Member Info for markbantam

EQTEC/PHE - They are gasification technologies and scale up operations are always an issue so share price has to build in that risk. Also without carbon capture it swapping one pollutant plastic to another CO2, so isn't clean hydrogen.

Specialist hydrogen company Nel and South Korean multinational conglomerate Doosan have been selected by sustainability consultancy ERM to join the offshore green hydrogen project Dolphyn.

Nel’s proton exchange membrane (PEM) electrolyser technology will be evaluated for use in the project, which is a first-of-its-kind innovative integrated floating sysem combining all of the technologies require to enable bulk scale hydrogen production from offshore wind in deep water.

The contract award covers assessment of the technology for use in an offshore environment on the Dolphyn semi-submersible 2MW platform, to be located off the coast of Aberdeen, and will be a world first application at this scale offshore.
https://www.h2-view.com/story/nel-and-doosan-join-dolphyn-project/

The “HyGreen Provence” project mentions Mcphy .

https://business.financialpost.com/pmn/business-pmn/industrial-giants-seek-green-fuel-from-solar-power

Orders should start to come through if the 6 GW EU requirement by 2024 is to be met. That's 1.5 GW per year. ITM factory will have a capacity of 1GW. NEL has 0.36 GW capacity. Not sure about Mcphy and others . It looks like it may be a challenge to deliver all the capacity considering other worldwide demands. Therefore all credible electrolyser manufacturers should be receiving orders. If not there's a problem!

Tyson, the challenge for Australia is to build a hydrogen production capability for export. They are looking at all forms of hydrogen production including brown coal with carbon capture until wind/pv technology develops to reduce costs. A good start /read is the PWC publication. It also gives pros and cons of costs of different types of electrolysers. NEL can offer both alkaline and PEM. https://www.pwc.com.au/infrastructure/embracing-clean-hydrogen-for-australia-270320.pdf

Tyson, the challenge for Australia is to build a hydrogen production capability for export. They are looking at all forms of hydrogen production including brown coal with carbon capture until wind/pv technology develops to reduce costs. A good start /read is the PWC publication. It also gives pros and cons of costs of different types of electrolysers. NEL can offer both alkaline and PEM. https://www.pwc.com.au/infrastructure/embracing-clean-hydrogen-for-australia-270320.pdf

World largest green hydrogen plant using. It is based on proven, world-class technology and will include the innovative integration of over 4 GW of renewable power from solar, wind and storage; production of 650 ton/d of hydrogen by electrolysis using thyssenkrupp technology; production of nitrogen by air separation using Air Products technology; and production of 1.2 million ton/yr of green ammonia using Haldor Topsoe technology. The project is scheduled to be onstream in 2025. https://www.chemengonline.com/the-worlds-largest-green-hydrogen-project-will-supply-650-ton-d-hydrogen/?printmode=1
I hope ITM/Linde are taking appropriate steps in their pursuits.

Toneman, agree with the home insulation comment but i fear it will be about the illusion of creating jobs associated with insulation installation. I would like to see investment in wind farms to provide excess electricity for hydrogen production along with a short term target for hydrogen in the gas network by 2030 and then increasing thereafter. This will provide a base demand for hydrogen but also a "market source" of hydrogen that would be available to develop other consumers/industries.

Thanks RH69. Some interesting things going on in that park with electrolysis.
i remember listening to a podcast by ceres and talking about using the fuel cell in reverse for electrolysis. This company is developing that concept and is involved in a project making aviation fuel by electrolysis .
https://www.sunfire.de/en/products-and-technology/sunfire-hylink
https://www.norsk-e-fuel.com/en/
https://eng.heroya-industripark.no/latest-news/plan-to-produce-renewable-aviation-fuel-from-water-and-co2-at-heroeya

i remember listening to a podcast by ceres and talking about using the fuel cell in reverse for electrolysis. This company is developing that concept and is involved in a project making aviation fuel by electrolysis .
https://www.sunfire.de/en/products-and-technology/sunfire-hylink
https://www.norsk-e-fuel.com/en/
https://eng.heroya-industripark.no/latest-news/plan-to-produce-renewable-aviation-fuel-from-water-and-co2-at-heroeya

Has anyone info n who is supplying the electrolyser? Yara is Norwegian and Genie is French so assume either NEL or Mcphy.
https://www.abc.net.au/news/rural/2020-06-19/pilbara-yara-engie-trial-aims-make-sustainable-fertiliser-green/12340826

Yes I saw that. based on 6 months, Mcphy up 404% just higher than ITM , up 385% . Nel is only up 220%

Ryse plans given go ahead for Kent facility. "Safety is a paramount concern for Ryse. Our partners - NEL and Vattenfall - are multi-national corporations and top in their fields with equipment already used worldwide.” https://www.kentonline.co.uk/herne-bay/news/chernobyl-fears-dismissed-as-hydrogen-plant-approved-228169/

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