Itm Power Share Discussion Threads

[bmel] 07/5/2024 15:16

A material announcement would indeed be timely.

[sonic25] 07/5/2024 10:40

Webinar on Liquid Hydrogen Truck Refueling.

Tomorrow @ 9am (London Time).

[moontheloon] 07/5/2024 10:30

I really can't see 100mw system... think that is jumping way ahead. Unless it drives Economy and makes itm untouchable on price and tendering

[grahamwales] 07/5/2024 10:15

Green hydrogen hub approved

[moontheloon] 07/5/2024 10:01

When I went past goods onward yard last time Its only filleting but i noticed many seemingly smaller units In white with ladders. It's only a second or two glimpse you get between the trees northbound m1 and meadowhall turn off. I think they'd be willing to do a factory tour now I I'd have a conversation last year with Collins the IR man now sales...

[grahamwales] 07/5/2024 09:59

Interesting

With the tie into Hygen could be 10mw plug and play units. Would be major if they could achieve that 😁.



The two-phase collaboration will see 50 MW of Neptune Plug and Play electrolysers across several projects, many of which will be based on UK government HAR2 or similar funding programmes, followed by 150 MW of larger-scale modular electrolysers. Each project will be subject to a Final Investment Decision (FID).

[moontheloon] 07/5/2024 09:57

Thanks bmel. Imagine if it's the complete package from oyster and it's a contained unit taking sea water and functioning within a turbine. That's the holy grail with water shortage and usage being a factor in some situations

[bmel] 07/5/2024 09:45

Graham. A few thoughts…̷0;

Norbus - suggests a 100MW packaged unit - that is a scale that suits the bigger market sector that we are aiming for and reflects the order scale that is being placed. That seems logical to me.

Moon - alkali is a different technology and would be an engineering/market distraction of the type that Mr Schulz stamped hard on when he arrived. If a customer like RWE wants alkali they will be buying Sunfire (as per the RWE test site that we are already part of).

My, somewhat fanciful, but radical new product would be a 4MW or 5MW stack that has the same size/footprint as our 2MW unit, but I think that is somewhere further down the line.

I wonder about the salt water kit that Moon mentioned as we did spend some time on that, and I cannot recall any mention of it when Dennis did his engineering/design clear out. So maybe it has been quietly worked on, but I wonder about the economics of multiple ‘mini’ electrolysers across a North Sea wind farm with associated hydrogen storage and transport, versus transmitting the power to a large scale shore-based plant tied directly into a pipeline network or a major off-take plant across the street.

BUT it would be a real big advantage in parts of the the world where fresh water is limited, but sea water is plentiful, like Australia, Middle East, Chile, North Africa, quite a lot of Southern Europe and I am sure lots of other places that are very windy, sunny and arid. So maybe that would be a big winner.

We will find out soon enough . . . . .

[moontheloon] 07/5/2024 09:05

If it was compatible with factory I'd do a alkaline 2mw variant. To cover all bases. Or a salt water driven pem. I have no idea of internal differences of alk v pem but think that would open up a bigger market. I think alkaline is probably Edging it on systems confirmed or in action? Again another guess .. but this is a guessing exercise. Happy to be told why this can't happen ... or why it can

[nicebut] 07/5/2024 08:39

Good volume again...

[norbus] 07/5/2024 08:36

Taking the activity in Green Hydrogen as a whole, I would be amazed if Schulz will not deliver a blockbuster announcement next Sunday, including the business for Ukraine and more for RWE

[grahamwales] 07/5/2024 08:30

Any thoughts on what new product might be

[grahamwales] 06/5/2024 23:10

Germany's biggest power producer RWE to phase out coal by 2030


To offset the impact on the region, RWE aims to build 3 GW of gas-fired power plant capacity that is also ready to run on hydrogen, adding it was earmarking coal-fired power plant sites in North Rhine-Westphalia, where RWE is based, for that.

[grahamwales] 06/5/2024 17:56

Green hydrogen costs

1/3 capital
2/3 electricity

Make electricity cheaper from renewables and the cost of green hydrogen follows.


This country should now be 100% renewable electricity.

[sonic25] 06/5/2024 13:28

The $9tn question: how to pay for the green transition.

[sonic25] 06/5/2024 12:47

"Expecting new use cases in transport to do the heavy lifting and drive down hydrogen production costs was always absolutely delusional (or downright cynical - you choose).

Refineries and fertiliser plants are not "niche markets" for hydrogen, they constitute a 100-million-ton, $150 billion annual market.

If clean hydrogen production is ever to become cheap it will be because today's massive and vastly profitable users of hydrogen dive in - voluntarily or forced by regulation - and get the industry to scale."

[moontheloon] 05/5/2024 11:18

And can they deliver or it more overstretching

[bmel] 04/5/2024 09:40

Plug up 11.8% in the US Friday. They have just announced a memorandum for a 3 GW PEM project in Australia as part of a green ammonia production project.

FID due 4th quarter 2025.

Details at Renewablesnow.com - in list of sites in the header.

Big projects gradually emerging from the haze of uncertainty.

[moontheloon] 03/5/2024 21:57

They're doing their best to fuel the short. It will turn with another positive