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It certainly has Robtheman. Exciting times.

What a great start to the day. GLAH

We should remember that Acciona approached AFC and also that Acciona have a team in Extreme E.
What a great potential partner.

Amazon and ACCIONA announced today two different agreements to cooperate in reaching decarbonization goals and accelerating innovation. ACCIONA will provide clean energy to Amazon in the United States with the electrical production corresponding to 641MW, helping meet Amazon’s company-wide goal to use 100% renewable energy by 2030 and achieve net zero carbon emissions by 2040. Additionally, Amazon Web Services (AWS) will become ACCIONA’s ‘preferred cloud provider’ to gain operational efficiencies, unlock data-driven insights and accelerate its pace of innovation.

To help power Amazon’s operations with a long-term Power Purchase Agreement (PPA), ACCIONA will build four new photovoltaic plants in Illinois, Kentucky and Ohio, with a total capacity of 889MWp. ACCIONA will invest close to US$1 billion (€835 million) over the next four years to develop these new projects.

These new assets come under ACCIONA’s growth strategy to install 5GW of new renewable energy capacity worldwide between 2020 and 2024. The company currently has a total installed capacity of over 10.5GW in sixteen countries.

“These four new projects with Acciona help us toward our goal of powering our operations with 100% renewable energy,” said Nat Sahlstrom, Director, Amazon Energy. “Acciona’s sizeable projects enable us to add more than 640MW of renewable power to the grid. Our push for more renewable energy is one more step toward our goal of reaching net-zero carbon by 2040 as part of Amazon’s commitment to The Climate Pledge.”

“We are very pleased to see companies like Amazon making an unequivocal commitment to the fight against climate change and to the decarbonization of its business activity. Our goal is to offer the maximum support possible through our core strengths as a company, in this case by supplying clean photovoltaic energy to Amazon in the US,” said Rafael Mateo, CEO of ACCIONA’s clean energy business.

ACCIONA supplies 100% renewable energy to over 500 companies and institutions worldwide, contributing to strategies focused on decarbonization and climate mitigation. ACCIONA’s clients include Novartis, Telefónica, Apple, Bimbo, Merck, Falabella, Asics, Unilever, Maersk and Robert Bosch.

I have been looking to see if there has been anything more posted on either the DeNora or Sham sites but there doesn't seem to have been. The reference to the new investment platform is interesting.
Moreover, Snam plans to be an anchor investor in a new investment platform on the energy transition that could count De Nora as a seed asset. The particular platform is to be launched next year.
It sounds like more of a reference to alkaline electrolysis (DeNora) but the specific reference to AFC should not go unmentioned.

November 19 (Renewables Now) - Italian natural gas pipeline company Snam SpA (BIT:SRG) has agreed to buy from investment firm Blackstone Group Inc (NYSE: BX) a 33% stake in Industrie De Nora SpA, which makes electrodes for applications in the hydrogen field.

Under the terms of the deal, Snam will acquire the minority interest from funds managed by Blackstone Tactical Opportunities for an enterprise value of EUR 1.2 billion (USD 1.42bn). Federico De Nora will continue to control the company following the close of the transaction in the first quarter of 2021.

Set up in 1923, De Nora is engaged in the production of alkaline electrodes, essential components for the manufacture of alkaline water electrolysers (AWE), which, in turn, are needed in the production of green hydrogen. The firm has a 34% stake in AWE developer and installer ThyssenKrupp Uhde Chlorine Engineers (TKUCE) and also has partnerships with operators in the fuel cell sector such as British alkaline fuel cells maker AFC Energy Plc.

In addition to electrodes, De Nora is also active in the water treatment field. The company generates over EUR 500 million in revenues per year and expects to record earnings before interest, tax, depreciation and amortisation (EBITDA) of EUR 90 million for 2020.

Snam said that this purchase will help it be more competitive in new hydrogen development projects and noted that De Nora’s alkaline electrolysers are complementary to the membrane electrolysers made by Snam partner ITM Power Plc (LON:ITM).

Moreover, Snam plans to be an anchor investor in a new investment platform on the energy transition that could count De Nora as a seed asset. The particular platform is to be launched next year.

"The partnership with De Nora will allow us to be a leader in the development of green hydrogen, which is becoming a key feature of the decarbonisation agenda in Italy, in Europe and in many countries around the world,” said Snam CEO Marco Alvera.

Q4 newsflow looks pretty good to me.
30th Nov 2020 7:00 am RNS Head of Communications Appointment
23rd Nov 2020 7:00 am RNS Investment in new facility
17th Nov 2020 7:00 am RNS Manufacturing Contract with BK Gulf
16th Nov 2020 4:10 pm RNS Appointment of Joint Broker
12th Nov 2020 7:00 am RNS Cancellation of Convertible Loan Note Facility
3rd Nov 2020 7:00 am RNS Year End Operational Update
27th Oct 2020 2:56 pm RNS Extreme E highlights Fuel Cell EV Charging Tech
1st Oct 2020 7:00 am RNS AFC to present AlkaMem® at Conference

From the interim's in July 2020:
Outlook
We believe the outlook in the coming months to be very exciting with further developments across existing partnerships and, importantly, new customers and partners expected.
The £31.6m fundraise has significantly strengthened the balance sheet with growth capital from several leading institutions new to the register.
The raise will enable material inroads into the scaling up of the manufacturing capability, internal staffing and system deployment, further demonstrating the underlying strength within the wider Hydrogen economy. We also expect the raise to support our credentials in future industrial and strategic partnering which could provide the basis for a transformational underpinning of the business today and into the future.

I believe that we are "delivering emissions free solutions to today's energy challenges" built upon sustainable win-win outcomes for all stakeholders whether they be Government, grid operators, end users or our shareholders and I look forward to providing further updates to the market during the rest of 2020 and the coming year.

The Acciona and Extreme E RNS were issued before the Interims so I am wondering whether the new customer piece referred to above is still to come.

7 Dec 2020 - Power Logistics race ahead to sustainable temporary event power as they secure contract with Extreme E

However, the standout element of the project is the design of bespoke cabling and distribution equipment that incorporates a smart power monitoring system, built specifically to meet Extreme E’s requirements. The new racing championship is pioneering hydrogen fuel cell technology, supplied by AFC Energy, which will enable the series’ fleet of SUVs to be charged utilising zero emission energy. Power Logistics’ electrical cabling and distribution system will work in tandem with AFC Energy’s system to incorporate the car charging network.

https://www.extreme-e.com/en/news/163_Power-Logistics-race-ahead-to-sustainable-temporary-event-power-as-they-secure-contract-with-Extreme-E.html

A couple of big buys yesterday, one UT for £1M and other O for £750k.

Tyson - Fundraise was for PHE and whilst FOAK is an SPV which requires financial close this year in advance of construction.

9th Sept RNS - Use of Funds
The Company will apply the net funds to refine technical aspects and assist Peel to deliver the first commercial-scale DMG® installation at Protos, the first of a number of potential developments alongside Peel, as well as investment in personnel, office and other resources to capitalise on further UK and international sales and partnership opportunities.

The Directors consider that the respective investments of Peel and the institutional investor serve as further endorsement of the DMG technology and enhance Powerhouse’s credibility to advance its development strategy in and outside of the UK. A further and critical element of the agreement with Peel is that it also permits Powerhouse access to and use of the full design and engineering details of the entire plant being built at Protos, above and beyond that relating to the DMG technology, as well as unrestricted access to the site during and after construction. This will be of significant value and benefit to Powerhouse in relation to developing its international partnering and licensing agreements.

29th Sept RNS - Interims
David Ryan, CEO, commented:
"The first six months of 2020 have been transformative for Powerhouse. The completion of the W2T acquisition enables Powerhouse to move closer to Peel as the UK developer of the DMG® process and we share their vision of the Powerhouse technology being at the centre of community based plastic-to-hydrogen facilities. With the Protos engineering definition phase completed, Powerhouse will now be able to focus on our priority of completing the financial close of the Protos project and moving into execution of this exciting first application of the technology."

Tim Yeo, Chairman, added:
"I am delighted by the progress made by Powerhouse in 2020. In particular investors, including new institutional investors, have shown confidence in the management of the Company by backing a £5 million fund raise. Following the successful integration of W2T we are looking forward to completion of the first application of our waste plastic-to-hydrogen technology at Protos, within the North West Hydrogen Hub. Our demonstrably strengthened partnership with Peel will serve as the model for the roll out of DMG® technology both here in the UK and worldwide."

BOSCH COLLABORATION WITH CERES PROGRESSES TO MASS PRODUCTION OF SOFC SYSTEMS, WITH AN INITIAL 200MW CAPACITY IN 2024



· Bosch extends its successful collaboration with Ceres to move from prototyping to preparing for mass production of SOFC systems based on Ceres' proprietary fuel cell technology

· Multiple sites in Germany are aiming to produce an initial aggregate 200MW capacity in 2024

· SOFC systems to be used in the stationary power market, initially for decentralised power plants in cities, factories, data centres and electric vehicle charging infrastructure

· Value to Ceres from 2021 to 2023 is around £23m, of which c.£6m is conditional on meeting KPIs based on performance

I have changed the thread title as the original post in today's thread wasn't worthy of any more air time or discussion IMHO. In fact it is one of the most blatant attempts to influence in a negative way I have seen on this board and as many long term holders will know there have been many. As has been said below any post is worthy of discussion provided it is backed up with some facts and doesn't look as it it is designed to influence either way. Based on history I suspect there is news to come as the antics on the other board have started again. I will be making good use of the filter button to avoid wasting any time on posts that look disingenuous. GLAH

Hi RV, from memory the Chlor Alkali change of direction was more to do with the owners of the plant removing the potential availability of the waste H2 in addition to some cost issues. Some of the other LTHs may be able to confirm.

Vital EV Solutions and Kempower have teamed up to deliver charging facilities for Extreme E, the upcoming electric off-road championship.

The series will see electric SUVs competing in extreme environments around the world which have already been damaged or affected by climate and environmental issues in a bid to shine a spotlight on the climate crisis and inspire change.

The competing teams will be driving an electric SUV named the ODYSSEY 21, which will use power created by AFC Energy’s hydrogen fuel cells – a zero emission car charging solution.

And this is where Kempower and Vital EV Solutions come in, as the power from the cells needs to get to the car. Extreme E’s electric SUVs will use the super reliable rapid Kempower DC mobile T800 series charger to deliver power to the cars.

In addition, the companies have organised and completed all the necessary training to ensure everyone involved in the championship has a sound understanding of this innovative technology and product.

Nic Rae from Vital EV Solutions said: “Kempower and Vital EV solutions are tremendously excited to be part of this ground breaking and environmentally conscious motorsport. We are delighted to have been chosen to support the race series and the teams, the deal is testament to the cutting edge technology provided by Kempower chargers and the exceptional Vital EV Solutions service levels we provide. We can’t wait for the season to get underway.”

Extreme E is set to start racing in March 2021 and is much more than a motorsport, it is a sport for purpose and has many ambitions in the environmental space. In every element of the organisational aspect, the series is looking to reduce its carbon footprint to be net carbon zero in its first season.

Activities include no spectators on site to reduce fan travel, utilising a ship, the St. Helena, as sea freight has a lower carbon footprint than air travel, as well as working with organisations such as Vital EV Solutions and Kempower to deliver charging solutions.

Good reminder Klunk - For those who wish to find the Kempower reference it is just after 12:30 mins. Also worth listening to the clip after that as it addresses the potential use of the units for diesel replacement in remote locations and how the extreme e concept is a good showcase.

Thanks guys, I was assuming that was part of the AFC solution for Extreme E

Noticed this on the Extreme E news but the link wouldn't open.
Vital EV Solutions and Kempower support Extreme E's sustainability mission
https://www.extreme-e.com/en/news
I wondered if this could be general EV support including for charging prior to delivery of the AFC system.

With just four months to go to the first race of Season 1, the Extreme E teams are taking delivery of their ODYSSEY 21 cars and getting to grips with these new machines.

Alejandro Agag, CEO and Founder of Extreme E said: “The delivery of the team vehicles is a big moment and it is highly gratifying to see our teams get to grips with their ODYSSEY 21s and start to personalise them with their race liveries. Everyone has a lot of work to do as we plan the first multi-car test in December, and with under four months to go now until the first race, the countdown is well and truly on.”

There is still plenty of news to come including the remaining teams confirming exciting driver line-ups.

https://www.extreme-e.com/en/news/160_Extreme-E-teams-get-to-grips-with-ODYSSEY-21.html

Change of thread - looking forward to the delivery for extreme e in December