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15 Dec - 14:05:47 - PLUG POWER EXPANDS HYDROGEN AND FUEL CELL SOLUTIONS INTO WALMART ECOMMERCE APPLICATIONS

https://www.ishares.com/us/products/239738/ishares-global-clean-energy-etf

Intressant att se att hydrogen aktien Plug Power är största innehavet i BlackRocks/ Ishares Clean Energy ETF ICLN, bra dag för dem PLUG upp 12% idag

https://financialpost.com/commodities/energy/ottawa-hydrogen-strategy-released

The federal government on Wednesday unveiled its Hydrogen Strategy for Canada, a 104-page document that lays out the opportunities and benefits of building a hydrogen energy industry, though it is light on details about how to do it.

He cited a study that suggested hydrogen energy could grow into a global $11.7-trillion industry per year by 2050. It is currently estimated to be less than $2 billion per year, according to U.S.-based market data firm Grand View Research.

Hypro , en av åtta top ideas i Paretos portfölj för 2021. Riktkurs 70 kr

Hydrogen Production Is Set To Increase 5000% In Just 5 Years

By Alex Kimani - Dec 17, 2020, 4:00 PM CST
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After decades of stagnation and multiple false dawns, the hydrogen economy appears primed for a major takeoff. A growing number of countries and industries are proactively investing in hydrogen technologies, with hydrogen being touted as the ‘fuel of the future.’ Meanwhile, industry experts are predicting that hydrogen could become a globally traded energy source, just like oil and gas, while the Bank of America says the industry is at a tipping point and set to explode into a $11 trillion marketplace. For a sector that has been vilified for so long, those bullish projections can appear like a bad case of blue-sky thinking. Yet, they are beginning to take shape right as we watch.

A few months back, the European Union set out its new hydrogen strategy as part of its goal to achieve carbon neutrality for all its industries by 2050 that will see the regional bloc develop a minimum of 40 gigawatts of electrolyzers within its borders and a similar amount of green hydrogen capacity in neighboring countries that can export to the EU by the same date.

And now the private sector is looking to give the EU a run for its money.

The world’s green hydrogen leaders have joined hands with an ambitious goal to drive a 50-fold scale-up in green hydrogen production over the next six years.

The Green Hydrogen Catapult Initiative is a brainchild of founding partners Saudi clean energy group ACWA Power, Australian project developer CWP Renewables, European energy giants Iberdrola and Ørsted, Chinese wind turbine manufacturer Envision, Italian gas group Snam, and Yara, a Norwegian fertilizer producer.

Related: Goldman Turns Bullish On Oil: Sees $65 Brent In 2021

The companies hope to drive 25GW of green hydrogen production by 2026, a scale that could significantly drive down hydrogen costs to below $2/kg thus making the fuel source competitive with fossil fuels in power generation. Green hydrogen is produced using renewables as an energy source in the electrolysis of water.

Low-cost hydrogen

High costs is the biggest reason why the hydrogen marketplace has been lagging at a time when the renewable energy sector is booming.

Indeed, it’s a big reason why EVs are quickly going mainstream while hydrogen fuel cell vehicles (FCEVs) remain a niche market.

For instance, consider that fueling a hydrogen fuel cell vehicle (FCEV) in California costs around $16.50 per kilogram compared to $3.182 per gallon of regular petrol in the same state. Light-duty FCEVs are typically 2.5x more fuel-efficient than comparable gasoline-powered vehicles, which means that achieving price parity with gasoline would require that 1 kilogram of hydrogen sells for not more than $8.08.

The economics for EVs are much better.

The average EV driver is currently paying $1.23 for an eGallon compared to $2.16 for a gallon of regular gasoline for an ICE motorist.

The push hydrogen costs below $2/kg is, therefore, a potential game changer for the entire hydrogen ecosystem because it could mean that, for the first time ever, hydrogen becomes cheaper than gas.

Related: Will Biden Seal The Fate Of The U.S. Shale Patch?

In fact, a recent analysis by the Hydrogen Council suggests that $2/kg as the tipping point required to make green hydrogen and its derivative fuels competitive in power generation, steel and fertilizer production, and long-range shipping. Green ammonia, which is made from green hydrogen, and being tested in the marine industry and also as a possible replacement for fossil fuels in thermal power generation. Compared to its grey brethren, green ammonia produces zero carbon when burned, boasts an energy density 80% higher than hydrogen, and is much safer than hydrogen.

The icing on the cake: the consortium of green hydrogen producers says we can expect to see $2/kg hydrogen in just four years’ time.

“From an industry perspective, we see no technical barriers to achieving this, so it’s time to get on with the virtuous cycle of cost reduction through scale up. Having led the race to deliver photovoltaic energy at well-below US$2 cents per kilowatt-hour, in certain geographies, we believe the collective ingenuity and entrepreneurship of the private sector can deliver green hydrogen at less than US$2 per kilogram within four years,’’ ”Paddy Padmanathan, CEO of ACWA Power, has declared.

Suddenly, seemingly overvalued hydrogen stocks such as Plug Power Inc. (NASDAQ:PLUG), Bloom Energy Corporation (NASDAQ:BE), and Ballard Power Systems (NASDAQ:BLDP) actually look like bargains.

Bloom Energy stock has gained over 232% YTD already, while Plug Power is up over 760% in the same period. Is it hyper-speculative? Yes. But it’s also possible that we haven’t seen the end of this yet.

By Alex Kimani for Oilprice.com

Only Important
18 Dec - 14:20:47 - POSCO - WILL ESTABLISH A HYDROGEN PRODUCTION CAPACITY OF 5 MLN TONS BY 2050 & ACHIEVE 30 TRILLION KRW IN HYDROGEN SALES

Only Important
18 Dec - 14:31:22 - CANADIAN PACIFIC RAILWAY LTD - PLANS TO DEVELOP LINE-HAUL HYDROGEN-POWERED LOCOMOTIVE

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18 Dec - 15:04:42 - Denmark's GHS raises EUR 28m to tackle hydrogen demand

Only Important
18 Dec - 08:31:39 - POWERCELL SWEDEN AB RECEIVES ORDER FOR MS-100 FUEL CELL SYSTEM FOR STATIONARY POWER IN AUSTRALIA

Only Important
17 Dec - 14:50:38 - RWE AG RWEG.DE - RWE GENERATION WITH A SEPARATE PORTFOLIO FOR HYDROGEN ON EXECUTIVE BOARD IN FUTURE

Hydrogen händer nu

HYDROGENPRO,WASSERSTOFF HEAVY;THE WORDLs leading provider of electrolyser acquires AVANCED SURFACE PLATING APpS

MITSUBISHI HEAVY
MITSUBISHI FINANS
BIG in JAPAN !

HYDROGENPRO NORWEGEN WASSERSTOFF HEAVY someones missing LINK!?

Scotland dedicates £100m to hydrogen development - MarketLine

22-Dec-2020 09:05:26


As set out in the government's Scottish Government Hydrogen Policy Statement
published today the country's hydrogen sector will receive £100m over the
next five years to support Scotland's transition to net-zero.

As hydrogen does not emit carbon dioxide, it can be used as an alternative to
natural gas to transfer and store energy and could replace fossil fuels in
industrial processes, internal combustion engines, and homes.Scotland’s goal
is to become a leading hydrogen nation, with plans to generate 5GW of
renewable and low-carbon hydrogen by 2030, enough to power the equivalent of
1.8 million houses.Scotland’s energy minister Paul Wheelhouse said: “We
are the first country in the UK to publish a hydrogen policy statement that
sets out how we can make the most of Scotland’s massive potential in this
new sector. Hydrogen is rapidly emerging across the international community as
a sustainable solution for the decarbonisation of the economy and a key
element of the energy transition picture.“Scotland has, in abundance, all
the raw ingredients necessary for the production of low-cost hydrogen as well
as one of the largest concentrations of offshore engineering expertise in the
world that can harness Scotland’s renewable energy potential in technologies
like wind, wave, and tidal power, to produce green hydrogen.”Scotland is
estimated as one of the most suitable nations to develop competitively priced
hydrogen for its economy’s needs as the Scottish waters contribute with
some of the best offshore wind resources in the world, and can support the
continuing growth and expansion of this sector.“No one fuel or technology
is, by itself, the solution to climate change, but hydrogen has the potential
to be a very important part of a progressive, decarbonised energy system
supporting our transition to net zero in transport, heating, and industrial
decarbonisation,” Wheelhouse added.The £100m investment is part of the full
£180 million Emerging Energy Technologies Fund announced as part of the
Scottish Government’s climate change update announced on 16 December.High
hopes for the future of the Scottish hydrogen industryThe Scottish government
has said that according to its economic impact research, the industry has the
potential to be worth up to £25bn a year to the economy by 2045, elevating
the country’s capability to reach net-zero by 2050.Scottish Hydrogen and
Fuel Cell Association chief executive Nigel Holmes said: “The identified
capacity of 25GW of electrolysis by 2045 will produce 126TWh per year of green
hydrogen across Scotland, with 32TWh to deliver Scotland’s net-zero target
and 94TWh of green hydrogen for export.“This ambition builds on the
experience and lessons learned with projects in Aberdeen, Fife, Orkney, and
the Western Isles. Islands and ports will be hubs for energy innovation,
bringing together large-scale renewables for green hydrogen
production.”While the prognoses for hydrogens’ future are bright, the
country should also ensure appropriate improvements of manufacturing, storage,
and education processes related to hydrogen in order to fully capitalise on
the opportunity.Renewables division manager of energy consultancy Xodus Group,
Scott Hamilton, said: “A decade of serious action is now required to realise
the full potential and strategic investment in hydrogen transportation and
storage will be essential to unlock the economic opportunity for
Scotland.“The supply chain is well-positioned to support green hydrogen
development, however gaps in the areas of design, manufacture, and maintenance
of hydrogen production, storage and transportation systems will need to be
addressed.”

Hydrogen på g
United States : Shell, Toyota and Honda to Expand California Hydrogen Refueling Infrastructure

23-Dec-2020 03:02:34
http://newsfile.refinitiv.com/getnewsfile/v1/story?guid=urn:newsml:reuters.com:20201223:nNRAducvl2&default-theme=true


California Energy Commission awards $7.3 million for the first eight of 51
Shell hydrogen refueling stations proposed through a $40.5 million, multi-year
program

On December 9, 2020, the California Energy Commission (CEC) awarded $7.3
million to Equilon Enterprises LLC (d/b/a Shell Oil Products US), hereafter
referred to as Shell Hydrogen, to deliver the first eight of 51 proposed Shell
hydrogen refueling stations. This funding is part of a multi-year program
supported by a Notice of Proposed Award of $40.5 million from the CEC earlier
this year. Further, Toyota and Honda have agreed to continue their strong
support for Fuel Cell Electric Vehicle (FCEV) sales in California. Future
project funding, including the remaining amount within the Notice of Proposed
Award, is subject to annual approval from both the California state budget and
allocations from the CEC.

If successful in securing full funding, Shell Hydrogen will install hydrogen
refueling equipment at a total of 48 existing Shell retail stations, upgrade
two current Shell Hydrogen stations and add light-duty fueling dispensers and
positions at one existing Shell Hydrogen heavy-duty truck station.

The new hydrogen refueling stations join nine Shell hydrogen locations in the
state, seven of which originated through a previous CEC award in 2017. The
expanded network helps expedite and increase the number of hydrogen refueling
stations in support of growing the market for hydrogen fuel cell technology.

To support the growth of hydrogen mobility, infrastructure is critical to
ensuring the customer has a safe, convenient, reliable, high quality, low cost
fueling experience. ?Innovations in California policy, including
infrastructure capacity crediting in the Low Carbon Fuels Standard and a
multi-year structure in grant funding, enable us to deliver this station
development program and decarbonize hydrogen to near-zero or below,? said
Oliver Bishop, general manager for Shell Hydrogen. ?I?d like to thank the CEC
for giving Shell Hydrogen the opportunity to support California?s
environmental and energy policy goals.?

?Fuel cell vehicles are an important part of our long-term efforts to reduce
carbon emissions,? said Steven Center, vice president of Auto Sales, American
Honda. ?As a leader in the development of zero-emission vehicles, we fully
support Shell Hydrogen and their significant expansion of the hydrogen
refueling network to speed the adoption of lower carbon transportation
options.?

Honda is committed to reducing its total global company CO2 emissions by 50
percent by 2050, compared to the year 2020. Toward that goal, two-thirds of
Honda?s global automobile sales by 2030 will be comprised of electrified
vehicles, including fuel cell electric vehicles. With a 360-mile U.S.
Environmental Protection Agency driving range rating, the Honda Clarity Fuel
Cell has one of the longest ranges of any zero-emission light-duty vehicle in
America and can be refueled in approximately three to five minutes.

Toyota?s Doug Murtha, group vice president, Corporate Strategy and Planning,
Toyota Motor North America, added ?Toyota has been developing fuel cell
electric vehicles for nearly three decades, so we?re excited to participate
with Shell in this rapid expansion of next generation hydrogen fueling
infrastructure. The size and scale of this project align perfectly with the
launch of our second-generation 2021 Mirai which will allow the fuel cell
vehicle market to grow significantly over the next several years.?



Copyright (c) 2020 Euclid Infotech


--------

HYDROGENPRO HEAVY PURE GREEN,DAS giganten WASSERSTOFFE,fortsetter himmelferden(dit vil jo alle?) oppover i Tyskland,nå 5,64 euro=59,45kr

Hvordan er egentlig HYPRO priset i forhold til NEL og Everfuel, for tiden?

Jeg kjøpte 2.4k aksjer her på onsdag, fikk snitt på 53kr. Det er jo helt ekstremt hva den har gått i det siste. Men i forhold til andre og at dette er ny teknologi tror jeg ikke toget stopper her. Har og kjøpt Hpur ca 2.2k aksjer. Tenkte ett lite mini fond på hydrogen aksjer. Må vel vite i det sure eple og kjøpe everfuel og men de har jo gått amok. Tror dere spredning eller ?

Bra tillväxt för sektorn

Hydrogen Fuel Cell Vehicle Market Size USD 42,038.9 Million By 2026 At CAGR Of 66.9% - Valuates Reports

05-Jan-2021 15:00:31


Market
(https://reports.valuates.com/market-reports/ALLI-Manu-0F35/hydrogen-fuel-cell-vehicle)
is segmented by Vehicle Type (Passenger Vehicle and Commercial Vehicle) and
Technology (Proton Exchange Membrane Fuel Cell, Phosphoric Acid Fuel Cells,
and Others). This report is published on Valuates Reports
(https://reports.valuates.com/) in the Hybrid & Alternative Vehicle
(https://reports.valuates.com/search?qccode=All&qstr=&qcname=All&category=Hybrid%2B%2526%2BAlternative%2BVehicles)
category.

The hydrogen fuel cell vehicle market size was valued at USD 651.9 million in
2018 and is projected to reach USD 42,038.9 million by 2026, growing at a CAGR
of 66.9% from 2019 to 2026. 

Major factors driving the growth of hydrogen fuel cell vehicle market size are
a surge in environmental concerns, an increase in government initiatives for
the development of hydrogen fuel cell infrastructure, the high initial
investment in infrastructure, and technological advancement and future
potential.



TRENDS INFLUENCING THE HYDROGEN FUEL CELL VEHICLE MARKET SIZE 

An increase in environmental concern is expected to drive the growth of
hydrogen fuel cell vehicle market size. As concerns about environmental
pollution and the depletion of natural resources increase, numerous
innovations are being introduced on the market that promotes an eco-friendly
idea of environmental sustainability. An increase in awareness of the
effects of air pollution and a rise in greenhouse gas emissions contributes to
the introduction of hydrogen fuel cell vehicles as they are environmentally
friendly than other traditional vehicles.

Government initiatives for the development of hydrogen fuel cell
infrastructure are fuelling the hydrogen fuel cell vehicle market size.
Several policies have been introduced by various governments to deal with
environmental conditions. 

An increase in demand for fuel-efficient, high-performance, and low-emission
vehicles is expected to propel the hydrogen fuel cell vehicle market size.
Hydrogen fuel cell vehicles are more powerful than IC engines and hybrid
vehicles and have a performance of 60-70 percent over the other two.
Furthermore, the demand for fuel-efficient vehicles has increased due to an
increase in the price of petrol and diesel. As a result, these factors raise
the need for advanced fuel-efficient technologies, contributing to the growth
of hydrogen fuel cell vehicle market size.

View Full Report:
https://reports.valuates.com/market-reports/ALLI-Manu-0F35/hydrogen-fuel-cell-vehicle

HYDROGEN FUEL CELL VEHICLE MARKET SHARE ANALYSIS

North America is expected to hold the largest fuel cell vehicle market share
during the forecast period. Substantial investment by the United States
Department of Energy in the production of fuel cells to promote the adoption
of FCVs is the main factor expected to boost the growth of hydrogen fuel cell
vehicle market share. Also, some states, such as New York, California,
Connecticut, and Nebraska, have introduced discount schemes that provide
rewards for FCEVs.

Europe is expected to witness the highest growth during the forecast period.
One of the significant factors contributing to the growth of Hydrogen fuel
cells is the heavy investment by the European Commission to add FCEVs and
hydrogen filling stations in the European network.

Officials in China are promoting the development of hydrogen-powered vehicles
and cities will be rewarded for achieving adoption targets.

Inquire For Regional Report:
https://reports.valuates.com/request/regional/ALLI-Manu-0F35/Hydrogen_Fuel_Cell_Vehicle_Market

Hydrogen flyger upp i USA, 5,5-10% Ballard, Plug, FuelCell

After decades of false starts, hydrogen technology is poised to take off as falling production costs, technological improvements, and a global push toward sustainability converge, according to Bank of America. The firm believes this will generate $2.5 trillion in direct revenue — or $4 trillion if revenue from associated products such as fuel cell vehicles is counted — with the total market potential reaching $11 trillion by 2050.

“Hydrogen … could supply our energy needs, fuel our cars, heat our homes, and help to fight climate change,” the firm said in a recent note to clients. “We believe we are reaching the point of harnessing the element that comprises 90% of the universe, effectively and economically.

https://asia.nikkei.com/Spotlight/Environment/Climate-Change/Mitsubishi-Heavy-to-build-biggest-zero-carbon-steel-plant

intresant hydrogen projekt, med HydrogenPro sammarbetspartner och ägare Mitsubishi,

"Mitsubishi Heavy, the world's third-largest steelmaking equipment supplier, is also securing a hydrogen supply chain. In October, the company bought a stake in a Norwegian outfit that makes hydrogen-producing equipment."

DE lager/produserer jo ikke noe " makes hydrogen-producing equipment." men prosjekterer utstyr. Produksjonen skal jo foretas i utlandet. (China ? )

Nej, de outsourcar som många framgångsrika bolag gör. Som tex Apple´s Iphones i China

Hpro er jo perfekt posisjonert for den nye generasjonen drivstoff. Jeg økte litt mer i dag og kommer til og fortsette. Dette er jo fremtiden når man snakker drivstoff. Batterier kan brukes i noe men ikke erstatte olje. Så jeg tror disse tidlige hydrogen selskapene kommer til og bli vinnerene frem over.

Branschen går starkt nu. Plug Power upp 35% ikväll och de andra hydrogen aktierna Ballard o FCEL upp 16 o 22%

Ho ho

25% så langt i dag :)

https://e24.no/olje-og-energi/i/rgz4X3/regjeringen-vil-mer-enn-doble-co-prisen-for-oljenaeringen högre CO2 priser gör greenhydrogen snabbt intressant!

Transformering mot hydrogen bara fortsätter

Only Important
13 Jan - 08:04:10 - ENGIE SA - TOTAL AND ENGIE PARTNER TO DEVELOP FRANCE'S LARGEST SITE FOR THE PRODUCTION OF GREEN HYDROGEN FROM 100% RENEWABLE ELECTRICITY

Only Important
12 Jan - 22:15:10 - NIKOLA POSITIONED TO ACCELERATE HYDROGEN ECONOMY

Only Important
13 Jan - 08:30:19 - POWERCELL SWEDEN AB (PUBL) - CUSTOMER WILL USE SYSTEM FOR TESTS OF HOW FUEL CELLS AND HYDROGEN CAN BE USED FOR AN ELECTRIFICATION OF A WHEEL LOADER

Ren og pen HYDROGEN!!!

Blir spennende å høre hva som blir sagt under HydrogenPros presentasjon på Paretos konferanse om fornybar energi i morgen. I Paretopodden omtaler de HydrogenPro som ett av sine favorittselskaper. Sier at den handles med 90% rabatt sammenlignet med lignende selskaper og at de har mange gode prosjekter på gang. Hør fra 13:30 og utover: https://soundcloud.com/user-864522747/power-renewable-conference-hva-er-status-i-fornybarsektoren-58

Skal ikke se bort fra at det kommer en oppdatert analyse med høyere kursmål innen nær fremtid.