Bloom Energy Corp

Bloomilta polttokennoavaus Britanniaan:

The Bloom Energy Server® platform, to be delivered in late 2023, will be installed at Wytch Farm in Dorset, England, the largest onshore oil field in western Europe, where it will be used to support Perenco’s baseload requirements. The agreement marks the first deployment of Bloom fuel cell technology in the United Kingdom.

Ja onko jopa tiedossa, että ensimmäisen asennuksen jälkeen tulee lisää:

Perenco has always been a pioneer in innovation and long-term investment in the countries where we operate,” said Benoit de la Fouchardiere, Perenco CEO. “Today’s announcement is another important step as we continue to reduce our emissions wherever we work. We look forward to a successful initial deployment at Wytch Farm and to then expanding the use of the technology into other global operations sites

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SAN JOSE, Calif., July 24, 2023–Bloom Energy (NYSE:BE), a fuel cell innovator that has deployed over 1 GW of clean, reliable power, is launching Series 10 — a…

Bloomilta uutta bisnestä ja teknologiaa tarjolle

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Kuulostaa aika houkuttelevalta asiakkaan kannalta:

The 10 MW block design of the Series 10 optimizes cost, deployment speed, and operations by building on Bloom Energy’s proven modular Energy Server technology. Starting from $0.099/kWh*, the Energy Server can be shipped within 50 days for the shortest contract commitment to date — five years. The offer includes maintenance and 24/7 monitoring. Optional add-ons include microgrid and combined heat and power (CHP) compatibility.

Avaimet käteen nopeasti, kun tarvitaan esim. Siirtymäajaksi energiaratkaisua. Myös nopeaan lisäenergian tarpeeseen. Kunhan eivät vain hinnoittele niin, että menee lopulta omasta katteesta.

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Bloomilta päänavaus Saksaan:

Bloom Energy (NYSE: BE) today marked the next step in its European expansion, announcing its first customer in Germany, the energy conglomerate EnBW’s (Energie Baden-Württemberg AG) affiliate, Geothermie-Gesellschaft Bruchsal GmbH.

Under the agreement, 300 kilowatts of Bloom’s solid oxide fuel cells will provide base load power to feed the auxiliary loads of Geothermie-Gesellschaft Bruchsal GmbH’s geothermal plant in Bruchsal, a city in Germany’s Upper Rhine plain. The plant supplies heat and electricity and has been part of a research project to extract lithium from geothermal water.

The Bloom fuel cell Energy Server™ can generate electricity from a variety of fuels without combustion, sharply reducing CO2 emissions and air pollution. The platform also generates clean heat, at temperatures greater than 350° Celsius, which offers a unique opportunity for heat recovery. Bloom’s design-build contractor on the project, 2G Energie AG, will handle the heat recovery integration, which will feed the heating grid. This will be Bloom’s first CHP installation in Germany.

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Ja Saksan tilaukseen liittyen vielä tiedote itse myytävästä tekniikasta:

Bloom’s advanced CHP solution is particularly attractive to the world’s largest CHP markets in Germany, South Korea, Italy, Japan, and the United States, where almost half of the operating CHP systems are over 20 years old and ready for replacement. Bloom has already signed its first advanced CHP customer in Germany, Geothermie-Gesellschaft Bruchsal GmbH, an affiliated company of EnBW (Energie Baden-Württemberg AG), an energy conglomerate based in Stuttgart.

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SAN JOSE, Calif., August 03, 2023–Bloom Energy Corporation (NYSE: BE) reported today its total revenue for the second quarter ended June 30, 2023 grew 24% com…

Liikevaihto kasvoi 24% yoy, ja tappiot puolittuivat yoy.

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Jonkin verran liikevaihto ja tulos jäivät analyytikoiden konsensuksesta, mutta vain joitakin prosentteja. Tärkeintä, että yhtiö suorittaa omien suunnitelmiensa mukaisesti eikä tule mitään negatiivisia yllätyksiä. Nostan tuosta lehdistötiedotteesta tähän vain seuraavan kohdan:

Greg Cameron, President and CFO of Bloom Energy, added, “We had record second quarter revenue on strong product shipments. Our product costs declined 13% over last year, significantly improving our product margins. With total cash of over $900 million, we are in a strong liquidity position. We are reaffirming our 2023 outlook for revenues and profitability.”

Pitää vielä jossin vaiheessa ehtiä lukea konffan litterointi, mistä vähän lisää väriä sille, miltä loppuvuosi näyttää.

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Se että tuotanto kustannuksia on saatu alas, kassassa on hyvin rahaa investointeja varten, ja että tämän vuoden ohjeistus toistettiin ovat kyllä Bloomin tulevan kehityksen kannalta tärkeitä ajureita

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Our second quarter non-GAAP gross margin of 20.4% benefited from the strong product margin. Excluding the impact of our service business, our non-GAAP gross margin would have been nearly 30%

For the third quarter of 2023, based on planned acceptances, I would expect our revenue growth to be similar to the second quarter and margins to improve slightly on continued cost downs and improving service performance.

Q) I guess it was about a year ago that you announced the plans with XL to install the units at Prairie Island and nuclear plant in Minnesota. So I was just confirming whether the timeline for that to be installed late this year is still online and whether you think that is like the biggest catalyst or drivers unlock electrolyzer orders and really accelerate the commercialization process around that.

A) So that particular project is going through all the regulatory approvals. And we still expect it to be on track from it’s timing of getting that going. And we see that as a really good project, especially to continue to showcase our technology with nuclear in that in that space.

We expect that over the course of 23 and 24, you’re going to begin to hear about different projects where we’ve been selected to be technology as part of that project. And our expectation is as you move later into 24, you should begin to see some shipments. But it really won’t be until 25 that you begin to see it impact the overall financials on it. So we feel like we’re still on track and we’re executing against the roadmap that we laid out as we came into the year.

We expect second quarter to be our largest service loss and financial performance should improve each quarter, as revenues grow, performance payments reduce, and replacement power module costs normalize.

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Nostelin tuohon pari kohtaa litteroinnista liittyen tuohon tuloksen kehittymiseen loppuvuodelle sekä ydinvoimaan. Paljon muutakin hyvää, joita en jaksa nyt tähän nostaa pelkän kannettavan ruudulta. Joka tapauksessa yhtiö menee mielestäni eteen päin, kuten on suunnitellut ja lupaillut, joten luottoa löytyy, että saavuttavat sekä tälle vuodelle että vuodelle 2025 asetetut tavoitteet. Loppuvuonna sitten jännätään, tuleeko minkälaisia tiedotteita isommista projekteista vai ei.

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Tiedote eiliseltä. Taiwaniin saatu ekat polttokennot asennettua:

Bloom Energy (NYSE: BE) has installed the first phase of a 10 megawatt (MW) solid oxide fuel cell contract with Unimicron Technology Corp., a chip substrate and printed circuit board maker (PCB) in Taiwan. The space-saving Energy Server™ installation was delivered within five months from order and commissioned within three weeks from delivery, demonstrating Bloom Energy’s ability to quickly dispatch power.

The first 600 kilowatt (kW) Energy Server was installed at a Unimicron plant on a platform over existing scooter and motor bike parking, with minimal disruption. It provides clean, reliable power to Unimicron’s clean rooms and mission-critical operations.

Tyytyväisiä yhtiön tuotteeseen ja toimintaan. Lisää jo asennellaan:

The installation of Bloom Energy’s 600 kilowatt solid oxide fuel cell power generation system went very smoothly,” said Dave Yang, Senior Vice President, Unimicron Technology. “The spirit of the contract has been 100% achieved in terms of project management, power generation efficiency, equipment availability and safety. We are very satisfied, and in fact we have begun the installation of two larger-capacity Bloom fuel cell systems at other Unimicron plants.

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Datacenter business edistyy Bloomilla. Milloinkohan Plugilta alkaa tulla aiheesta tiedotuksia…

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Bloomin osari 8.11.

Odottavan aika on pitkä

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Bloomin blogista juttu vetyhubeista, joille DOE päätti antaa tukiaisia:

https://www.bloomenergy.com/blog/bloom-energy-congratulates-gov-newsom-on-h2hubs-announcement/

Bloom Energy congratulates Governor Gavin Newsom and the State of California for securing up to $1.2 billion in awards by the U.S. Department of Energy (DOE) to build and expand on clean hydrogen projects across the Golden State.

“It is a historic milestone for the hydrogen industry in the United States that the DOE has selected centerpiece hydrogen hubs for development,” said Rick Beuttel, Head of Business Development at San Jose-based Bloom Energy Inc. (NYSE:BE). “Our solid oxide electrolyzer technology, with its record efficiency producing hydrogen, can play a larger and larger role in the production of green and pink hydrogen. We are poised with a Gigafactory to support industrial decarbonization, production of derivatives such as ammonia, renewable diesel, or clean hydrogen for mobility applications like heavy truck and bus fleets.”

We were honored that our products and technologies were included in four of the proposals submitted to DOE and we thank Gov. Newsom for his leadership for securing nearly one-fifth of available funding for projects in California,” Beuttel added. “Our manufacturing and technology teams in Fremont, Ca., and Newark, De, are ready to help advance this program and deliver on its promise.”

The Bloom Electrolyzer can produce clean hydrogen from renewable sources such as nuclear, wind and solar energy. SK ecoplant, Bloom’s partner in many fuel cell projects around the world, said in May that it would be joining World Energy GH2’s $4.5 billion Nujio’qonik project in eastern Canada and will use the Bloom Electrolyzer to produce clean hydrogen from the wind energy there. Bloom has also produced clean hydrogen from Heliogen Inc.’s concentrated solar energy system.

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https://www.bizjournals.com/sanjose/news/2023/10/25/bloom-lays-off-97-workers-in-fremont-sunnyvale.html?utm_source=sy&utm_medium=nsyp&utm_campaign=yh

@Alan_Cali kirjoitti aikaisemmin yleiseen energia-ketjuun siitä, että Bloom irtisanonut työntekijöitään. Ohessa asiaan liittyvä uutinen, jonka nyt pystyin lukemaan. Uutisessa ei tarkempia perusteluita irtisanomisille

E. Irtisanottuja on yhteensä 95 kahdelta eri tehtaalta. En tiedä, paljonko työntekijöitä on per tehdas. Osaako kukaan heittää arviota? Lukumäärä itsessään kuulostaa pieneltä…

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Jos joku on LinkedInissä, niin yhtiön sivut seurantaan. Huomasin juuri itsekin, että ovat hyvin aktiivisia siellä:

https://www.linkedin.com/company/bloom-energy

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Aika paha syöksykierre käynnissä, 10 menossa rikki, seuraava weekly support 7.71 (6/2020).

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Mukana roikutaan, kun muuta ei osata. Tulisi osari, niin tietäisi, miltä näyttää ja mitä tehdä. Enää pari viikkoa odotusta ja salkun pohjan poraamista

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SAN JOSE, Calif., November 08, 2023–Bloom Energy Corporation (NYSE: BE) reported today its total revenue for the third quarter ended September 30, 2023, grew …

Eteenpäin mennään :ok_hand:

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Sanoisko, että syvä helpotuksen huokaus! :smiling_face: Nyt on toivoa, että tämä nousee lähiviikkoina jopa omistukseni keskihinnan tasoille… :+1: :+1:

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