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HYDROGEN POWER
nipper
post Posted: Feb 22 2021, 07:25 PM
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making a mention in an article on Hydrogen
https://stockhead.com.au/energy/these-asx-s...gen-sector/?amp

Green hydrogen is the 'holy grail' of a net zero emissions future.

Just as lithium-ion and VRFBs are ideally suited for electric vehicles and stationary storage, green hydrogen can be used to clean up 'dirty' industries like steel production, manufacturing, long haul trucking, and shipping.

Right now green hydrogen which burns cleanly and emits only water is too expensive to make and distribute, but costs are falling. A recent Australian National University report estimated Australia could currently produce green hydrogen for about $3.18-3.80/kg. By the end of the decade, it would fall to ~$2/kg making it cost-competitive with fossil fuels, ANU says.

Globally, there are now 228 large-scale projects for a combined $US300 billion of proposed investment through to 2030, according to the Hydrogen Council.

$US80 billion of this is in advanced planning, has passed a final investment decision or is under construction or commissioned.

ASX juniors are pouring into space to take advantage of this bullish sentiment. If the 2020s is going to be 'the decade of hydrogen', then these are some of the stocks to watch.

HAZER GROUP (ASX:HZR)

Until very recently Hazer was the only pure play hydrogen stock on the ASX. Its ~$17m, low emission Commercial Development Project (CDP) in WA will produce 100 tonnes of hydrogen a year when commissioned in October this year.

With any luck the CDP will demonstrate to deep-pocketed financiers and partners that the Hazer Process works well. After that, the focus becomes building larger, more profitable projects.


HEXAGON ENERGY MATERIALS (ASX: HXG)

The former rare earths-gold explorer acquired a hydrogen project in the Northern Territory late last year.

The Pedirka project will use a surface gasification plant to produce 'blue' hydrogen from coal for export and domestic markets with zero carbon emissions, the company says. A pre-feasibility study for the project a proper look at whether it is economic or not is the next step.


GLOBAL ENERGY VENTURES (ASX:GEV)

The cashed-up minnow says it has designed a ship to carry compressed hydrogen to regional markets. The 2,000-tonne capacity, hydrogen powered C-H2 vessel is simple, efficient and has low technical barriers to commercialisation, GEV says.

An early stage scoping study on the project will be delivered this quarter.


PROVINCE RESOURCES (ASX:PRL)

Previous iterations as a furniture assembly business (AssembleBay) and vanadium explorer (ScandiVanadium) did not get investors' pulses racing, but it looks like Province has turned the corner.

The minnow has just acquired the Gascoyne and HyEnergy projects in WA's north-west a veritable 'grab bag' of commodity opportunities. An initial focus will be on renewable green hydrogen. Investors loved the news and sent the stock soaring.
QUOTE
Green hydrogen will be an increasingly important future energy source, developing alongside the lithium industry," says project advisor Gavin Rezos. "Rapid advances in hydrogen fuel cells are now demonstrating that green hydrogen will have a major role to play in the areas of mass transport, shipping, trucking, and eventually in homes, helping the world reach targets of being net zero carbon by 2050.




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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
bg99
post Posted: Sep 23 2020, 12:24 PM
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In Reply To: nipper's post @ Sep 22 2020, 11:31 AM

with this road map HZR seems to fit the bill.... gone for a gallop in the last 2 days


Said 'Thanks' for this post: nipper  
 
nipper
post Posted: Sep 22 2020, 11:31 AM
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Hydrogen, batteries, green steel, carbon capture and storage, and soil carbon have been identified by the federal government as the five top priority, low emission technologies it will aim to develop over the next decade.

The long awaited technology road map, to be released on Tuesday by Energy Minister Angus Taylor, ranks energy efficiency, and electric and hydrogen vehicle recharging infrastructure as second level emerging technologies while nuclear power is delegated to a third order watching brief priority.

Mature technologies including coal, gas, wind and solar come fourth and last on the priority list.
QUOTE
Hydrogen, for example, will be deemed competitive when it can be produced for $2 a kilogram or less. It could then be used as a mainstream fuel for generating electricity to back up renewables, heavy transport and industrial applications such as producing ammonia or smelting steel...


... there is, as expected, a fair amount of pushback, especially where hydrogen production comes from non renewables



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Dec 15 2019, 07:10 PM
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QUOTE
[Construction of] the world's first liquefied hydrogen carrier has [started] at a shipyard in Japan, a small step towards tapping the carbon-free energy potential of the lightest element.

Kawasaki Heavy Industries christened the tanker Suiso Frontier during a ceremony at the Kobe Works yard on Wednesday. The ship will be used for technology demonstration to establish an international hydrogen energy supply chain, Kawasaki said in a press release, by shipping the fuel from Australia to Japan. Construction is expected to be complete by late 2020

https://www.afr.com/companies/transport/wor...20191213-p53jla



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
blacksheep
post Posted: Dec 5 2019, 06:35 PM
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The National Hydrogen Roadmap provides a blueprint for the development of a hydrogen industry in Australia.

Download the National Hydrogen Roadmap
Executive summary [pdf · 1mb]
Main report [pdf · 5mb]
Main report - accessible text version [html · 1mb]
https://www.csiro.au/en/Do-business/Futures...ydrogen-Roadmap



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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 
blacksheep
post Posted: Nov 22 2019, 06:51 PM
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Hydrogen the focus of today's energy COAG, but experts urge caution
By Sabra Lane on AM
QUOTE
Hydrogen's being touted as the fuel of the future - a virtually endless supply of convenient, high-energy, zero emissions energy.

And today at a meeting of energy ministers the chief scientist Alan Finkel will lay out his plan for Australia to become an early player in the emerging hydrogen fuel industry, with the

But, argue others, the clean energy promise of hydrogen a decade or so away because producing it now can only be done economically by burning large amounts of carbon intensive fossil fuels.

Podcast - https://abcmedia.akamaized.net/radio/local_...ag-hydrogen.mp3

In simple terms, there are currently three ways to make hydrogen. Brown hydrogen is is produced when the element is stripped out of fossil fuels such as coal, while blue hydrogen is produced from gas. Green hydrogen is produced from running an electric current through water using an electrolyser powered by renewable energy such as solar.

Angus Taylor, surprise, surprise, suggested - "In an interview before the meeting, Taylor suggested hydrogen production should be “technology neutral”, indicating it could be down using brown coal. and "efforts by ACT energy minister Shane Rattenbury to secure a commitment from COAG energy council to produce hydrogen using only renewable energy sources, were blocked by Taylor."

QUOTE
Production
Hydrogen can be produced from diverse, domestic resources including fossil fuels, biomass, and water electrolysis with electricity. The environmental impact and energy efficiency of hydrogen depends on how it is produced. Several projects are under way to decrease costs associated with hydrogen production.

There are a number of ways to produce hydrogen:

Natural Gas Reforming/Gasification: Synthesis gas, a mixture of hydrogen, carbon monoxide, and a small amount of carbon dioxide, is created by reacting natural gas with high-temperature steam. The carbon monoxide is reacted with water to produce additional hydrogen. This method is the cheapest, most efficient, and most common. Natural gas reforming using steam accounts for the majority of hydrogen produced in the United States annually.

A synthesis gas can also be created by reacting coal or biomass with high-temperature steam and oxygen in a pressurized gasifier, which is converted into gaseous components—a process called gasification. The resulting synthesis gas contains hydrogen and carbon monoxide, which is reacted with steam to separate the hydrogen.

Electrolysis: An electric current splits water into hydrogen and oxygen. If the electricity is produced by renewable sources, such as solar or wind, the resulting hydrogen will be considered renewable as well, and has numerous emissions benefits. Power-to-hydrogen projects are taking off, where excess renewable electricity, when it's available, is used to make hydrogen through electrolysis.

Renewable Liquid Reforming: Renewable liquid fuels, such as ethanol, are reacted with high-temperature steam to produce hydrogen near the point of end use.

Fermentation: Biomass is converted into sugar-rich feedstocks that can be fermented to produce hydrogen.

A number of hydrogen production methods are in development:

High-Temperature Water Splitting: High temperatures generated by solar concentrators or nuclear reactors drive chemical reactions that split water to produce hydrogen.

Photobiological Water Splitting: Microbes, such as green algae, consume water in the presence of sunlight, producing hydrogen as a byproduct.

Photoelectrochemical Water Splitting: Photoelectrochemical systems produce hydrogen from water using special semiconductors and energy from sunlight.

https://afdc.energy.gov/fuels/hydrogen_production.html



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The herd instinct among forecasters makes sheep look like independent thinkers. Edgar Fiedler

If the freedom of speech is taken away then dumb and silent we may be led, like sheep to the slaughter. George Washington
 


nipper
post Posted: Nov 18 2019, 09:59 AM
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QUOTE
It’s expected that hydrogen will replace diesel in long-haul transport — trucks, trains and ships — while lithium-ion batteries replace unleaded petrol in cars.

Hydrogen is not burned like petrol and diesel: it is used as a feedstock for fuel cells that produce electricity that then drive electric motors, in place of batteries. As with batteries, the electricity comes from a chemical reaction, in this case from the hydrogen combining with oxygen to produce water. You can apparently drink the exhaust.

The work of Finkel, and the COAG Hydrogen Working Group he’s leading, is only one of a number of state and federal projects going on.

Queensland, Western Australia and South Australia have all announced and funded hydrogen strategies and the Australian ­Renewable Energy Agency (ARENA) is funding at least nine hydrogen projects, including a left-field one in Perth by ASX-listed Hazer Group to produce hydrogen plus graphite from waste methane.

Meanwhile, Fortescue Metals Group is working with the CSIRO on a process for shipping hydrogen as ammonia: instead of liquefying the hydrogen directly like LNG, the idea is that nitrogen is added to it to create NH3 (ammonia), which requires much less energy to liquefy for transportation. The nitrogen is then removed at the other end. The Fortescue plan is to build a hydrogen factory in the Kimberley using the abundant water that’s there plus the even more abundant sunshine for electricity, and use it to replace the diesel fuel in its mines as well as export it as ammonia, as a new product line on top of iron ore.

https://www.theaustralian.com.au/business/h...a34fe2a6d47564d

.... we'll wait and see (and wait, some more)



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
nipper
post Posted: Nov 15 2019, 09:12 AM
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Hydrogen .....the smallest molecule.



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"Every long-term security is nothing more than a claim on some expected future stream of cash that will be delivered into the hands of investors over time. For a given stream of expected future cash payments, the higher the price investors pay today for that stream of cash, the lower the long-term return they will achieve on their investment over time." - Dr John Hussman

"If I had even the slightest grasp upon my own faculties, I would not make essays, I would make decisions." ― Michel de Montaigne
 
mullokintyre
post Posted: Nov 15 2019, 08:27 AM
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In Reply To: henrietta's post @ Nov 15 2019, 07:55 AM

J, you can read all about it HERE at Skeptics

It seems that the problem was not the burning of Hydrogen, but rather the fact that Horvath claimed to be using fusion to create the hydrogen from water. Thats was the real downfall.

Mick



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sent from my Olivetti Typewriter.
 
henrietta
post Posted: Nov 15 2019, 07:55 AM
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In Reply To: mullokintyre's post @ Nov 15 2019, 07:24 AM

Does anyone else remember, back in the good old days of Jo Bjelke-Petersen, how Jo once was championing a Queensland inventor who was proposing a "hydrogen" powered car ?

The idea was derided as totally wacky by all and sundry. The idea of a car running on hydrogen, obtained from just water, was definitely ahead of its time. One of Jo's better ideas, in a sea of appalling decisions.

Cheers
J



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"Sometimes I sits and thinks, and sometimes I just sits." Satchel Paige

"No road is long with good company." Traditional
 
 


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