Spenningen og trøkket rundt Nikola-aksjen fortsetter!

Var opp over 30% intradag i går, og endte opp +16.69%. Og i skrivende stund er aksjen opp +7.63% i premarket.

Hypen har altså sin årsak i at Nikola er 'first mover' innen hydrogendrevet tungtransport, og at mottakelsen av kjøretøyene i markedet tilsynelatende er så god som det kan virke blant kunder, er jo selvsagt glimrende nytt og ditto cred også for Hexagon Purus som jo altså er leverandøren av av helt essensielle komponenter - drivstoffsystemene til kjøretøyene.

https://finance.yahoo.com/quote/NKLA/

Og i bakhodet her har vi selvsagt kjempenyheten som Purus og Toyota allerede har annonsert, om leveranser av tilsvarende drivstoffsystemer fra Purus til Toyota når kjempen begynner sin produksjon av hydrogendrevet tungtransport i 2025.

https://www.nordnet.no/market/news/2b470052-d361-4315-a7a2-2819910d3603

Skal bli litt spennende å følge utviklingen i Nikola fremover, som 'frontrunneren' innen hydrogendrevet tungtransport.

Aksjen er jo utbombet så det rekker (dessuten omvendt splitt 1-for-30), men reagerte positivt på gårsdagens gode nyhet (var en stund +20%++ intradag) , og er inntil videre opp i premarket i dag.

Største aksjonær er vel forøvrig Det Norske Oljefondet...

https://finance.yahoo.com/quote/NKLA/

Gode nyheter.

Stadig flere Nikola hydrogendrevne tungtransporter med drivstoffsystemer levert av Hexagon Purus ruller på nord-amerikanske veier.

Solgte enheter i Q2 2024 kom ut 'above the high end of truck sales guidance'.


NIKOLA WHOLESALES 72 HYDROGEN FUEL CELL TRUCKS FOR NORTH AMERICAN CUSTOMERS IN Q2 2024, EXCEEDS SALES GUIDANCE

NEWS PROVIDED BY
Nikola Corporation 
Jul 02, 2024, 08:05 ET

PHOENIX, July 2, 2024 /PRNewswire/ -- For Q2 2024,  Nikola

Corporation (Nasdaq: NKLA), a global leader in zero-emissions transportation and energy supply and infrastructure solutions, via the HYLA brand, wholesaled 72 Class 8 Nikola hydrogen fuel cell trucks, above the high end of truck sales guidance of 60 units.  

For the first half of 2024, Nikola wholesaled 112 hydrogen fuel cell trucks.

"We have maintained our 2024 momentum with solid wholesale numbers, new customers such as Walmart Canada, and repeat customers like 4GEN and IMC, purchasing vehicles through our dealer network," said Nikola CEO Steve Girsky. "We are firmly on the field and are continuing to secure our first-mover advantage in zero-emissions Class 8 trucks in North America, as well as with our HYLA hydrogen refueling solutions."

All Nikola trucks are assembled in Coolidge, Ariz.

https://www.prnewswire.com/news-releases/nikola-wholesales-72-hydrogen-fuel-cell-trucks-for-north-american-customers-in-q2-2024-exceeds-sales-guidance-302187764.html

chatgpt

"Walmart Canada operates a substantial fleet to manage its logistics. The company has around 10,000 tractors and 80,000 trailers in its North American operations, including Canada​ (electrive.com)​. In line with its sustainability goals, Walmart Canada is gradually transitioning to an electric fleet, starting with the introduction of three electric semi-trucks in British Columbia​ (Walmart Canada)​​ (Truckstop Canada)​. This move is part of Walmart's broader plan to electrify its entire fleet and achieve zero emissions by 2040​ (Walmart Sustainability Hub)​."

Nå begynner dette virkelig å bli moro, sett gjennom brillene til en Hexagon Purus aksjonær.

Vi snakker her foreløpig om EN hydrogendrevet tungtransport med drivstoff-/tanksystemer levert av Hexagon Purus til en 'major retailer'.

Men samtidig er det altså Walmart som tar dette kjøretøyet i bruk. Walmart som trygt kan kalles en bjellesau, og som med egne ord uttrykker at “Walmart Canada has an ambitious plan to power 100% of our fleet with alternative power".


Walmart Canada Becomes the First Major Retailer in Canada to Introduce a Hydrogen Fuel Cell Electric Semi-Truck

Published June 27, 2024

MISSISSAUGA, ON – June 27, 2024 – Walmart Canada’s new hydrogen fuel cell-powered electric semi-truck is now on the roads in Mississauga, Ontario as the retailer continues its ambitious journey towards a 100% alternatively-powered fleet.

Walmart Canada is the first major retailer in Canada to introduce a hydrogen fuel cell electric semi-truck to its fleet. Operating with zero tailpipe emissions, the Nikola Hydrogen Fuel Cell EV Class 8 tractor has a range of about 800 kilometres and on average can avoid 97 metric tons of CO2 tailpipe emissions annually according to the manufacturer.* According to Nikola, Walmart Canada is also the first retail fleet to operate one of these trucks in North America.

The introduction of trucks powered by hydrogen fuel opens the door to longer-haul travel with alternative power, extending the range that’s currently possible with the fleet’s electric options. This first hydrogen FCEV was sourced by Etobicoke, Ontario-based ITD Industries Inc., an industry-leading transportation solutions provider, and will be deployed in Ontario for longer-haul trips.
...
The Nikola hydrogen fuel cell electric semi-truck carries high-pressure gaseous hydrogen onboard in specialized tanks, similar to how a conventional truck carries diesel. The hydrogen then runs through the fuel cell stack, which is converted to electricity by combining it with oxygen, with water vapor as the only byproduct. This electric power is transferred to the high-voltage power-net, which can charge the on-board batteries, and transfer power to the pavement via an e-axle with integrated electric motors.

https://www.nikolamotor.com/walmart-canada-becomes-the-first-major-retailer-in-canada-to-introduce-a-hydrogen-fuel-cell-electric-semi-truck

Spennende nyhet. Ting skjer. Cellcentric er et joint venture mellom Daimler og Volvo.


Daimler Truck and Volvo open hydrogen fuel cell manufacturing plant for trucks

27 June, 2024 10:50

German company Cellcentric&Co KG has opened a hydrogen fuel cell manufacturing plant for heavy trucks in the city of Eslingen-Plienzauvorstadt

For now, this will be pilot production, and large-scale deployment is planned for the end of the decade, when hydrogen main tractors are expected to become the basis for the development of environmentally friendly heavy-duty transport.

The enterprise with a total area of 10,300 square meters employs 100 people. A high level of automation is used here. In addition to development and production, Cellcentric also plans to provide a full range of services for the maintenance and repair of hydrogen fuel systems.

There will also be a lot of attention paid to the precise use of resources. This includes the reuse of decommissioned systems for applications in other lower-requirement areas.

Specifically, it is about restoring fuel cell modules to a new state through a complete overhaul. As well as the recovery of raw materials and their reuse through processing.

It should be noted that in May 2024, at ACT Expo in Las Vegas, the company Cellcentric showed its latest NextGen hydrogen fuel cell system. In addition, its fuel cells of the BZA150 generation have been tested on the track of Daimler Truck and Volvo tractors.

The start of NextGen production is scheduled for the end of the decade. Cellcentric & Co KG is a joint venture between Daimler Truck and the Volvo Group, established in 2021 to develop and promote hydrogen technologies.

https://fakti.bg/technozone/892129-daimler-truck-i-volvo-otkriha-zavod-za-proizvodstvo-na-vodorodni-gorivni-kletki-za-kamioni


Cellcentric

https://cellcentric.net/en/

Interessant er nyheten vi implisitt får i Forbes-artikkelen om at "Norwegian Hydrogen, FirstElement Fuel Inc., and Mitsui & Co., Ltd. have formed a partnership to develop a joint hydrogen refueling infrastructure"! Se mitt forrige innlegg her på tråden for mer.

Store spillere spiller sammen og alt synes å gå rett vei for tiden, og når det gjelder hydrogendrevne tungtansportkjøretøy, vet vi jo at Hexagon Purus jobber tett med størrelser som Toyota og Ford. Så tror også vi har mye å se frem til, i tiår fremover.

Ingen tvivl om at dette bliver stort. Se værdiansættelsen af HPUR. Her er meget at konme efter i årene fremover. En super indgang nu hvis man er long 🤑🤑🤑

Fantastisk god nyhet:)

Hexagon Purus er en av hovedeierne i Norwegian Hydrogen. Norwegian Hydrogen er eneeier av Vireon som her har fanget Forbes's interesse.

Flott artikkel, som helt klart bekrefter følelsen av at store ting er under oppseiling. Og i treenigheten Norwegian Hydrogen, Vireon og Hexagon Purus har man jo hele verdikjeden innen hydrogen samlet i en enhet! Produksjon og infrastruktur i henholdsvis Norwegian Hydrogen og Vireon og lagring, transport samt produksjon av nøkkelteknologi og -produkter for kjøretøyer, i regi Hexagon Purus.

Gjengir en del fra artikkelen her, men der er mye mer så artikkel anbefales lest i sin helhet.

Og som jeg har spekulert litt i ved tidligere anledninger, får vi her også bekreftelsen på at Hexogon Purus mottar ordrer fra, og gjør business med, Vireon.


FORBESINNOVATIONTRANSPORTATION

When In Nordics All Roads Lead To Vireon: H2 In Three Countries

David Blekhman Contributor

I am a professor at Cal State LA and the technical director for the Hydrogen Research and Fueling

Jun 12, 2024,06:45am EDT

As discussed in one of my previous articles, Norwegian Hydrogen established Vireon AS, a hydrogen fueling infrastructure brand with the aim of becoming the leading operator of hydrogen refueling stations for heavy duty transport in the Nordics. Through substantial investments in land transportation infrastructure, Vireon utilizing Norwegian Hydrogen technical expertise and grants experience seeks to expedite the adoption of hydrogen-powered heavy-duty transport in the entire Nordics. It has been especially successful in winning grants that enable projects in Norway, Denmark and Finland among others, and the secret is revealed at the end. As a matter of fact, Vireon is the only company selected to build new hydrogen stations in Denmark and Finland, a network of green hydrogen refueling stations stretching from Northern Finland via Sweden and Denmark to continental Europe, establishing a vital corridor for zero-emission heavy-duty vehicles. Vireon secured €9.2 million in EU funding for seven stations. While the government funding provides about 30 to 25% of CAPEX, the rest is covered by Vireon’s investors.

Out of our many locations in Norway, six were recently awarded grants based on the expectation that they would be the first strategic spots to need heavy-duty hydrogen refueling stations. These stations form two main corridors, between the Capital of Norway, Oslo, and Trondheim in Mid-Norway and Stavanger on the west-coast. This is two routes with a lot of heavy-duty trucks going back-and-forth, and the first customers have already ordered hydrogen powered trucks to be used between the three cities. Norwegian Hydrogen, the sole owner of Vireon, is also developing hydrogen production facilities across the Nordics. Vireon plan to source green hydrogen from these facilities, and also to partner with other hydrogen producers in the Nordics to ensure sufficient supply.
...
Vireon emphasizes working with various technology providers to ensure the best solutions for each project. They are also technology-agnostic when it comes to hydrogen storage, currently using Hexagon Purus trailers but open to other options. 
...
Jens Berge, CEO of Norwegian Hydrogen says: "I'm deeply proud of our team's double success in securing EU grants totaling NOK 210 million for our hydrogen projects. This achievement not only fuels our passion and efforts towards a sustainable future, but also reinforces our leading position in the green energy transition.” NOK 210 million is approximately €18.2 million secured by both projects.

The secret to Vireon’s successful advancement of a network of hydrogen refueling stations in the Nordics is not a surprise as Norwegian Hydrogen, FirstElement Fuel Inc., and Mitsui & Co., Ltd. have formed a partnership to develop a joint hydrogen refueling infrastructure. This collaboration aims to accelerate the hydrogen heavy duty mobility by leveraging FirstElement Fuel's technical expertise in California, USA. Just in April 2024 in the Port of Oakland, FirstElement Fuel started operations at the North America’s largest hydrogen station.

https://www.forbes.com/sites/davidblekhman/2024/06/12/when-in-nordics-all-roads-lead-to-vireon-h2-in-three-countries/

Nikola stats show H2-powered trucking is for real

Alan Adler

Fri, Jun 7, 2024, 5:00 PM GMT+2 10 min read

Nikola has delivered 75 hydrogen-powered fuel cell trucks to customers. It has an order bank that should begin to produce meaningful revenue. Now it is producing statistical evidence that hydrogen-powered trucking is not just for show.

At two industry conferences this week and in data shared first with Truck Tech, Nikola revealed it has:

Completed 1,666 hydrogen fill-ups at three mobile refuelers in Coolidge, Arizona, as well as Ontario and Long Beach, California.

Dispensed 60.54 tons of hydrogen.

Averaged a fill time of 22.2 minutes in Long Beach and 23.5 minutes in Ontario. That is slightly longer than the 10-15 minutes for a diesel fill-up but much faster than recharging a battery-electric truck.

Averaged overall uptime of 95.4% including hydrogen station downtime. The trucks themselves operated 92.9% of the time.

https://finance.yahoo.com/news/nikola-stats-show-h2-powered-150000691.html


BUSINESS AND INNOVATION | OPINION AND REVIEWS

Tech phoenix: how electric-vehicle manufacturer Nikola Corporation is rising from the ashes

10 Jun 2024 James McKenzie

James McKenzie explains what we can learn from electric-vehicle manufacturer Nikola Corporation, which is finally coming good despite its founder being jailed

Nikola Corporation is a US electric-vehicle company that once – briefly – had a market capitalization even greater than that of Ford. It was founded in 2014 by Trevor Milton, who served as chief executive and then executive chairman when the company went public in 2020. In December 2023, however, Milton was jailed for four years after being found guilty on three counts of criminal fraud for lying about “nearly all aspects of the business”, as US federal investigators put it.

Milton’s firm had also been slammed for excessive hype and fake promotional videos – one of which showed its prototype hydrogen-powered lorry rolling downhill rather than moving under its own power. Given the scandal and the jailing of the owner, you might think it would be impossible for Nikola to survive. However, the company is bouncing back.

With new management in place, Nikola is now on a genuine path to produce trucks powered by electric batteries and hydrogen fuel cells. In May the California-based logistics company Ailo placed an order for 100 of Nikola’s hydrogen fuel-cell electric trucks. Deliveries are scheduled for 2025, marking a remarkable phoenix-like transformation for Nikola.

https://physicsworld.com/a/tech-phoenix-how-electric-vehicle-manufacturer-nikola-corporation-is-rising-from-the-ashes/

Kommer til at blive en fantastisk investering 🤑🤑🤑
https://theevreport.com/panasonic-powers-groundbreaking-electric-trucks

Aksjen går godt i dag også:)

Bra omsetning i papiret idag 👍

Begynder at blive opmærksomhed på HEX og HPUR også uden for Norge 🤠
https://borsen.dk/nyheder/investor/gron-aktie-flyver-op-med-godt-70-pct-paa-en-maaned

Det er spennende :)

Takk for all god informasjon, la det bare fortsette:)

Mer infrastruktur, i form av fyllestasjoner for hydrogen, kommer. Mye mer.

Følelsen er helt klart at ting nå begynner å ta litt av.


Air Products plans to set up statewide hydrogen refueling stations in California

Hydrogen Buzz
Thursday, 30 May 2024

Air Products has announced its plans to build a network of commercial-scale and multi-modal hydrogen refueling stations stretching from Northern California to Southern California. The planned stations will be equipped to serve heavy-duty vehicles, such as commercial and municipal trucks and buses, as well light-duty hydrogen fuel cell vehicles.

The company is currently operating six hydrogen refueling stations in Southern California. The new stations will deliver enhanced fueling technology capability, including significantly higher capacity, multiple fueling dispensers and service for both heavy- and light-duty vehicles, it added. 

"Building a robust hydrogen economy infrastructure is critical to the success of the energy transition and meeting our climate change goals," said Eric Guter, Air Products' Vice President, Hydrogen for Mobility, who made the announcement during his keynote address at the California Hydrogen Convention at the Los Angeles Convention Center recently. 

"California is a leader in the energy transition and a first-mover in making zero-emission, heavy-duty transportation in the U.S. a reality. As the world's largest supplier of hydrogen, Air Products has committed to investing $15 billion by 2027 in clean energy megaprojects around the world. Working together, energy companies, vehicle manufacturers and governments can accelerate the energy transition and generate a cleaner future for all", he added. 

As the world's largest supplier of hydrogen, Air Products claims to have hands-on operating experience with over 250 hydrogen fueling station projects in 20 countries, spanning over 1.5 million fueling operations annually. 

"Each state-of-the-art, high-capacity, high-reliability station will be able to fuel up to 200 heavy-duty trucks or 2,000 cars per day," said Alison Hawkins, Air Products' General Manager – Hydrogen for Mobility, Americas. "These stations will be a key driver to help California on its road to a zero-emissions transportation future", he added. 

It is to be noted that Air Products recently announced its plans to build a similar network of multi-modal hydrogen refueling stations connecting Edmonton and Calgary, Alberta in Canada. 

https://etn.news/hydrogen/air-products-hydrogen-refueling-stations-california-details

HPUR er en av hovedeierne i Norwegian Hydrogen.

Dette er en artig og spennende nyhet.

Ikke fyllestasjoner for hydrogen langs veiene denne gang, men likefullt hydrogen langs veiene til transport, for her er grønt hydrogen kilden for energi til ladestasjoner for el transport. Tøff, ambisiøs satsing av Cyan Energy dette, som det blir spennende å følge!

Men det aller artigste, i vår sammenheng, med alle prosjektene som dukker opp, hvor som helst, hvor hydrogen spiller en rolle, er selvfølgelig det faktum at hydrogen må lagres og transporteres og at Hexagon Purus er globalt markedsledende på dette.

Press release

Norwegian Hydrogen signs contract with Cyan Energy

Norwegian Hydrogen has signed a contract with Cyan Energy for the supply of green hydrogen to Cyan Energy's newly developed hydrogen-based charging stations.

30/05/2024

Hellesylt Hydrogen Hub, opening production of green hydrogen this summer as one of the first green hydrogen plants in Norway, utilizes renewable energy sources to produce green hydrogen. The hydrogen supplied to Cyan Energy will be used to power their innovative charging stations, which offer efficient and rapid charging solutions for electric vehicles, including heavy-duty trucks.

We are excited and very happy that Cyan Energy chose to go with us for the provision of green hydrogen. Collaborating with other frontrunners in the energy transition is important to us, and we are proud to support Cyan Energy's vision of a cleaner, greener future for transportation in our region and beyond.

Jens Berge, CEO of Norwegian Hydrogen

Cyan Energy's hydrogen-based charging stations represent an innovative leap forward in the advancement of zero-emission transport infrastructure. By utilizing locally produced green hydrogen from Norwegian Hydrogen, these stations will not only provide reliable and rapid charging but also contribute to reducing the carbon footprint fromroad transport.

This partnership is a testament to the progress we can achieve through collaboration and innovation. Norwegian Hydrogen's commitment to the energy transition aligns perfectly with our goals, and together, we make it possible to achieve a more sustainable future.

Bjørn Bjerke, CEO of Cyan Energy

https://norwegianhydrogen.com/news/norwegian-hydrogen-signs-contract-with-cyan-energy


Artikkel om Cyan Energy, fra april 2023:

NYTT

Skal teste superrask ladestasjon

Ålesund-selskap bygger prototype på Hareid i samarbeid med lokal industri.

MARIUS ROSBACH
26.04.2023

https://nett.no/nyheter/skal-teste-superrask-ladestasjon

33 av de 100 hydogendrevne MAN kjøretøyene som er på vei til Norge, har allerede fått eiere.


Så glad blir man av å kjøpe hydrogenlastebil. Bjørn Røstad fra SR Group og Henrik Kolsrud fra Litra står til sammen for størsteparten av de 33 bilene Enova ga støtte til i siste tildelingsrunde.

https://www.tungt.no/article/view/1100286/her_er_mans_hydrogenlastebil_i_norge_litra_og_sr_group_harlagt_inn_betydelige_ordre

Hexagon Purus er en av hovedeierne i Norwegian Hydrogen. Vireon er et heleid datterselskap til Norwegian Hydrogen.


Nyheter

MAN med stor lansering av hydrogenlastebiler

- Vi må dra i samme retning for en nullutslippsfremtid. Disse lastebilene gjør jobben sin, går veldig stille og har ingen klimagassutslipp, sa Lukas Walter, Senior Vice President Sales Truck i MAN under lanseringen av de 100 hydrogenlastebilene som kommer til Norge neste år. 

23 mai 2024

Hydrogenlastebilene ble lansert på et arrangement i regi av MAN og Vireon i Lillestrøm, ledet av Jan Carsten Gjerløw, prosjektleder i H2Truck. 

Statssekretær Cecilie Kroglund fra Samferdselsdepartementet fikk æren av å avduke hydrogenlastebilen. Hun roste i sitt innlegg MANs arbeid med å samle hele verdikjeden for hydrogen til lanseringen, og påpekte at hydrogen kan bli et postivt bidrag i Norge, på grunn av vår krevende topografi og langstrakte land.  
- Alle løsninger som kan bidra til klimakutt er velkomne hos regjeringen. Vi er teknologinøytrale, men er nysgjerrige på hydrogen, sa hun.  
 
Johnny Martinsen, produktsjef i MAN Norge presenterte lastebilen.  
- De har vært testet i Nord-Sverige, Alpene og Spania, og forbruket av hydrogen stemmer overens med hva vi tidligere har kommunisert. Bilene har forbrenningsmotor, som er en kjent og velprøvd teknologi.  
...
I Norge har Vireon så langt fått tilsagn om støtte fra Enova til fire fyllestasjoner. Under lanseringen kunne Lillliestråle komme med enda en nyhet:
– Det er veldig gledelig å kunne fortelle at Vireon i dag har fått støtte til to nye stasjoner, på Vinje og på Lørenskog, sa Lilliestråle. Se egen sak her.
...
Hydrogenprodusentene stilte med Per Øyvind Voie (Vireon) og Jens Berge (Norwegian Hydrogen). De presenterte hydrogenkorridorene som er planlagt i Norge fra neste år og fra 2027. 
- Vi har alle bestanddelene som skal til for å rulle ut mye mer, sa de. 

https://www.hydrogen.no/aktuelt/nyheter/man-med-stor-lansering-av-hydrogenlastebiler
 

Hexagon Purus er altså leverandør av drivstoff-/tanksystemer til Nikolas hydrogendrevne tungtransportkjøretøy. I dag mottar Nikola en ny ordre fra en kunde som allerede har tatt i bruk hydrogendrevne kjøretøy fra Nikola. Så når kunden i dag legger inn ordre på 100 nye hydrogendrevne kjøretøy, må man jo kunne slutte at her har vi en kunde som er godt fornøyd, basert på erfaringene man har gjort med kjøretøyene til nå. Så veldig bra for Nikola. Veldig bra for Hexagon Purus.


News   Press Releases

NIKOLA AND AiLO LOGISTICS ANNOUNCE ORDER FOR 100 HYDROGEN FUEL CELL ELECTRIC TRUCKS

NKLA | 12 minutes ago

LAS VEGAS, May 21, 2024 /PRNewswire/ -- The 2024 Advanced Clean Transportation (ACT) Expo marks another step in decarbonizing the trucking industry for Nikola Corporation (Nasdaq: NKLA), a global leader in zero-emissions transportation and energy supply and infrastructure solutions, via the HYLA brand and AiLO Logistics, a major drayage carrier operating in the Ports of Los Angeles and Long Beach. Today, it is announced that AiLO has placed a 100-truck order of Nikola hydrogen fuel cell electric vehicles ("FCEVs") from Tom's Truck Centers, a member of the Nikola sales and service dealer network. Deliveries are scheduled for 2025.

As part of AiLO's ongoing efforts to advance sustainable logistics services, the company's drayage division is poised for expansion. This includes incorporating 100 Nikola hydrogen FCEVs into their operations to meet the growing demands of the port industry.

"Nikola trucks are on the road today, and the biggest test of our trucks is measured by our customers and their repeat orders," said Ryan Clayton, Global Head of Sales, Nikola Corporation. "Having a prominent and mission-driven customer in AiLO not only purchase trucks for 2024 but double their order for 2025 is an honor for our organization and a testament to their drive to make a difference. We are glad to support with Class 8 vehicles as well as our HYLA energy infrastructure."

AiLO, a newly rebranded company combining other corporations, including MDB Transportation, had previously ordered 50 Nikola FCEVs from Tom's Truck Centers. Deliveries from that original order have commenced and are ongoing throughout 2024.

"We're not just in the business of moving goods; we're in the business of moving businesses forward. Through innovation, technology, and sustainable practices, we aim to redefine the logistics landscape and drive positive change in the industry," said Jack Khudikyan, AiLO CEO. "This strategic move to incorporate Nikola FCEVs into our operations reaffirms our commitment to environmental stewardship and underscores our proactive approach toward embracing cutting-edge technologies."

One of the distinctive black and colored-striped AiLO trucks is featured at Nikola's Ride and Drive event area at the 2024 ACT Expo.

https://stockhouse.com/news/press-releases/2024/05/21/nikola-and-ailo-logistics-announce-order-for-100-hydrogen-fuel-cell-electric

Flott artikkel, takk. Ingen tvil om at det blir satset tungt innen hydrogen fremover. Den satsingen er HPUR perfekt rigget for å ta del i. Vi skal se en solid reprising av HPUR i tiden som kommer. Ferden mot 10 kroner + er i gang.

Det er altså veldig, veldig 'early days' innen hydrogendrevet tungtransport, og 'frontrunneren' heter altså Nikola Corporation.

Ettersom Hexagon Purus altså er leverandøren av tank-/drivstoffsystemene til disse kjøretøyene, poster jeg linken til denne ganske så interessante artikkelen.

Her er også en video hvor man får sjansen til å være med på kjøretur i en hydrogendrevet Nikola FCEV.


Nikola’s Urgent Expansion of Volume Sales and Hydrogen Stations Unveiled

May 14, 2024 0 By JOHN MAX

A Closer Look at Nikola Sales and Hydrogen Network Expansion

In a strategic move that signals a fresh chapter for Nikola Corporation (Nasdaq: NKLA), the company has embarked on an ambitious plan to boost volume sales and significantly expand its hydrogen fuel station network. This move, aimed at consolidating Nikola’s foothold in the zero-emissions transportation sector, comes amidst a mixed performance in the first quarter, yet notably, deliveries of fuel cell electric vehicles (FCEVs) have exceeded expectations.
A Calculated Shift to Scale Production

Nikola’s decision to ramp up production and delivery scale is a multifaceted strategy designed to absorb fixed costs, enhance volume credibility with suppliers, raise brand awareness, and leverage its growing hydrogen fuel station network. While this approach might affect average selling prices (ASPs) in the short term, it is deemed crucial for carving out a sustainable path to long-term success.

https://www.hydrogenfuelnews.com/nikola-news-urgent-expansion/8564731/


https://www.prnewswire.com/news-releases/nikola-expands-hydrogen-network-with-inauguration-of-second-hyla-refueling-station-in-southern-california-302139401.html

World’s first hydrogen fuel station for trucks opens in Oakland

According to FEF, the fuel station is capable of filling a truck’s hydrogen tanks in ten minutes, which means the station can fill around 200 trucks per day.

Prabhat Ranjan Mishra
Published: Apr 28, 2024 11:07 AM EST

FirstElement Fuel, a California-based company established in 2013, has opened the world’s first hydrogen fuel station for commercial trucks just outside the Port of Oakland. The station’s capacity is more than 10 times the capacity of any previous station.

Hyundai XCIENT fuel-cell tractors, carrying 68.6 kilograms of hydrogen each for 450 miles of range, have been dedicated to the station for “drayage” duty. Hydrogen trucks from Nikola will also be operating out of Oakland and buying fuel from FirstElement, according to Autoweek.

Cummins, Bosch, Daimler, Toyota, and Volvo are also in the line to develop the fuel-cell hydrogen trucks. In this regard, Quantron, a German company, signed a memorandum of understanding with FEF.

According to FEF, the fuel station is capable of filling a truck’s hydrogen tanks in ten minutes, which means the station can fill around 200 trucks per day.
...
Nikola’s agreement with FEF

In December 2023, Nikola Corporation and FirstElement Fuel (FEF) formalized a definitive 10-year agreement to refuel Nikola’s hydrogen fuel cell electric truck at FEF’s hydrogen refueling station in Oakland, Calif. Under this strategic partnership, FEF is appointed as an authorized Nikola Fueling Solutions Partner. This collaboration enables Nikola customers to access fueling services at the new FEF multi-use heavy-duty truck station situated strategically near the port in Oakland, Calif.
...
https://interestingengineering.com/news/fef-hydrogen-fuel-station-oakland

JustAuto har publisert et relativt omfattende intervju med CEO Morten Holum som har gått meg 'hus forbi'. Fokus her på hydrogens rolle når det gjelder å avkarbonisere tungtransportsektoren. Her er er link til det.


Interviews

Morten Holum, CEO, Hexagon Purus, on hydrogen opportunities

Hydrogen's role in decarbonising heavy-duty vehicle fleets

David Leggett April 15, 2024

Hexagon Purus manufactures high-pressure Type 4 cylinders and hydrogen infrastructure, which are used to transport and store hydrogen for customers in the industrial and mobility sectors. It also manufactures battery energy storage systems and does full vehicle integration for battery and hydrogen electric vehicles.

Morten Holum, Hexagon Purus’ CEO, tells Just Auto about the role for hydrogen in the global challenge to decarbonise the transport sector.

https://www.just-auto.com/interview/hydrogen-opportunities-ahead-interview-with-morten-holum-ceo-hexagon-purus/?cf-view

https://hexagonpurus.com/news/hexagon-purus-receives-order-to-deliver-hydrogen-storage-systems-to-hps-home-power-solutions-2

En sjelden sjanse på børs denne pågående nedsablingen av aksjekursen?

Vel, se dette og døm selv:

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

5kr - bør være ok inngang.

Bingo!

Javel, Hexagon Purus har investert i produksjonsanlegg på flere kontinent (Nord-Amerika, Europa, Kina/sørøst-Asia) innen batterielektrisk- og hydrogendrevet tungtransport, noe som ser ut til å falle mange tungt for brystet. Men hvordan skal man produsere innnen fremtidens, estimert stekt voksende, forretningsområder uten å investere? Selvsagt må man investere og fokusere på R & D. Ikke minst når man som her er globalt markedsledende.

Og dette indikererer at Hexagon Purus trolig har truffet innertieren når det gjelder produksjonsanlegget i Kina som snart er fiks ferdig og operativt.


China, leader in EVs, could overtake the world in hydrogen mobility too

HydrogenTOP STORIES Buz

Jan - March 2024
Thursday, 18 April 2024

China might be stealing a march on the world yet again. The government is targeting to build at least 1,200 hydrogen refueling stations for mobility across the country by 2025, which would mean that it would have more hydrogen stations than the rest of the globe currently boasts.

The country already has the maximum number of hydrogen refueling stations in the world, although their exact numbers are not that clear. Jiang Lijun, vice president of the Chinese Renewable Energy Society, says the China has built more than 400 stations, of which 280 have begun operations. Other experts estimate the total number of active hydrogen refueling stations at 250.

The boom is prompted largely by the success of hydrogen fuel cell vehicles in the Middle Kingdom, and by government plans to accelerate their adoption. China is forecast to have 12,000 to 18,000 fuel-cell vehicles (FCVs) plying its roads in 2024. This success in FCVs is generating demand for hydrogen refueling stations, and even the country's local governments have now begun to include in plans and regulations.

https://etn.news/buzz/china-overtake-world-hydrogen-mobility

Hexagon Purus er en av hovedeierne i Norwegian Hydrogen. Norwegian Hydrogen eier Vireon.

Mer suksess. For nå faller stadig flere brikker, for alvor, på plass! EU tildeler Norwegian Hydrogen €9.3 milloner (100 millioner NOK++). Støtten er øremerket til produksjonanlegg av grønt hydrogen og Vireons bygging av infrastruktur, i form av fyllestasjoner for hydrogen, i Norden. Allerede i 2025 begynner hydrogendrevet tungtransport å rulle på nordiske veier!

Kjempen MAN har valgt seg ut Norge som satsingsområde på hydrogendrevet tungtransport p.ga. Vieron...:

-Det blir ingen hydrogenlastebiler uten fylleinfrastruktur, og vårt samarbeid med Vireon er derfor avgjørende for at nettopp Norge prioriteres så tungt, avslutter Martinsen (produktsjef last i MAN Truck & Bus Norge).

Se innlegg på denne tråden 08.04.2024 kl 18:51 for mer om MANs satsing på hydrogendrevet tungtransport i Norge.


11.04.2024 kl. 14:35

FORNYBAR

Norwegian Hydrogen henter ny millionstøtte fra EU

Én måned etter tildelingen av 100 millioner kroner, gjentar datterselskapet Vireon suksessen.

AV LARS HELTNE

Støtten på 9,3 millioner euro, som er i overkant av 100 millioner kroner, skal brukes til byggingen av produksjonsanlegg for grønt hydrogen og hydrogenfyllestasjoner for tunge kjøretøy i Finland og Danmark, skriver selskapet i en melding.

Vireon ble opprettet for et år siden, og er heleid av Norwegian Hydrogen.

– Dette er en stor milepæl for Vireon. Flere store lastebilprodusenter har bekreftet at de vil levere hydrogenlastebiler fra 2025 og utover, og Vireon er både villig og i stand til å bygge fyllestasjonene som trengs for å få disse lastebilene på de nordiske veiene, sier daglig leder Per Øyvind Voie i Vireon i meldingen.

EU har vist seg som en nyttig støttespiller for Norwegian Hydrogen. Forrige måned fikk de rundt 100 millioner kroner i støtte til et havneprosjekt i danske Hirtshals.

https://energiwatch.no/nyheter/fornybar/article17010493.ece


PS) For bare litt over en måned siden ble et konsortium ledet av Norwegian Hydrogen tildelt €9 millioner (100 millioner NOK+) av EU til et prosjekt i Hirtshals, DK. For mer, se innlegg 04.03.2024 kl 18:20 på denne tråden:

https://www.finansavisen.no/forum/thread/152986/view/0/0

Hy24 som investerte 150 millioner NOK i HPUR ved juletider, leder gruppering som nå investerer €200 millioner (ca. 2.3 milliarder NOK) i hydrogenbaserte mobilitetsløsninger (fyllestasjoner, hydrogendrevet transport) i Europa.

https://hydrogentoday.info/en/hysetco-fundraising-hy24-2024/


https://www.hysetco.com/

Norge blir et foregangsland for hydrogenlastebiler. Den tyske lastebilprodusenten MAN skal produsere en førserie på 200 hydrogenlastebiler i 2025. 100 av disse skal leveres til Norge- Dette er en verdensnyhet og en milepæl for arbeidet med å kutte utslipp i transportsektoren, sier Jan Carsten Gjerløw, leder av H2Truck-prosjektet.
...

Serieproduksjon av lastebilen kan starte allerede i andre halvår 2026.

Disse første 100 lastebilene legger dermed grunnlaget for en rask oppskalering.

Nå kan hydrogenstasjonene bygges

En forutsetning for at hydrogenlastebilene kan rulle på norske veier er at det bygges fyllestasjoner. For å sikre en koordinert utrulling har MAN jobbet tett sammen med det norske selskapet Vireon, som skal bygge et nettverk av hydrogenstasjoner i Norge, Sverige, Danmark og Finland.

-Det blir ingen hydrogenlastebiler uten fylleinfrastruktur, og vårt samarbeid med Vireon er derfor avgjørende for at nettopp Norge prioriteres så tungt, avslutter Martinsen.

Vireon har så langt fått tilsagn om støtte fra Enova til fire stasjoner i Norge.

-Vi er klare til å bygge hydrogenstasjoner for lastebiler i Norge og har jobbet tett sammen med MAN og H2 Truck for å få de første 100 hydrogenlastebilene på veien allerede i 2025, sier Per Øyvind Voie, daglig leder i Vireon.
...

Samler hele verdikjeden

H2Truck-prosjektet er et samarbeid mellom lastebilbrukere, leverandører av hydrogen og lastebilprodusentene. Prosjektet skal øke kunnskapen i hele verdikjeden og bidra til å redusere barrierer og risikoen for den enkelte aktør. Prosjektleder Jan Carsten Gjerløw har samarbeidet med MAN i lang tid for å få til denne satsingen, og er svært fornøyd med at dette nå har lykkes og at Norge får tilgang til lastebilene først.

-Det er veldig gledelig at MAN nå kommer med de første lastebilene og raskt kan skalere opp produksjonen. Mange transportører er interessert i hydrogenlastebilene, men det er krevende å være tidlig bruker av ny teknologi. Et godt samarbeid mellom aktørene i verdikjeden vil sikre at hydrogen blir tilgjengelig når lastebilene kommer. Dette er fokuset i H2Truck, og jeg er glad for at utrullingen nå endelig kan starte, sier Jan Carsten Gjerløw, daglig leder i Evig Grønn.

https://www.nho.no/samarbeid/gront-landtransportprogram/artikler/man-leverer-100-hydrogenlastebiler-til-norge-i-2025/


https://press.mantruckandbus.com/corporate/man-expands-its-zero-emission-portfolio/

Ingen info om underleverandører. Tiden vil vise.

Spennende nyhet dette!
Vet vi om HPUR skal levere tankene ti MAN bilene?

Nikolas hydrogendrevne tungtransport-kjøretøy med Hexagon Purus's tanksystemer har altså begynt å rulle på veiene på vestkysten av Nord-Amerika (USA og Canada), og nå skal MAN produsere hydrogendrevet tungtransport for det norske markedet. Vireon skal bygge nettverk av fyllestasjoner, og er allerede i gang noen steder i Norden og med dette kommer det altså flere.

HPUR er en av hovedeierne i Norwegian Hydrogen. Vireon er et datterselskap av Norwegian Hydrogen.

Hexon Purus produserer og er som kjent markedsledende når det gjelder type 4 sylindere/drivstoffsystemer til hydrogendrevet tungtransport.


Skal levere 100 hydrogen-lastebiler til Norge neste år

MAN skal produsere en førserie på 200 hydrogenlastebiler i 2025. 100 av disse skal leveres til Norge, som med det blir det viktigste satsingslandet.

Øyvind Ludt

PUBLISERT Mandag 08. april 2024 - 11:17 SIST OPPDATERT Mandag 08. april 2024 - 12:05

https://www.mtlogistikk.no/evig-gronn-hydrogen-klima/skal-levere-100-hydrogen-lastebiler-til-norge-neste-ar/900336

Oljefondet eier 9.25% i Nikola

https://www.nbim.no/no/oljefondet/investeringene/#/2023/investments/equities/8159/Nikola%20Corp

Oljefondets tunge investering i Nikola har vel ikke akkurat vært noen økonomisk suksesshistorie hittil, men slikt kan skje når man investerer i et langsiktig perspektiv, i et aksjemarked hvor kortsiktighet, og ikke minst shorting, er stadig mer fremtredende. Følelsen er imidlertid helt klart at moroa nå er i ferd med å begynne i Nikola. Og med denne investeringen bidrar Tangen & Co. på en måte til at vi alle får være med på den gryende oppturen :)

Tipper det samme nå vil skje i Hexagon Purus, innen kort tid. Altså at opptur venter, for den som er med.

Forbes


FORBES INNOVATION TRANSPORTATION

PREMIUM EDITORS' PICK

Nikola Delivers More Hydrogen Semis, Helping It Beat Tesla In Electric Big Rigs

The company beat expectations by shipping 40 fuel cell trucks in the first quarter, likely putting it ahead of Tesla’s electric Semi. But it still needs funds to survive over the long term.

Nikola, the first company to sell hydrogen-powered semis in the U.S., delivered more fuel cell trucks to customers in the year’s first three months than analysts expected and may benefit from tougher U.S. rules for cleaner heavy-duty commercial vehicles, positive developments as it works to shake off a chaotic past. And while its volumes are still small, Nikola is beating Tesla in the heavy truck market.

https://www.forbes.com/sites/alanohnsman/2024/04/04/nikola-delivers-more-hydrogen-semis-helping-it-beat-tesla-in-electric-big-rigs/


https://nikolamotor.com/nikola-corporation-announces-date-for-first-quarter-2024-results-and-webcast-and-qa-platform-for-shareholders/

Børsmelding Nikola.

Kan bare gjenta at Nikola er klodens 'first mover' og eneste OEM i markedet med serieproduksjon av hydrogendrevet tungtransport, og at norske Hexagon Purus altså er leverandør av tanksystemene.

Kommersiell suksess. Kjøretøyene går unna som 'varme hvetebrød' . I dag får vi vite at Nikola allerede har solgt unna alle hydrogen trucks med Hexagon Purus's tanksystemer man har produsert i Q1 2024.

https://www.prnewswire.com/news-releases/nikola-produces-43-wholesales-40-hydrogen-fuel-cell-electric-trucks-for-us-customers-in-q1-2024-302108112.html