Member Info for RobinHood69

Nuclear & Hydrogen.
://www.h2-view.com/story/xcel-energy-and-idaho-national-laboratory-to-use-nuclear-energy-for-hydrogen-production/

https://bioenergyinternational.com/technology-suppliers/nel-receives-purchase-order-for-a-1-25-mw-containerized-pem-electrolyser-from-nrel

Lovelyjubbly. US too , come on sleepy Joe , you know it makes sense.

I am a holder of Nio, Xpeng and Li Auto on NYSE. Yesterday they grew 13%,35% & 25% respectively. One day !!!

Now imagine when the Ford's , GE, BMW, Toyota , Hyundai start to produce FCEV on mass. One day totals will eventually hit the market and they will not be able to avoid the market share being grabbed.

With Nel heading towards the 1st automated electrolyser production and mass daily supply, could this be the key to the car hydrogen fuel solution ? As a faster role out begins to gain traction , partners like Everfuel will be putting in ever larger orders for fuel station role outs requiring an electrolyser in each.

Yesterday was a crazy day for Chinese EV makers on NYSE, but a day not to be ignored by investors in small cap companies that Nio, Xpeng and Li Auto were - Nio nearly went bust in Jan but the Chinese Gov had to step in to the tune of $1 BILLION and look at them now, churn churn churn. Tesla shares dropped for a time on this news of the little ones waking up.

The same will happen for the very best hydrogen companies who adapt quickest and are nimble.

With Nel supplying both Alkaline and PEM bets are already in place. Industries other than transport are invested in ie nuclear trials in the US, Shipping in Norway, Home grids, Solar and Wind industries.

Many fingers in many pies. Risk is very much reduced in a relatively new industry. Time will tell.

Literally enjoy the ride. Can't wait to say "what a day" when we go 20-30% in a day. Mostly likely will not happen, not sexy enough but if those Chinese EV whippersnappers can do it then why not Nel ? My year end target was around NK25-28 suggested in June, please check.

Nikola's ears will have pricked up last night on the Chinese haulage threat, so watch this space. Due within 6 weeks now.

https://fuelcellsworks.com/news/everfuel-to-acquire-h2co-as-from-uno-x-and-take-over-two-hydrogen-fueling-stations-in-norway/

Everfuel beginning to show their trading way forward. Looking to open up a whole network across Europe using Nel's electrolysers and componants. As they grow so will Nel's oder book.

Proton OnSite mention link. Sorry, just a bit excited.

https://cen.acs.org/materials/polymers/membranes-upending-chemical-separations/98/i35

Time travel via Nel and the company they bought. Very interesting isn't it that some of the big oil and gas companies want in .... Time travel.

Great to see Proton OnSite at the cutting edge.

"Ecolectro is further developing technology that originated at the Energy Materials Center at Cornell University, an interdisciplinary collaboration of the school’s scientists and engineers. A team led by chemistry professor Geoffrey W. Coates was tasked with applying its polymer expertise to make an AEM.

Kristina Hugar, now the company’s chief science officer, took over the project around 2010. She developed an aliphatic hydrocarbon membrane with cations tethered to it. In 2015, she and Rodríguez-Calero founded Ecolectro. “We thought there was real commercial potential,” she says.

In 2018, Ecolectro secured $1.7 million in funding from the US Department of Energy’s Advanced Research Projects Agency–Energy to develop its membranes for electrolysis and fuel cells. The company is working with Proton OnSite, which makes small PEM-based hydrogen generators, as well as the US National Renewable Energy Laboratory."

NEL HYDROGEN of Norway supplying the world with Hydrogen Electrolysers with recent deals in Australia, Korea, France, Germany AND THE GREAT OLD US of A.
Check out the number of patents filed and the countries really on the ball with Hydrogen production and storage.
https://www.powerengineeringint.com/smart-grid-td/ev-infrastructure/germany-is-leading-europes-automotive-shift-to-hydrogen/

US Hydrogen Proton Energy Systems - Nel US subsidy to develope advanced componants for low cost hydrogen from electrolysis. Grant from US Department of Energy.
Come on sleepy Joe chuck a bit more $$$ at it please.

Norway HYDROGEN project. Nel, Everfuel, Hexogen, Hexogen Purus.
https://www.hyon.no/

In bed with Nel and Everfuel. Watch this space @@.

Don't forget Nikola Corp are penciled in to announce Electrolyser supply order before 31st Dec 2020.
Expect fighting talk on the positive side once the election is done ! Then watch NEL rebound. Still think NK24-28 could be possible, now looking much tougher but 2 big orders and I do mean big statement orders will fill the coffers.

A case of simply waiting for the news to process.

https://www.offshore-energy.biz/saga-tankers-rebrands-invests-in-renewables/

Toneman , I am also watching GE and IVECO as to their progression with hydrogen.
Glass half full with Nikola, but as Nel also have grants with Exelon a very large energy provider and collaborating on using the waters from power generation to create hydrogen and also from their nuclear operations.
The US Dept of Energy grant and US Navy nuclear subs could all provide invome.
California is the obvious target for expansion and as previously posted today ATCO are also generating energy in Alberta in the vast oil and gas formations up there.
I know they are looking at exporting vast quantities of hydrogen from the West Coast ports of Canada across to Japan, Korea , Vietnam ... oh and China @@.
This is just Canada and the US. The rest of the world already has its eyes open, just who they pick.

I mention Canada. Some truely mind blowing stuff going on with oil, gas and graphene. Mind blown, so don't rule out things that , yes , a time traveller may soon turn up with regarding the reprosessing of waters and returning barrels of oil waste back to the producers as clean oil and water you can literally put in a pot of oil waste and actually drink the water as cleaned within minutes - mind blown.

The capabilities of capturing hydrogen, creating from waste pure hydrogen and the future prospects of filtering out from natural gas from 1 mile subsurface.

Water usage is a very very big US issue and I guess that will be the same for 60%+ of Africa and a lot of Australia. This will become an issue.

Lots to learn , great to have the challenge and even better to be on furlough again to get the time to read the research reports of the new ideas being suggested.

Nel has a big cash fund and is very well placed. Would it be wrong to think that BP or Exxon or Shell would not want to buy out this venture with all the rigs in the North Sea let alone the US panhandle and Canadian tarsands ?
Got to get green and clean pretty darn quick !

Toyota Hydrogen car , the Mirai gets a big mention, so I would guess Nel are certainly around Toyota if they are supplying ATCO in Perth ?
://www.atco.com/en-au/about-us/stories/wa-fuels-atco-and-fortescue-s-drive-for-green-h2-vehicles-.html

Sorry my link was for Australia , but yeah there are lots that Nel are doing in the US.
One of my previous threads was about the University of California project. I will see if I can find it again.
With Nel the have DoE grants, US Navy grants, NIKOLA CORP huge 80 electrolysers deal and I am sure mych mych more. With Biden winning we may have to wait until 2021 for the big news, but the Nikola Corp fuelling stations should be within the next 6 week.

Nel will get HUGE amounts of press coverage when they announce that deal. Whoop.

Hyundai Hydrogen Nexus are behind Nel as my post from June shows. I hope Toyota come on board.
"Monday 22nd June , last Monday, HYUNDAI delivered its new HYDROGEN NEXUS Car Fleet to Canberra for specific use at the NEL Hydrogen fuelling station !

NEL want expansion and some of the funding from the Ausyralian Gov to get right across the CONTINENT its not just a small European country but a WHOLE CONTINENT !
Check out NEL's deal with truck builder NIKOLA who want to have a fuel system provided by NEL across the WHOLE USA !!!

NEL is going to be a huge supplier of Hydrogen world wide !"

https://www.atco.com/en-au/about-us/stories/atco-and-fortescue-power-on-with-hydrogen.html

https://reneweconomy.com.au/fortescue-leads-stampede-into-green-energy-with-stunning-plans-for-235-gigawatts-of-wind-and-solar-27936/

https://www.businesswire.com/news/home/20180927005945/en/Nel-ASA-Awarded-Australia%E2%80%99s-First-Power-to-Gas-Solar-to--Hydrogen-Project

https://www.atco.com/en-au/projects/hydrogen.html

Anyone any views?

I am back on furlough so as you can see , today I have time to look back at the 3+ months of deep research I have not done. Sorry if its boring and you have read it before, just hope it shows Nel may be quiet but not twiddling thumbs for sure.

US HYDROGEN Electrolyser Purchase order has a value of around USD 2 million, and the electrolyser system will be delivered in 2021.

https://www.google.com/url?q=http://newenergy.is/wp-content/uploads/2019/05/3-Jacob-Krogsgaard-Hydrogen-for-heavy-duty-application_Iceland_2019_05_15.pdf&sa=U&ved=2ahUKEwjJh8fZ0_zsAhU2REEAHVAYDasQFjAMegQIABAB&usg=AOvVaw0ezB1OXKLcg_OWe2irADQQ

HYDROGEN ORDER
https://www.prnewswire.com/news-releases/nel-signs-loi-with-statkraft-for-a-green-hydrogen-project-with-up-to-50mw-of-electrolyser-capacity-301163694.html

Great quite deep interview without all the BS , product based without the bragging. Quite refreshing and clear.
https://seekingalpha.com/article/4386556-nel-asa-nllsf-ceo-jon-lokke-on-q3-2020-results-earnings-call-transcript

"Here, I think we need to distinguish between Fueling and Electrolyzers because we look at it a bit different. On Fueling, we -- there are 2 qualifying -- at least 2 qualifiers. First of all, the country must accept the international fueling standard. They must be capable of fueling 700 bar and using the J2601 fueling standard because that's our equipment abiding by that. And that's one of the reasons why we haven't so far found China very interesting because they haven't really decided where to go. They are still doing 350 bar and those elements."

"Here, I think we need to distinguish between Fueling and Electrolyzers because we look at it a bit different. On Fueling, we -- there are 2 qualifying -- at least 2 qualifiers. First of all, the country must accept the international fueling standard. They must be capable of fueling 700 bar and using the J2601 fueling standard because that's our equipment abiding by that. And that's one of the reasons why we haven't so far found China very interesting because they haven't really decided where to go. They are still doing 350 bar and those elements."