Member Info for SatellitePro

Many thanks Bilbo - I am with you on the principle but more bullish given the impending need to spend trillions on green energy to halt extreme weather events resulting from failure by govts to stop funding fossil fuels.

Final question, given your experience with filtering, are coffee beans better than ground coffee in your opinion?

Hi Bilbo, given the recent concerns you have expressed, it would be very helpful to know if your current position is to buy, sell or hold? Also, have you acted accordingly? Many thanks in anticipation.

https://www.spglobal.com/platts/en/market-insights/latest-news/electric-power/061021-itm-power-electrolyzer-order-book-points-to-booming-green-hydrogen-demand

Govt needs to get behind the h2 refuelling infrastrucure roll out - Toyota Prius was ground breaking - they can do it again with the Mirai if the infrastructure is there. This car cleans the atmosphere - no brainer in cities.

One for the weekend for those who have not seen it.
https://youtu.be/v99AthjW78U

Ditto - very interesting presentation - Nel clearly is very well positioned for the future of hydrogen technology....almost looks like the H2 Tesla..........

Demand will outstrip supply and prices will fall as production ramps up. I buy them all to spread risk.

https://www.spglobal.com/platts/en/market-insights/latest-news/electric-power/061021-itm-power-electrolyzer-order-book-points-to-booming-green-hydrogen-demand

https://www.infineon.com/cms/austria/en/press/GJ2021/Infineon-sustainable-company.html

Precisely the point I made the other day re partner deals:
Quote
That, the broker said, further opened up a "potentially significant" end market for green hydrogen in general and for PEM electrolyser technology in particular.

The agreement also "positively affirmed" the JV with Linde, "creating further opportunities for ITM with large, credible industry leaders such as Infineon."

Under the terms of the deal, Linde would build a 2MW electrolyser plant using ITM's technology at Infineon's Villach site in Austria.

The demonstration plant was set to go into operation in early 2022

I bet most methane links are covered up if past history is anything to go by. Human nature and greed will be our ultimate downfall - fire, floods and resulting mass migration coupled with self-serving politicians like Trump and Boris are just the beginning.

Floods and fires are key drivers. Eventually traditional consumer demand factors will be replaced by panic buying of green hydrogen infrastructure if fossil subsidies are not stopped soon. Tick tock....

https://www.bbc.co.uk/news/av/world-58257998

eg https://www.itm-power.com/news/shell-starts-up-europe-s-largest-pem-green-hydrogen-electrolyser-update-on-refhyne-ii

Let's not forget the partnerships with Shell, Linde and SNAM - they all have marketing teams who will be working in parallel to push product and open doors.

Business Secretary opening ITM Gigafactory plus UK H2 Strategy. Instead of backing ITM on the world stage David Cameron went with failed conman Greensill. Speaks volumes about our leadership.

Saudi Aramco Bets on Blue Hydrogen Exports Ramping Up From 2030
27 June 2021, 11:59 BST
Updated on 28 June 2021, 02:00 BST
World’s biggest oil firm aims for large hydrogen market share

Plus in the same way as they funded the Taliban, Saudi will be funding and profiting from blue hydrogen. It stinks.

Pursuing blue hydrogen is the same irrational thinking that led to our Afghanistan fiasco....it is doomed from the outset and will be exposed retrospectively as a massive failure.

https://www.theguardian.com/environment/2021/aug/17/uk-homes-low-carbon-hydrogen-economy-jobs

If only the $1tn wasted failing to prevent the Taliban take-over had been spent productively on renewables and climate change infrastructure. Also the £billions we wasted out there.