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Short film on Herota industrial park.
https://m.youtube.com/watch?v=yd6LuhfOfio&feature=youtu.be
"These are the ones we replace, and now use the opportunity to digitize all the way in good cooperation with local ABB Electrification Norway here in Skien."
Lyhfe project involves ABB.
NEL provide Lyhfe France Labs and windfarm with electrolyser Q1 2021. So news soon anyway.
1TWH on the industrial estate is consumed.
@@ hmmmm..... Gulp
"Herøya Nett AS is a grid company that owns, operates and maintains distribution and transmission networks for the distribution of energy in the industrial park. The company is 100% Yara-owned.
Herøya Nett AS has an area license to build and operate electrical plants and takes measures in existing transformer and connection stations and wired plants in Herøya Industrial Park and the filled area in the Gunneklevfjord, which borders the industrial park. Herøya Nett AS also conducts electricity inspections of all the businesses in the park.
The electricity grid's total capacity is 640 MW, the power output is 150 MW, and the annual energy consumption in the industrial park is approx. 1 TWh."
I wonder if there is a hydrogen project here with NEL's neighbour in Heroya ?
"Herøya Nett AS digitizes power supply in the industrial park. The grid company has plans to invest NOK 160 million in new, compact and efficient power plants over the next 4 to 5 years.
Now Herøya Nett replaces all old open 12 kilovolt power plants in two large main plants in Herøya Industrial Park. One power plant that supplied the magnesium factory with electricity, and the other plant that supplies Yara's ammonia factory. "
YARA Ammonia .... @@
https://nelhydrogen.com/press-release/nel-asa-signs-collaboration-agreement-with-yara-related-to-green-fertilizer-project/
3 weeks ago ... YARA ... Norway Ammonia plant with NEL
https://www.greencarcongress.com/2020/12/20201220-yara.html
Heroya industrial park has other businesses :-
https://eng.heroya-industripark.no/latest-news/looking-forward-to-starting-full-production-with-30-new-colleagues-in-rec-solar-s-factory-at-heroeya
https://eng.heroya-industripark.no/latest-news/noah-builds-pilot-at-heroeya-to-recycle-industrial-salts
Energy intensive ?
160 electrolysers providing 1 tonne of hydrogen, which in turn is equivalent to 2.2 MW each.
Question is that 2.2MW per day created or @@ 352 MW PER DAY over 1GW PER YEAR without the upgrade to an already confirmed 4th new line with little cost to take automated 24/7 production PER YEAR from just one of NEL's working factories to 2GW ?
VERY STRONG BUY to my eyes. It doesn't even take in to account the US Factory was Proton OnSite now NEL's in Wallingford, USA.
"the plant will be capable of producing around 36,640 electrode plates every 24 hours, which is equivalent to 160 electrolysers providing 1 tonne of hydrogen, which in turn is equivalent to 2.2 MW each. Electrode plates are sent straight out to customers, together with a diaphragm that they buy. And the electrolysers are installed on site on customers’ premises."
" “Coca-Cola and NEL have something in common,” says Berdalen with a smile".
“They both have a secret recipe and design. The mix of chemicals is our big secret. And we have the biggest electrodes available at present which provide the biggest volume of clean, renewable energy.”
Link on nel forum as you asked for.
"the plant will be capable of producing around 36,640 electrode plates every 24 hours, which is equivalent to 160 electrolysers providing 1 tonne of hydrogen, which in turn is equivalent to 2.2 MW each. Electrode plates are sent straight out to customers, together with a diaphragm that they buy. And the electrolysers are installed on site on customers’ premises."
" “Coca-Cola and NEL have something in common,” says Berdalen with a smile".
“They both have a secret recipe and design. The mix of chemicals is our big secret. And we have the biggest electrodes available at present which provide the biggest volume of clean, renewable energy.”
https://eng.heroya-industripark.no/latest-news/get-ready-for-industrial-halls-for-nel-a-game-changer-in-the-world-of-hydrogen
Toneman, in one rns they state the amount of plates used per electrolyser. You can extrapolate from that and it is correct.
What it does not make clear is if this is the basic bog standard electrolyser that most are producing or setting up for or NEL's newer electrolyser which creates 20mw using 1 5th of the previous parts ie 5 fold increase in energy for the same sized unit but with improved tech.
The other point to make is the R&D being done with the US Dept of Energy on Reverse Flow Electrolysers which are next generation and should really set the bar high , I think they are looking at large scale nuclear plants or power stations where it would be a more 'industrial' unit rather than the smaller petrol forecourt type electrolyser ?
R&D by definition is what is coming not what is imminent so I would get you saying that is not part of the Heroya step up. However, Lokke has indicated the old current plant in Wallingford US ( Proton OnSites factory ) is due a rework to scale up production, so not unreasonable to hope that this US Gov work could inspire the new plant set up ?
Nel is still great value with so many irons in the fire and a new factory to open this year of 1GW with plans already confirmed with minimum extra cost to add a new 4th fully automated production line to DOUBLE TO 2GW ( Twice the size of ITM's ) within 18 months.
On opening at 500MW that converts to approx 80 Electrolysers. Once the adaptions are factored in by year end 1GW will be achived and 165 approx Electrolysers PER DAY !!!
No brainer once it shifts to 2 GW 6 months later with extra new line !
HYDROGEN NK72.00 to buy @@.
Hydrogen company Hexogan Composites Fridays year high was NK60.00. Today NK72.00 to buy @@
HEXAGON COMPOSITE sister company HEXAGON PURUS who have pure focus on mobility sign deal for hydrogen truck system.
https://agilityfuelsolutions.com/procab-h-hydrogen-fuel-systems/
US HYDROGEN News involving Hexagon Comp & Purus.
"Hino Trucks, a Toyota Group Company, manufactures, sells, and services a lineup of Class 4-8 commercial trucks in the United States. Hino Trucks is the premier heavy & medium duty nameplate in the United States with a product lineup that offers fully connected vehicles with low total cost of ownership, superior fuel economy, unmatched reliability and maneuverability and the most comprehensive bundle of standard features in the market. Headquartered in Novi, Michigan, Hino has a network of over 240 dealers nationwide committed to achieving excellence in the ultimate ownership experience. Learn more about Hino Trucks at http://www.hino.com"
However, there is now a delay, but still a huge pptential short term uplift.
HYDROGEN APPLE CAR & HYUNDAI ?
https://uk.finance.yahoo.com/news/hyundai-shares-soar-apple-car-081256853.html
NEL have MoU with Hyundai Xcient Truck fuel supply...
"With 3,500 hydrogen systems deployed worldwide, Nel manufactured electrolyzers boast the largest capacity in the world totaling more than 80MW (over 2,600 have been delivered by Proton OnSite which Nel acquired in 2017). This means that the company is presently responsible for >32% of the global capacity. In the fueling segment, its existing mega-facility in Denmark produces more than 300 hydrogen stations per year."
https://seekingalpha.com/article/4378875-multiple-tailwinds-underpin-positive-outlook-for-hydrogen-specialist-nel
"NORWAY NEXT?
For now, Hyundai is relying on government tax breaks for fuel cell trucks and its own subsidises to help make them economically viable for its partners: the end users, filling stations and green hydrogen suppliers.
Hyundai's H2 Xcient trucks have a 190 kilowatt fuel cell and seven high-pressure tanks holding nearly 35 kg of hydrogen, giving them a range of more than 400 km - far further than heavy goods vehicles powered by electric batteries on the market now.
Hyundai declined to say how much its subsidies will amount to. Globally, the company is betting heavily on hydrogen with plans to spend $6.7 billion on hydrogen technology by 2030 and to increase its annual capacity for fuel cells to 700,000.
It is starting out with 50 H2 Xcient trucks but plans to put 1,600 on Swiss roads by 2025 and is looking to launch similar projects in at least two more European countries this year, out of Austria, Germany, the Netherlands or Norway.
In Switzerland, HHM, the leasing unit set up by Hyundai and Swiss startup H2 energy, has partnered with Hydrospider, a joint venture of H2 Energy with industrial gas maker Linde and Swiss power utility Alpiq.
Hydrospider is about to start producing hydrogen for 40-50 Hyundai trucks at a 2 megawatt (MW) electrolysis plant at Goesgen. Stefan Linder, a member of Hydrospider's board of directors, said as more H2 trucks go into service it would have to boost capacity to 70 MW to 100 MW by 2023-2025.
In preparation for launching hydrogen trucks in Norway this year, H2 Energy has formed a partnership with Nel ASA, Greenstat and Akershus Energi to supply green hydrogen. Hydropower provides Norway with nearly all its electricity."
now is this just a little coincidence ?
I see nobody picked up on my suggestion of NEL's NEW US DIRECTOR being located in ARIZONA ding ding ding.
https://www.bloomberg.com/news/articles/2020-12-16/nikola-plans-to-buy-cheap-power-in-arizona-to-make-hydrogen
"plans to enter into an agreement with an Arizona utility to supply cheap electricity it needs to produce hydrogen for a planned fueling network.
The proposed contract between Nikola and Arizona Public Service Co., a unit of Pinnacle West Capital Corp., was disclosed in a Dec. 11 filing requesting approval from Arizona utility regulators."
445 Nikola Corp Electrolysers contract and NEL to supply.
When will the announce ..... KERCHING. Who said GM not investing in Nikola Corp with cash but in building plant and supply chain for the trucks would hurt NEL ?
NEL will supply the fuelling stations ONLY .... 445 Electrolysers worth @@.
NK 30-35.00 my new target by April 2st. Oh with a couple of other surprises helping. DYOR do not trust me.
My year end target from June of NK24-28 is looking bang on , neat.
GLA.
I REALLY like this bit which stood out a country mile ...
"This is a major step towards establishing our own green hydrogen production through the HySynergy electrolyser in Fredericia in close cooperation with Shell’s refinery operations. It will feed hydrogen directly into the Everfuel value chain, connecting renewable energy production and electrolysis with distribution on high-capacity hydrogen trailers to fueling stations and end-users."
Fuelling stations with Shells help ? How many are we talking for Everfuel ? How many electrolysers will NEL supply ? Nikola Corp take 4 electrolysers approx per hydrogen supply station.
Everfuel Shell deal is talking if the refinery getting up to 1 GW. NEL have the very first order for the refinery via Everfuel of 20MW. What about the other 980MW supply ?
This is just ONE project and NEL's Heroya fully automated factory producing 166 electrolysers per day 24/7 will also be opening @@.
Could NEL produce enough capacity for California Shell/ Iwatani/ Toyota deal ?
Imagine if Nikola does finally get its act together and start breaking soil on some hydrogen refuelling stations , even just 4 or 5 will make the world sit up !
South Korea partners ordered in June 2020, but still want around another 200 units this year 2021.
Australia ammonia prohect with Yara Ferterliser, worlds largest ferterliser company with multiple ammonia plants just ready to convert and remove all that CO2 ?
NEL's potential is HUGE.
Enjoy 2021, its going to be pretty special I think.
Tesla & Panasonic Norway battery plant ?
https://europe.autonews.com/suppliers/tesla-supplier-panasonic-mulls-norway-battery-plant