ITM Power, PowerCell and Nel – too expensive

I am watching these titles very closely. However, the valuations are now so high – relative to sales, equity, orders on hand – that one should rather remain engaged in the titles I have presented and even put the above-mentioned for sale and cash-in existing book profits. This is an opinion – without commitment – based on the comparison of the indicators. But what is clear: The more investors continue to focus on the fuel cell, the more all companies and their shares will be able to profit from it – the new mega-trend is only now really beginning.

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Green hydrogen economy until 2035

Günther (l.) and Westhagemann during the H2 Symposium in Hamburg
Günther (l.) and Westhagemann during the H2 Symposium in Hamburg

A process of rethinking took place at the political level last year. Even though the energy turnaround has still not progressed noticeably, there is now at least a vision of what a future energy supply could look like. It is becoming increasingly clear that hydrogen will play an important role in this.

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Balancing act between commercialisation and project business

E4tech

The new Fuel Cell Industry Review 2019 withmarket data and analyses was published in January 2020. Since 2014, E4tech’s team has been contacting fuel cell companies worldwide to build it, aggregating their supply figures and creating an independent annual reference point on the current state of the fuel cell industry. Some excerpts are presented below.

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Economies of scale achievable quickly

Möhlenkamp
Interview with Claus Möhlenkamp, © Freudenberg

Freudenberg Sealing Technologies (FST) is regarded as one of the pioneers of fuel cell technology, at least in Germany. The globally active seal manufacturer is one of those automotive suppliers who see the far-reaching changes in the mobility sector as an opportunity. With the purchase of battery manufacturer XALT Energy and parts of FC supplier Elcore in 2018, the basis was laid. Claus Möhlenkamp, Chairman of the Management Board, explained to H2-international that this combination brings not only technological but also cost-specific advantages.

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The maritime sector discovers the fuel cell

Aqua
Concept for the Aqua Luxury Yacht, © Sinot

While hydrogen in the maritime sector has only ever been treated as an option for the future under “far away” for years, not only the events at which this energy source is the subject of lively debate are currently on the increase, but also the reports on concrete projects. More and more shipping companies are turning to hydrogen because the pressure to say goodbye to fossil solutions is growing from all sides.

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There will be FC mobility and an H2 industry

Prof. Angelika Heinzel
Prof. Angelika Heinzel, © ZBT

There is a lot going on in the energy sector at the moment. As a result of numerous activities and events – be it diesel scandals or CO2 pricing, driving bans or Fridays-for-Future demonstrations, flight shame or real laboratories – more and more players are committing themselves to more sustainability as well as to hydrogen as an energy storage.

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Green hydrogen for low-emission refineries

Technical Options for Fossil Energy Replacement
Technical Options for Fossil Energy Replacement, © MWV, iwo

The member companies of the German Petroleum Industry Association (MWV) welcome the Paris Climate Protection Agreement and the associated targets to reduce greenhouse gas emissions in all sectors. The petroleum industry can make a significant contribution to achieving the targets with renewable fuels.

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Cost-effective and flexible

Schematic of the 100-bar PEMEL system as a container solution from the project partner iGas Energy.
Schematic of the 100-bar PEMEL system as a container solution from the project partner iGas Energy [1]

Green hydrogen, preferably produced by electrolysis, links the energy, industry and mobility sectors and is an important tool to enable the integration of renewable energies. Proton exchange membrane electrolysis (PEMEL) is considered the most promising technology due to its power density and dynamics.

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Positive influence of CO2 pricing

H2 production costs as a function of production quantity and investment total.
H2 production costs as a function of production quantity and investment total.

Synthetic gases will play an important role in the full supply of renewable energies for Germany’s energy requirements. The meta-analysis of [1] shows that, according to several studies, an electrolysis capacity of more than 100 GW is required in the future energy system in Germany. If such an electrolysis capacity is to be installed in the course of the next few decades, it will be necessary to ramp up the market in good time so that market-driven, reliable and inexpensive plants can be made available.

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