Hvor mye brenner de pr dag og hvor mye er igjen i kassa? Ser du på inntjeningen så er den i minus på hver ordre

You know it's misinformation, NEL has money until 2026 and there will definitely be more orders, they said so themselves

Orders from Reliance Industries, among others

Først emisjon for å klare seg videre

Falls on thin trading

The potential is great here and the EU, India, the USA and many other countries are investing heavily in green hydrogen.

What will happen when the order is a reality?!


Leading Green Hydrogen Stocks in India
By Bajaj Broking Team
clock-icon December 12, 2024

Leading Green Hydrogen Stocks in India - Overview

Here is a little more detail about some of the leading green hydrogen stocks list in India.
Reliance Industries

Reliance Industries happens to be one of India's largest green hydrogen manufacturers.

From being sold globally to being sold for consumption within the country, the company has been a significant contributor towards reducing carbon emissions.

Reliance utilized the help of both hydrogen and CO2 to help develop new fertilisers, green chemicals, e-fuels, etc.

Reliance is hoping to invest ₹75,000 crore in green hydrogen production in the coming years.

https://www.bajajbroking.in/blog/green-hydrogen-stocks-in-india

https://www.bechbruun.com/en/highlights/nel-asa-enters-into-licensing-agreement-with-reliance-industries-limited

https://www.manufacturingtodayindia.com/reliance-inks-deal-with-norways-nel-for-hydrogen-electrolysers

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

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

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

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

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/

👍
Bought some shares again

Har du købt dig ind igen, MC Axel?

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

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

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

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

Dream on

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

'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.

Because everyone else knows

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

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.

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

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

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

Hardly think the shorters are reducing in NEL for fun

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

I didn't get rich by blindly following what others say and think

Hardly believe that NEL went up on some German spammy analysts

Now let's see what is going to happen in the future. Hydrogen is in any case part of the green energy transition

Tyskerne hauser videre: Kjøp NEL straks, ikke gå glipp av denne sjansen.
Manipulasjonen fortsetter! NEL passere snart NVIDIA i verdi! (Antar at de setter shorten i morgen.)
https://mailchi.mp/8f39c72c4225/nur-noch-heute-verfgbar-verpassen-sie-nicht-ihre-chance-143090?e=8732301aa1

Min anbefallng: Hold deg vekke fra denne aksjen.

Jeg følger flere tyske forum og anbefalinger fra så kalte tyske analytikere ala investornytt. Dagens oppgang skyldes en kjøpsanbefaling fra en av dem i går. Det slår nesten altid til. Det er ikke shortere eller nordmenn som driver kursen. Disse 'analytikerene' driver manipulering av kursen med både short og long.

Dette er feil. Reliance har tilsvarende avtale med Stiesdahl og et Kinesisk selskap. Inderne er noen luringer. De har også i avtalen at de kan selge elektrolysører med 'NEL' teknologi utenfor India i konkuranse med NEL. Det er 5 store indiske selskaper som lager elektrolysører som konkurrerer om statsstøtte. Hvem som får blir avgjort i 2025.
Det som er cluet nå for Reliance er at de trenger NEL som bevis eller alibi for at de kan lage elektrolysører, dette 'beviset' må de ha for å være med i konkurransen om statstøtte. Som sagt, avgjørelse om hvem som får i 2025. Dette kommer til å komme opp politisk i kongressen og det er grunn til å tro at det kommer til å ta enda lengre tid. Grunnet at det vil bli stilt spørsmål, som vanlig, om det er korrupsjon i bildet.
Loven i India er slik at et mindretall i kongressen kan anke alle kjøp, den ble nok til for å hindre gi bort av statlige selskaper, til høyesterett, dette for å forhindre korrupsjon. Og slik kan de drive fillibuster i årevis.
Forøvrig er avtalen med Hystore av samme karakter, NEL avtalen skulle brukes for å få statsstøtte, og det er bare derfor avtalen finnes. Nå fikk ikke Mississippi Hydrogen Hub statsstøtte. Så den avtalen er null verdt.

I agree! 👍

Another simmering short squeeze???

NEL er nå som den eneste (?) store hydrogen spilleren sterkt eksponert mot India. Reliance legger opp til et svært høyt tempo i sin satsning og vi kan forvente en betydelig inntektsstrøm ila kort tid. Vi kan og forvente tror jeg at Reliance helt eller delevis kommer på eiersiden av NEL. Dette tror jeg er i gang. Nest største eier i NEL har nå endret seg siden Mai.. NEL er «lommerusk» for Ambani.

Oslo (Infront TDN Direkt): Citigroup øker sitt kursmål på Nel til 6 kroner fra 4,61 kroner pr aksje, ifølge Reuters tirsdag.
TDN Direkt finans@tdn.no
Infront TDN Direkt, +47 21 95 60 70

NEL: MOTTATT OPPFØLGINGSORDRE, VERDI OVER EUR 7M
I dag kl. 14:43 ∙ TDN Finans
Oslo (Infront TDN Direkt): Et datterselskap av Nel har mottatt en oppfølgingsordre på over 7 millioner euro til et europeisk prosjekt, ifølge en melding mandag.

Kan tyde på at de har sat nye short i dag.

Synlig Short redusert med 1.977.551 aksjer i går. https://ssr.finanstilsynet.no/Home/Details/NO0010081235

Synlig Short redusert med 1.063.744 aksjer i går. https://ssr.finanstilsynet.no/Home/Details/NO0010081235

Glencore’s second electrolyser from Nel

https://nelhydrogen.com/articles/in-depth/glencores-second-electrolyser-from-nel/

Økt støtte til hydrogenproduksjon:
«Programmet må derfor sees i sammenheng med kommende støtte også til hydrogenproduksjon, og totalt snakker vi nå omstilling i en helt annen skala enn før, sier Nakstad.»

https://e24.no/energi-og-klima/i/jQaL3w/gir-12-milliarder-til-groenne-skip

This is a possible scenario that could also happen to NEL asa

Just imagine if NEL got a "mega" order from Reliance (RIL)

I think that this agreement that NEL asa got in house is a game changer

Time will tell




Jun 18 2024

The surge in stock price came after JNK India announced that it has bagged a ‘mega’ order from Reliance Industries Limited (RIL)


https://www.business-standard.com/markets/news/jnk-india-hits-fresh-52week-high-as-stock-climbs-16-on-mega-order-win-124061800336_1.html