The Company retains its target of NOK 4-5 billion of revenue in 2025. Improving profitability and reaching EBITDA break-even in 2025, combined with prudent and restrictive capital deployment, is of critical importance to the Company.

https://hexagonpurus.com/news/hexagon-purus-asa-results-for-the-fourth-quarter-2023

Det er kun 2 år til dette og de virker selvsikre på å klare det!

https://www.webwire.com/ViewPressRel.asp?aId=317828

Renewable electricity from biogas remains dominant, but growth is in RNG

While power projects that make renewable electricity from biogas account for 69% of all biogas produced in the US, RNG projects represented 91% of all new projects that came online in 2023.

This mainly stems from policies such as the federal Renewable Fuel Standard (RFS) and the California Low Carbon Fuel Standard (LCFS), which promote using renewable fuels to replace fossil transportation fuels and to eliminate emissions in natural gas vehicles.

https://www.bioenergy-news.com/news/american-biogas-council-2023-was-third-year-of-record-us-biogas-growth/

Outlook

Going forward, Hexagon has much to look forward to, including the continuation of strong Renewable Natural Gas driven growth in the Mobile Pipeline business, and the upcoming launch of Cummins’ new 15-liter natural gas engine, increasing the addressable market for natural gas fuel systems in North America by a factor of three. With digital innovation at the forefront, Hexagon expects to see renewed growth for the LPG cylinder business, and further strong growth for the high-pressure cylinder testing and requalification business.

https://hexagongroup.com/news/hexagon-composites-asa-fourth-quarter-2023

Hexagon Composites ASA (HXGCF) reported a robust financial performance for the fourth quarter of 2023, with CEO Jon Erik Engeset announcing revenues of NOK 5.2 billion and an improved EBITDA margin of 9%.

https://www.investing.com/news/stock-market-news/earnings-call-hexagon-composites-reports-strong-2023-optimistic-on-2024-93CH-3305816


One company featured in this year’s OKGo campaign is Hexagon Purus, which has a 60,000 sq.-ft. plant in the airport business park where more than 1,000 battery-electric systems will be produced annually. 

Hexagon Purus has also signed a $2 billion deal with Hino Trucks, a Japanese firm, that could see the production of thousands of electric-powered heavy duty trucks using batteries made in Kelowna. 

https://www.kelownadailycourier.ca/news/article_020b80d6-cc52-11ee-90a5-5319889505ad.html

A Norwegian manufacturer focused on zero emission products will move ahead with plans to open a facility in Mesquite that could employ hundreds.

Hexagon Purus signed an agreement with commercial vehicle manufacturer Hino Motors in March 2023 and began its quest to find the right site for capacity to not only support existing contracts, but to grow. It also entered into a strategic agreement with Daimler Truck North America to incorporate Hexagon Purus technology into electric freightliners.

The Oslo-based company’s search led it to North Texas, where it will install lithium-ion batteries for its vehicle partners.

https://www.dallasnews.com/business/jobs/2024/02/16/norwegian-company-to-bring-up-to-250-jobs-to-mesquite/

https://bnnbreaking.com/tech/hexagon-purus-pioneers-zero-emission-mobility-solutions-in-mesquite-texas

I all hovedsak blir Hex straffet pga nedskrivning av eiendeler i Hexagon Purus...Litt morsomt med tanke på at eiendelene ikke er synliggjort i selskapsverdien til Hexagon Comp! Spesielt at dette også toppes med et kursfall på 20% i tillegg da...

Stadler has secured a deal with the State of California to construct an additional six hydrogen-powered trains. This agreement, an extension of a contract initially inked in October 2023, will bolster California’s fleet to a total of ten eco-friendly hydrogen trains.

The expansion follows Stadler’s previous announcement of an 80 million US dollars (approximately 75 million euros) order for four four-car hydrogen fuel cell trains for California State Transportation Agency (CalSTA) and Caltrans last autumn.

https://www.railtech.com/rolling-stock/2024/02/20/california-to-receive-6-more-stadler-hydrogen-powered-trains/?gdpr=deny

Fra 2020:

https://www.globenewswire.com/news-release/2020/11/06/2121714/0/en/Hexagon-Purus-to-supply-composite-high-pressure-cylinders-for-the-development-of-the-first-hydrogen-powered-commuter-train-in-the-U-S.html


https://www.pipeline-journal.net/news/eu-approves-eu69-billion-hydrogen-infrastructure-project-boosting-green-goals

Er vi på rock bottom nå?
Det går jo ikke krisedårlig med dem heller.

Hexagon Purus (HPUR).

1 146% oppside fra dagens sluttkurs (7.17 NOK) til ATH 4.januar 2021 (82.10 NOK).

Aksjen steg til ATH som en følge av langsiktig, tallfestet guiding for 2025, gitt ved børsnoteringen høsten 2020. Selskapet fastholdt og gjentok denne guidingen i forrige uke, under Q4 2023, 13.februar 2024. Ekstremt imponerende dette, spør du meg.

Guiding gitt høsten 2020, og altså gjentatt så seint som i forrige uke:

Omsetning 4 - 5 milliarder NOK og EBITDA break-even i 2025.

https://www.youtube.com/watch?v=dygYj9qn7i0

i 82 kr lå det litt grønn overhyping også:-)
Er enig med deg at det er solid at de holder guidingen fra 2020 og det er bare 1-2 år igjen til de er der.

WASHINGTON, D.C. – Following U.S. Senator Sherrod Brown’s (D-OH) push, the U.S. Department of Treasury agreed to revise its proposed rules for implementing the revised Section 48 Investment Tax Credit (ITC) of the Inflation Reduction Act to ensure the final language promotes the conversion of biogas into renewable natural gas to support American manufacturing innovation, the waste management industry, and American farmers.

https://www.brown.senate.gov/newsroom/press/release/sherrod-brown-successfully-pushes-treasury-fix-proposed-rule-support-american-biogas-manufacturing

https://www.sustainable-bus.com/cng-lng-bus/iveco-urbanway-cng-athens-greece-order-100/


13.november 2023:
https://www.guests.co.uk/iveco-s-way-6x2-cng/

The highly anticipated, industry-first big bore X15N engine delivers a range of long-haul applications similar to that of diesel. The X15N weighs less than our earlier 15L diesel models and significantly reduces emissions. Powered by natural gas – and in some cases, renewable natural gas (RNG) – the X15N is capable of meeting stringent EPA and CARB regulations in 2024 and 2027. With power ratings up to 500 hp and torque up to 1850 lb-ft, this heavy-duty engine brings the future of transportation to you.

https://www.cummins.com/engines/x15n-2024?v=4696


Discover how the U.S. Treasury's revision under the Inflation Reduction Act is propelling the biogas sector towards a greener future, transforming organic waste into renewable natural gas for sustainable energy production.

https://bnnbreaking.com/finance-nav/a-green-future-in-the-making-treasury-responds-to-lawmakers-for-biogas-boost

Below the X5’s floor, a massive pair of carbon-fiber-reinforced plastic tanks hold 6 kilograms of hydrogen, pressurized at a hydrogen industry standard of 700 bars (70,000 kilopascals).

https://spectrum.ieee.org/bmw-hydrogen-fuel-cell


Hexagon Purus joins forces with BMW, Bosch and TesTneT on project “FlatHyStor” to research innovative hydrogen storage system solutions for hydrogen-powered vehicles

February 03, 2022 10:35 ET|

https://www.globenewswire.com/news-release/2022/02/03/2378688/0/en/Hexagon-Purus-joins-forces-with-BMW-Bosch-and-TesTneT-on-project-FlatHyStor-to-research-innovative-hydrogen-storage-system-solutions-for-hydrogen-powered-vehicles.html

Hexagon Composites ASA: Hexagon Agility receives orders for Class 8 series trucks piloting the new Cummins X15N CNG engine

26.2.2024 07:00 • Cision •

Hexagon Agility, the world's leading provider of (renewable) natural gas fuels systems, confirms new orders for CNG / RNG fuel system installations on pilot trucks powered by Cummins' new X15N natural gas engine developed for the North American commercial truck market. These orders are destined for major fleets and cover two leading original equipment manufacturers (OEMs). The orders come in addition to existing pilots that are already on the road with Hexagon Agility fuels systems. Order books are now open

As of February, Kenworth Truck Company, one of the top three truck OEMs in North America, is the first to open its order books for trucks powered by the Cummins X15N engine.

Kenworth and Cummins have stated that trucks equipped with the X15N engine will be in serial production by mid-2024 with initial deliveries expected early in the third quarter.

Natural gas goes head-to-head with diesel in the heavy-duty sector

"The launch of the Cummins X15N, 15-liter engine will triple the addressable market for heavy-duty natural gas trucks over the next few years," says Eric Bippus, EVP Sales & Systems Development, Hexagon Agility. "This is a game-changer for our niche industry, enabling a powerhouse solution for Class 8 fleets traveling locally and cross country. The 15-liter delivers enhanced fuel efficiency and maximum uptime."

The highly anticipated, industry-first X15N natural gas engine by Cummins is designed to deliver a range of long-haul applications like diesel - while significantly reducing emissions. Powered by RNG/CNG the X15N is capable of meeting stringent EPA and CARB regulations in 2024 and 2027. With power ratings up to 500 hp (~370 kW) and torque up to 1850 lb.-ft, (~2500 Nm) the engine allows natural gas to go head-to-head with diesel in the heavy-duty sector.

Hexagon Agility expands capacity as more fleets are expected to "make the switch"

Hexagon Agility expects demand for the new engine will ramp-up gradually during 2024 and the Company's addressable market for natural gas long-haul trucks will increase at pace with the segment when this new engine is widely available.

Hexagon Agility's current capacity expansion program will substantially increase cylinder volumes for heavy-duty truck applications. Production start for the new line is set for the first quarter of 2025, to coincide with the increased market demand. Learn more in Hexagon's Q4 2023 results presentation (https://hexagongroup.com/news/hexagon-composites-asa-fourth-quarter-2023).

About the North America heavy-duty truck market

Approximately 330,000 heavy duty trucks are sold annually in the North American market[1].

100,000 of these trucks make up the addressable market for (renewable) natural gas (RNG/CNG) solutions currently. The 9- and 12- liter natural gas engines on the market are a good match for the usage patterns of these trucks - vocational and day cab regional haul applications, mainly. This is supported by a strong RNG/CNG filling station network of 1500+ stations across all key transport corridors in North America.

The introduction of the Cummins X15 will unlock the long-haul market segment for RNG/CNG that requires high horsepower applications and can demand a range of up to 1,300 miles/2,000 km (matching the capabilities of diesel). This adds 230,000 heavy duty trucks to the addressable RNG/CNG market annually.

https://www.nordnet.no/market/news/1009123782

Kjøpte HEX. Denne har falt alt for mye i det siste, og har startet klatringen mot 30 kroner +.

https://www.waste360.com/biofuel/clean-energy-turns-dfw-area-into-a-renewable-natural-gas-hub


https://www.fleetequipmentmag.com/cummins-to-launch-big-bore-natural-gas-engine/


https://bnnbreaking.com/world/france/frances-remarkable-shift-a-two-year-decline-in-gas-consumption-amid-rising-biomethane-production

Nordea Kursmål økes fra 30 til 33, spenstig å gjøre når kursen faller såpass mye tilbake.
Det reflekterer at noen tror på vekstmålene Hex selv tror på.

https://www.hydrogenfuelnews.com/biagi-bros-nikola-hydrogen-trucks/8563249/

https://carboncredits.com/nikolas-230m-raise-in-q4-and-the-hydrogen-revolution/


https://www.globenewswire.com/news-release/2021/04/29/2219300/0/en/Hexagon-Purus-selected-by-Nikola-Corporation-to-supply-hydrogen-cylinders-for-serial-production.html

Hexagon Agility expands CNG fuel system manufacturing plant

The company says a green future for trucking is close, and what's coming next could put fears over a lack of CNG power to bed.

By Kevin Linger
Published: Feb 28, 2024

https://www.fleetequipmentmag.com/hexagon-agility-expanding-tour/

DHL Expands Sustainable Fleet with 178 IVECO S-Way CNG Trucks, Aiming for Decarbonization

DHL advances its environmental goals with 178 IVECO S-Way CNG trucks, setting a new eco-friendly standard in parcel delivery and showcasing commitment to decarbonization.

Geeta Pillai
 29 Feb 2024 12:33 EST

https://bnnbreaking.com/tech/automotive/dhl-expands-sustainable-fleet-with-178-iveco-s-way-cng-trucks-aiming-for-decarbonization


Towards zero-emission transport between Nordics and Europe

Nordic Innovation has decided to support the Next Wave project for another period. The focus will now also be on developing emission free transport between the Nordics and Europe through hydrogen vehicles.

Published: 29.02.2024 Updated: 29.02.2024

https://www.nordicinnovation.org/news/towards-zero-emission-transport-between-nordics-and-europe

Det "alle har visst" når det gjelder Purus, samtidig som Topp 20 har økt, er nå (28.02.2024) synliggjort i short registeret, i form av 1 posisjon > 0.5%.

NO0010904923 HEXAGON PURUS ASA 1 400 500 0.50% 28.02.2024

https://ssr.finanstilsynet.no/

Hexagon Composites. Cummins samarbeider tett Hexagon Composites, sier Cummins.

Cummins at HELM of fuel agnostic engines in ‘Leap Ahead’ event

The fuel agnostic Cummins X15 engine was the crown jewel of the event, which also highlighted the company's HELM initiative.

By Kevin Linger
Published: Mar 1, 2024
...
Cummins says the current generation X15N (running on natural gas) offers up to 500 HP, and comes paired with an Eaton Cummins Endurant transmission. The company says this, along with Cummins-Meritor drive axles, make up the integrated powertrain that can be installed on new-order Kenworth and Peterbilt trucks, and will be available on Freightliner trucks in 2025.

When asked if Cummins has partnered with companies for spec’ing trucks with CNG fuel systems, the engine OEM noted that it has a joint venture with Cummins Clean Fuel Technologies, meaning it will be involved in both the manufacturing and spec’ing expertise that group brings to the table. Cummins added that it also works closely with Hexagon Agility—a supplier of CNG fuel solutions.
...
“The industry is changing,” said Brett Merritt, vice president for on-highway engines at Cummins. “Those of use who’ve committed to leading through the next couple of decades are preparing to see some of the largest changes, not just in our careers, but in generations.”

https://www.fleetequipmentmag.com/cummins-helm-fuel-agnostic/

Kenworth delivers industry’s first 15-liter natural gas-powered truck to UPS

posted by AJOT | Mar 01 2024 at 10:46 AM

https://www.ajot.com/news/kenworth-delivers-industrys-first-15-liter-natural-gas-powered-truck-to-ups

https://www.cummins.com/engines/x15n-2024


Hexagon Purus. Dyptpøyende intervju med CEO Morten Holum.

Hexagon Purus’s Clean Energy Revolution Unveiled in Exclusive Interview with CEO Morten Holum – A 2024 Vision

Mar 2024
John Larkin

Driving the Green Revolution – Hexagon Purus’s Visionary Leadership and Strategic Investments Propelling Clean Energy Innovation Globally in 2024

 In the fast-paced world of automotive innovation and sustainable energy solutions, Hexagon Purus – under the leadership of CEO Morten Holum – is leading the charge towards a cleaner, greener future. In an exclusive interview with Automotive Industries, Holum unveils the strategic investments from industry giants Mitsui and Hy24, which are set to turbocharge Hexagon Purus’s growth in the coming years.

https://www.ai-online.com/2024/03/hexagon-puruss-clean-energy-revolution-unveiled-in-exclusive-interview-with-ceo-morten-holum-a-2024-vision/

Hexagon Purus er en av de største eierne i Norwegian Hydrogen sammen med Flakk Gruppen, Mitsui, Fortescue, Tafjord og Hofseth.


Norwegian Hydrogen and partners secure €9 million EU grant for the Nordic Hydrogen Energy Valley project CONVEY

Norwegian Hydrogen, in collaboration with a consortium of ten partners, has secured a €9 million grant from the Clean Hydrogen Partnership for the development of an integrated green hydrogen value chain at the Port of Hirtshals in Denmark, with Norwegian Hydrogen serving as the project coordinator.

Press release
04/03/2024

The grant is financed under EU's research and innovation programme Horizon Europe under the call HORIZON-JTI-CLEANH2-2023 for Hydrogen Valleys (small scale).

The CONVEY project aims to establish an integrated hydrogen ecosystem at the Port of Hirtshals in Northern Jutland, Denmark. The project will utilize renewable energy from local wind turbines to produce hydrogen to help decarbonize the operations in the port. The project includes the construction of a 5 MW electrolyzer, a large-scale refueling station for heavy-duty transport, and distribution networks for hydrogen, oxygen, and heat. By focusing on the principles of circularity the project will ensure that all elements of the process are utilized efficiently and sustainably.


"By leading the CONVEY project, Norwegian Hydrogen is setting a benchmark for green hydrogen development in the Nordic region. Through CONVEY, we aim to significantly contribute to the transition towards a low-carbon economy in the entire region, reinforcing our commitment to innovation and environmental stewardship in the hydrogen sector."

Jens Berge, CEO Norwegian Hydrogen


A model for green ports

Spanning five years, the project aims to make the Port of Hirtshals a model for green ports by focusing on its decarbonization and sustainable transformation. By establishing a hydrogen closed-loop ecosystem, it will showcase a sustainable energy system that integrates local renewable energy sources for hydrogen production and distribution.

https://norwegianhydrogen.com/news/norwegian-hydrogen-and-partners-secure-eur9-million-eu-grant


https://norwegianhydrogen.com/who-we-are/our-story

Hexagon Agility Plans January Expansion to Meet X15N Demand

Natural Gas Fuel System Supplier to Expand Cylinder Manufacturing to North Carolina

Keiron Greenhalgh | Staff Reporter
March 5, 2024 5:17 PM, EST

NEW ORLEANS — Hexagon Agility plans to expand its manufacturing capacity early next year to meet anticipated demand for Cummins’ upcoming X15N natural gas-fueled engine, an executive at the fuel system supplier said March 4.

Costa Mesa, Calif.-based Hexagon Agility, which manufactures the pressurized cylinders and fueling systems required by natural gas-powered engines, plans to expand production of the composite cylinders that hold the gas to two sites, Executive Vice President of Sales and Systems Development Eric Bippus told Transport Topics.

Manufacturing of the cylinders currently takes place in Lincoln, Neb., but from January onward, Hexagon expects to begin production in Salisbury, N.C., too, he said on the sidelines of the 2024 Technology & Maintenance Council Annual Meeting and Transportation Technology Exhibition.

https://www.ttnews.com/articles/hexagon-cummins-expand-x15n

Purus har for meg ikke vært noe golden shot for å si det mildt!
Jeg synes fortsatt caset er bra, men når skal markedet få troa?

Jeg har også et stort papirtap, men har ikke gitt opp håpet om at det skal snu snart. Jeg tror HPUR assosieres for mye med hydrogen, og det er det fortsatt mange som er skeptiske til. Håper ledelsen snart får en anledning til å "reklamere" både for batteri og hydrogen. Det er jo nå produksjonen virkelig har startet.

Ja, de har jo allerede et bra grunnlag med ordrer, og det er vel nå fremover kapasiteten er på plass i de ulike fabrikkene.

Hexagon Composites ASA Expands as US Natural Gas Truck Market Prepares to Grow Threefold; To Participate in One of the Largest Small-Cap Conferences in the US

Mar 06, 2024

Oslo, Norway (6 March 2024) – Hexagon Composites ASA (“Hexagon Composites” or the “Company) (Oslo: HEX.OL), a world leader in Type 4 composite technology and vertically integrated fuel solutions with key competences in the assembly and installation of complete clean-fuel-systems, today announced the company, represented by David Bandele, Chief Financial Officer, will participate in Roth MKM’s upcoming 36th Annual Investor Conference, being held 17-19 March in California, USA. One of the nation’s largest conferences for small-cap companies. Conference attendees are encouraged to request a meeting through ROTH’s online conference platform or by contacting their ROTH representative.

https://hexagongroup.com/news/hexagon-composites-asa-expands-as-us-natural-gas-truck-market-prepares-to-grow-threefold-to-participate-in-one-of-the-largest-small-cap-conferences-in-the-us

CEO i Hexagon Purus sier til S&P Global Commodity Insights at han er mer optimistisk på selskapets vegne i dag, på kurs 6.19 NOK, enn han var på ATH kurs 82 NOK, tidlig i 2021. Og Holum gjentok og fastholdt da også guidingen gitt i forbindelse med børsnoteringen høsten 2020, som den gang altså sendte aksjekursen til 82 NOK, for 3 uker siden (under Q4 2023 presentasjonen). Så fortsettelsen her blir spennende...


ELECTRIC POWER | ENERGY TRANSITION - 06 Mar 2024 | 08:45 UTC - Insight Blog

Hydrogen mobility sector in more realistic phase: Hexagon Purus

Author Staff 
Commodity Electric Power,  Energy Transition
Topic Energy Transition

Energy transition highlights: Our editors and analysts bring you the biggest stories from the industry this week, from renewables to storage to carbon prices.

The outlook for hydrogen storage and transport demand in the mobility sector is improving as the industry emerges from a period of high interest rates, inflation and scaling-up challenges, storage cylinder producer Hexagon Purus CEO Morten Holum told S&P Global Commodity Insights.

Holum said the green hydrogen market had entered a "more realistic" phase, and he was more confident in the outlook now, even compared with the early 2020s when enthusiasm for the clean energy carrier pushed shares in hydrogen-oriented companies to astronomic heights.

"I'm more confident now than I was three, four years back, even during the hype, that we're on the right track," Holum said in an interview.

Momentum for hydrogen mobility is now on a surer footing globally, with government policy widely established to drive market uptake, he said.

https://www.spglobal.com/commodityinsights/en/market-insights/blogs/energy-transition/030624-et-highlights-hydrogen-storage-transport-demand-mobility

Takk, da er det en til som har tro på selskapet:-)

Stor begivenhet for Nikola like etter børsslutt i USA i går. Hexagon Purus er som kjent leverandør av tank-/drivstoffsystemer til Nikola.

Nikolas fremganger legger også press på øvrige OEMs med ambisjoner innen hydrogen. Så spennende å se hvilken OEM som blir den neste som etterhvert legger inn ordre om tank-/drivstoffsystemer fra Hexagon Purus til serieproduksjon av hydrogendrevet tungtransport.


IMC UNVEILS DESIGN OF ITS 50 NIKOLA HYDROGEN FUEL CELL ELECTRIC TRUCKS AT GRAND OPENING OF SUSTAINABLE FACILITY

Thu, March 7, 2024 at 10:05 PM GMT+1·5 min read

IMC showcases zero-emission technology and celebrates their west coast sustainability initiative at state-of-the-art Compton facility

PHOENIX, March 7, 2024 /PRNewswire/ -- Nikola Corporation (Nasdaq: NKLA), a global leader in zero-emissions transportation and energy supply and infrastructure solutions, via the HYLA brand, proudly marked a significant milestone as IMC, the largest marine drayage company in the U.S., unveiled the inaugural livery that will adorn its fleet of 50 Nikola hydrogen fuel cell electric trucks.

https://finance.yahoo.com/news/imc-unveils-design-50-nikola-210500859.html


Nikola in the Spotlight: Unveiling New Hydrogen Trucks, Top-Tier Partnerships and Strategic Moves

March 8, 2024 0 By FRANKIE WALLACE

https://www.hydrogenfuelnews.com/nikola-new-hydrogen-trucks-imc/8563523/

Opptak av RNG som drivstoff vokser raskt og knuser alle forventninger.

Kjempenyheter for Hexagon Composites's Hexagon Agility dette selvsagt. Såvel når det gjelder mobile pipeline som tank-/drivstoffsysyemer til tungtransport.


RNG Surpasses CNG in Total Natural Gas Consumed

NEWS PROVIDED BY
EIN Presswire
Mar 07, 2024, 8:00 AM ET

PENN VALLEY, PA, US, March 7, 2024 /EINPresswire.com/ -- Renewable natural gas (RNG) surpasses CNG in terms of total natural gas consumed by vehicles, according to BloombergNEF’s Sustainable Energy Factbook, released this month. The data confirms that the move to RNG from CNG is happening much faster than anticipated. The same study noted that “17 gas utility companies now have regulatory approval to sell renewable natural gas”.
...
The use of RNG on roads is expected to expand, in part due to new technology. Cummins is rolling out its X15N engine this year after customer testing in 2023. It’s the first 15-liter natural gas engine fit for heavy-duty trucks and long-haul applications. The company has described the engine as comparable to diesel engines with the same applications, and said it can run on RNG, opening up a new market for the fuel.

That rising demand is good news for farmers with RNG facilities as well as landfill operators and looking to cash in on the biogas produced by decomposing organic materials.

Newly-released data from the American Biogas Council (ABC) indicates that 2023 was the third year of record growth across the U.S. biogas industry,[1] with nearly 100 new projects coming online last year— representing $1.8 billion in capital investments. ABC expects this growth to continue into 2024, with more than 100 new projects already projected to go into operation this year.

https://fox2now.com/business/press-releases/ein-presswire/693825614/rng-surpasses-cng-in-total-natural-gas-consumed/

Takk for informasjonen du kommer med:)

👍

Har de siste dagene forøvrig også tatt en liten post i utbombede Nikoloa p.g.a. selskapets Purus connection og feelingen av at godt er i vente der.

Er visst 30 - 40% short i den askjen så risky, men forhåpentligvis enda mer risky for shorterne 🤞

Purus-ledelsen har svart på spørsmål om Nikola under diverse Q & As i forbindelse med kvartalspresentasjoner, og har svart at man kun har positive erfaringer med selskapet.

'RNG revolusjonen'. Nå går snart (også) toget (på RNG).


RailNews

Renewable Natural Gas Road Locomotives Being Built in Texas

This article was posted on: March 11, 2024
By Eric Berger

A new entry has appeared in the drive to develop an environmentally-friendlier locomotive and it features an eye-catching appearance that is different by design. OptiFuel Systems has announced plans to test a prototype road locomotive and powered tender fueled by Renewable Natural Gas that will be capable of producing combined power up to 7,500 hp.

The U.S. Department of Energy defines RNG as an advanced biofuel and a “pipeline-quality gas that is fully interchangeable with conventional natural gas” and which “can be used as a transportation fuel in the form of compressed natural gas or liquefied natural gas. It is sometimes referred to as biomethane, a biogas purified of non-methane components, derived from decomposing organic material.

Anticipating a growing market for road locomotives that meet increasingly tighter emissions restrictions, Optifuels said its “locomotive will have ZERO Well-to-Wheel nitrogen oxides and particulate matter criteria emissions and Negative Carbon Intensity while simultaneously improving fuel cost and operating range by 25 percent.”

https://railfan.com/renewable-natural-gas-road-locomotives-being-built-in-texas/

Department of Energy

Biden-Harris Administration Releases First-Ever National Strategy to Accelerate Deployment of Zero-Emission Infrastructure for Freight Trucks

MARCH 12, 2024

WASHINGTON, D.C. – The Biden-Harris Administration today released the National Zero-Emission Freight Corridor Strategy. Developed by the Joint Office of Energy and Transportation and U.S. Department of Energy (DOE), in collaboration with the Department of Transportation (DOT) and the Environmental Protection Agency (EPA), the Strategy will guide the deployment of zero-emission medium- and heavy-duty vehicle (ZE-MHDV) charging and hydrogen fueling infrastructure from 2024 to 2040. The Strategy is designed to meet growing market demands by targeting public investment to amplify private sector momentum, focus utility and regulatory energy planning, align industry activity, and improve air quality in local communities heavily impacted by diesel emissions.

“For over a century, petroleum-fueled freight has transported vital food and resources to American families but at the same time, these vehicles have also contributed to lower public health, especially in densely populated communities,” said U.S. Secretary of Energy Jennifer M. Granholm. “The Biden-Harris Administration is addressing this issue head-on with innovative strategies to transform freight so it not only supports American families and businesses, but also protects the environment for future generations.”

https://www.energy.gov/articles/biden-harris-administration-releases-first-ever-national-strategy-accelerate-deployment

Hydrogen Energy Storage System Market to See Huge Growth in 2024 with a CAGR of 71.6%

03-15-2024 08:36 AM CET | Energy & Environment
Press release from: USD Analytics
...
The global Hydrogen Energy Storage System market is poised to register a 71.6% Compounded Annual Growth Rate (CAGR) between 2024 and 2030.
Market Definition:

The Hydrogen Energy Storage System Market refers to the sector focused on the development, production, and deployment of storage systems that utilize hydrogen as an energy carrier. These systems store excess renewable energy generated from sources such as wind or solar power by converting it into hydrogen through electrolysis, which can later be converted back into electricity through fuel cells or other methods, providing a reliable and sustainable energy storage solution.
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https://www.openpr.com/news/3431280/hydrogen-energy-storage-system-market-to-see-huge-growth-in-2024

Børsmelding.

Hexagon Composites ASA: Total Return Swap agreement extended

15.3.2024 16:41 • Cision • 

15 March 2024: Hexagon Composites refers to the Stock Exchange announcement from 29 June 2023 where a Total Return Swap ("TRS") agreement with the Company's Nordic banking partners was described. The TRS agreement has been extended to 31 March 2025 at the same terms and conditions. Hexagon Composites' financial exposure in Hexagon Purus remains unchanged at 120,101,133 shares, equivalent to 43% of total shares while the ownership and voting rights are equal to approximately 38%.

https://www.nordnet.no/market/news/1009307358


Fra børsmelding 29.juni 2023:
...
Total Return Swap (“TRS”) agreement

The Company has entered into a TRS agreement with its Nordic banking partners, with financial exposure to 13,839,872 shares, equivalent to 5% of Hexagon Purus’ issued shares. The price under the TRS agreement is 19.80 NOK and the expiry date of the agreement is 28 June 2024.

Following the sale of 5% shares under the TRS agreement to the Nordic banks, Hexagon Composites’ financial exposure in Hexagon Purus remains unchanged at 120,101,133 shares, equivalent to 43% of total shares while the ownership and voting rights will be equal to approximately 38%.

The proceeds from the TRS will improve Hexagon’s capital structure and liquidity.

https://www.nordnet.no/market/news/1008106838

noen tanker om kursen og HEX fremover?
Kjøpte meg litt opp da jeg syntes ikke resultatet var så ille nå sist, men ser at alle solgte seg nedover. Tenker nå å ta tapet,men ser at ca 19 har vært bunn flere ganger
nettoresultatet og kontantstrøm forbedret seg betraktelig i 2023 noen ganger er det vel sånn at man må innrømme for seg selv at man har bommet.

Er sikker på den kommer tilbage. Så snart renten begynder at falde vil troen komme tilbage. Tålmodighed lønner sig i de fleste tilfælde. Købte ved kurs 25 og har ikke tænkt mig at sælge. Er dog langsigtet og tænker minimum 10 år frem hvor jeg er sikker på den har mangedoblet sig

Adg. Hexagon Composites.

Som du selv skriver, forbedrede resultater i 2023 og meget spennende utsikter f.o.m. 2.halvår 2024 relatert til gassmotoren Cummins X15N som nå er lansert i Nord-Amreika, 'belønnes' med kursfall av markedet... Som jeg har dokumentert på denne tråden tidligere, uttaler Cummins at man jobber tett sammen med Hexagon Composites når det gjelder X15N.

Forøvrig befinner vel realtime kurs seg nå under kursmålet til selv analytikeren som bringer de aller dystreste spådommer om denne til torgs etter å ha tittet inn i krystallkulen sin. Sparebanken Markets, såvidt jeg husker.

Er langt sikrere på at Hexagon Group selskapene vil nå resultatene man guidet for 2025, så langt tilbake som høsten 2020, i dag enn jeg var da aksjekursene ble notert til ATH tidlig i 2021. Ja, HEX løftet vel også sin guiding for 2025 første gang gitt i 2020 noe under Q4 2023 nå i februar (fra omsetning 5-6 milliarder NOK og EBITDA 15% til omsetning > 6 milliarder NOK og EBITDA 15%). Når det gjelder Hexagon Purus, er faktisk oppsiden til ATH (82.10 NOK) fra dagens realtime (5.84 NOK), smått utrolige 1406% til tross for at selskapet gjentok guidingen som i 2021 altså sendte kursen til ATH (omsetning 4-5 milliarder NOK og break-even EBITDA i 2025) så sent som for en måneds tid siden (under Q4 2023 presentasjonen i februar)...


Nyhet relatert til Hexagon Purus, en av hovedeierne i Norwegian Hydrogen.

Equipment deliveries start at Norwegian hydrogen hub

By Charlie Currieon Mar 19, 2024
NEWS  POWER

Norwegian Hydrogen has started taking deliveries of equipment for its 1.3 tonne-per-day (tyd) hydrogen hub in Hellesylt.

With installation and commissioning preparation set to take place over the coming months, the company says it expects to have received all plant equipment including electrolysers, compressors, storage and refuelling within the next few weeks.

Situated on the banks of the UNESCO World Heritage Geiranger fjord, the production hub will require 3MW of energy, which Norwegian Hydrogen says will be primarily powered by local hydropower plants.

Hydrogen produced at the site is expected to be used to fuel maritime and land-based applications.

https://www.h2-view.com/story/equipment-deliveries-start-at-norwegian-hydrogen-hub/2107714.article/

https://norwegianhydrogen.com/who-we-are/industrial-owners

Hexagon Purus ASA: Integrated Annual Report 2023
March 19, 2024 15:00 ET

Source: Hexagon Purus ASA

https://www.globenewswire.com/news-release/2024/03/19/2848934/0/en/Hexagon-Purus-ASA-Integrated-Annual-Report-2023.html

Hexagon Purus

Jeg tror denne har stort potensiale.
Lav kurs nå som vil være god inngang om man har litt horisont.

Jeg synes de leverer som lovet.

Anbefaler å se webcast fra Q4
https://www.youtube.com/watch?v=dygYj9qn7i0

Den globale sværingen Mitsui er største eier i Hexagon Composites og 3.største eier i Hexagon Purus.

Er bare å krysse fingrene for at dette potensielt storskala samarbeidsprosjektet med den brasilianske energikjempen Petrobas vil bære frukter.

Isåfall sier det vel nærmest seg selv at dette samarbeidet vil generere signifikante businessmuligheter, for begge Hexagon Group selskapene.


Petrobras signs agreement with Mitsui to evaluate low-carbon business opportunities

March19, 2024

Petróleo Brasileiro S.A. – Petrobras informs that it has signed a Memorandum of Understanding with Mitsui & Co. (Brasil) S.A. for a non-binding assessment of low-carbon business opportunities in Brazil. The agreement was signed during CERAWeek, a global energy conference being held in Houston, USA.

The partnership involves evaluating potential opportunities for the production of sustainable hydrogen and its derivatives, the use of biomethane, and CO2 capture, transportation and storage (CCS). Mitsui & Co. is a global trading and investment company with a presence in more than 60 countries and a diversified business portfolio covering a wide range of sectors.

The Memorandum of Understanding is aligned with the low-carbon segments prioritized in the 2024-28+ Strategic Plan, which aim to prepare Petrobras for a more sustainable future, contributing to a just energy transition.

https://brazilenergyinsight.com/2024/03/19/petrobras-signs-agreement-with-mitsui-to-evaluate-low-carbon-business-opportunities/

Ja, slutter meg veldig til det du skriver, ikke minst oppfordringen om å se webcasten fra Q4 2023, 13.februar. At Holum fortsatt gjentar guiding for 2025 (4-5 milliarder omsetning og EBITDA break-even), første gang gitt til markedet høsten 2020 (!), er rett og slett direkte imponerende og veldig bullish ettersom han jo samtidig slår fast at opptaket av hydrogen innen tungtransport er noe skjøvet frem i tid, jevnført med det man estimerte i 2020. Purus-sjefen tror altså man kommer til å leverere på estimatene til tross for at vekst innen et, for selskapet, sentralt forretningsområde kommer senere enn først estimert. Bull!

På yahoo messageboard postes det i dag at det norske Oljefondet nå kjøper mer Nikola. Tanker m/tilhørende drivstoffststemer til Nikolas hydrogendrevne tungtransportkjøretøy er det Hexagon Purus som leverer. Flakk kjøpte vel 2 millioner Purus-aksjer på kurser 10 NOK++ så sent som i desember 2023 mens Topp 20 suksessivt øker litt og litt og i dag sitter på 83.71% av aksjene, ifølge siste publiserte aksjonæroversikt. Sluttkurs i dag: 5.77 NOK.

Så hva konkluderer jeg så dette med? Jo, mistenker at det er 'ugler i mosen' på ferde i denne nå, etter min mening, svært potente aksjen som får liten eller ingen oppmerksomhet i markedet og dermed går langt, langt under radaren til de alller, aller fleste. Kjøper litt nå og da, forsøksvis disiplinert.

Hexagon Purus. Hexgon Purus er en av hovedeierne i Norwegian Hydrogen.


Press release

Norwegian Hydrogen unveils expansion into Finland with a new hydrogen production plant in Tornio

Norwegian Hydrogen AS finally discloses some of their ambitions in Finland, by announcing an important green hydrogen project in Tornio. Tornio has been selected as one of Norwegian Hydrogen's locations for production of green hydrogen in Finland, and a 20-hectare area in the Arctic North industrial area has already been reserved for the company.

In 2023, Norwegian Hydrogen established its wholly owned subsidiary, Vireon, as the leading provider of hydrogen refueling for heavy-duty transport in the Nordic region. Vireon is actively engaged in developing and constructing hydrogen fueling infrastructure, first of all throughout the Nordic region. While Vireon’s plans in Finland have been known for some time, Norwegian Hydrogen’s activities related to the production of green hydrogen and green hydrogen derivatives have not been announced until now.

Our venture in Finland is very important for Norwegian Hydrogen, marking our commitment to contribute to the development of a sustainable society and economic vitality in the entire Nordic region.

Simen Skaare Eriksen, Chief Commercial Officer of Norwegian Hydrogen

https://norwegianhydrogen.com/news/expansion-into-finland-tornio