Simply the money will run out before decisions are made
It is all too slow = 50p of fat that will be mine |
You obviously just betting that hydrogen doesn't get the place the rest of us hope for? What do you owe this confidence to? What research or just hoping fids never get signed which at times feels this way. |
Where has lse website gone... ? Can't access Is it down? |
Truth started being scientifically exposed since E = MC2..We refuse to accept it. We might at the bottom of the precipice |
At the precipice, this is where we will learn. |
I am very confident |
It always does. Until it doesn't. |
Served me well so far |
Barney
Good for you I like a man with conviction. Hold it tight. |
Graham
1 swallow doesn’t make a summer as you are aware
I hold my short with confidence and if the rise continues will add for the inevitable fall back |
The European Union will take steps to exclude Chinese manufactured hydrogen electrolysers from an upcoming auction of the EU Hydrogen Bank.
ℹ️ The foreseen process will include new “resilience requirements” to help stave off Chinese competition in the nascent energy sector.
✋ Winning projects will have to limit the sourcing of electrolyser stacks from China to not more than 25% of total capacity.
👍 The new terms set out for the second call of the Hydrogen Bank create a fertile environment for companies to invest in Europe.
🆕❗5039;The introduction of resilience criteria marks a pivotal moment not only for the hydrogen sector but for the European Union as a whole. |
Possible reason for todays rise
EU Aims to Block Chinese Hydrogen Tech in New Auction Rules |
How’s it going Barney |
We progress yet never learn. We have never been nearer to cŕeation but we never learn. We will be overcome by new technologies which will very likely swamp us because we never learned |
Good results over at Ceres. Things changing fast for the better. Hopefully the mood music here will change over time too... |
Not happening fast enough and money is dripping away
Plenty of meat on the short side yet |
Not sure you could say ITM is poorly run. They are geared for growth but without government backing to grow hydrogen which will come they are in the front line to win those orders. |
Life is but a demonstration, of Power.
What will we learn? |
I’m touched by your concern, Bones..
You seem to periodically appear to offer a few words of gloom for no apparent reason.
Growth? I think you’ll find these are growing nicely with legacy business out of the door and clients queuing at the door.
Green Hydrogen is part of the future. Come back late 2025 with more words of wisdom |
Heading south still . Simply not getting enough work and heavily loss making still m been the same story for years . The cash pile continues to disappear with little signs of growth . Like a lot of poorly ran aim companies unable to get it's food in the door of the big players will slowly fade away as the cash disappears and end up disappearing . Unless the start to sign big contracts regularly this will simply continue to go slower . |
Going to be someone Graham.. if so at least it's advancing. The fids are the strangle hold |
May just be coincidence 🤔
ITM is pleased to announce that it has signed a 500MW capacity reservation with a global industrial customer. This reservation secures future production capacity for the manufacturing of our state-of-the-art electrolyser stacks.
The agreement covers the period until the end of the 2028 calendar year and foresees call-offs against future projects in Europe and the US. |
Fingers crossed
The front-end engineering and design (FEED) phase of the 200MW hydrogen production plant in Germany, specifically Lubmin, has been completed by Deutsche ReGas.
Currently the plan for this plant, involves the first 200MW phase be completed by the end of 2026 and the next steps which will follow this, will be for the plant to scale up to 500MW by 2028. This next step of the project is on schedule to take place in 2028. |
Blue is Poo.
Think of all those other projects too.
Shell is demonstrating the way forward.
Lessons learned.
Do RWE have many Blue projects in operation? How about BP?
What are they demonstrating? |
Is this a sign?. If so, it is huge
WELL WHO WILL PROVIDE THE GREEN HYDROGEN ? |
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