Electrolyzer Manufacturers Stake Their Claims

M-Series
M Series, © Proton OnSite

There has been quite an interest in energy storage recently. And as ever more power-to-gas systems have been popping up all over Germany, project planners are increasingly turning their attention to the key elements found on-site: electrolyzers. These electrochemical units to create hydrogen have been around for a long time.

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H2 Producers Show Confidence

Sunfire
Container solution, © sunfire

When we compiled our list of currently available electrolyzers, we also asked manufacturers for their opinion on the market outlook of hydrogen technologies in Europe. Their assessment tended toward the positive; all ten businesses participating in the survey at least somewhat agreed that hydrogen technologies were developing at a satisfactory rate across the continent.

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H2 Production by Water Electrolysis – Trends

NEL
Alkaline electrolyzer at Akzo Nobel, © NEL

Splitting water into hydrogen and oxygen with the help of electrical energy is commonly known as water electrolysis. This process matches the oxyhydrogen experiments one may remember from the classroom, albeit in reverse. If the anode and cathode in an electrolyzer cell are separated by a semipermeable membrane or a diaphragm, the gases produced by the process can be directed out of the cell individually.

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Shell Study: Fuel Cells for Car Use

Stijn
Stijn van Els

This March, Shell presented a new study carried out in collaboration with the Wuppertal Institute for Climate, Environment and Energy. Focusing on transportation, the authors compared several different production pathways for hydrogen and took a closer look at the three regions spearheading global development: Germany, Japan and the United States. Jörg Adolf, who headed the project at Shell, said that hydrogen technology had made big advances over the past years, “not just in car use.”

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Ballard Power – Perfect Market Position

wallstreet
© wallstreet-online.de, March 20, 2017

On March 1, 2017, China Today reported in detail about the Asian country’s joint efforts together with Canada in environmental protection and clean energies. Canadian-based Ballard Power Systems was mentioned as a model example and positive force behind many fuel cell and mass transportation projects and agreements in China (bus, rails). What Ballard and the fuel cell companies discussed in the following articles have in common is that they will be in the black in two to three years’ time and that the fuel cell markets are at a turning point for the better. The five businesses and their shares should be viewed based on their very promising long-term outlook and not based on their admittedly disappointing short-term results.

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Hydrogenics – Record-High Order Figures

Raglan
Raglan Glencore Nickel Mine, © Hydrogenics

Canadian-based Hydrogenics (NASDAQ: HYGS) reported revenue of USD 8.7 million for the fourth quarter of last year and a net loss of USD 0.20 per share. This means revenue in all of 2016 was at USD 29 million, at a net loss of USD 9.9 million. Conversely, the number of order bookings has skyrocketed and backlog totaled USD 106.6 million, of which around USD 38 million are said to be recognized as revenue in the current fiscal year

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FuelCell Energy – Exxon – Trump – Tillerson

Colton
William M. Colton, © Euroforum

During the industry conference Energy – Think Outside the Box in Berlin, William M. Colton, vice president corporate strategic planning at ExxonMobil, talked about the big potential of a technology called “carbon capture.” By that, he meant the option to add CO2 to hydrogen to create methane and convert the result into power and heat inside a fuel cell. ExxonMobil’s partner for generating energy from emissions is FuelCell Energy (NASDAQ: FCEL). Days later, U.S. President Donald Trump said in a speech that he intended to “end the war on coal” and that the United States was going to have “clean coal.”

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Plug Power – USD 130 Million Revenue in 2017

The minus USD 0.11 per share was a much higher loss than the USD 0.06 that had been anticipated. The adjusted EPS is said to be at USD 0.08 per share. The company’s revenue increased to USD 32.6 million in the final quarter of 2016 – while USD 34.8 million had been expected. The net loss attributable to common shareholders (incl. large extraordinary items) added up to USD 57.6 million at USD 85.9 million in revenue. This fiscal year, GAAP revenue is expected to grow to USD 130 million. Where does the company go from here? The focus of Plug Power (NASDAQ: PLUG) is the materials handling market, and it’s doing well on it regarding customers and bookings.

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Tesla – Has That Been the Squeeze Already?

Gigafactory
Tesla’s Gigafactory in January 2017, © Tesla

Just recently, the stock price of Tesla (NASDAQ: TSLA) had known no bounds: Prices went up more than 40 percent within a few weeks. But the hike was followed by a hefty decline from USD 286 to around USD 240. There had been no reassuring news and figures based on which you could make a logical argument for the price explosion. One of my theories focuses less on the influence of tweets and the content of statements made by Tesla’s CEO

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Buzz About Stanford Study

A new study that claims battery-only vehicles to be cheaper and more economical than fuel cell vehicles has caused quite a stir in the electric transportation industry. On Nov. 14, 2016, the website of Stanford University showed a press release that made the headlines on several online portals. Reportedly, the main conclusions were that battery-driven vehicles could become cheaper than gasoline-powered cars from 2025 and that the ones running on fuel cells would require more than twice as much electrical energy. It was also noted that battery-powered engines reduced CO2 emissions at lower costs than fuel cell versions – particularly because of the infrastructure needed to produce hydrogen.

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