Member Info for RickSanchez

UnluckyLaurie - Entire Green Hydrogen Market to reach $2.4 Billions By 2027

Linde - One companies blue hydrogen investment as of 2025 for only two projects $3.8bn

Https://www.hydrogeninsight.com/production/linde-to-invest-1-8bn-in-new-blue-hydrogen-plant-in-texas-with-start-up-in-2025/2-1-1399822

Https://www.hydrogeninsight.com/production/equinor-and-linde-to-jointly-develop-1gw-blue-hydrogen-project-in-the-netherlands/2-1-1580246

Https://www.spglobal.com/commodity-insights/en/news-research/latest-news/electric-power/082824-linde-plans-to-build-new-2-billion-blue-hydrogen-facility-in-canada

Now facts only please: Linde, ITM's partner has put forward $3,129,101,288 into two blue hydrogen projects. This is in direct competition to ITM Powers business model.

How much has Linde injected into green hydrogen? Who can tell me?

UnluckyLaurie - Entire Green Hydrogen Market to reach $2.4 Billions By 2027

Linde - One companies blue hydrogen investment as of 2025 for only two projects $3.8bn

Laurie, Linde alone has invested more than that into just two BLUE hydrogen projects?

Stated my holdings back in November.

14 Nov 2024 - "As for so people talking about investors only thinking short-term, I started investing in ITM mid-2020,"

20 Dec 2024 "As for being burned, not yet but it's a small holding so if it's gone it's gone"

Now facts only please: Linde, ITM's partner has put forward $3,129,101,288 into two blue hydrogen projects. This is in direct competition to ITM Powers business model.

How much has Linde injected into green hydrogen? Who can tell me?

Lucky - Blue hydrogen right. That will flow well through those pipes. No good for ITM though.

It gets worse! ITM is essentially an experiment to Linde. ITM needs Linde, Linde does not need them, not even close! Linde so far investing 31 times more into Blue hydrogen than it's entire stake in ITM power.

Blue hydrogen will also fall under low-carbon hydrogen when combined with CCS. And remember, the UK allocated £22 billion towards executing CCS in collaboration with fossil fuel production, ten times more than they allocated to all other green energy industries combined. Let that sink in. Why did the UK do that? The power of oil and gas lobbying.

Now let this sink in. Linde has a stake in ITM of around 16% (under £100 million) that equates to about 0.06% of the Linde market cap. And we do not yet know what their investment will be on the Shell 100MW project. So 0.06% of their 160bn market cap, if ITM went bankrupt tomorrow Linde would barely bat an eyelid.

Linde has invested $2 billion in a single blue hydrogen project in Canada, which equates to 1% of their market cap.

Linde has already taken a final investment decision to build a new $1.8 billion blue H2 complex co-located with OCI's ammonia production complex in Beaumont, Texas – 0.92% of their market cap.

So, the ITM stake of £100 million plus the undisclosed Shell project investment. This is a drop in the ocean in comparison to their $3,129,101,288 billion investment into just two blue hydrogen projects. Thats It is really time to wake up and see just why ITM cannot sell its stock and short-sellers are increasing.

Blue hydrogen will also fall under low-carbon hydrogen when combined with CCS. And remember, the UK allocated £22 billion towards executing CCS in collaboration with fossil fuel production, ten times more than they allocated to all other green energy industries combined. Let that sink in. Why did the UK do that? The power of oil and gas lobbying.

Now let this sink in. Linde has a stake in ITM of around 16% (under £100 million) that equates to about 0.6% of the Linde market cap. And we do not yet know what their investment will be on the Shell 100MW project.

Linde has invested $2 billion in a single blue hydrogen project in Canada, which equates to 1% of their market cap.

Linde has already taken a final investment decision to build a new $1.8 billion blue H2 complex co-located with OCI's ammonia production complex in Beaumont, Texas – 1.1% of their market cap.

Totalling 2.1% of their market cap into only two projects. 3.5 times more than their stake in ITM power.

So, the ITM stake of £100 million plus the undisclosed Shell project investment. This is a drop in the ocean in comparison to their $3,129,101,288 billion investment into just two blue hydrogen projects. It is really time to wake up and see just why ITM cannot sell its stock and short-sellers are increasing.

Blue hydrogen will also fall under low-carbon hydrogen when combined with CCS. And remember, the UK allocated £22 billion towards executing CCS in collaboration with fossil fuel production, ten times more than they allocated to all other green energy industries combined. Let that sink in. Why did the UK do that? The power of oil and gas lobbying.

Now let this sink in. Linde has a stake in ITM of around 16% (under £100 million) that equates to about 6% of the Linde market cap. And we do not yet know what their investment will be on the Shell 100MW project. 6% of their total portfolio is the amount investors usually allocate to high-risk stocks in their portfolio. If it all goes south, they will not be severely affected.

Linde has invested $2 billion in a single blue hydrogen project in Canada, which equates to 10% of their market cap.

Linde has already taken a final investment decision to build a new $1.8 billion blue H2 complex co-located with OCI's ammonia production complex in Beaumont, Texas – 11% of their market cap.

Totalling 21% of their market cap into only two projects. 3.5 times more than their stake in ITM power.

So, the ITM stake of £100 million plus the undisclosed Shell project investment. This is a drop in the ocean in comparison to their $3,129,101,288 billion investment into just two blue hydrogen projects. It is really time to wake up and see just why ITM cannot sell its stock and short-sellers are increasing.

The 500 MW mystery project is more likely never to even happen. Like over 90% of all announced planned projects. Here's why..

Hydrogen's potential as a carbon-free fuel has provoked no end of excitement. From the deserts of Australia and Namibia to the wind-blasted straits of Patagonia, companies and governments worldwide plan to build almost 1,600 plants to make it. The gas can be produced cleanly by using wind- or solar-powered electricity in a process that splits the molecule from water. There's only one problem: The vast majority of those projects don't have a single customer stepping up to buy the fuel.

Among the handful with some kind of fuel purchase agreement, most have vague, nonbinding arrangements that can be quietly discarded if the potential buyers back out. As a result, many of the projects now touted with great fanfare by countries vying to become "the Saudi Arabia of hydrogen" will likely never get built. Just 12% of hydrogen plants considered low-carbon because they avoid natural gas or mitigate emissions have customers with agreements to use the fuel, according to BloombergNEF.

"No sane project developer is going to start producing hydrogen without having a buyer for it, and no sane banker is going to lend money to a project developer without reasonable confidence that someone's going to buy the hydrogen," says BNEF analyst Martin Tengler.

Out of respect for atheists and individuals of other faiths, let's avoid religious topics, and topics solely based on politics that have no relevance to this group's title.

USA brother, if Blue Hydrogen is more profitable than green then that will make him more money, it will also keep his oil and gas buddies happy and also not make him look like a fool to his voters. I know what you are trying to say, but you cannot see that the man does not want green energy, he categorically stated that! So that is why the US is likely to boost blue hydrogen and use CCS to make it comply with low carbon standards. Can you get it now?

USAB, you are correct, hydrogen will happen in the US, blue, fossil fuel based. Trump has been so outspoken about his views on climate change, and the American people voted for him. He can't go back on his claims now, it will make him look like an idiot to his voters and he loves old fashioned gas and oil. Thats is where he will make his money.

He certainly does not.

USAB. Also these arguments don't belong to me alone, they are an extension of analyses made experienced institutions that just so happen to reflect ITM's inability to attract buyers to its stock and ward off the shorters.

USA how many republicans voted for the IRA - None. Now the IRA can work for them with low-carbon blue hydrogen that supports fossil fuels. As for Trump, the words literally came out the man's mouth, I am not making it up.

Lucky You posted a link that's 8 months old, where is ITM since then. Stock price stuck at 5 year lows.

AAT, What happens in the US has a huge knock-on effect globally.