Member Info for RobinHood69

Tyson,
Tbh , I looked at Siemens Gamesa for ages at the start if 2020. Then I came across Thyssenkrup who always seemed to be the other company getting in with big hydrogen ?
I lookex at the time , before cvd and just wasn't sure sbout Thyssen. I came across an interview on the turn around if then only late last night. So I've been back deep digging again and re-trying to find all the stuff I found at the start of the year. The sp has been hammered since and I think the fact they sold the lift side of the business and looking to shift the steel to or at least the bits they don't get chsnce to make hydrogen from , cut out loads if overheads and staff.
Gone from something like a $5.5 billion loss to cash positive at $1.5 billion up. Some turn around. They did a great deal with air liquid so that appears to have opened up some very big doors, making this current hamnered share price somewhere near the bottom. They are making so much from hydrogen and engineering they are keeping it now rather than shifting it off the books. A good sign.
Contract money being offered for hydrogen are iff the scale they say.

"..vast size, Neom has a stated aim of being “built and powered completely by renewable energy” as it strives to lead the world in commercialising clean energy intensive industries including green hydrogen, produced from renewable electricity.

The first stage in this process came in early July this year when Neom signed a $5bn deal with Air Products, a US industrial gas and chemical company, and Acwa Power, a Saudi Arabian power and desalination utility, to build the world’s largest hydrogen project. The production facility will be powered through the integration of more than 4GW of renewable power from solar and wind.

It will use technology from German industrial engineering giant Thyssenkrupp to produce c.650t/d of hydrogen through electrolysis, with nitrogen produced by Air Products’ air separation technology. Meanwhile, catalysis technology from Danish specialist Haldor Topsoe will be used to produce 1.2mn t/yr of green ammonia when the facility comes onstream in 2025."
https://www.petroleum-economist.com/articles/low-carbon-energy/energy-transition/2020/saudi-arabia-commits-to-hydrogen-new-future

5 GW green hydrogen production project has been unveiled for Western Australia with Siemens on board as technology partner. The project location is touted as Australia’s best for combined solar and wind generation potential.
https://www.pv-magazine.com/2020/11/17/danish-investment-fund-backs-5-gw-australian-renewable-hydrogen-project/

HYDROGEN ELECTROLYSERS "thyssenkrupp will deliver its technology and supply specific engineering, equipment and technical services for water electrolysis plants to be built, owned and operated by Air Products. The collaboration leverages thyssenkrupp’s technology supporting Air Products’ development of green hydrogen as an energy carrier for sustainable transportation, chemicals and power generation …

Matching the need for low-CAPEX, low-OPEX, reliable technology and solid project execution to make world-scale green hydrogen projects feasible, Air Products and thyssenkrupp are committed to deploying economic green hydrogen plants in the gigawatt size."
https://www.ammoniaenergy.org/articles/saudi-arabia-to-export-renewable-energy-using-green-ammonia/

THYSSENKRUPP HYDROGEN " facility will integrate different hydrogen technologies, including a multimegawatt electrolyzer plant and an ammonia production facility with a capacity of 50 tons per day. Both plants will be based on thyssenkrupp technology. A 10MW hydrogen-fired gas turbine and 5MW hydrogen fuel cell will supply power to the grid."

https://www.chemengonline.com/thyssenkrupp-supports-australian-company-h2u-in-green-hydrogen-and-renewable-ammonia-project/?printmode=1

Hydrogen Memorandums of Understanding with ThyssenKrupp and Haldor Topsoe. https://www.greencarcongress.com/2020/11/20201106-cf.html

Hydrogen support in Australia.
https://www.thyssenkrupp-industrial-solutions.com/en/media/press-releases/thyssenkrupp-supports-australian-company-h2u-in-green-hydrogen-and-renewable-ammonia-value-chain-development-1541.html

"150 electrolysis UK and Germany, E.on said on Tuesday. The German energy group explained that the partnership will bet on the Power-to-X technology that uses surplus power for electrolysis to produce green hydrogen. The duo’s idea is, through the VPP, to control the process automatically and shut down hydrogen production during periods of high power demand. The process will be managed by E.on’s VPP software.

This approach, according to the companies, will make hydrogen electrolysis plants “electricity market ready,” while the VPP network will contribute to compensating power fluctuations during renewables generation.

The method has been successfully tested in a pilot project, called Carbon2Chem, which used a 2-MW power plant in Duisburg, Germany."
https://renewablesnow.com/news/eon-thyssenkrupp-to-offer-hydrogen-on-wholesale-market-704978/

HYDROGEN ELECTROLYSERS in major supply by Thyssenkrupp.
https://www.thyssenkrupp.com/en/newsroom/press-releases/pressdetailpage/thyssenkrupps-water-electrolysis-technology-qualified-as-primary-control-reserve--eon-and-thyssenkrupp-bring-hydrogen-production-to-the-electricity-market-83355

Buy low sell high.

Hi Tyson. You know S Energy tip. Yesterday thyssenthrupp give out a quarterly note. Check out the fact they were going to spin off the Hydrogen Energy Dept but have now kept it :-)

10 GIGAWATTS already.
"Thyssenkrupp has developed high-efficiency alkaline water electrolysis technology. With more than 600 projects and electrochemical plants worldwide with a total rating of over 10 gigawatts realized, thyssenkrupp has extensive in-depth knowledge in the engineering, procurement, and construction of these plants."

HYDROGEN AIR LIQUIDE & THYSSENKRUPP partner up for Global hydrogen projects. Watch this space.
https://www.chemengonline.com/air-products-and-thyssenkrupp-sign-exclusive-strategic-cooperation-agreement-for-world-scale-electrolysis-plants-to-generate-green-hydrogen/

Thyssenkrupp Electrolysers Hydrogen upside.
https://seekingalpha.com/article/4390424-thyssenkrupp-ag-tyekf-ceo-martina-merz-on-q4-2020-results-earnings-call-transcript

Once the removal of staff, selling off of the steel units which have had offers, the hydrogen unit will be flying.

I think all the dirt is now out there to see. You know where the rotten parts are.

However, being a company ALREADY with 1000MW of hydrogen capacity and an order book of hydrogen requirements world wide, I think this could well be a good time to start a slow buy in.

"Thyssenkrupp Hydrogen manufactures its electrolyzers with De Nora, its strategic supplier and joint venture partner, in premade standard modules. One module is able to generate up to 4,000 cubic meters of hydrogen per hour."
https://www.pv-magazine.com/2020/06/09/thyssenkrupp-increases-annual-electrolyzer-capacity-to-1-gw/

AFRICA 61 Wind Turbines provided by Siemens Gamesa.

https://renews.biz/64466/lekela-wraps-up-140mw-kangnas-in-south-africa/

"69 wind turbines with power ratings of 11MW with rotor diameters of 200 metres, to supply at least 3.3TWh per year.
Shell and Dutch energy company Eneco won a tender to build the subsidy-free 759MW Hollandse Kust Noord. They plan to use some of the project's output to power a 200MW electrolyser.
The two companies, who combined as Crosswind consortium, said the project would be online in 2023.

54 Siemens Gamesa 8 MW turbines and two GE Renewable Energy Grid Solutions’ offshore substations.
Progressing well.
https://www.offshorewind.biz/2020/11/11/neart-na-gaoithe-teams-busy-offshore-and-on-land/

"71 Siemens Gamesa SWT-7.0-154 offshore wind turbines located between 13 and 22 kilometres off the Normandy coast."
https://www.offshorewind.biz/2020/11/19/fecamp-construction-and-maintenance-base-starts-taking-shape/

HYDROGEN LINDE/BOC to partner siemens ENERGY @@
Probably now a better bet than ITM ?
https://www.thechemicalengineer.com/news/linde-and-siemens-partner-to-help-decarbonise-the-petrochemicals-sector/