building a green hydrogen production plant with a capacity of 6,000 t / year by electrolysis of water (50MW in the long term) supplied with green electricity (regional) and of supplying the Lourdes Mobilities uses (Maritime, Land, River, Rail), Industrial and Generation of electricity.
Not sure who will be supplying electrolysers but Mcphy must have a chance?
https://fuelcellsworks.com/news/france-hydocc-arec-occitanie-and-qair-are-realizing-regional-ambitions-for-green-hydrogen/#:~:text=Hyd'Occ%20will%20be%20in,Industrial%20and%20Generation%20of%20electricity.

Only for those who like "technical details" of projects! There is a good summary of uk gas network projects on the transition to hydrogen with dates. Hovering above each project gives a bit of information on each. The good news is that the pipleine replacement programme is suitable for hydrogen and biomethane (second link)
https://www.energynetworks.org/gas/futures/gas-goes-green/network-decarbonisation-projects.html
https://www.h2-view.com/story/uk-gas-networks-to-slash-grid-emissions-by-transitioning-to-hydrogen/

Asda’s partnership with Plug Power includes a purchase order agreement for Plug Power’s full-service GenKey solution, beginning at the UK facility in Skelmersdale. The turnkey solution includes fuel cells, hydrogen fueling equipment, hydrogen and service. This new customer continues Plug Power’s growth in Europe and represents the first deployment at scale of hydrogen fuel cell technology for material handling within the United Kingdom. The effort reduces Asda’s reliance on traditional lead acid batteries for power in their material handling fleet and is part of a broader initiative designed to make the company’s operations more environmentally-friendly.
https://www.globenewswire.com/news-release/2020/08/03/2071583/0/en/Plug-Power-Brings-Hydrogen-Fuel-Cells-to-Leading-UK-Supermarket-Retailer-Asda.html

McPhy selected to equip two hydrogen refueling stations and 1 MW of electrolysis

https://mcphy.com/en/press-releases/new-contract-high-capacity-hrs-ely/