We would love to hear your thoughts about our site and services, please take our survey here.
US IWATANI SHELL H2 Sations provided by NEL. Expansion will be fast.
"The seven new retail stations will deploy the latest hydrogen fuel dispensing technology provided by Nel Hydrogen. Each station will have two fueling positions and each will be capable of supplying up to 900 kilograms of hydrogen per day.
This expansion is Iwatani’s largest to date single investment in California and will bring the company’s total global hydrogen refueling station network to 64."
Hargreaves Lansdown. Got quite a few EU / US companies from it.
IG for UK and ASX Australia.
Iberdrola to accelerate energy transition with €75bn recovery plan, some finance to a recovery play.
Serious investment with NEL making up some of the hydrogen produced, 20% of Spains total yearly use of hydrogen. Must be a few quid in that ?
If ITM get anywhere near an Ammonia producer the MW buy will be huge !
FANTASTIC announcement of one if the worlds largest MW units delivered to Linde. Great news.
So that is 24MW accounted for. What about the remaining 976MW production for the year ?
"More to come" , I would expect so @@
At approx $1m per MW the outlook now the factory is up and running should be fantastic.
NEL are looking at 800MW with Iberdrola , 20% of Spains total yearly hydrogen use !
ITM has it got legs ? Yep a centipedes worth and the rest !
Spanish multinational energy company Iberdrola has partnered with Basque company Ingeteam to form a new venture that will see the integration, installation and maintenance of electrolyser plants.
The new company, Iberlyzer, will become Spain’s first integrator of large-scale electrolyser plants.
Iberdrola chief Ignacio Galán said the initiative “will accelerate the production of green hydrogen in Spain and will create a new industry”.
The joint venture will begin operations next year with the aim of integrating more than 200MW of electrolysers by 2023, which would represent over 50% of Spain’s electrolyser capacity target.
The electrolyser would be destined for the second project of the Iberdrola-Fertiberia alliance, which will produce green hydrogen for the Palos de la Frontera plant in Spain.
The Iberlyzer industrial project will require close to €100 million investment and will create 150 direct skilled jobs.
For this project, Iberdrola has selected the European company Nel Hydrogen Electrolyser -a division of Nel ASA- as its preferred supplier for the construction of the hydrogen production system using electrolysis.
Nel is the world’s largest manufacturer of electrolysers with business operations in over 80 countries.
The deal aims to turn Spain into a technological and industrial benchmark in green hydrogen.
https://www.powerengineeringint.com/hydrogen/iberdrola-and-ingeteam-form-new-electrolyser-company-iberlyzer/
Iberdrola to accelerate energy transition with €75bn recovery plan, some finance to a recovery play.
Serious investment with NEL making up some of the hydrogen produced, 20% of Spains total yearly use of hydrogen. Must be a few quid in that ?
"Iberdrola and Fertiberia are expanding their partnership with an investment of up to €1.8 billion ($2.09 billion) to be made over the next seven years.
Three additional projects will be developed by the two between 2023 and 2027, in the Fertiberia plants of Puertollano (Ciudad Real) and Palos de la Frontera (Huelva), to deliver 40 times the capacity of the first plant.
The projects will reduce Spain’s energy dependence and consumption of fossil fuels while promoting economic and social development"
https://www.powerengineeringint.com/hydrogen/iberdrola-and-fertiberia-expand-partnership-on-green-hydrogen-production/
"Green hydrogen will remain a key focus for Iberdrola to achieve its decarbonisation and sustainability goals. The energy provider has plans to install 600MW by 2025 (800MW by 2027 together with Fertiberia).
In Spain, Iberdrola will increase its investments by 60%. More than €7 billion euros will be allocated to renewables and over €4.5 billion ($5.3 billion) to networks."
20MW Iberolyzer to start production this year 2021. Going up to 800MW and providing 25% of Spains TOTAL hydrogen use per year.
"the launch of the first and largest green hydrogen complex for industrial use in Europe to date, which will be operational in Puertollano (Ciudad Real) in just one year. The plant is located in a privileged location, with an important industrial center and where the National Hydrogen Center is located, which has advised during the genesis of this initiative. But Iberdrola's bet goes further. The company has reached an agreement with the world's leading electrolyzer manufacturer, Nel, to develop large electrolyzers and promote the value chain of this technology. To materialize the project, Iberdrola together with the Basque company Ingeteam have set up the Iberlyzer company, with the aim of becoming the first large-scale electrolyzer manufacturer in Spain. Creates the Iberlyzer company, together with the Basque Ingeteam, to be the first manufacturer of large-scale electrolysers The investment would contribute to advancing the technological maturity of green hydrogen and turning it into a solution "
https://www.piedmontlithium.com/news-media/press-releases/detail/97/piedmont-lithium-announces-strategic-investment-in-quebec
Up 5.75 % in Oz overnight on the news. That should give North Carolina 80,000 tonnes of lithium per year.
Now after the supply deal is agreed, watch for a sucession of rns related to corp investors ... Just saying.
Notice it is ROCK spodumenr again not clays or borites stripping out but high grade spodumene. All good.
Next Gen HYDROGEN Electrolyser.
A redox-flow battery, in essence a reversible fuel cell, is typically made up of a positive and negative electrolyte stored in two separate tanks. When the liquids are pumped into the battery cell stack situated between the tanks, a redox reaction occurs, and generates electricity at the battery’s electrodes.
By comparison, the new invention has only one electrolyte, comprised of an iron salt (rather than the more commonly used vanadium) dissolved in acid. When hydrogen ions react with the iron salt (Fe2+), hydrogen gas is produced at the platinum-coated carbon cathode in the battery stack.
“We introduce iron as a middleman, so we can separate electrolysis into two reactions,” says Wang. Doing so allows one to control where and when to reverse the reaction to produce electrical energy to supply to the grid. “The system gives you flexibility... you could do the regeneration during evening time when electricity prices are at a peak,” he says.
Regenerating Fe2+ in the reverse reaction also allows for the continuous production of hydrogen gas, he says. “And because the hydrogen-iron cell uses about half the voltage of a traditional electrolyzer, you can generate hydrogen at a much cheaper cost if you do everything right.”
It also helps that iron is much cheaper and more abundant compared with vanadium.
Qing Wang, a materials scientist at the National University of Singapore, sees another benefit. “If you care more about purity and want to have ultra-pure hydrogen, then maybe it’s a good solution,” he says. Cross-contamination can sometimes occur during electrolysis because the hydrogen and oxygen gases produced are so small that they are able to traverse the membrane separator.
The new redox-flow cell performed well in lab tests, exhibiting a charge capacity of up to one ampere per square centimeter, a ten-fold increase over normal flow batteries. It was also able to withstand “several hundred cycles” of charging, which has never been demonstrated before in hydrogen ion flow batteries, says Wang, who has a number of patents for the invention, with a few more pending.
While the PNNL team experimented on a single cell measuring 10 square centimeters, Ayers and her colleagues at Nel Hydrogen proved that the technology could work even when scaled up to a five-cell stack measuring 100 square centimeters. They plan to spend the next few months fine-tuning the system and eliminating kinks, such as how to minimize damage to the pumps caused by the acidic electrolyte, before commercializing it.
This post was updated on 20 April 2020.
NEL HYDROGEN & EVERFUEL Hydrogen refuelling stations.
https://www.fuelcellbuses.eu/public-transport-hydrogen/danish-company-everfuel-wins-tender-hydrogen-refuelling-station-hoeksche
NEL, Inc California is seeking a Project Manager with experiance in hydrogen, oil, or gas! The role focuses on installations and commissionings in Southern California with a focus on Hydrogen Fueling Stations. #renewableenergy #cleanenergy #renewables #hydrogeneconomy #hydrogenenergy #hydrogenfuelcells #hydrogennow
"This will support, among other things, enabling a zero-emission heavy-duty freight corridor along the I-10 freeway between Los Angeles and Phoenix."
Nikola Corp press release tonight.
Tyson, I'm not in the lithium business so please do not invest. To be honest I think your heart lies in other faster moving shares. Piedmont & Standard Lithium are my 2 plays for 2021 along with another Australian share rumoured to be launching in the US possibly this year, Talga Resources. I am using some of my hydrogen gains which since last March April have been very good ( along with a little help from ARB :-' ) to build in all 3 this year.
Standard Lithium for me is 38% up already on no news. Watch it by March April !
Piedmont is bouncing up and down , but off slightly higher lows each time and is well under the radar which pleases me while I build. Currently up near 27-30% depending on the day. Again on no news.
Talga Resources by March April will issue some big PFS DFS news on resources. Again watch it. Would be looking for good rerate upwards.
All 3 are 18-24 month holds. I feel you need a bit more action than my softly softly approach ?
Its just a tip and I understand what you suggest.
Who would have thought NEL would be NK33-35 from NK 14-24 and back down to be at year highs in 6 months ?
You just never know teehee. Thats all part of the fun.
Enjoy which ever ride you take and make lots of money.
Thanks for the ARB tip, much appreciated.
So today the target route is specified Arizona to Los Angeles. Coincidence that it is to Los Angeles where Tenaris are partnering NEL to create a Port Los Angeles Hydrogen Hub for West Coast America ( And Ontario for the East ) ?
"US Hydrogen Transport Infrastructure Hub.
NEL Cracking the American market by the look of the contacts being won and contracts, MoU's being gained.
UK contract or US contract , hmmm, place your bets !!!
The Port of Los Angeles project with Nel Hydrogen to build hydrogen refueling stations was an important step towards creating a renewable energy transportation infrastructure in the United States. Happy to see this project receive coverage in Hydrogen Fuel News. Read the full story: https://bit.ly/39sQq4b"
"PHOENIX, January 12, 2021 — Nikola Corporation (NASDAQ: NKLA) has secured an innovative electric rate schedule with Arizona Public Service Company (“APS”) that makes possible the accelerated development of hydrogen-based fueling solutions for the transportation industry. Nikola is a company dedicated to the advancement of innovative zero-emissions truck solutions and the energy infrastructure required to make this feasible. By facilitating low-cost production of hydrogen, the Arizona Corporation Commission’s (“ACC”) approval of this rate schedule paves the way for the curtailment of greenhouse gases in the transportation sector, while also providing benefits to key constituents via novel grid-balancing solutions.
Today’s unanimous approval of this agreement by the ACC provides Nikola with a competitive electric rate specifically designed for the production, processing, and dispensing of hydrogen. This will support, among other things, enabling a zero-emission heavy-duty freight corridor along the I-10 freeway between Los Angeles and Phoenix.
APS’s competitive electric rate will help lead the creation of the hydrogen economy in Arizona. Nikola estimates that under the rate structure it will be able to deliver hydrogen at market leading prices and within the ranges required for Nikola to offer competitive lease rates for its trucks customers.
The agreement reflects value that results from the curtailment flexibility that Nikola’s hydrogen production facilities are expected to provide to the electrical grid. These facilities will be configured to respond to the needs of the grid, for example by reducing Nikola’s energy consumption from the electric grid during heatwaves. This agreement will encourage Nikola to deploy capital within the state, increase electric load relating to hydrogen production, and further develop and employ a highly skilled and well-educated workforce.
Nikola CEO, Mark Russell, celebrated today’s critical milestone stating: “Nikola values the joint efforts of APS and the ACC to enable competitive electrolytic hydrogen production. The approval of this special rate for hydrogen production is critical for advancing the future of zero-emissions transportation and building a hydrogen economy.”
Nikola President of Energy and Commercial, Pablo Koziner added, “Through this agreement, Nikola is assured a reliable and competitively priced source of electricity that will allow us to commence the development of hydrogen production facilities to serve the fueling needs of our truck customers. The agreement sets an important precedent in showcasing that innovative operational solutions can be developed for the economic production of hydrogen that maximize benefits to all stakeholders.”
The approval of this agreement marks an important milestone. Going forward, Nikola will work with APS to finalize site selection and interconnection requirements to establish its first hydrogen production facility in Arizona."
"PHOENIX, January 12, 2021 — Nikola Corporation (NASDAQ: NKLA) has secured an innovative electric rate schedule with Arizona Public Service Company (“APS”) that makes possible the accelerated development of hydrogen-based fueling solutions for the transportation industry. Nikola is a company dedicated to the advancement of innovative zero-emissions truck solutions and the energy infrastructure required to make this feasible. By facilitating low-cost production of hydrogen, the Arizona Corporation Commission’s (“ACC”) approval of this rate schedule paves the way for the curtailment of greenhouse gases in the transportation sector, while also providing benefits to key constituents via novel grid-balancing solutions.
Today’s unanimous approval of this agreement by the ACC provides Nikola with a competitive electric rate specifically designed for the production, processing, and dispensing of hydrogen. This will support, among other things, enabling a zero-emission heavy-duty freight corridor along the I-10 freeway between Los Angeles and Phoenix.
APS’s competitive electric rate will help lead the creation of the hydrogen economy in Arizona. Nikola estimates that under the rate structure it will be able to deliver hydrogen at market leading prices and within the ranges required for Nikola to offer competitive lease rates for its trucks customers.
The agreement reflects value that results from the curtailment flexibility that Nikola’s hydrogen production facilities are expected to provide to the electrical grid. These facilities will be configured to respond to the needs of the grid, for example by reducing Nikola’s energy consumption from the electric grid during heatwaves. This agreement will encourage Nikola to deploy capital within the state, increase electric load relating to hydrogen production, and further develop and employ a highly skilled and well-educated workforce.
Nikola CEO, Mark Russell, celebrated today’s critical milestone stating: “Nikola values the joint efforts of APS and the ACC to enable competitive electrolytic hydrogen production. The approval of this special rate for hydrogen production is critical for advancing the future of zero-emissions transportation and building a hydrogen economy.”
Nikola President of Energy and Commercial, Pablo Koziner added, “Through this agreement, Nikola is assured a reliable and competitively priced source of electricity that will allow us to commence the development of hydrogen production facilities to serve the fueling needs of our truck customers. The agreement sets an important precedent in showcasing that innovative operational solutions can be developed for the economic production of hydrogen that maximize benefits to all stakeholders.”
The approval of this agreement marks an important milestone. Going forward, Nikola will work with APS to finalize site selection and interconnection requirements to establish its first hydrogen production facility in Arizona."
And yet they show it down ? 14 million bought , 850,000 sold lol. Only one way this is going, as ever ...
When it dropped from NK22 to NK17-18 it was a but all day long. That proved to be.
Just saying....look at the list of deals waiting to be initiated.
Order back log at record highs.
Strong buy on any drops below 30 if they do