Green Hydrogen

Lover of renewable electrons and molecules - no carbon need apply.

[Green Hydrogen @GreenHydrogen3]

@ainge_man I was amazed the share price went up. The whole story is about giving a massive loan to a failing company with huge cash burn issues. I suspect plug will get sold into component parts in a few years. It’s spread itself too far.

[Green Hydrogen @GreenHydrogen3]

@energygilles @h2_view @ITMPowerPLC Wow… sub €1m per MW with all balance of plant!!? That will be well recieved in the market!

[Green Hydrogen @GreenHydrogen3]

@wind4me The question should be how they burnt through billons and now have to be propped up…

[Green Hydrogen @GreenHydrogen3]

@ainge_man Did they also receive $9m for AEM R&D too? If I were Enapter I would be worried. They can scale membrane to a much larger size so could actually have a useful solution.

[Green Hydrogen @GreenHydrogen3]

@Enapter “Look at that perceived issue with a really high performing technology over there… just don’t ask us how our tech performs against it…” usual sniping from @Enapter … now do Alkaline. Keep pointing fingers. Make sure no one compares your tech to anything actually relevant…

[Green Hydrogen @GreenHydrogen3]

@CleanPowerH2 Simple, SAFE, sustainable… you’re actively mixing hydrogen and oxygen… that is a very, very difficult safety case to make.

[Green Hydrogen @GreenHydrogen3]

@ainge_man @Bloom_Energy @CeresPower High temperature steam does not make a nice environment to operate in. @Bloom_Energy need 850c which is madness!

[Green Hydrogen @GreenHydrogen3]

@wind4me @PlugPowerInc This is not good news. This is a failing company that has just been propped up. They will have offered huge warranties to win business which with destroy their balance sheet as a non-cash item. Wait till Wall St figures the out and the shorts pile in.

[Green Hydrogen @GreenHydrogen3]

@ainge_man My take away was that their alkaline products are doing well, but their PEM is not at the races.

[Green Hydrogen @GreenHydrogen3]

@emcombustion They have previous is talking a good game. The reality being somewhat different. https://t.co/V5DKeezxht

[Green Hydrogen @GreenHydrogen3]

@wind4me Dose of reality from the electrolyser world… their tech is very, very ordinary.

[Green Hydrogen @GreenHydrogen3]

@CleanPowerH2 What could possibly go wrong when actively mixing hydrogen and oxygen… https://t.co/Dot6gD9Gry

[Green Hydrogen @GreenHydrogen3]

@tixhonjm Nope. Not even close. Siemens system is a clunky 17.5MW unit. Any other PEM system would entirely outstrip this production rate just by building a 17.5MW stack. It’s just a rubbish system - ask anyone in the industry. The clue is to look at the current density.

[Green Hydrogen @GreenHydrogen3]

@ainge_man Any idea what this is about?

[Green Hydrogen @GreenHydrogen3]

@thrineguy @h2_view @PlugPowerInc It’s not. It’s an ATM deal. Such a strange way to do it. Documentation on their website.

[Green Hydrogen @GreenHydrogen3]

@ainge_man Samsung C&T are very active in the middle east. Great work by Nel to sell them some kit. Probably the mist notable deal Nel have done in 12 months as its a huge potential partner

[Green Hydrogen @GreenHydrogen3]

@h2_view @CeresPower Great deal for Ceres.

[Green Hydrogen @GreenHydrogen3]

@tixhonjm It just looks ace