Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
It is just CWR. The whole H2 sector, here, USA and Europe , has been in decline for quite a while now. YTD cwr, itm and afc all down 21-24%. In USA plug, and bloom down circa 44-48%.
Patience is the name of the game at the moment.
Winstanley
UK economic and energy policy is largely irrelevant for CWR. Our kit will be being produced in Korea and Germany in the near future and China shortly after that. Hopefully a USA license deal will be done and an IRA supported plant will be built there.
I expect the electrolyser business to follow a similar pattern. The UK is a small and very slowly developing market, and therefor not significant for us. Good for R&D tax credits and a very skilled workforce but not as a market.
We are connected to mush bigger manufacturing players that are building capacity targeted at larger and faster moving markets.
UK govt policy is a low impact, peripheral issue for Ceres.
1) The FAT quality results graph - both rates of volume increase AND first time test success
2) The plan to increase site power input for original 5 to 30 kva - that is scaling up !
3) A small, but interesting change - everyone in a dark suit with collar and tie - no more ‘casual’ at ITM.
Ogggs. Follow the links on the article. It says they piloted using a unit from GeoPura. Pilot was highly successful. Photo shows a container sized unit. My guess is that the container size is the problem as is is not readily mobile. Our new kit does not have that problem. Article does not say what the output was, but it does say that it enabled them to switch off more diesel units than planned.
The important thing is that both Netflix and Disney produce a lot of content in UK production facilities. If they are now going to specify ‘no diesel’ in their production contracts a new market is established.
I would bet money that the UK facility companies already have AFC brochures and Speedy reps will be reminding them of that.
The move to look out for is when the London Mayor specifies ‘no diesel’ on major (and then all) construction sites in the London LEZ.
Gore are a world leader in a wide range of what are referred to as ‘technical fabrics’. The consumer variety if Gore-tex but they do a variety of very complex ( chemically / structurally/ applications) materials in eg aerospace/biochemical and a tone of other stuff that includes membranes.
In other words they are a very top end innovator/producer of a mission critical part of an electrolyser.
we are now formally tied up with a best in class supplier. What is not to like?
Courtesy of poster on ADVFN
We’ve begun installing 4-megawatt electrolyser cubes at our pilot plant in Lingen. Following through the process from implementation to operations is providing invaluable learnings for the next step - our industrial-scale GET H2 hydrogen plant at the same location. Hydrogen production is scheduled to kick off at our pilot plant this autumn.
htTps://www.linkedin.com/feed/update/activity:7076867409613070336
Https://twitter.com/ITMPowerPlc/status/1660559057537703937?s=20
Courtesy of Smokey on ADVFN