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Keep a cool head and it’ll come with time

Keep a cool head and it’ll come with time

by | Jul 15, 2022 | Germany

© www.wallstreet-online.de

© www.wallstreet-online.de

Regardless of the many good news and developments around hydrogen, there must of course also be a critical consideration of the aspects that may, for example, hinder or delay rapid build-up of production capacity. In addition to adverse influences due in part to misunderstood or counterproductive regulatory measures (EU/Germany) are aspects such as the shortage of skilled workers, supply chain problems and financing. (more…)

Ballard Power – Think outside the box!

Ballard Power – Think outside the box!

by | Apr 23, 2022 | Germany

Portrait Gautam Adani, © Adani

Gautam Adani, © Adani

The company is about to enter a phase of exponential, long-term growth, is my interpretation of the earnings call on March 14, 2022 regarding the 2021 annual figures and the fourth quarter. Year 2023 should really start off with Ballard reaping the fruits of years of intensive research and development, various pilot projects and building up production capacities. The Canadian company is working on scaling production capacity in the target markets bus, truck, rail and ship. But that doesn’t happen overnight.  (more…)

Cummins Engine heavily seton the fuel cel

by | Apr 23, 2022 | Germany

Cummins Engine is highly committed to the H2 industry – also in the commercial vehicle sector, starting with trucks and going all the way to ships. The company is also expanding its own electrolysis technologies. A project with Sinopec consists of an electrolysis capacity of 1 GW – 1,000 H2 fueling stations for the Greater Peking Area. Cummins Engine is vehemently driving its transformation from a diesel engine producer to a fuel cell company and in doing so majorly implementing and scaling the special knowhow of the purchased/integrated Canadian company Hydrogenics. (more…)

Plug Power – (too) many projects worldwide?

Plug Power – (too) many projects worldwide?

by | Jan 19, 2022 | Germany

Hyvia van by Renault and Plug, © Hyvia

Hyvia van by Renault and Plug, © Hyvia

Plug Power is benefiting from the fact that a variety of analysts view the company to be a front-runner in an American hydrogen economy in 2023/24 and one that should be very well positioned to produce green hydrogen through the development of its own electrolyzer capacity in the longer term. In nine years’ time, a revenue of USD 9 billion may even be possible. Until then, a hydrogen price of USD 1 per kilogram should be achievable, according to Evercore analyst James West. (more…)