Itm Power Share Discussion Threads

[grahamwales] 27/7/2023 08:04

The guy is missing one important piece of insight as far as I’m concerned. He talks about electric being easier than hydrogen and suggests that the easiest path will always be taken. Probably true however whilst you can control when green hydrogen is made and its source the same can’t be said for electric. Charging EV’s out on the road is normally done during the day thus no control of where the electricity comes from. So the myth that EV’s are green is complete nonsense.

Oil companies want EV’s to succeed as they realise oil and gas will be required for power stations.

Shell announced more billions of profits today and looking to increase investments in oil and gas.

Says it all really.

[skinny] 27/7/2023 07:49

There you go :-

[book5] 27/7/2023 07:40

Article with a contrarian view says costs are too high. However, towards the end, he suggests hydrogen industry will bring costs down

I would need Copy the link and remove the gap

http s://www.hydrogeninsight.com/analysis/liebreich-hydrogen-is-starting-to-look-like-an-economic-bubble-and-here-s-why/2-1-1334006

[book5] 27/7/2023 07:36

Article with a contrarian view says costs are too high. However, towards the end, he suggests hydrogen industry will bring costs down

[...]

[moontheloon] 27/7/2023 07:11

Nailed on. That's why pressed ahead. All part of the commandeering supply for the nation.

[grahamwales] 27/7/2023 06:04

Sonic

Wonder if the ITM hub in Germany will receive some of that aid.

[sonic25] 27/7/2023 04:33

"Under the strategy, state aid is expected to be approved for around 2.5 GW of electrolysis projects in Germany this year and the government will earmark 700 million euros ($775 million) for hydrogen research to optimise production methods, research minister Bettina Stark-Watzinger said."

[hurricane99] 26/7/2023 21:23

Main thing is when will we see profitability and what that looks like. It’s been a rough ride but there’s also 300MW+ getting shipped which is what we’ve been waiting for. If they start coming in the 100’s then it won’t take much to max out capacity.

[grahamwales] 26/7/2023 19:07

Sounds like they are betting against hydrogen in general

[cureboy] 26/7/2023 18:43

Maybe working for a bidder.

[theclaw] 26/7/2023 17:25

Helikon have also been increasing their short on AFC, what do they know about this sector, would this not be classed as insider trading ? and not a even playing field. Who is their source in ITM ?

[grahamwales] 26/7/2023 17:04

Probably know what’s to come 😁

[moontheloon] 26/7/2023 17:02

Be gone completely that one soon. Then it's more or less helikons big play

[theclaw] 26/7/2023 16:58

BlackRock short reduced again, 0.12%. 25 July.

[moontheloon] 26/7/2023 16:48

Oh right so more chance ? Pre check... Bedding in?

[grahamwales] 26/7/2023 16:28

I think these were new cars

[moontheloon] 26/7/2023 15:49

Not gonna empty every car for ferry crossings. Let's face it any car goes up on a ferry not good. More chance with ev though . They're not selling now . Game over expensive white elephant

[grahamwales] 26/7/2023 15:19

You hopefully wouldn’t transport a car full of hydrogen, no option with em EV.

[brucie5] 26/7/2023 15:15

No indeed. But you wouldn't want a boat full of hydrogen to catch fire either, I imagine..?
Nevertheless, higher temperatures not so easy to see living side by side with lithium.

[norbus] 26/7/2023 15:14

Buzzing .. not sitting still.. No fluoride ..simple balance of plant, fsst response. Lomg stack life,

[grahamwales] 26/7/2023 15:09

Not good publicity for EV’s