Ceres Power Share Discussion Threads

[colsmith] 13/10/2023 10:42

Can't see any practical issue with China - they are World trade Organisation members and IP is covered and protected under those rules. Stealing IP or using wrongly can happen anywhere being a commercial issue; but on the surface it would all seem a good relationship with China for the JV. Maybe its the commercial terms that are hitting the brakes; there is the agreement CWR have with both companies and the deal only the two have without CWR commercial involvement.

If CWR product is best in class for the area of its usage then with all the H2O and other gas inputs to FC's that CWR FC's can handle it seems the market is poised to fly and CWR cash inflow with it. Sure is intriguing - Question is do the market players have info we PI's don't and share price is down due to that or is it just the lack of info. Not sure all this so called ethical stuff CWR seem keen to make clear to the market is in reality relevant a bit like the ESG stuff that seems good but in practice meaningless; could this be an share price hitter?

[smokey 1o3] 13/10/2023 09:41

I thought they already had licensed the technology and are making product that is approved for sale in the EU. They recently sent a mission to Germany led by their Chairman and they were well received. Maybe the problem might be here in the UK and within Government circles given its anti China rhetoric? Germany and the USA are making moves to put relations back on a good footing leaving the UK out on a limb and disadvantaged. When will we learn.!!

[book5] 13/10/2023 08:26

The Chinese need the technology
The question is, will they back down before we lose our blood (cash)? Most likely they will.
This is a battle of needs and will.

[brucie5] 12/10/2023 18:36

£2 looks like the bottom of the shoulder.

[skinny] 12/10/2023 17:06

The whole sector, here and in the US is getting hammered recently.

[tradertrev] 12/10/2023 16:47

I think someone needs to come clean on the exact status of the 3-way JV. Share price looks like it's saying it's not happening.

[book5] 11/10/2023 13:28

Siemens-Gamesa- is an example where a company trades technology for access to the Chinese market
It was a bad deal as the Chinese became formidable competitors in the Windmill industry
That was many years ago

Mercedes-Benz opposed to Chinese requests

[colsmith] 11/10/2023 09:53

BOOK - not sure of relevance to CWR; joint venture good for company. The problem in the UK and West in General is that Government have pursued a policy (making it attractive for companies) of off shoring that causes companies to move make - not sure us electorate realised what they were doing in moving stuff out - in UK both Labour and Cons (the Uni party)had the same policy! Bosch of course is huge in China.

[book5] 10/10/2023 15:40

China successfully demanded technology transfers in exchange for access to markets through joint ventures.
These days, Germany is saying not thank you very much; Germany is more protective of their technology.
the reason why the joint venture may not happen is to protect cwr technology, we should not harry

[moontheloon] 10/10/2023 07:04

https://www.theguardian.com/world/2023/oct/09/xi-jinpings-wants-a-multipolar-world-as-china-accelerates-its-shift-away-from-the-west...Won't China have just done the obvious nasty play of wanting a collaboration but just cutting out the collaborator and nicking the tech which they seem to be able to do without any fallout?

[skinny] 09/10/2023 12:52

Its not until December :-

[book5] 09/10/2023 12:49

Skinny
I don’t know how to listen his presentation

[jonny_wright] 09/10/2023 11:32

No reason at all to hold this

[skinny] 09/10/2023 10:18

.

Ceres are exhibiting and Joseph Lenox, Ceres Power is speaking.

[brucie5] 09/10/2023 09:46

I'm out of these for time being. Severely testing support, despite being a likely long term winner, one hopes.

[book5] 08/10/2023 22:48

Experts suggest that due to the difficulty in increasing precious metal production, the iridium market may face shortages. However, potential solutions to the iridium issue are expected to emerge in the mid-term. Currently, some new technologies are focused on reducing iridium consumption in electrolysis catalysts.

[book5] 08/10/2023 22:47

From Google:

Iridium is some 20 times scarcer than platinum. Global iridium supply is about 250 koz per year – roughly in balance with current demand, which includes its use in spark plugs, crucibles and acetic acid production. For every gigawatt of PEM electrolyser capacity, around 400 kg (14.1 koz) of iridium is currently required.

[book5] 08/10/2023 17:46

CWR's power cells are not used in Nikola trucks. Otherwise, we would know by now.
Regarding hydrolysis, CWR has not recently commented on comparing our hydrolysis technology against PEM systems. PEM systems are probably better than CWR cells for many applications.
However, PEM systems need platinum and iridium. Iridium is in short supply.
We need good news for the trend to reverse

[zingaro] 07/10/2023 20:57

I am not sure that it is ceres technology that is the basis of the fuel cell stack to be used in nikola trucks. I think the technology comes from powercell of sweden for which bosch has the exclusive rights for use in the automative industry. Their S3 stack which bosch produces in germany delivers 100kw of power. Nikola talks about fuel cell modules (plural) delivering 200kw. Perhaps somebody can check this out.

[gnnmartin] 05/10/2023 12:42

book5, thanks.

[book5] 05/10/2023 12:23

I read PEM technology achieves around 80% efficiency, and CWR's technology will have between 80% and 90% efficiency if it takes advantage of the generated heat.
There are other cost considerations apart from efficiency.
The bosh-Linde validation process will tell us which industries Cwr hydrolysis technology will be competitive.



Iberdorla uses PEM technology.

[book5] 05/10/2023 08:38

Cwr has signed contracts with Bosh and Linde to validate CRW's electrolysis technology

[gnnmartin] 04/10/2023 21:02

Interesting to see that the Bosch PEM electrolysis stack produces hydrogen at 'more than 30 bar'. It hadn't occurred to me that the output pressure is significant, but of course it is useful to have the hydrogen produced at a high pressure. I wonder how the Ceres SOEC compares.

[yellowf123] 04/10/2023 18:57

looks like Bosch are using a PEM system for electrolysis rather than Ceres.

hxxps://www.bosch-hydrogen-energy.com/electrolysis/