Energia-alan teknologinen kehitys ja sijoitusmahdollisuudet

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PowerPoint Presentation (ready4h2.com)

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Sääntely-Suomi iskee takaisin – miljardi-investoinnit jumittavat lupajonoissa Sääntely-Suomi iskee takaisin – miljardi-investoinnit jumittavat lupajonoissa | Kauppalehti

Voe voe. Haittaa myös energia-alan kehitystä suomessa ja vaikuttaa myös sijoitusmahdollisuuksiin.

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EU:lta vähän peliliikkeitä etiäpäin:

https://www.euractiv.com/section/energy/news/eu-paves-way-for-renewable-and-low-carbon-gases-to-replace-fossil-fuel/

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Tanskassakin edetään:

In the future, it may become green to sail container ships, fly and drive trucks. At least that is the government’s ambition.

Therefore, Minister of Climate Dan Jørgensen (S) is now presenting a proposal that increases the tender support for the so-called Power-to-X technology, so that in future DKK 1.25 billion will be given per year.

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https://polaris.brighterir.com/public/itm_power/news/xml_news/story/ry9d78x
ITM Trading update

" Highlights:

· Record backlog of 499 MW as at 1 Dec, up by 61% since September 2021

o Contracted: 62 MW compared to 43 MW in September

o In negotiation: 339 MW compared to 169 MW in September

o Preferred supplier: 98 MW unchanged versus September

· Tender pipeline of 909 MW compared to 1,011 MW in September 2021, reflecting tenders moving to negotiation stage"

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Lukusuositus

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https://ec.europa.eu/energy/sites/default/files/proposal-revised-gas-markets-and-hydrogen-directive.pdf

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Aker Offshore Wind, tarina etenee:

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“Rolls-Royce will ensure a climate-neutral energy supply at the container terminal currently under construction at the Port of Duisburg, Germany. Rolls-Royce’s Power Systems business unit is supplying its latest mtu hydrogen technology for this purpose, in order to supply the future terminal with electrical energy and heat in a sustainable manner: mtu fuel cell solutions for electrical peak load coverage as well as mtu hydrogen heat and power generation station. To this end, Duisport, one of the world’s largest inland ports, is working with several partners to build a hydrogen-based supply network by 2023 that includes several technologically sophisticated options for energy conversion and storage.”

Plugin Euroopan pääkonttorihan on tulossa juuri Duisportiin…

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https://www.rechargenews.com/energy-transition/more-than-80-of-energy-companies-are-investing-in-hydrogen-or-considering-entering-the-market-survey-finds/2-1-1131891

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Vedyn kuljetukseen villi suunnitelma - ratkaisuna ilmalaiva:

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SAN JOSE, Calif. & NEW DELHI, December 20, 2021–Bloom Energy today announced that NTPC Limited, India’s largest energy conglomerate under the jurisdiction of …

Bloomille sopparia Intiassa.

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FFI lähtee lyyserimarkkinoille itsekin

FFI chairman Andrew Forrest has spoken openly about his desire to tap into the engineering expertise that exists within the Fortescue business, having previously converted a large mining haul truck to run on hydrogen, and setting a 12-month goal to produce a zero emissions ship.

Now it has sought to apply that expertise to develop its own electrolyser, which has been built using a pressurised alkaline system and will be used to supply and test other hydrogen technologies being developed by Fortescue.

“The FFI team has designed and operated our own electrolyser system, which will be key to developing FFI’s green hydrogen production into the future.”

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Suomessakin rahaa jaossa:

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State aid: Commission approves €900 million German scheme to support investments in production of renewable hydrogen

The European Commission has approved, under EU State aid rules, a €900 million German scheme to support investments in the production of renewable hydrogen in non-EU countries, which will be then imported and sold in the EU.

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President Biden’s Bipartisan Infrastructure Law provides more than $20 billion to establish the Office of Clean Energy Demonstrations and support clean energy technology demonstration projects in areas including clean hydrogen, carbon capture, grid-scale energy storage, small modular reactors, and more. Demonstration projects prove the effectiveness of innovative technologies in real-world conditions at scale in order to pave the way towards widespread adoption and deployment.

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https://www.euractiv.com/section/energy/news/17-of-new-trucks-in-2030-will-run-on-hydrogen-eu-believes/

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Lyysivalmistajia saattaa laulattaa lähitulevaisuudessa:

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Nysse sit tapahtuu. Vetytalous meinaan.

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Lyfen ukkelin haastattelu:

Mielenkiintoinen näkemys:
While Guesné anticipates 25 to 30 per cent of French fuel consumption will be hydrogen by 2030, others estimate it will be more like six to 10 percent.

Aika kova olisi tuo 25-30%. Voihan se onnistua Ranskassa.

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