Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
Invitation to Nel Capital Markets Day 21 January 2021
CONTRACT 20 MW Electrolyser for green fertilizer project in Spain CONFIRMED !
https://nelhydrogen.com/press-release/awarded-iberdrola-contract-for-20-mw-green-fertilizer-project-in-spain/
HYDROGEN 20MW now confirmed so just a matter of another 780 MW ??? Wow. One Company !
CONTRACT 20 MW Electrolyser for green fertilizer project in Spain CONFIRMED !
https://nelhydrogen.com/press-release/awarded-iberdrola-contract-for-20-mw-green-fertilizer-project-in-spain/
The hydrogen plant is expected to commence operations in 2021. Once production starts, Fertiberia will be able to use the hydrogen for its ammonia plant in Puertollano, and the resulting oxygen for its nitric acid unit.
In early November, Nel Hydrogen Electrolyser, a division of Norwegian hydrogen specialist Nel ASA (OSE:NEL), was unveiled as the preferred supplier of the electrolyser solution.
Since first announcing the Puertollano project in July this year, Iberdrola and Fertiberia have increased their appetite for green hydrogen and set the goal to install 800 MW of electrolyser capacity by 2027."
Supply order of ekectrolysers coming in the next few months, with the solar / ammonia / hydrogen creation project to be operational within 12 months. MW needed.
https://renewablesnow.com/news/iberdrola-clears-hurdle-for-solar-component-of-green-hydrogen-project-in-spain-725453/
"The hydrogen plant is expected to commence operations in 2021. Once production starts, Fertiberia will be able to use the hydrogen for its ammonia plant in Puertollano, and the resulting oxygen for its nitric acid unit.
In early November, Nel Hydrogen Electrolyser, a division of Norwegian hydrogen specialist Nel ASA (OSE:NEL), was unveiled as the preferred supplier of the electrolyser solution.
Since first announcing the Puertollano project in July this year, Iberdrola and Fertiberia have increased their appetite for green hydrogen and set the goal to install 800 MW of electrolyser capacity by 2027."
Supply order of ekectrolysers coming in the next few months, with the solar / ammonia / hydrogen creation project to be operational within 12 months. MW needed.
https://renewablesnow.com/news/iberdrola-clears-hurdle-for-solar-component-of-green-hydrogen-project-in-spain-725453/
"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).
Nel Hydrogen Electrolyser, a division of Nel ASA (Nel, OSE:NEL), has been awarded a EUR 13.5 million contract by Iberdrola for a 20 MW PEM solution for a green fertilizer project in Spain. Reference is made to the stock exchange notice on 3 November 2020 where it was informed that Nel was selected as a preferred supplier for the project.
"We are excited to finalize the agreement with Iberdrola for a PEM electrolyser solution for this landmark green fertilizer project. It is a true testament to our PEM platform, which has been deployed all over the world for several decades. We look forward to work with Iberdrola to scale our PEM platform into a 20 MW solution and the partnership represents an important step towards our common vision of enabling green hydrogen competitive to fossil hydrogen,“ says Filip Smeets, SVP Nel Hydrogen Electrolyser.
Reference is made to the 3 November 2020 announcement regarding Nel being selected as a preferred supplier by Iberdrola for a 20 MW PEM solution for a green fertilizer project in Spain, where contract award was subject to mutual agreement on the final commercial terms. Nel was today awarded the EUR 13.5 million contract for the project with delivery in 2021.
Iberdrola, one of the largest electricity utilities in the world, has together with a world-leading fertilizer manufacturer Fertiberia launched a project to establish the largest green hydrogen plant in Europe. Located in Puertollano, Spain it will feature a 100 MW photovoltaic plant, a battery installation with a storage capacity of 20 MWh, and a 20 MW electrolyser. The hydrogen will primarily be used for green fertilizer production.
“The Iberdrola project is strategically important for Nel. It requires commercialization of technology in the form of a new product range addressing a significant market with one of the leading companies in the industry. This partnership with Iberdrola will push our organization to the limits with technology development, demanding cost reductions and risk mitigation, as it represents an important milestone for the scale-up and roadmap for our future PEM solutions,” Smeets concludes.
20mw contract for nel today. These are just soooo common @@ like buses nowdays. ITM, Siemens now NEL asa.
Its great.
CONTRACT 20 MW Electrolyser for green fertilizer project in Spain CONFIRMED !
https://nelhydrogen.com/press-release/awarded-iberdrola-contract-for-20-mw-green-fertilizer-project-in-spain/
US Piedmont to start production in 2021.
https://www.proactiveinvestors.com.au/companies/news/938408/piedmont-lithium-enhances-senior-management-team-as-it-drives-integrated-us-lithium-supply-strategy-938408.html
US Rock Lithium. Standard lithium to go in to full production within weeks !
https://cen.acs.org/energy/energy-storage/Albemarle-double-US-lithium-output/99/web/2021/01
US LITHIUM News.
"In addition to Albemarle, a number of smaller players are in various stages of developing lithium resources in North America. Standard Lithium has a joint venture with the chemical maker Lanxess to obtain lithium from brine outside of El Dorado, Arkansas—down the road from Albemarle’s bromine operation."
Side subject PIEDMONT LITHIUM ( Tesla already bought 30% of production capacity ) is literally rock solid as a US LITHIUM SPODUMENE HIGH GRADE Rock mine. Previous mining and supply stopped in the 80's due to Tin price dropping too low. Nothing to do with the lithium being extracted at the time as the byproduct ).
"In North Carolina, near where Albemarle operates, newcomer Piedmont Lithium says it plans to start mining spodumene deposits"
Cummins says one megawatt of electrolyzer capacity costs about $1 million now, and will fall to about $750,000 by 2025. One megawatt of electrolyzing capacity can make about 400 kilograms of hydrogen each day.
Are ITM overvalued ? 24MW unit sale and how did the price rise ?
What about the other 976MW's to supply ? £££
This fully automated electrolyser factory in Heroya article may answer a few questions ? Or may be in advance of the itm factory who will still use people and fitting in the factory ? Efficient ? Well if 24MW orders keep coming in it doesn't matter , its the cash flow and the bottom line that matter , so all good.
https://eng.heroya-industripark.no/latest-news/get-ready-for-industrial-halls-for-nel-a-game-changer-in-the-world-of-hydrogen
"The technology in the upcoming H2 trucks is an upscaled version of the hydrogen powertrain in Toyota’s Mirai fuel cell passenger car. The electric traction motor used to move the wheels and the onboard battery are both larger (1.6 kWh versus 12 kWh, for the batteries), but the fuel cell stack itself is exactly the same as the one in the Mirai. The only difference there is that the trucks will use two stacks while the Mirai only needs one. The trucks, which are built using a Kenworth T680 body, will also store more hydrogen on board at 700 bar. The truck’s motor produces the equivalent of 670 horsepower and 1,375 foot-pounds of torque. That will give the powertrain enough power to start moving while on a 20-percent grade when fully loaded with 80,000 pounds combined weight, Toyota says.
Beyond the vehicles themselves, two new heavy-duty hydrogen fueling stations will be built as part of the Shore-to Store Project. One will be in Wilmington, California and the other will be in Ontario, California. That will bring to five the number of station heavy-duty hydrogen fueling stations available for H2 trucks in the Los Angeles basin. Fully refueling one of the hydrogen trucks will take between 20 and 25 minutes, but with improved technology that time could drop down to 10 or 15 minutes, Toyota representatives said."
https://www.forbes.com/sites/sebastianblanco/2019/04/23/toyota-kenworth-expand-hydrogen-semi-truck-push-at-los-angeles-ports/?sh=6845e6d762c1
"Hino also is halting production at a plant in Woodstock, Ontario. Based in Novi, Michigan, Hino Motors Manufacturing USA Inc.". So they moved up to ONTARIO to make Toyota - Hino Mirai Fuel cells used in TOYOTA, KENWORTH & HINO Trucks and hydrogen cars.
MASSIVE interlinked supply awaiting NEL asa & HEXAGON COMPOSITES & HEXAGON PURUS.
Can't wait for the step up in news flow.
NEL's contract :-
https://nelhydrogen.com/press-release/nel-asa-awarded-frame-contract-for-multiple-hydrogen-fueling-stations-in-california-by-royal-dutch-shell-plc/
https://www.tenaris.com/en/newsroom/news-listing/tenaris-partners-with-nel-hydrogen--09215746620
Wilmington Port Los Angeles LA & ONTARIO Hydrogen Major Hubs for 'shore to shore' hydrogen across America & Canada.
NEL RNS regarding fuelling stations in California for Toyota to be able to roll out the Mirai hydrogen passenger car.
https://www.prnewswire.com/news-releases/nel-asa-reference-is-made-to-stock-exchange-announcement-regarding-contract-for-multiple-hydrogen-fueling-stations-301171588.html
"The technology in the upcoming H2 trucks is an upscaled version of the hydrogen powertrain in Toyota’s Mirai fuel cell passenger car. The electric traction motor used to move the wheels and the onboard battery are both larger (1.6 kWh versus 12 kWh, for the batteries), but the fuel cell stack itself is exactly the same as the one in the Mirai. The only difference there is that the trucks will use two stacks while the Mirai only needs one. The trucks, which are built using a Kenworth T680 body, will also store more hydrogen on board at 700 bar. The truck’s motor produces the equivalent of 670 horsepower and 1,375 foot-pounds of torque. That will give the powertrain enough power to start moving while on a 20-percent grade when fully loaded with 80,000 pounds combined weight, Toyota says.
Beyond the vehicles themselves, two new heavy-duty hydrogen fueling stations will be built as part of the Shore-to Store Project. One will be in Wilmington, California and the other will be in Ontario, California. That will bring to five the number of station heavy-duty hydrogen fueling stations available for H2 trucks in the Los Angeles basin. Fully refueling one of the hydrogen trucks will take between 20 and 25 minutes, but with improved technology that time could drop down to 10 or 15 minutes, Toyota representatives said."
https://www.forbes.com/sites/sebastianblanco/2019/04/23/toyota-kenworth-expand-hydrogen-semi-truck-push-at-los-angeles-ports/?sh=6845e6d762c1
THEN ....
"Two new large capacity heavy-duty hydrogen fuel stations – one near the Port of Los Angeles in Wilmington and another in the warehouse centre of Ontario – are in the commissioning phase to complete the heavy-duty hydrogen fuelling network for the region."
https://www.h2-view.com/story/tenaris-partners-with-nel-hydrogen/
Can I please get away with this one ? Pleeeease .......
BOOOOOOOM !!!!!
How many MW will these factories need to make Tenaris , Toyota and Kenworth Truck hydrogen fuel ???
According to the U.S. Department of Energy’s Alternative Fuels Data Center, there are currently 44 hydrogen fueling stations in the country. Only a few of those stations are currently generating hydrogen with on-site electricity using electrolysis.
NEL's deal to supply 7 initial electrolysers for collaboration with Toyota Iwatani and Shell is a major step in a very pro active California state.
Much more to come from this.
US HYDROGEN TOYOTA IWATANI SHELL.
https://www.petrolplaza.com/news/25972