In 2014 there were 5 producers of electrolyzers. Now the number is 70+. The competition is fierce.

Competition is good and NEL is well positioned and the world market is huge

Hardly think the shorters are reducing in NEL for fun

Tyskerne manipulerer videre, shortenblir satt i dag, get out!

The short squeeze is intensifying!

In the past month, they have reduced/ bought back shares. They do that wisely if they don't want to burn themselves

Hvordan vet du at det er some spammy analysts!?
Det det er er koordinert hausing av aksjen, av analytikere som oppfattes som seriøse av mange tyskere.
Kursutviklingen viser at jeg har rett og det er liten omsetning, Nå har de fått kursen opp, de tar gevinst, og setter de en short.

Because everyone else knows

The shorters are cashing in before the quarterly report, otherwise they may end up being squeezed hard

'Der Aktionær,' utvilsomt den viktigste nettstedet som påvirker kursen til NEL, med nye anbefalinger i dag. Ser det som sikkert at q2 ikke vil innholde kusdrivende informasjon på onsdag. Anbefaler de som vurderer å være langsiktige i aksjen å vente til de kommende kvartalsrapportene før de tar en avgjørelse.

De samme tyske 'analytikerne' som hauset aksjen torsdag og fredag er nå negative. Regner med at nel faller mye i morgen, kanskje over 20%.

Dream on

It seems that the green hydrogen initiative will not come until 2026

I had hoped it would come this year or in 2025.

Unfortunately, I believe that these postponements may help push the NEL share price further down

Found this one

Ambani said RIL has begun work on establishing a “fully automated, multi-GW electrolyzer manufacturing facility on the west coast of India, which will be ready by 2026. Electrolyzers play the most critical role in producing green hydrogen, a sub-segment of new energy coveted by Indian conglomerates.


“This giga-factory will be fully adaptable, capable of supporting various technologies such as alkaline, PEM, and AEM. The facility is built using Industry 4.0 standards and will be expandable in a modular fashion to meet market demand," said Ambani

https://www.livemint.com/companies/news/ril-aims-to-double-jio-retail-biz-in-3-4-years-11724939509958.html

Så ikke ut som markedet er enige her? Har jo falt mye, så kanskje det er nå det snur ;)

Interesting

Developing Electrolyzer Equipment for the Future

Dec 4 2024

In this new video, Nel’s CEO, Håkon Volldal, reflects on the company’s past while outlining how it is producing electrolyzer technology for the future.

https://www.azocleantech.com/article.aspx?ArticleID=1905

NEL asa has a foothold in the Indian market through Reliance Industries Ltd.

Shruti Srivastava

Fri, December 6, 2024

Bloomberg) -- India has outpaced China as a destination for clean technology funding in recent months, as efforts to boost domestic green manufacturing help attract investors.

https://finance.yahoo.com/news/india-outpaces-china-green-investments-003000791.html

Har du købt dig ind igen, MC Axel?

👍
Bought some shares again

NEL asa is undoubtedly an important market player

Green Ammonia Market is Thriving Worldwide: Hydrogenics, Electrochaea, EXYTRON

By HTF Market Report
December 6, 2024


Some of the key players profiled in the study are Nel ASA, Siemens Energy AG, MAN Energy Solutions, ThyssenKrupp AG, ITM Power PLC, Hydrogenics, Green Hydrogen Systems, McPhy Energy, Electrochaea, EXYTRON

The Global Green Ammonia market was valued at USD 17.8 Billion in 2024 and is expected to reach USD 50 Billion by 2030, growing at a CAGR of 16.1 % during 2024-2030.

https://www.newstrail.com/green-ammonia-market-is-thriving-worldwide-hydrogenics-electrochaea-exytron/

https://www.finansavisen.no/finans/2024/12/08/8216562/sondagens-aksjetips-med-to-mulige-nyttarsraketter

Read this!!!

December 9th, 2024 | 07:15 CET

DAX 20,400 – YEAR-END RALLY UNDERWAY! 100% OPPORTUNITIES ARE STILL LURKING AT SHELL, BP, SATURN OIL + GAS, NEL ASA, AND PLUG POWER

NEL ASA AND PLUG POWER – THE DISASTER IS NOT OVER YET
In the context of the "NetZero" discussion, hydrogen as an energy source is also attracting a great deal of attention. One of the pioneers in the electrolyser business is Nel ASA from Norway. The share price is currently hitting new lows as there is a lack of public contracts across the board, and the issue is not being addressed by the private sector due to excessively high generation costs. Now, the hydrogen company, through its subsidiary Nel Hydrogen Electrolyser AS, has signed a contract with Samsung C&T for the delivery of 10 MW alkaline electrolyser technology. The demonstration plant in Korea will be used to test a model for so-called "pink hydrogen" projects, in which surplus energy from nuclear power is used to produce hydrogen. This innovative approach could set a precedent if successful. The contract value is a low EUR 5 million, but with annual revenue of around EUR 25 million, it is certainly relevant. Nel ASA recently hit a five-year low of NOK 2.75 but has held up well so far. On Friday, it rose above the NOK 3 mark again after a difficult few weeks of sell-offs. Keep the stock on your watchlist: if the NOK 3.30 mark is broken, a technical rebound could occur quickly.


https://news.financial/comments/dax-20-400-year-end-rally-underway-100-opportunities-are-still-lurking-at-shell-bp-saturn-oil-gas-nel-asa-and-plug-power


https://www.finanznachrichten.de/nachrichten-2024-12/64023947-dax-20-400-jahresend-rally-laeuft-noch-lauern-100-chancen-bei-shell-bp-saturn-oil-gas-nel-asa-und-plugpower-700.htm

Incredibly interesting!!!


Government says 3,000 MW electrolyser manufacturing capacity coming up in country

Last Updated: Dec 10, 2024

India is in the process of providing viability gap funding for electrolyser manufacturing capacity of about 3,000 MW per annum to boost green hydrogen production in the country, Parliament was informed on Tuesday. This assumes significance as India had launched the National Green Hydrogen Mission with an initial outlay of Rs 19,744 crore in January 2023.

In line with the Prime Minister's announcement at COP26, the Ministry of New and Renewable Energy is working towards achieving 500 GW of installed electricity capacity from non-fossil sources by 2030, the minister informed the House.

As on October 31, 2024, a total of 211.40 GW non-fossil power capacity has been installed in the country, he said.

Read it all here:

https://m.economictimes.com/industry/renewables/government-says-3000-mw-electrolyser-manufacturing-capacity-coming-up-in-country/amp_articleshow/116175149.cms

Reliance, ReNew, others submit bids under green hydrogen transition scheme
The maximum benefits available under the Strategic Interventions for Green Hydrogen Transition (SIGHT) Scheme (Mode-1-Tranche-II) is Rs 5,400 crore

Updated : Dec 11 2024


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Home / Industry / News / Reliance, ReNew, others submit bids under green hydrogen transition scheme
Reliance, ReNew, others submit bids under green hydrogen transition scheme
The maximum benefits available under the Strategic Interventions for Green Hydrogen Transition (SIGHT) Scheme (Mode-1-Tranche-II) is Rs 5,400 crore



India had launched the National Green Hydrogen Mission with an initial outlay of Rs 19,744 crore in January 2023. (Photo: Shutterstock)
Press Trust of IndiaNew Delhi
3 min read Last Updated : Dec 11 2024 | 8:06 PM IST
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As many as 14 firms, including Reliance Green Hydrogen and Green Chemicals, ReNew E-Fuels, Waaree Clean Energy Solution, and Avaada Green H2 have submitted bids under the green hydrogen transition scheme.

The maximum benefits available under the Strategic Interventions for Green Hydrogen Transition (SIGHT) Scheme (Mode-1-Tranche-II) is Rs 5,400 crore.

According to a statement by the bid coordinator, Solar Energy Corporation of India (SECI), the technical bids for incentives for green hydrogen production capacity of about 4,50,000 tonnes under the second tranche of the scheme was opened on Monday.

The scheme provides for maximum benefit of Rs 50 per kg in the first year, Rs 40 per kg in the second year, and Rs 30 per kg in third year. Thus, the maximum benefit available under the Tranche II is about Rs 5,400 crore.

Under the bucket I, the SECI received bids for 6,20,000 tones against the available capacity of 4,50,000 tonnes.

Similarly, under the bucket II, bids for 6,500 tonnes were received against the available capacity of 40,000 tonnes.

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An official said under-requisitioned capacity under bucket II can be transferred to bucket I, as per the bid document.

Under the bucket I, the maximum quantity of 90,000 tonnes each was claimed by Reliance Green Hydrogen and Green Chemicals Ltd, Waaree Clean Energy Solution Private Ltd, AM Green Ammonia (India) Pvt Ltd, Green Infra Renewable Energy Farms Pvt Ltd and L&T Energy Green Tech Ltd.

ReNew E-Fuels Pvt Ltd has bid for 55,000 tonnes, followed by Avaada GreenH2 Pvt Ltd at 45,000 tonnes, Ocior Energy India Pvt Ltd at 20,500 tonnes and Suryadeep KA1 Project Pvt Ltd at 19,000 tonnes.

GH2 Solar Pvt Ltd has bid for 10,500 tonnes while Matrix Gas and Renewables Ltd as well as Oriana Power Ltd have bid for 10,000 tonnes each.

Under the bucket II, ChemSepT Engineering Pvt Ltd has bid for the largest capacity of 4,000 tonnes, followed by Matrix Gas and Renewables Ltd at 1,500 tonnes and Nishal Enterprises Pvt Ltd at 1,000 tonnes.

India had launched the National Green Hydrogen Mission with an initial outlay of Rs 19,744 crore in January 2023.

The mission aims to develop green hydrogen production capacity of at least 5 MMT (million metric tonne) per annum with an associated renewable energy capacity addition of about 125 GW in the country.

Under SIGHT, two distinct financial incentive mechanisms -- targeting domestic manufacturing of electrolysers and production of green hydrogen -- are being provided under the mission.

The mission will also support pilot projects in emerging end-use sectors and production pathways.

Regions capable of supporting large-scale production and/or utilisation of hydrogen will be identified and developed as green hydrogen hubs under the mission.


https://www.google.com/amp/s/www.business-standard.com/amp/industry/news/reliance-renew-others-submit-bids-under-green-hydrogen-transition-scheme-124121101057_1.html