NEL ASA - Elektrolyse-Spezialist aus Norwegen (Seite 135)
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Ein sehr interessanter Artikel welcher uns in Deutschland ein Stück voran bringt in der Beschaffung von Grünem Wasserstoff
https://www.zeit.de/2023/05/wasserstoff-gruen-weltmarkt-klim…
https://www.zeit.de/2023/05/wasserstoff-gruen-weltmarkt-klim…
Antwort auf Beitrag Nr.: 73.186.999 von beton0815 am 30.01.23 09:30:11😂😂😂🤟🏼🤟🏼🤟🏼💯💯💯
Da stimme ich dir zu… dennoch traue ich FFI viel zu
Da stimme ich dir zu… dennoch traue ich FFI viel zu
Antwort auf Beitrag Nr.: 73.186.417 von JALA am 30.01.23 08:11:34Sagen wir es mal so…
Wer mit Nikola eine Cooperation eingeht, dem ist eh nicht mehr zu helfen.
Zwar ist Trevor nicht mehr dabei, dennoch traue ich der Firma nicht.
Wer mit Nikola eine Cooperation eingeht, dem ist eh nicht mehr zu helfen.
Zwar ist Trevor nicht mehr dabei, dennoch traue ich der Firma nicht.
https://pemedianetwork.com/hydrogen-economist/articles/strat…
FFI and Nikola collaborate on US green hydrogen megaprojects
Australian developer and zero-emissions vehicle firm sign MoU amid growing momentum for hydrogen hubs in the US
Australian developer Fortescue Future Industries (FFI) and Phoenix-headquartered zero-emissions vehicle firm Nikola have signed a memorandum of understanding (MoU) to collaborate and co-develop large-scale green hydrogen projects in the US. Nikola will act as a potential offtaker for any projects. “This MoU will establish the framework for future collaborations as strategic partners for the potential co-development of meaningful energy transition solutions, with a focus on the Phoenix Hydrogen Hub project being led by Nikola,” says Michael Lohscheller, CEO of Nikola. Nikola announced in December that the Department of Energy (DoE) had progressed its loan application for $1.3bn for the Phoeni
FFI and Nikola collaborate on US green hydrogen megaprojects
Australian developer and zero-emissions vehicle firm sign MoU amid growing momentum for hydrogen hubs in the US
Australian developer Fortescue Future Industries (FFI) and Phoenix-headquartered zero-emissions vehicle firm Nikola have signed a memorandum of understanding (MoU) to collaborate and co-develop large-scale green hydrogen projects in the US. Nikola will act as a potential offtaker for any projects. “This MoU will establish the framework for future collaborations as strategic partners for the potential co-development of meaningful energy transition solutions, with a focus on the Phoenix Hydrogen Hub project being led by Nikola,” says Michael Lohscheller, CEO of Nikola. Nikola announced in December that the Department of Energy (DoE) had progressed its loan application for $1.3bn for the Phoeni
Antwort auf Beitrag Nr.: 73.186.309 von beton0815 am 30.01.23 07:39:43Da gebe ich Dir recht, für mich ist dennoch unklar warum man erst mit PP ins Projekt einsteigt und dann selbst?! Die Elektrolyseure baut. Wusste nicht, dass wir mit FFI einen weiteren Megaplayer in den Markt bekommen, der im H2 Megamarkt Australien Anlagen im Großen Stil baut.
Dazu hier mehr:
https://ffi.com.au/news/fortescue-future-industries-ffi-firs…
Dazu hier mehr:
https://ffi.com.au/news/fortescue-future-industries-ffi-firs…
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Antwort auf Beitrag Nr.: 73.181.641 von JALA am 28.01.23 17:18:19Im Artikel steht, dass FFI eigene Eöektrolysetechnologie nutzen möchte.
Warum dann noch NEL mit ins Boot nehmen?
Warum dann noch NEL mit ins Boot nehmen?
Can e-Fuels Drive the Hydrogen Revolution?
Clean and carbon-neutral, e-fuels are a direct substitute for fossil fuels.
There is no doubt that hydrogen is emerging as an important player in the battle against climate change. The International Energy Agency describes hydrogen as “a key pillar of decarbonization for industry”1 and has compiled a database of close to 1,000 low-carbon hydrogen projects2. The market for green, or zero-emission, hydrogen alone is forecast to grow from $444 million in 2021 to almost $4.4 billion by 2026—a compound annual growth rate of 58%3.
The challenge will be to convert this palpable enthusiasm into practical applications. It is true that hydrogen has been worked with for decades and that the technology required to produce it without carbon-dioxide emissions is relatively proven. But it has yet to be successfully scaled. Also, the comprehensive value chain required—spanning production, transport, storage and utilization—is in its very early stages.
Scaling Up a New Asset Class
“Green hydrogen is a new asset class,” says Elena Robciuc, a Houston-based managing director of the Energy+ Group at Societe Generale. “This is tremendously exciting for both developers and financiers; but alongside the opportunity there are also challenges.”
For a start, the electrolyzers used to produce green hydrogen—by taking water and splitting off the oxygen using clean energy—have generally only been used at small scale. To produce the hundreds of gigawatts of hydrogen needed in the future will require plants that hook up potentially hundreds of electrolyzers. There is considerable uncertainty whether this can be achieved effectively to result in the necessary economies of scale.
“E-fuels are a clean, carbon-neutral, direct substitute for fossil fuels.”
– Meg Gentle, Executive Director of HIF Global
Even if it does, current global electrolyzer manufacturing capacity is below 10 gigawatts a year, while individual projects mentioned above can be as large as 2 gigawatts to 5 gigawatts each. Consequently, every developer is scrambling to reserve electrolyzer production, notes Ms. Robciuc.
Beyond that, hydrogen is hard to work with: the molecule is so small and light that it is difficult to contain and prone to leaking. It will require expensive new infrastructure to be built—from salt caverns for storage to pipelines and ships for transport.
One solution to increase hydrogen transportation and storage efficiency is to cool the hydrogen from a gas to a liquid state, which reduces its volume by 800 times; however, the hydrogen must be refrigerated to negative 423 degrees Fahrenheit, which consumes significant energy.
Refine and Apply
A much better solution is to convert hydrogen into other products. These include so-called electrofuels, or e-fuels. Meg Gentle, executive director of HIF Global, a startup in this sector that is being advised by Societe Generale, says: “E-fuels are a clean, carbon-neutral, direct substitute for fossil fuels that are made of green hydrogen and recycled CO2. E-fuels are produced using proven technologies and can be used in today’s cars, trucks, ships, and airplanes without modifications.” This makes e-fuels a practical and immediate way to reduce carbon emissions, ahead of tightening standards—such as those being imposed in California—and longer-term solutions.
The hurdle, to date, has been cost. This is what makes the recently passed U.S. Inflation Reduction Act (IRA)4 a game changer. Not only does it contain a massive $370 billion of clean-energy incentives and tax credits; for developers of low-carbon hydrogen and e-fuel projects, there is the potential to combine multiple tax incentives together. Beyond that, they may even be able to monetize carbon credits generated in the process.
Roughly, that means a U.S. green hydrogen producer could receive up to $3 a kilogram in incentives—a meaningful amount as they work to reduce costs from around $6 a kilogram currently to the $2 a kilogram or so which many experts see as the level needed to achieve market competitiveness and hence real scale. “The IRA has the potential to turn marginal clean hydrogen and e-fuels developments profitable, and we therefore see it as a very strong catalyst for this industry,” says Ms. Robciuc.
To counteract this more muscular U.S. industrial policy, the European Union is considering simplifying its own state aid rules in a bid to continue to attract clean-energy investments.
“Green hydrogen is a new asset class.”
– Elena Robciuc, Managing Director of the Energy+ Group at Societe Generale
Putting a Project Together
Sound economics and the ability to overcome technical challenges are of course essential, but such projects also need other elements to be successful. Foremost among these is a long-term agreement with an offtaker willing to buy all or most of the future production. With an offtaker in place, a developer is able to attract financing on attractive terms. HIF Global, for example, is selling the output of its first plant in Chile into the European markets, primarily Germany, given the price premium that Europeans are willing to pay for clean fuels.
The financing part of the overall equation requires a management team that investors, lenders, customers and, indeed, regulators have confidence in. “We feel confident that the same approach that has successfully unlocked the investment required to build a 400 million ton per annum Liquified Natural Gas (LNG) industry can be implemented to roll out the infrastructure for the required millions of tons of e-fuels,” says Ms. Gentle.
Societe Generale, one of the key financial advisors in the U.S. LNG market, is aiming to play the same lead role with this new asset class as it supports its clients in driving the energy transition.
https://partners.wsj.com/societe-generale/financing-the-gree…
Clean and carbon-neutral, e-fuels are a direct substitute for fossil fuels.
There is no doubt that hydrogen is emerging as an important player in the battle against climate change. The International Energy Agency describes hydrogen as “a key pillar of decarbonization for industry”1 and has compiled a database of close to 1,000 low-carbon hydrogen projects2. The market for green, or zero-emission, hydrogen alone is forecast to grow from $444 million in 2021 to almost $4.4 billion by 2026—a compound annual growth rate of 58%3.
The challenge will be to convert this palpable enthusiasm into practical applications. It is true that hydrogen has been worked with for decades and that the technology required to produce it without carbon-dioxide emissions is relatively proven. But it has yet to be successfully scaled. Also, the comprehensive value chain required—spanning production, transport, storage and utilization—is in its very early stages.
Scaling Up a New Asset Class
“Green hydrogen is a new asset class,” says Elena Robciuc, a Houston-based managing director of the Energy+ Group at Societe Generale. “This is tremendously exciting for both developers and financiers; but alongside the opportunity there are also challenges.”
For a start, the electrolyzers used to produce green hydrogen—by taking water and splitting off the oxygen using clean energy—have generally only been used at small scale. To produce the hundreds of gigawatts of hydrogen needed in the future will require plants that hook up potentially hundreds of electrolyzers. There is considerable uncertainty whether this can be achieved effectively to result in the necessary economies of scale.
“E-fuels are a clean, carbon-neutral, direct substitute for fossil fuels.”
– Meg Gentle, Executive Director of HIF Global
Even if it does, current global electrolyzer manufacturing capacity is below 10 gigawatts a year, while individual projects mentioned above can be as large as 2 gigawatts to 5 gigawatts each. Consequently, every developer is scrambling to reserve electrolyzer production, notes Ms. Robciuc.
Beyond that, hydrogen is hard to work with: the molecule is so small and light that it is difficult to contain and prone to leaking. It will require expensive new infrastructure to be built—from salt caverns for storage to pipelines and ships for transport.
One solution to increase hydrogen transportation and storage efficiency is to cool the hydrogen from a gas to a liquid state, which reduces its volume by 800 times; however, the hydrogen must be refrigerated to negative 423 degrees Fahrenheit, which consumes significant energy.
Refine and Apply
A much better solution is to convert hydrogen into other products. These include so-called electrofuels, or e-fuels. Meg Gentle, executive director of HIF Global, a startup in this sector that is being advised by Societe Generale, says: “E-fuels are a clean, carbon-neutral, direct substitute for fossil fuels that are made of green hydrogen and recycled CO2. E-fuels are produced using proven technologies and can be used in today’s cars, trucks, ships, and airplanes without modifications.” This makes e-fuels a practical and immediate way to reduce carbon emissions, ahead of tightening standards—such as those being imposed in California—and longer-term solutions.
The hurdle, to date, has been cost. This is what makes the recently passed U.S. Inflation Reduction Act (IRA)4 a game changer. Not only does it contain a massive $370 billion of clean-energy incentives and tax credits; for developers of low-carbon hydrogen and e-fuel projects, there is the potential to combine multiple tax incentives together. Beyond that, they may even be able to monetize carbon credits generated in the process.
Roughly, that means a U.S. green hydrogen producer could receive up to $3 a kilogram in incentives—a meaningful amount as they work to reduce costs from around $6 a kilogram currently to the $2 a kilogram or so which many experts see as the level needed to achieve market competitiveness and hence real scale. “The IRA has the potential to turn marginal clean hydrogen and e-fuels developments profitable, and we therefore see it as a very strong catalyst for this industry,” says Ms. Robciuc.
To counteract this more muscular U.S. industrial policy, the European Union is considering simplifying its own state aid rules in a bid to continue to attract clean-energy investments.
“Green hydrogen is a new asset class.”
– Elena Robciuc, Managing Director of the Energy+ Group at Societe Generale
Putting a Project Together
Sound economics and the ability to overcome technical challenges are of course essential, but such projects also need other elements to be successful. Foremost among these is a long-term agreement with an offtaker willing to buy all or most of the future production. With an offtaker in place, a developer is able to attract financing on attractive terms. HIF Global, for example, is selling the output of its first plant in Chile into the European markets, primarily Germany, given the price premium that Europeans are willing to pay for clean fuels.
The financing part of the overall equation requires a management team that investors, lenders, customers and, indeed, regulators have confidence in. “We feel confident that the same approach that has successfully unlocked the investment required to build a 400 million ton per annum Liquified Natural Gas (LNG) industry can be implemented to roll out the infrastructure for the required millions of tons of e-fuels,” says Ms. Gentle.
Societe Generale, one of the key financial advisors in the U.S. LNG market, is aiming to play the same lead role with this new asset class as it supports its clients in driving the energy transition.
https://partners.wsj.com/societe-generale/financing-the-gree…
Aus dem Fortescue Future Industries (FFI):
Äußerst spannend…gibt es da eventuell Verbindungen zu NEL?!
27.01.2023 ‧ Michel Doepke
Plug Power: Das kommt überraschend
Der amerikanische Wasserstoff-Spezialist verfolgt ehrgeizige Pläne rund um den Globus. Vor Kurzem wurde bekannt, dass Plug Power allerdings seine Joint-Venture-Pläne mit der australischen Fortescue Future Industries (FFI) aufgekündigt hat. Das berichten die Nachrichtenagentur Reuters und RenewEconomy.
Andrew Forrest, Executive Chairman von FFI, sagte laut RenewEconomy, dass sein Unternehmen seine eigenen Elektrolyse-Technologien verwenden werde. Die Entscheidung von Plug Power scheine ein Rückschlag für die Pläne von FFI für die erste Phase einer grünen Wasserstoffanlage in Gladstone zu sein, die als die größte ihrer Art in der Welt angepriesen wurde, heißt es im Artikel.
Demnach zeigte sich FFI am Freitag allerdings optimistisch und erklärte, dass sowohl seine alkalischen als auch PEM-Elektrolyseur-Technologien entwickelt werden, um das Ziel einer jährlichen Betriebsrate von zwei Gigawatt zu erreichen.
Fragezeichen bei Plug Power
Der Rückzug der Amerikaner wird auf mangelnde Wirtschaftlichkeit in einem Artikel von Reuters zurückgeführt. Eine Pressemitteilung von Plug Power zum Aus der Pläne gibt es indes nicht, gleiches gilt für die verfehlten Umsatzziele für 2022. Der Wasserstoff-Spezialist agiert diesbezüglich alles andere als transparent, was nicht gerade förderlich für das Vertrauen in das Unternehmen ist.
● Plug Power: 12,008
Plug Power (WKN: A1JA81)
Im Hinblick auf die zukünftigen Margen ist es natürlich richtig, dass Plug Power aus Aspekten der Wirtschaftlichkeit von den Plänen mit FFI abrückt. Die Kommunikation mit dem Kapitalmarkt ist allerdings nicht förderlich für das Vertrauen. Die Aktie bleibt derzeit ein Fall für die Watchlist.
Äußerst spannend…gibt es da eventuell Verbindungen zu NEL?!
27.01.2023 ‧ Michel Doepke
Plug Power: Das kommt überraschend
Der amerikanische Wasserstoff-Spezialist verfolgt ehrgeizige Pläne rund um den Globus. Vor Kurzem wurde bekannt, dass Plug Power allerdings seine Joint-Venture-Pläne mit der australischen Fortescue Future Industries (FFI) aufgekündigt hat. Das berichten die Nachrichtenagentur Reuters und RenewEconomy.
Andrew Forrest, Executive Chairman von FFI, sagte laut RenewEconomy, dass sein Unternehmen seine eigenen Elektrolyse-Technologien verwenden werde. Die Entscheidung von Plug Power scheine ein Rückschlag für die Pläne von FFI für die erste Phase einer grünen Wasserstoffanlage in Gladstone zu sein, die als die größte ihrer Art in der Welt angepriesen wurde, heißt es im Artikel.
Demnach zeigte sich FFI am Freitag allerdings optimistisch und erklärte, dass sowohl seine alkalischen als auch PEM-Elektrolyseur-Technologien entwickelt werden, um das Ziel einer jährlichen Betriebsrate von zwei Gigawatt zu erreichen.
Fragezeichen bei Plug Power
Der Rückzug der Amerikaner wird auf mangelnde Wirtschaftlichkeit in einem Artikel von Reuters zurückgeführt. Eine Pressemitteilung von Plug Power zum Aus der Pläne gibt es indes nicht, gleiches gilt für die verfehlten Umsatzziele für 2022. Der Wasserstoff-Spezialist agiert diesbezüglich alles andere als transparent, was nicht gerade förderlich für das Vertrauen in das Unternehmen ist.
● Plug Power: 12,008
Plug Power (WKN: A1JA81)
Im Hinblick auf die zukünftigen Margen ist es natürlich richtig, dass Plug Power aus Aspekten der Wirtschaftlichkeit von den Plänen mit FFI abrückt. Die Kommunikation mit dem Kapitalmarkt ist allerdings nicht förderlich für das Vertrauen. Die Aktie bleibt derzeit ein Fall für die Watchlist.
Nel, ITM Power und Co: Diese Studie lässt aufhorchen
https://www.deraktionaer.de/artikel/mobilitaet-oel-energie/n…
https://www.deraktionaer.de/artikel/mobilitaet-oel-energie/n…
Ihr solltet nicht vergessen, dass die großen Namen noch mehr am Anfang stehen als eine nel. Was meint ihr warum jede h2 Firma irgendeinen großen Namen hinter sich hat (Linde, Shell, MHI, Amazon).
Im Moment weiß niemand welche Technologie sich durchsetzen wird. Die großen wollen nichts verpassen und können auch nicht einfach planlos in den Markt gehen.
Der einzige Unterschied ist, dass die bekannten Namen mit größeren Produktionslinien anfangen - und dennoch brauchen die genauso noch einige Jahre für den Aufbau wie die kleinen auch (die wenigstens schon ihre kleinen Produktionslinien haben, während weitere größere aufgebaut werden).
Meine Meinung ist, dass weiterhin alles offen ist. Auch nel und Plug power werden ihren Weg machen, weil die Notwendigkeit gigantisch ist und in den nächsten Jahren weiter steigt.
Was ich nur nicht glaube ist, dass alle h2 Aktien viel weiter steigen. Und wenn die Herstellung zu teuer bleibt, werden die h2 Firmen einfach geschluckt. Es bleibt spannend.
Im Moment weiß niemand welche Technologie sich durchsetzen wird. Die großen wollen nichts verpassen und können auch nicht einfach planlos in den Markt gehen.
Der einzige Unterschied ist, dass die bekannten Namen mit größeren Produktionslinien anfangen - und dennoch brauchen die genauso noch einige Jahre für den Aufbau wie die kleinen auch (die wenigstens schon ihre kleinen Produktionslinien haben, während weitere größere aufgebaut werden).
Meine Meinung ist, dass weiterhin alles offen ist. Auch nel und Plug power werden ihren Weg machen, weil die Notwendigkeit gigantisch ist und in den nächsten Jahren weiter steigt.
Was ich nur nicht glaube ist, dass alle h2 Aktien viel weiter steigen. Und wenn die Herstellung zu teuer bleibt, werden die h2 Firmen einfach geschluckt. Es bleibt spannend.
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NEL ASA - Elektrolyse-Spezialist aus Norwegen
