interessantH2Future schrieb 16.12.22, 11:11
Ceres (CWR) – this an IP company not a manufacturer which means that growth could scale very quickly if global industrial companies begin to make fuel cells – it has been dubbed ‘the ARM of fuel cells’ and understandably so. Its cells are fuel agnostic, meaning they can be connected to existing natural gas networks, also making that fossil fuel immediately greener. It also has JVs with global industrial manufacturer Bosch (about to roll out a global hydrogen decarbonisation strategy across its range) and Weichai, a major Chinese powertrain manufacturer. Weichai has pushed back its heavy vehicle fuel cell roll out (which hurt Ceres’ share price) but this looks to be a deferral rather than a change of heart. Both JV partners should hit their stride in 2023. Read more: Ceres Power still represents a leap of faith
https://www.investorschronicle.co.uk/education/2022/12/13/investing-in-energy-cleaning-up/
AFC Energy + ITM POWER
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