Har du noen kilde til at Clearstream laster opp?
Poenget er at Nel, slik jeg ser det, er avhengig hva Clearstream vil, nel må satse stort i usa nå, ellers blir de forbikjørt av Cummins som er et amerikansk selskap, nel må ta en investeringsbesluning nå.
Clearstream vil sannsynligvis delta i en emisjon der de får det meste av aksjene med stor utvanning til følge.

Nel kan ikke drives av statsstøtte og incentiver. Er ikke selvbærende og det er langt igjen hvis de noen gang blir det?

Spent på q3 - marginene er på vei opp. Ikke sikkert det går i pluss denne gangen men mulig q1 2024.

Klimaendringene kommer til å bli så voldsomme at samfunnet ikke har noe valg. Folk flest skjønner ikke hvor raskt klimaendringene skjer. I hvertfall ikke blårussen i finanssektoren som går i takt med oljebransjen. De kommer til å spise hatten sin en dag. Sahara flytter seg til Europa ved 2 graders økning. Vi er på god vei dit.

Hydrogen kommer til bli essensielt framover - USA har tydeligvis skjønt det. Verre er det her på berget.

Hvordan er marginene der borte da vs Nel?

Økonomidirektøren i nel sa på hegnar tv at det var mulig å få overskudd i 2025. Men du vet kanskje noe som han ikke vet?

Når var det Jon André Løkke for en del år tilbake sa at NEL skulle begynne å gå med overskudd? Var det fra 2018?

He-he, hva var det han visste som vi andre ikke visste?

Alle som har vært en tid i aksjemarkedet vet at når direktører i typiske emisjonsselskaper som NEL begynner å snakke om overskudd en gang i fremtiden, så skal man ta det med en bøtte salt.

Neste emisjon kan man tenke seg er på 5 kr hvis ikke lavere. Trenger penger nå og må gi betydelig rabatt skal de klare å hente inn.

Norske analytikere har i det siste påstått at det er overkapasitet på elektrolysører. Faktum er at kapasiteten ikke er i nærheten av hva som trengs for å å nå 1,5 graders målet.

To scale “green” hydrogen to make its contribution to limiting warming to 1.5C, electrolyser capacity needs to grow 6,000-fold by 2050 from today’s levels of 600MW, according to the IEA’s Net-Zero emissions by 2050 scenario.

Our findings suggest that, even if electrolyser capacity grows as quickly as wind and solar power, it is still likely to fall short of this trajectory. It would supply less than 1% of final energy until 2030 in the EU and 2035 globally – well below the requirements in 1.5C scenarios.

https://energypost.eu/green-hydrogens-6000-fold-scale-up-by-2050-must-far-exceed-wind-and-solars-is-it-possible/

STATKRAFT OG NEL HAR TIDLIGERE INNGÅTT PARTNERSKAP. NÅ SKAL STATKRAFT SAMARBEIDE MED AKER.

AKH: Aker Horizons and Statkraft join forces to develop large-scale green ammonia project in Narvik

Statkraft, Europe's largest producer of renewable energy, has joined Aker
Horizons as a partner on the large-scale green hydrogen and ammonia project in
Narvik, Norway.
The plant under development at Kvandal in Narvik has a planned capacity of up to
600 MW and will be one of the first large-scale plants for green ammonia in
Europe, with an expected production of 1,000 - 1,500 tonnes per day. The project
aims to reach final investment decision in 2025 and plans to start commercial
operations in 2028.
The project team from Statkraft and Aker Horizons will develop and mature the
project together, with the aim of establishing a jointly owned company, Narvik
Green Ammonia DA. Aker Horizons has so far signed letters of intent with several
major European energy, industrial and chemical companies. Narvik Green Ammonia
will also look for opportunities for collaboration with possible offtakers in
Norway, for example within the maritime industry. The project entered into a
long-term power agreement with Statkraft before the summer and will work
actively to secure a cost-effective concept for the plant and the entire value
chain, ahead of the next decision point in the middle of next year.
Securing long-term sales agreements, and further reducing costs and risks in the
project will be important prerequisites in the next project phase to make the
project competitive in the market that is being established for green ammonia
and hydrogen in Europe.
"A partnership between Statkraft and Aker Horizons makes for a powerful
combination. The companies complement each other well and share a common
ambition to provide a significant contribution to the green transition and the
development of green industry and jobs," says Knut Nyborg, Head of Aker Horizons
Asset Development.
"Collaborating with Aker Horizons to develop a large-scale green ammonia project
in Narvik fits well with our ambition to become a significant player in the
market for green hydrogen and hydrogen-based energy products. Statkraft wants to
build new green industry based on renewable energy. Through the production of an
industrial product such as green ammonia, we can contribute both to cutting
emissions, driving the transition necessary and creating jobs locally," says
Bjørn Holsen, SVP for Hydrogen in Statkraft.
Demand for hydrogen and hydrogen derivatives such as ammonia is expected to grow
significantly in the coming decade, notably as fuel for heavy duty transport and
shipping, and to decarbonize industry that currently uses fossil fuels or
hydrogen produced from fossil fuels. By replacing such hydrogen with hydrogen
produced from renewable electricity through electrolysis, i.e. green hydrogen,
greenhouse gas emissions can be significantly reduced. The EU has set a target
to produce 10 million tonnes and import 10 million tonnes of green hydrogen by
2030. Germany is introducing support schemes that will increase end-users'
willingness to pay the premium for green hydrogen, which is currently more
expensive than hydrogen produced from fossil fuels.
"The Norwegian and German governments have established a joint Task Force to
work on enabling the large-scale supply of hydrogen from Norway to Germany by
2030. The partnership established between Statkraft and Aker Horizons
constitutes an important step forward in positioning Narvik Green Ammonia to
contribute to this supply," says Sverre Isak Bjørn, Asset Development Director,
Aker Horizons.
The site at Kvandal is being prepared and developed with a clear plan to
facilitate the establishment of additional green industry.
ENDS
For more information, please contact:
Marianne Stigset, Communications, Tel: +47 41 18 84 82
marianne.stigset@akerhorizons.com
Stian Andreassen, Investor Relations, Tel: +47 41 64 31 07
stian.andreassen@akerhorizons.com
Bjørn Holsen, SVP Hydrogen, Tlf: +47 41553715
bjornnikolai.holsen@statkraft.com
Geir Fuglseth, Communications, Tel: +47 913 70 572
geir.fuglseth@statkraft.com
About Aker Horizons
Aker Horizons develops green energy and green industry to accelerate the
transition to Net Zero. The company is active in renewable energy, carbon
capture and hydrogen and develops industrial-scale decarbonization projects. As
part of the Aker group, Aker Horizons applies industrial, technological and
capital markets expertise with a planet-positive purpose to drive
decarbonization globally. Aker Horizons is listed on the Oslo Stock Exchange and
headquartered in Fornebu, Norway. Across its portfolio, the company employs
approximately 1,100 people in 18 countries on five continents.
www.akerhorizons.com
Om Statkraft
Statkraft is a leading company in hydropower internationally and Europe's
largest producer of renewable energy. The group produces hydropower, wind power,
solar power, gas power and supplies district heating. Statkraft is a global
company in energy market operations. Statkraft has 5,700 employees in 21
countries. www.statkraft.com

Nel opp over 7% på tradegate i kveld. Godt over 8 kr på Oslo børs i morgen?

https://www.tradegate.de/orderbuch.php?isin=NO0010081235

EU-landa skal kutte utslepp frå tungtransport kraftig innan 2040 Måndag kveld blei EUs klimaministrar samde om å kutte utsleppa innan tungtransporten med 90 prosent innan 2040. Vedtaket inneber ein gradvis reduksjon av utsleppa frå nye køyretøy. Det vil seie at lastebilar, semitrailerar og bussar må over frå bensin og diesel til elmotor og hydrogen. No skal saka opp for EU-parlamentet.

NEL: STYREMEDLEM CHARLOTTA FALVIN KJØPT 46.000 AKSJER, KURS 8,01
Oslo (Infront TDN Direkt):

Styremedlem Charlotta Falvin i Nel har kjøpt 46.000 aksjer i selskapet til kurs 8,01 kroner, ifølge en melding torsdag.

Falvin eide ikke aksjer i Nel før kjøpet.