Hexagon Purus - H2 tungtransport watch, Nikola m.m.

Rect Angel
HPUR 25.03.2024 kl 22:11 8977

De som har fulgt med noen år, kjenner denne avtalen, verdt i overkant av 2.3 milliarder NOK (€200 millioner) + mulig ytterligere oppside, for HPUR.

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

Nikola-aksjen har lenge vært ute i grov sjø på børsen og aksjekursen har blitt gruset. De første hydrogendrevne tungtransportkjøretøyene (39) har imidlertid nådd markedet de siste månedene, og har blitt levert til kunder. Tidlige uttalelser kan tyde på kundetilfredshet. Så nå blir det spennende å følge fortsettelsen her. Ambisjonen er masseproduksjon.

Dagen i dag var en livlig børsdag i Nikola. Solid prosentvis kursoppgang på volum langt, langt over gjennomsnitt.

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


Hva annet vet vi, utover kontrakten med Nikola, om potensialet til Hexagon Purus når det gjelder hydrogendrevet tungtransport? Vel, konkret at de har jobbet med hydrogendrevet tungtransport siden høsten 2020 sammen med Hino Trucks (100% eid av Toyota) i Project Z. Og fra Project Z vet vi jo at det for lengst har blitt generert en monsteravtale til Hexagon Purus (verdt ca. 21.4 milliarder NOK [$ 2 milliarder]) som innebærer at Hexagon Purus skal produsere batterielektriske tungtransportkjøretøy for Hino Trucks. Project Z har helt fra starten av fokusert både på batterielektrisk og hydrogendrevet tungtransport.

https://www.hino-global.com/corp/news/2020/20201006-002702.html

https://www.globenewswire.com/en/news-release/2023/03/15/2627351/0/en/Hexagon-Purus-signs-landmark-long-term-agreement-with-Hino-Trucks-for-zero-emission-heavy-duty-trucks-in-the-U-S.html

Og hertil vet vi at Hexagon Purus er valgt av Ford til å levere til prototype Ford skal levere til et prestisjetungt EU-prosjekt når det gjelder hydrogendrevet tungtransport .

https://www.globenewswire.com/en/news-release/2023/12/07/2792237/0/en/Hexagon-Purus-awarded-purchase-order-by-Ford-Trucks-to-deliver-a-hydrogen-fuel-storage-system-for-their-prototype-heavy-duty-truck.html


Så var det Daimler. Kjenner ikke til noe konkret der pr. nå når det gjelder hydrogendrevet tungtransport, men vi vet at Hexagon Purus har mottatt milliardordre, under hvilken man skal levere batterielektriske Freightliner kjøretøy til DTA. Hexagon Composites har dessuten et langvarig kundeforhold til Daimler når det gjelder leveranser til Daimlers gassdrevne tungtransportkjøretøy.

https://www.globenewswire.com/news-release/2023/11/06/2774292/0/en/Daimler-Truck-North-America-Enters-Strategic-Partnership-with-Hexagon-Purus-for-Battery-Electric-Freightliner-eM2-for-Vocational-Applications.html

Kenworth er en joker. Som til Daimler, har Hexagon Composites lenge levert til Kenworths gassdrevne tungtransportkjøretøy. Andre jokere er heller ikke utenkelig.


Et relevant spørsmål å stille til slutt: Vil eventuell suksess for Nikola, gjøre at 'alle de andre' med ambisjoner innen hydrogendrevet tungtransport nå får det mer travelt?


Edit) Da skal alle relevante linker her være på plass
Redigert 21.04.2024 kl 14:29 Du må logge inn for å svare
Rect Angel
12.06.2024 kl 17:04 956

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.

Redigert 12.06.2024 kl 19:11 Du må logge inn for å svare
Rect Angel
27.06.2024 kl 11:18 615

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/
Rect Angel
27.06.2024 kl 22:15 486

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
Redigert 27.06.2024 kl 22:16 Du må logge inn for å svare
Candelstick
28.06.2024 kl 00:08 396

Hvor mange trekkvogner har Walmart Canada?
Redigert 28.06.2024 kl 00:14 Du må logge inn for å svare
DrPepper
28.06.2024 kl 00:43 370

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)​."
Rect Angel
I dag kl 14:46 108

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
Redigert i dag kl 14:46 Du må logge inn for å svare