NEL ASA - Elektrolyse-Spezialist aus Norwegen (Seite 26)
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| 0,9798 | +30,64 | |
| 1,1026 | +16,06 | |
| 4,6700 | +14,74 | |
| 30,31 | +10,54 | |
| 11,780 | +9,18 |
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| 0,5889 | -10,77 | |
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am 24.04.ist hv bei nel denke mal das näheres über die aufspaltung bekannt gegeben wird
In der Hoffnung auf bessere Zahlen habe ich etwas zugekauft.
Am 17.04.kommen zalen fürs 1Q die gut ausfallen werden
Absolut richtig, es fehlt ein großer Investor - GM ???
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https://www.boersennews.de/nachrichten/artikel/boersennews/n…
Warum die Gigafactory-Millionen den Kurs nicht beflügeln
24.03.2024, 19:32 Uhr Kommentare: 0
moderne, halbfertige Fabrikanlage
© DALLE / Symbolbild
Die Ankündigung des grünen Energieunternehmens Nel Asa über den Bau einer innovativen Gigafactory in Michigan hat in letzter Zeit viel Aufmerksamkeit erregt. Die geplante Fabrik, die als entscheidender Schritt in Richtung einer nachhaltigeren US-Wirtschaft gilt, sollte mit der Produktion von grünem Wasserstoff neue Maßstäbe setzen. Trotz der Zusage eines beachtlichen finanziellen Zuschusses von 75 Millionen Dollar blieb jedoch der erwartete Kurssprung aus. Die Gründe hierfür liegen in der Unsicherheit darüber, ob Nel Asa die erforderlichen Investitionen für den Subventionsanspruch bereits getätigt hat. Diese Situation hat zu einer Verunsicherung unter Investoren geführt und sich negativ auf die Aktienperformance ausgewirkt.
Unsicherheit beim geplanten Bau der Gigafactory
In der letzten Zeit sorgte Nel Asa, ein Leuchtturm der grünen Energiebranche, für Aufsehen, allerdings nicht auf die Weise, wie es viele erwartet hatten. Trotz der Verkündung eines beeindruckenden finanziellen Zuschusses von 75 Millionen Dollar für den Bau einer innovativen Gigafactory in Michigan, blieb der erhoffte Kurssprung aus. Diese Fabrik, die als Schlüsselkomponente für die grüne Wende in der US-Wirtschaft gilt, sollte mit der Produktion von grünem Wasserstoff neue Maßstäbe setzen.
Der Haken an der Geschichte: Die für die Subvention erforderlichen Investitionen wurden von Nel Asa noch nicht getätigt. Die Auszahlung der Mittel hängt nämlich davon ab, ob die Gigafactory tatsächlich gebaut wird. Das Unternehmen hat zugegeben, dass noch keine endgültige Investitionsentscheidung getroffen wurde. Diese Ungewissheit verstärkt die Befürchtung, dass die zugesagten Subventionen möglicherweise nicht gewährt werden und somit der erwartete Umsatzanstieg ausbleibt.
Aktienkurs unter Druck
Das hat unter Investoren für Verunsicherung gesorgt und spiegelt sich nun in der Aktienperformance wider. Der aktuelle Aktienkurs liegt knapp über 0,41 Euro, was im Vergleich zu den Vorjahren einen außergewöhnlich niedrigen Wert darstellt. Es bleibt nur wenig Spielraum, um den tiefsten Punkt dieses Jahrzehnts zu vermeiden - weniger als 10 Prozent fehlen noch. Ein möglicher unmittelbarer Grund für diese Entwicklung könnte das Fehlen von Unternehmensmeldungen sein, das sich bereits über mehrere Tage erstreckt. Während sich die Börse auf diese Nachricht hin zunächst verhalten zeigte und leichte Kursgewinne schnell wieder verpufften, bleibt die langfristige Perspektive unsicher.
Der Markt bleibt skeptisch
Die Skepsis der Marktteilnehmer und Analysten gegenüber Nel Asa verstärkt den bestehenden Abwärtstrend der Aktie, die sich aktuell auf einem der tiefsten Stände dieses Jahrzehnts bewegt. Trotz der vielversprechenden Aussicht auf finanzielle Unterstützung durch die US-Behörden, konnte das Vertrauen der Anleger nicht gestärkt und der negative Trend nicht umgekehrt werden. Die Lage bei Nel Asa verdeutlicht die Diskrepanz zwischen theoretischer Hoffnung und realer Marktentwicklung, eine Herausforderung, die das Unternehmen in der nahen Zukunft meistern muss.
Bn-Redaktion/aw
Warum die Gigafactory-Millionen den Kurs nicht beflügeln
24.03.2024, 19:32 Uhr Kommentare: 0
moderne, halbfertige Fabrikanlage
© DALLE / Symbolbild
Die Ankündigung des grünen Energieunternehmens Nel Asa über den Bau einer innovativen Gigafactory in Michigan hat in letzter Zeit viel Aufmerksamkeit erregt. Die geplante Fabrik, die als entscheidender Schritt in Richtung einer nachhaltigeren US-Wirtschaft gilt, sollte mit der Produktion von grünem Wasserstoff neue Maßstäbe setzen. Trotz der Zusage eines beachtlichen finanziellen Zuschusses von 75 Millionen Dollar blieb jedoch der erwartete Kurssprung aus. Die Gründe hierfür liegen in der Unsicherheit darüber, ob Nel Asa die erforderlichen Investitionen für den Subventionsanspruch bereits getätigt hat. Diese Situation hat zu einer Verunsicherung unter Investoren geführt und sich negativ auf die Aktienperformance ausgewirkt.
Unsicherheit beim geplanten Bau der Gigafactory
In der letzten Zeit sorgte Nel Asa, ein Leuchtturm der grünen Energiebranche, für Aufsehen, allerdings nicht auf die Weise, wie es viele erwartet hatten. Trotz der Verkündung eines beeindruckenden finanziellen Zuschusses von 75 Millionen Dollar für den Bau einer innovativen Gigafactory in Michigan, blieb der erhoffte Kurssprung aus. Diese Fabrik, die als Schlüsselkomponente für die grüne Wende in der US-Wirtschaft gilt, sollte mit der Produktion von grünem Wasserstoff neue Maßstäbe setzen.
Der Haken an der Geschichte: Die für die Subvention erforderlichen Investitionen wurden von Nel Asa noch nicht getätigt. Die Auszahlung der Mittel hängt nämlich davon ab, ob die Gigafactory tatsächlich gebaut wird. Das Unternehmen hat zugegeben, dass noch keine endgültige Investitionsentscheidung getroffen wurde. Diese Ungewissheit verstärkt die Befürchtung, dass die zugesagten Subventionen möglicherweise nicht gewährt werden und somit der erwartete Umsatzanstieg ausbleibt.
Aktienkurs unter Druck
Das hat unter Investoren für Verunsicherung gesorgt und spiegelt sich nun in der Aktienperformance wider. Der aktuelle Aktienkurs liegt knapp über 0,41 Euro, was im Vergleich zu den Vorjahren einen außergewöhnlich niedrigen Wert darstellt. Es bleibt nur wenig Spielraum, um den tiefsten Punkt dieses Jahrzehnts zu vermeiden - weniger als 10 Prozent fehlen noch. Ein möglicher unmittelbarer Grund für diese Entwicklung könnte das Fehlen von Unternehmensmeldungen sein, das sich bereits über mehrere Tage erstreckt. Während sich die Börse auf diese Nachricht hin zunächst verhalten zeigte und leichte Kursgewinne schnell wieder verpufften, bleibt die langfristige Perspektive unsicher.
Der Markt bleibt skeptisch
Die Skepsis der Marktteilnehmer und Analysten gegenüber Nel Asa verstärkt den bestehenden Abwärtstrend der Aktie, die sich aktuell auf einem der tiefsten Stände dieses Jahrzehnts bewegt. Trotz der vielversprechenden Aussicht auf finanzielle Unterstützung durch die US-Behörden, konnte das Vertrauen der Anleger nicht gestärkt und der negative Trend nicht umgekehrt werden. Die Lage bei Nel Asa verdeutlicht die Diskrepanz zwischen theoretischer Hoffnung und realer Marktentwicklung, eine Herausforderung, die das Unternehmen in der nahen Zukunft meistern muss.
Bn-Redaktion/aw
https://www.eenews.net/articles/doe-awards-750m-for-clean-hy…
Greenwire
DOE awards $750M for ‘clean’ hydrogen technology
By Christian Robles | 03/13/2024 01:37 PM EDT
New research funding for hydrogen research and development will increase the production of “clean” hydrogen fuel by 1.3 million metric tons a year.
DOE building sign and hydrogen pump
The Department of Energy plans to spend $750 million funding “clean” hydrogen research and development. Francs Chung/POLITICO (DOE sign); Sean Gallup/Getty Images (hydrogen)
The Department of Energy will use $750 million from the 2021 bipartisan infrastructure law to fund “clean” hydrogen research and development projects related to electrolyzers — a device that uses electricity to split hydrogen from water — fuel cells and manufacturing processes.
DOE’s Hydrogen and Fuel Cell Technologies Office will allocate the funding to 52 different hydrogen projects reflecting six broad categories. The largest category, accounting for $316 million across eight projects, is research to boost electrolyzer manufacturing. Other categories seek to address electrolyzer supply chain needs, lower electrolyzer costs, support fuel cell manufacturing and develop recycling methods for materials used to make hydrogen.
“The projects announced today — funded by the President’s Investing in America agenda — will supercharge our progress and ensure our leadership in clean hydrogen will be felt across the nation for generations to come,” said DOE Secretary Jennifer Granholm in a press release.
Advertisement
The awardees include DOE’s national laboratories and big-name companies like Cummins, General Motors and Plug Power.
Cummins will receive $17.9 million to lead a project developing a new proton exchange membrane electrolyzer design to reduce hydrogen manufacturing costs. The corporation will also be involved in a $10 million project led by the Chemours to improve Nafion membrane-based electrolyzers and the lifespan of proton exchange membrane electrolyzers.
GM will receive $30 million to lead a project to increase U.S. fuel cell production. The automobile giant is also involved in several other projects including a $50 million consortium to develop recycling technologies for electrolyzers and other hydrogen production materials.
The American Institute of Chemical Engineers will lead the consortium and includes the Lawrence Berkeley National Laboratory, National Renewable Energy Laboratory and the Oak Ridge National Laboratory.
Plug Power, a front-runner in the green hydrogen industry, will lead its own $30 million project to increase U.S. fuel cell production. The company will also receive $45.7 million to increase the manufacturing of proton exchange membrane electrolyzers and lower hydrogen production costs.
In total, 24 states will receive funding from DOE, with New York receiving more than any other state.
Wednesday’s announcement is DOE’s first step in distributing $1.5 billion worth of 2021 bipartisan infrastructure law dollars for “clean” hydrogen research and development.
The first distribution of hydrogen research and development dollars will yield 14 gigawatts of fuel cells per year, the equivalent of 15 percent of medium and heavy-duty trucks sold each year, according to the release. Funding will also increase electrolyzer manufacturing capacity by 10 gigawatts per year, enough to produce 1.3 million metric tons of “clean” hydrogen per year.
That amount of additional “clean” hydrogen would help DOE meet its goal of ramping up low to zero carbon hydrogen production to 10 million metric tons by 2030. Funding will help DOE achieve its goal of lowering the cost of “clean” hydrogen to $1 per kilogram of hydrogen produced by 2031, the release added.
However, many in the hydrogen industry say companies will struggle to help DOE achieve its climate goals if proposed tax rules for a new hydrogen production tax credit are finalized. Environmentalists have long argued that proposed rules are necessary to ensure hydrogen production results in low to zero emissions.
Greenwire
DOE awards $750M for ‘clean’ hydrogen technology
By Christian Robles | 03/13/2024 01:37 PM EDT
New research funding for hydrogen research and development will increase the production of “clean” hydrogen fuel by 1.3 million metric tons a year.
DOE building sign and hydrogen pump
The Department of Energy plans to spend $750 million funding “clean” hydrogen research and development. Francs Chung/POLITICO (DOE sign); Sean Gallup/Getty Images (hydrogen)
The Department of Energy will use $750 million from the 2021 bipartisan infrastructure law to fund “clean” hydrogen research and development projects related to electrolyzers — a device that uses electricity to split hydrogen from water — fuel cells and manufacturing processes.
DOE’s Hydrogen and Fuel Cell Technologies Office will allocate the funding to 52 different hydrogen projects reflecting six broad categories. The largest category, accounting for $316 million across eight projects, is research to boost electrolyzer manufacturing. Other categories seek to address electrolyzer supply chain needs, lower electrolyzer costs, support fuel cell manufacturing and develop recycling methods for materials used to make hydrogen.
“The projects announced today — funded by the President’s Investing in America agenda — will supercharge our progress and ensure our leadership in clean hydrogen will be felt across the nation for generations to come,” said DOE Secretary Jennifer Granholm in a press release.
Advertisement
The awardees include DOE’s national laboratories and big-name companies like Cummins, General Motors and Plug Power.
Cummins will receive $17.9 million to lead a project developing a new proton exchange membrane electrolyzer design to reduce hydrogen manufacturing costs. The corporation will also be involved in a $10 million project led by the Chemours to improve Nafion membrane-based electrolyzers and the lifespan of proton exchange membrane electrolyzers.
GM will receive $30 million to lead a project to increase U.S. fuel cell production. The automobile giant is also involved in several other projects including a $50 million consortium to develop recycling technologies for electrolyzers and other hydrogen production materials.
The American Institute of Chemical Engineers will lead the consortium and includes the Lawrence Berkeley National Laboratory, National Renewable Energy Laboratory and the Oak Ridge National Laboratory.
Plug Power, a front-runner in the green hydrogen industry, will lead its own $30 million project to increase U.S. fuel cell production. The company will also receive $45.7 million to increase the manufacturing of proton exchange membrane electrolyzers and lower hydrogen production costs.
In total, 24 states will receive funding from DOE, with New York receiving more than any other state.
Wednesday’s announcement is DOE’s first step in distributing $1.5 billion worth of 2021 bipartisan infrastructure law dollars for “clean” hydrogen research and development.
The first distribution of hydrogen research and development dollars will yield 14 gigawatts of fuel cells per year, the equivalent of 15 percent of medium and heavy-duty trucks sold each year, according to the release. Funding will also increase electrolyzer manufacturing capacity by 10 gigawatts per year, enough to produce 1.3 million metric tons of “clean” hydrogen per year.
That amount of additional “clean” hydrogen would help DOE meet its goal of ramping up low to zero carbon hydrogen production to 10 million metric tons by 2030. Funding will help DOE achieve its goal of lowering the cost of “clean” hydrogen to $1 per kilogram of hydrogen produced by 2031, the release added.
However, many in the hydrogen industry say companies will struggle to help DOE achieve its climate goals if proposed tax rules for a new hydrogen production tax credit are finalized. Environmentalists have long argued that proposed rules are necessary to ensure hydrogen production results in low to zero emissions.
https://renewablesnow.com/news/interview-nel-on-track-to-exp…
INTERVIEW - Nel on track to expand US electrolyser production capacity
INTERVIEW - Nel on track to expand US electrolyser production capacity 10 MW PEM electrolyser stack module. Image by NEL
Norwegian hydrogen solutions provider Nel ASA (OSE:NEL) expects to complete the extension of its electrolyser factory in Connecticut and reach 500 MW production capacity from 2025, Adam Merah, business development manager, North America told Renewables Now.
"The expansion of our facility in Connecticut will be completed by the end of this year. Currently, much of the equipment needed to increase production has already arrived and is being installed. This process is well underway, and we expect the facility to be in operation, with a capacity of 500 MW for PEM electrolysers, from 2025," Merah said in an interview on the sidelines of the World Electrolysis Congress in Germany.
Do you know we have a daily hydrogen newsletter? Subscribe here for free!
In addition to expanding its factory in Connecticut, Nel selected a suburban area near Detroit, Michigan, as the location for its proposed 4-GW factory for alkaline and PEM electrolysers back in September.
"Initially, it may not operate at its full nameplate capacity, so it won't have four gigawatts of capacity upon opening. However, it will be capable of manufacturing both PEM and alkaline electrolysers, with production organised into manufacturing blocks. We will gradually increase capacity over time. Currently, the final investment decision for this facility has not been made," Merah said.
The facility in Michigan is intended to serve the North American market as a whole, which includes Canada -- a strategically important market for Nel.
PRICES, TECHNOLOGY AND DEMAND DEVELOPMENT
Nel is continuously working to reduce the cost of its electorlysers and Merah expects the project initiatives that the company has to expand its capacity are also going to result in cost savings.
"So one example of that is a manufacturing process called roll-to-roll manufacturing and sputtering which are the two processes that we use to manufacture our PEM membrane electrode assemblies. By implementing those two processes, we're going to reduce the cost of the membrane by 40%. That's pretty significant. We see that there's definitely an opportunity there to reduce our costs and help try and reduce the CapEx", Merah said.
In terms of technology, Merah noted that interest in alkaline electrolysers in North America is growing. While historically there was more interest in PEM electrolysers, now, especially given the conservative 45V draft, there is a lot more scrutiny about cost, CapEx and Opex and there has been a shift from PEM to alkaline electrolysers over the last six months, according to Merah.
"I've seen more, let's say owner-operators who are willing to consider alkaline technology over PEM technology. I think there are still pros and cons of each, depending on the type, the nature of the project, if there are space constraints or different things. But we've seen a lot more interest in alkaline in the US market and North American market than we have in the past," Merah commented.
Regarding industries with the highest demand for electrolysers, Merah pointed out: "I think the projects that have the best business case tend to be the ones that use derivative molecules of hydrogen. So not necessarily manufacturing gaseous hydrogen or liquid hydrogen, or even DRI [Direct Reduced Iron]. DRI in the US is not yet so developed, but I would say it's more of the green ammonia, green methanol, green methane, and sustainable air fuels. Those projects tend to have a better business case because there's a clear offtake for them, there's clear demand".
IRA TAX CREDIT DEFINITIONS
Merah believes that the US market is still attractive for hydrogen developers despite the conservative draft of the 45V Tax Credit Definition.
"I think the US market is the only market that's offering that amount and level of subsidies globally, and is one of the most developed in the world. For sure, there's interest on our part to engage in the US market. We believe that the US market is extremely strong, which is why we're looking to invest in producing a gigawatt-scale facility in the US, as well as increasing our capacity in the US," Merah said.
However, he noted that "there are definitely comments and concerns we have with regard to how the draft guidance of 45V is written at this stage, and we've provided our own comments including via the different industry associations that we participate in to try to shape the final guidance that will be issued".
"From what we've seen and the opinions that have been made public, there would be negative impacts on certain projects. Certain projects wouldn't be economically viable with the 45V guidance as conservative as it is currently. But we believe that there's definitely room for negotiation and compromise between what the industry wants and what the US government has written at this stage. So hopefully there'll be some sort of mutually agreed document towards the end," Merah said.
INTERVIEW - Nel on track to expand US electrolyser production capacity
INTERVIEW - Nel on track to expand US electrolyser production capacity 10 MW PEM electrolyser stack module. Image by NEL
Norwegian hydrogen solutions provider Nel ASA (OSE:NEL) expects to complete the extension of its electrolyser factory in Connecticut and reach 500 MW production capacity from 2025, Adam Merah, business development manager, North America told Renewables Now.
"The expansion of our facility in Connecticut will be completed by the end of this year. Currently, much of the equipment needed to increase production has already arrived and is being installed. This process is well underway, and we expect the facility to be in operation, with a capacity of 500 MW for PEM electrolysers, from 2025," Merah said in an interview on the sidelines of the World Electrolysis Congress in Germany.
Do you know we have a daily hydrogen newsletter? Subscribe here for free!
In addition to expanding its factory in Connecticut, Nel selected a suburban area near Detroit, Michigan, as the location for its proposed 4-GW factory for alkaline and PEM electrolysers back in September.
"Initially, it may not operate at its full nameplate capacity, so it won't have four gigawatts of capacity upon opening. However, it will be capable of manufacturing both PEM and alkaline electrolysers, with production organised into manufacturing blocks. We will gradually increase capacity over time. Currently, the final investment decision for this facility has not been made," Merah said.
The facility in Michigan is intended to serve the North American market as a whole, which includes Canada -- a strategically important market for Nel.
PRICES, TECHNOLOGY AND DEMAND DEVELOPMENT
Nel is continuously working to reduce the cost of its electorlysers and Merah expects the project initiatives that the company has to expand its capacity are also going to result in cost savings.
"So one example of that is a manufacturing process called roll-to-roll manufacturing and sputtering which are the two processes that we use to manufacture our PEM membrane electrode assemblies. By implementing those two processes, we're going to reduce the cost of the membrane by 40%. That's pretty significant. We see that there's definitely an opportunity there to reduce our costs and help try and reduce the CapEx", Merah said.
In terms of technology, Merah noted that interest in alkaline electrolysers in North America is growing. While historically there was more interest in PEM electrolysers, now, especially given the conservative 45V draft, there is a lot more scrutiny about cost, CapEx and Opex and there has been a shift from PEM to alkaline electrolysers over the last six months, according to Merah.
"I've seen more, let's say owner-operators who are willing to consider alkaline technology over PEM technology. I think there are still pros and cons of each, depending on the type, the nature of the project, if there are space constraints or different things. But we've seen a lot more interest in alkaline in the US market and North American market than we have in the past," Merah commented.
Regarding industries with the highest demand for electrolysers, Merah pointed out: "I think the projects that have the best business case tend to be the ones that use derivative molecules of hydrogen. So not necessarily manufacturing gaseous hydrogen or liquid hydrogen, or even DRI [Direct Reduced Iron]. DRI in the US is not yet so developed, but I would say it's more of the green ammonia, green methanol, green methane, and sustainable air fuels. Those projects tend to have a better business case because there's a clear offtake for them, there's clear demand".
IRA TAX CREDIT DEFINITIONS
Merah believes that the US market is still attractive for hydrogen developers despite the conservative draft of the 45V Tax Credit Definition.
"I think the US market is the only market that's offering that amount and level of subsidies globally, and is one of the most developed in the world. For sure, there's interest on our part to engage in the US market. We believe that the US market is extremely strong, which is why we're looking to invest in producing a gigawatt-scale facility in the US, as well as increasing our capacity in the US," Merah said.
However, he noted that "there are definitely comments and concerns we have with regard to how the draft guidance of 45V is written at this stage, and we've provided our own comments including via the different industry associations that we participate in to try to shape the final guidance that will be issued".
"From what we've seen and the opinions that have been made public, there would be negative impacts on certain projects. Certain projects wouldn't be economically viable with the 45V guidance as conservative as it is currently. But we believe that there's definitely room for negotiation and compromise between what the industry wants and what the US government has written at this stage. So hopefully there'll be some sort of mutually agreed document towards the end," Merah said.
Antwort auf Beitrag Nr.: 75.461.568 von Daddy-Cool-56 am 15.03.24 14:09:20Leg sie Dir gemischt ins Depot, schaue 1x im Jahr nach und habe Geduld.
Cannabis hat auch gerade wieder Hochkunjunktur.
Anlegerverarsche der Großen..
Erst nach mind 5 Jahren weiß man wohl es was wird.
KUV wonach man NEL ja nur bewerten konnte, war 2020 exorbitant hoch.....
Börsen werden niemals seriös.
Cannabis hat auch gerade wieder Hochkunjunktur.
Anlegerverarsche der Großen..
Erst nach mind 5 Jahren weiß man wohl es was wird.
KUV wonach man NEL ja nur bewerten konnte, war 2020 exorbitant hoch.....
Börsen werden niemals seriös.
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NEL ASA - Elektrolyse-Spezialist aus Norwegen
