FuelCell Energy ! (Seite 678)

[asuro78]

E.on zieht positive Bilanz zu Power-to-Gas-Anlage

Ein Jahr nach dem Start der Power-to-Gas-Pilotanlage im brandenburgischen Falkenhagen zieht E.on eine positive Bilanz: Über 2 Mio. kWh Wasserstoff seien bisher in das Ferngasnetz eingespeist worden. Im Mobilitätsbereich sei der kommerzielle Einstieg nahe, so der Energiekonzern.
»In Falkenhagen haben wir wertvolle Erfahrungen für die Weiterentwicklung der Power-to-Gas-Technologie gesammelt – angefangen von den Genehmigungsverfahren über den Bau und Betrieb der Anlage bis hin zur Vermarktung des erzeugten Wasserstoffs. Bereits nach einem Jahr Betrieb können wir sagen, dass Power-to-Gas großes Potenzial hat. Bei bestimmten Anwendungen, zum Beispiel im Mobilitätsbereich, sehen wir sogar Möglichkeiten zu einem baldigen Einstieg in die kommerzielle Nutzung«, so Ingo Luge, Vorsitzender der Geschäftsführung der E.on Deutschland.

Mittels Elektrolyse wird in Falkenhagen regenerativ erzeugter Strom in Wasserstoff umgewandelt und in das Ferngasnetz eingespeist. Die Anlageleistung beträgt 2MW – dies entspricht laut E.on einer Produktion von 360 m3 Wasserstoff pro Stunde. Die gespeicherte Energie steht dann dem Erdgasmarkt zur Verfügung und findet damit Zugang in den Wärmemarkt, in die Industrie, in die Mobilität und in die Stromerzeugung. Einen Teil des produzierten Wasserstoffs nimmt der Projektpartner Swissgas ab, einen weiteren Teil bietet E.on seinen Privatkunden im Rahmen des Produkts ›E.on Windgas‹ an.

Derzeit baut der Düsseldorfer Energiekonzern in Hamburg-Reitbrook eine weitere Pilotanlage, die voraussichtlich 2015 in Betrieb genommen wird. Dort soll ein kompakteres und leistungsfähigeres Konzept der Elektrolyse erprobt werden.

[asuro78]

FuelCell Energy: Debunking The POSCO Energy Partnership Myths
Sep. 2, 2014 1:57 AM ET | About: FuelCell Energy, Inc. (FCEL)
Disclosure: The author is long FCEL. (More...)
Summary

Myth#1: FCEL "loses" their biggest customer by end of 2016.
Myth#2: POSCO Energy "steals" all of FCEL's technology and embarks solo.
Myth#3: 3% royalty is "insufficient" compensation.
Myth#4: There are no positive synergies from the POSCO Energy partnership.
During the month of August 2014 there have been negative media opinions about FuelCell Energy (NASDAQ:FCEL) along with an incredibly biased article that mirrored the true intentions of a disclosed short seller of their stock. I am generally fine with articles that contain bearish or negative sentiment, since it is wise for investors to view all angles that could translate into success or failure of their investments. However, this particular article really ruffled many people's feathers because it contained blatant inaccuracies and stressed negative points without providing a complete picture for balanced context. I will discuss some of the generally stereotypical "myths" that such media outlets keep repeating about the POSCO Energy partnership with FCEL and hopefully provide some balanced counterpoints to debunk such ignorance.

One of the concerns highlight the current order flow of fuel cell modules or kits totaling 122MW to POSCO Energy that is scheduled to end by fiscal 2016. An earlier agreement for 70MW was originally scheduled to run to October 2013 but was expanded and accelerated to conclude by April 2013 and was replaced by this subsequent larger order starting May 2013 that occurs within the framework of a revised partnership agreement. The issue pertains to a perceived substantial decline in revenue after this current sales contract runs out after 2016 and that FCEL shareholders should bail out and jump ship now before their revenues plummet by 80%-90%. We need to investigate further into the expanded partnership agreement with POSCO Energy to fully understand the implications and rationale for pursuing such a venture.

The current POSCO Energy agreement replaces and blends together two prior licensing agreements and essentially provides POSCO Energy the right to manufacture the entire FCEL Direct FuelCell (DFC) power plant. FCEL's partnership with POSCO Energy is their strategy for pursuing the Asian markets. Customer expectations for fulfillment and lower cost structure has lead to the identification of in-country manufacturing as the ideal solution. As a result, POSCO Energy assumes all financial and operational risk to build out a separate fuel cell manufacturing facility in South Korea which initially provides for 100MW of capacity that is scalable to 200MW if future demand and growth warrants it. FCEL has full manufacturing access to this South Korean plant along with a common integrated global supply chain platform shared by both parties. In addition, FCEL receives a one-time licensing fee (that amounted to $26M) that enables POSCO Energy to utilize FCEL technology in the manufacturing of complete power plants and also receive a 3% royalty for each plant sold. The expanded partnership agreement has an initial term of 15 years and also two optional extensions for up to an additional ten years upon mutual consent.

From my perspective, to actually believe that FCEL loses their current biggest customer after 2016 is quite asinine. If anything these two parties have progressed from a casual dating relationship to a more committed marriage.

[Betterway]

Antwort auf Beitrag Nr.: 47.644.980 von Semmignedl am 29.08.14 14:53:11

nein, echt nicht !!! Ich bin noch nicht einmal ein kleiner Wasserfloh, im Meer der Finanzhaie und mir durchaus bewusst, dass meine Statements zu den entspr. Firmen unbedeutend sind !!! That's it !!! Mehr nicht !! Passt schon !! Viel Erfolg, Gruß B.

[Semmignedl]

Antwort auf Beitrag Nr.: 47.644.452 von Betterway am 29.08.14 14:08:38

Haha... was für ein geiler Versuch von Werbung...

[Betterway]

So langsam könnte es interessant werden. Mal die Zahlen am 09. Sept. abwarten, dann noch ein paar Tage warten, dann entscheiden. Werde - früher oder später einsteigen, Gruß B. Ach ja, für die jüngeren, so zwecks Rente und so !!! Schaut Euch mal "Tencent" an, WKN A1138D. Hammer Neuigkeiten zu erfahren, die noch nicht eingepreist sind. NEIN !!!!!!!!!! Kein pushen, schon der Versuch wäre lächerlich, denn einen Internetgiganten kann man mit Peanutsbeitrag nicht pushen. Gruß B.

[asuro78]

Fuel Cells Starting to Make an Impact at Grid Scale
08/20/2014 | Thomas Overton
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Back in Connecticut, FCE signed an agreement earlier this month with United Illuminating to supply 5.6 MW of generation at two sites in Bridgeport and New Haven. Both plants will supply electricity directly to the grid and are planned for operation in 2015.

The Big Time?

Perhaps the biggest sign of fuel cells reaching grid-scale viability has been the recent interest from major power sector companies.

In mid-July, Korean manufacturer Doosan Corp. bought fuel cell company ClearEdge Power to form the Doosan Fuel Cell Group with another acquisition of a Korean fuel cell firm. Doosan plans to leverage ClearEdge Power’s 400-kW fuel cell design to pursue projects worldwide.

NRG Energy, the nation’s largest merchant generator, has been on a shopping and investment spree the past two years, with acquisitions and projects both large—it bought Edison Mission Energy’s assets out of Chapter 11 bankruptcy for $2.6 billion in March—and small (the company has also been supporting development of home-based Stirling engines). NRG CEO David Crane has made clear his goal of disrupting traditional utility business models and fostering cost-effective distributed generation.

NRG previously had a small stake in FCE along with a co-marketing agreement signed in August 2013. At the end of July, the two companies announced that NRG would be expanding its investment to the tune of $35 million; NRG is also establishing a $40 million revolving construction and term loan facility for FCE to use for project development. The deal will give NRG a 6% stake in FCE, while the credit facility will make it easer for FCE to develop new projects and sell the finished plants to long-term investors.

NRG officials underlined their faith in fuel cell generation when the deal was announced. “We believe that clean distributed power generation from fuel cells will be one of the key technologies that drive our country toward a cleaner energy future,” Mauricio Gutierrez, NRG’s chief operating officer, said.

Meanwhile, Exelon Corp. announced in late July that it would buy 21 MW worth of fuel cell plants from Bloom Energy. Exelon said these would be installed at 75 corporate sites in four states.

—Thomas W. Overton, JD is a POWER associate editor.

[asuro78]

Antwort auf Beitrag Nr.: 47.570.626 von dannywilde69 am 20.08.14 23:14:49

Fuel Cells Starting to Make an Impact at Grid Scale
08/20/2014 | Thomas Overton
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Long viewed as a potential “next big thing” for power generation—often drawing unwarranted hyperbole in the process—and more recently as niche distributed generation, fuel cells are finally beginning to make some noise at grid scale.

Hydrogen- and natural gas–powered fuel cells have been deployed over the past decade in behind-the-meter and microgrid applications for on-site generation, where their simplicity, reliability, and very low emissions offered advantages over diesel generators and similar solutions. The waste heat generated by the fuel cell process also allows them to step into on-site combined heat and power applications. Their ability to use renewable fuel such as biogas even enables them to fill renewable energy mandates in some areas. Such systems have typically been sub-megawatt scale or, at most, a few megawatts in capacity.

One good example is the fuel cell system at the Gills Onions processing plant in Oxnard, Calif. The two-cell, 600-kW system, supplied by Danbury, Conn.–based FuelCell Energy (FCE) and installed in 2009, runs off biogas generated from onion waste in an anaerobic digester. The $10.8 million system saves Gills more than $1 million a year in avoided energy and waste handling costs, meaning it will have paid for itself in less than a decade.

Sunnyvale, Calif.–based Bloom Energy has installed about 100 MW of these types of systems around the world. A 6-MW Bloom system powers online auction giant eBay’s massive data center in Salt Lake City.

A number of other applications have seen uses for fuel cell generation. Wastewater treatment plants and landfills are a growing niche because of their ability to cleanly and efficiently generate power from waste gases that would otherwise need to be flared. The U.S. military has looked at employing fuel cells as replacements for tactical diesel generators, and Sandia National Laboratories is researching ways to cut emissions at ports on the U.S. West Coast by supplying shore power from barge-mounted fuel cells.

Moving to Grid Scale

Though these creative applications continue to draw attention, over the past few years, the combination of falling costs, more powerful fuel cells, and cheap natural gas has generated interest in using fuel cells for grid-scale baseload generation. In particular, gas prices under $4/MMBtu make fuel cell generation competitive in many areas—without subsidies. With the renewable energy subsidies that are available for some projects, fuel cells have become financially attractive options.

Grid-scale fuel cells use different technology from more familiar solid-oxide fuel cells, which are more compact but so far do not scale as well. FCE’s design uses a molten carbonate electrolyte and porous nickel catalysts. Because of the support equipment required for the design, larger systems are more efficient.

In December 2013, Dominion opened a 14.9-MW fuel cell plant in Bridgeport, Conn. The five-cell plant, supplied and operated by FCE, also captures waste heat and directs it to an organic Rankine cycle turbine to generate additional electricity. The plant was partly funded by the Clean Energy Finance and Investment Authority, which supports investment in renewable energy in Connecticut.

Then, this spring, POSCO Energy opened a 59-MW fuel cell facility in Gyeonggi Province, South Korea, currently the largest fuel cell power plant in the world. Two smaller fuel cell plants, at 10 MW and 11 MW, are also operating in South Korea, and the three projects are just the start of a planned 230 MW of fuel cell capacity the nation is in the process of rolling out. A 19.6-MW plant in Seoul is expected to come online by the end of this year.

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[dannywilde69]

Zitat von dirk3333: fakt ist cramer = dump(fbackenarschlochhhhh²)

[dirk3333]

fakt ist cramer = dump(fbackenarschlochhhhh²)

[dannywilde69]

Nach dem Anstieg der letzten Tage ganz normal...

...zudem Brennstoffzellen-Aktien eh sehr volatil sind.

Trend stimmt aber!