Member Info for oldtramp

I read it last night Stokey the part you can read is the only bit about Methil the rest is about how the SNP has wasted millions on other projects

New man in charge
https://www.google.co.uk/amp/s/www.business-live.co.uk/manufacturing/new-boss-harland--wolffs-21241537.amp

Hopefully 1 or both have steel on them Stokey would like to think we will get an RNS on 1st cut of steel on such a big contract
GLA OT

Good find Stokey got to be a positive.
If i was a betting man i think we might get some steel at Methil next week
https://www.vesselfinder.com/vessels/BEAUTRIDENT-IMO-9369306-MMSI-253767000

https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/1004563/low-hydro-stream-1-guidance.pdf

Page 5 amongst others clearly mentions Hydrogen storage
The Low Carbon Hydrogen Supply 2 (Hydrogen Supply 2 or HYS2) competition is to support the development of innovative solutions for the supply of hydrogen. Hydrogen supply solutions include hydrogen production, storage, transport technologies and technologies that could enable hydrogen to supply a wider hydrogen economy. For the hydrogen economy to grow, potential users (in any application) need to be confident in supply of sufficient volumes of low carbon hydrogen at a competitive price.

This is my thought on your questions TTNY
SSE report on how Uk can reach net zero without breaking the bank Hydrogen figures quite highly
https://insight.lcp.uk.com/acton/attachment/20628/f-d32a3b26-13a3-4334-9d7f-0cb5634e5b9d/1/-/-/-/-/Net%20zero%20without%20breaking%20the%20bank%20-%20LCP%20SSE%20report%202021%20.pdf
Page 13
". Hydrogen storage is
assumed to take the form of salt cavern storage, which is estimated to
be around 6 times cheaper than above ground storage"

Then we have SSE building Hydrogen storage in salt caverns
https://www.energyvoice.com/renewables-energy-transition/hydrogen/337069/sse-equinor-hydrogen/

Last but not least we have SSE this week mentioning Ireland and Scotland
https://www.energylivenews.com/2021/07/28/sse-renewables-and-siemens-gamesa-forge-green-hydrogen-partnership/

Islandmagee is the only salt caverns i can find in Ireland if they continue on same route as above.
They also have quite a bit of cash now !!
https://www.google.co.uk/amp/s/www.energyvoice.com/oilandgas/340663/sse-finds-buyer-for-sgn-stake-in-1-2bn-deal/amp/

You are welcome TTNY i guess if IM gets permit from DAERA it could start work and change of use applied for in the interim
anyway guess we will find out more from UK gov re Hydrogen strategy maybe this week ?
https://www.spglobal.com/platts/en/market-insights/videos/market-movers-europe/080221-uk-hydrogen-eu-gas-storage-winter-oil-results-carbon-prices

Hi TTNY
Have you read this report ? I think it makes it quite clear of the companies intentions on IM
https://wp-islandmageeenergy-2020.s3.eu-west-2.amazonaws.com/media/2021/07/06131913/Islandmagee-Energy-Transition-to-Net-Zero.pdf

Hi hxulcolrdoh couldn’t agree more with you regarding Madagascar on both points
Regarding treading water Base are accumulating huge amounts of cash currently if they can extend mine life in Kenya for a few more years I am happy to take the dividend each half year.
EITI and World bank are on the case of the Madagascan government to get the mining up and running to bring cash into the country but who knows.
OT

Evening hxulcolrdoh Tim Carstens does touch on it in this podcast from last week along with Tanzania
https://www.proactiveinvestors.co.uk/companies/news/956433/base-resources-reports-on-stable-june-quarter-and-talks-upcoming-exploration-plans-956433.html

Late trades from official LSE
https://www.londonstockexchange.com/stock/INFA/infrastrata-plc/company-page

PS i did find an updated version of the specifications for neart na gaoithe that i posted a few days back if anyone is interested
https://marine.gov.scot/sites/default/files/nng-nng-ecf-pln-0003_dev_specification_and_layout_plan_rev4.0_redacted.pdf

Hi Stokey interesting times indeed as I mentioned before it will be good to see the steel arriving for jackets from the specifications they average 1300 tons per jacket (depending on depth of water) It will certainly fill the yard up !!
GLA and have a good weekend
OT

Possibly more work for H&W ?
https://www.linkedin.com/in/andrewbowles1/recent-activity/

Hi Chris I see from the Twitter link that someone was asking the use of a profiler
In short if you make a t piece out of 2 tubes you will have a gap each side on one tube because of shape
The profiler cuts the qtr moon shape out of tube and bevels edges to be filled with weld
Good bit of kit

Bit of speculative research
SSE report on how Uk can reach net zero without breaking the bank Hydrogen figures quite highly
https://insight.lcp.uk.com/acton/attachment/20628/f-d32a3b26-13a3-4334-9d7f-0cb5634e5b9d/1/-/-/-/-/Net%20zero%20without%20breaking%20the%20bank%20-%20LCP%20SSE%20report%202021%20.pdf
Page 13
". Hydrogen storage is
assumed to take the form of salt cavern storage, which is estimated to
be around 6 times cheaper than above ground storage"

Then we have SSE building Hydrogen storage in salt caverns
https://www.energyvoice.com/renewables-energy-transition/hydrogen/337069/sse-equinor-hydrogen/

Last but not least we have SSE this week mentioning Ireland and Scotland
https://www.energylivenews.com/2021/07/28/sse-renewables-and-siemens-gamesa-forge-green-hydrogen-partnership/

Islandmagee is the only salt caverns i can find in Ireland if they continue on same route as above.

Nice new bit of kit at Methil should save a lot of time and money on Saipem contract
https://www.linkedin.com/feed/update/activity:6826414487051091968

Good strong update cash keeps growing and Tanzania was unexpected hopefully another dividend to be announced

Hi Gents if you put this into google
Director National Flagship Project - GOV.UK
You can download a pdf quite a good read especially last paragraph page 6

Quite a speach!

https://www.gov.uk/government/speeches/defence-secretary-national-flagship-engagement-day-speech