Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
RNS Alliance increasing holding.... I really think this will fly, just think of all those Praxair- Linde clients around the world will be now starting to demand green hydrogen instead of hydrogen from SMR methane...and ITM has the exclusive deal and the factory to build. Rock on!
This is awesome, what an amazing RNS, game changing progress, fantastic need to reread again and again!
Martin Green looks a perfect non Exec replacement for Lord Freeman. Invaluable experience in the sector. Should bode very well.
Sod the crappy plugin cars, the penny will drop and the geeks who continually get everyone excited but deliberately mislead media and government as to their potential, will fade into oblivion now they have their honours....with respect to the need for energy as a clean fuel for rapid charging, to enable mass adoption, which is what we need desperately fast, hydrogen fulfills that need, and ITM has the only network of stations in the UK.
What I think we should be looking at is the BOC deal. BOC are owned by Linde Praxair the world’s largest industrial gas player... ITM is mentioned in their announcement
https://prwire.com.au/pr/85237/queensland-first-renewable-hydrogen-project-commences-at-boc-production-facility-in-bulwer-island
Excellent news for ITM in Australia!
http://www.itm-power.com/news-item/itm-power-secures-equipment-sale-to-boc-project-in-australia
German Chancellor Angela Merkel Announces Hydrogen Strategy for Aviation--"This should be worked out by the end of the year, said Merkel" on Wednesday at the event at Leipzig airport.Flying is the most climate-damaging way of getting around
https://fuelcellsworks.com/news/chancellor-angela-merkel-announces-hydrogen-strategy-for-aviation/
Nice article! Go ITM
https://www.bloomberg.com/news/articles/2019-08-21/cost-of-hydrogen-from-renewables-to-plummet-next-decade-bnef
Yet another market for ITM’s products
https://fuelcellsworks.com/news/zeroavia-emerges-develops-plane-that-travels-500-miles-using-hydrogen-fuel-cells/
Obvious really, but article in FT https://www.ft.com/content/959d08e2-a899-11e9-984c-fac8325aaa04
GERMANY COULD HAVE 7.5 GW POWER-TO-GAS CAPACITY BY 2030, SAY GAS GRID OPERATORS
Renewables-based gases such as hydrogen and synthetic methane will be increasingly important for Germany’s to reach climate targets, say gas transmission grid operators (TSO) in press release. The country could have 1.5 gigawatt (GW) installed capacity of power-to-gas (PtG) facilities by 2025, and up to 7.5 GW by 2030, they say. The TSO umbrella organisation FNB Gas has presented its scenario framework for gas grid development for 2020-2030, which for the first time considers the integration of renewables-based gases.
https://www.naturalgasworld.com/germany-power-to-gas-capacity-71142
http://www.itm-power.com/wp-content/uploads/2019/07/First-Berlin-July-19.pdf
Does anyone follow ITM on Twitter and Linkedin? There’s load of industry news posted. See they are to be refuelling the Environment Agency Nexo FC cars
"Hydrogen is today enjoying unprecedented momentum. The world should not miss this unique chance to make hydrogen an important part of our clean and secure energy future."
Fatih Birol, Executive Director, IEA
https://www.iea.org/hydrogen2019/
ITM in a v good space at the right time.
This is terrific endorsement! This is definitely not priced in.
Great RNS on the CCC report, this is truly a massive endorsement for ITM’s tech, and vision for the market potential.
I particularly like this ..
“Summary of net-zero implications for energy system infrastructure” the Report predicts (depending on load factor) between 6 GW (6,000 MW) and 17 GW (17,000 MW) of electrolyser capacity to be required in the UK by 2050. This implies an average build rate of up to 567MW of electrolysis per annum for 30 years.“
This is just the UK, nevermind globally!
Great news... They are building up the hydrogen infrastructure in Germany, the OEM switch from ICE to FCEV will happen soon
https://www.reuters.com/article/us-germany-merkel-autos/merkel-we-need-to-switch-to-electric-or-hydrogen-powered-fuel-cell-cars-idUSKCN1RE0SR