https://techcrunch.com/2024/11/05/oil-giant-bp-is-killing-18-hydrogen-projects-chilling-the-nascent-industry/ |
The 'Trump' effect? :- |
I’m not saying he is going to punish the UK but if he puts import taxes on majority of products from China it would leave the door open for UK and in particular ITM. Alternatively if Musk has any influence on Trump and seeing Hydrogen as a threat to his electric semi it may push hydrogen further away leaving hydrogen truck manufacturers perhaps pulling out of the US and concentrating on Europe. Lots of combinations.
Plug getting hammered perhaps Trump wants the loan back. |
PLUG down 18%, TSLA up 13% and the connection is...... |
We are out of the EU so he would not have the same need to punish us now.
Steel was one of the targets and that is almost gone now anyway. |
I suppose if he intends on increasing import duties then a trade deal may be beneficial should those countries currently exporting to the U S become in competitive leaving the door open for UK companies |
A bit of PR :- |
Why would we even want a trade deal with the US? Unlike the EUSSR, we have a trade surplus with the US to March 2024- imports £117bn exports £192bn. Surplus £75bn.
EU to the same date - imports £453bn, exports £352bn. Deficit £101bn.
A free-trade deal with the US will raise all the questions about GM foods and their large cost advantage (huge prairies vs England's patchwork quilt of small farms)will destroy UK farming. That is, whatever is left after the budget measures take effect? I read this morning that one farmer has already killed himself because of the inheritance tax. |
Oh norbus
I have just increased my short position by 10k
Just for you |
Surprised you can't see that the drop is related to Trump (and his climate change views) being elected. Look at all the hydrogen and energy storage firms. |
So let’s see if Trump sticks to his word |
We did not leave until 2020, after Trump was out, and it was Biden who made it clear that there would be no trade deal with us. |
Today’s news equates to roughly $50k saving per MW iridium. $5 million per 100MW. ITM have 300MW of orders so far. |
Wasn’t it Trump that said leave the EU and we’ll get a trading deal sorted as soon as possible. 😂😂 |
Over reaction probably...As some have said many US states won't want to see the Biden green $s being taken away...So hopefully a storm in a tea cup?? But I guess we'll see. |
An absolute caning |
No orders is not the shorters fault
This lies at the feet of the back slappers on linked in |
Amd meanwhile it's still falling off a cliff because of lack of orders imo . Then same cretins trying to ramp this since over 100p and look where it's heading now . Be careful who you listen to on these boards . The ones invested are totally biased |
Cr GW
Market overlooking the ITM sales expectations , Also nothing goes continuously up.
ITM knows far better than Rystad what goes into their electrolysers
Recycling and ongoing research favors ITM
Market overdoes it as usual |
Nice to see ITM reducing costs for PEMs. Now that, thankfully, inflation and the bloated public sector will get reduced in the US under the new administration we can look forward to a more healthy global economy which should help ITM and other companies focused on a realistic energy transition process. |
Bought the dip, again!!! GLA |
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