Ballard Power Systems lebt noch (Wieder)
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Energie- und Mobilitätsbranche könnte dieses weltweit führende Unternehmen Gewinner werden.
Während junge Unternehmen, die auf Elektromobilität und Wasserstott setzen, noch kaum Gewinn machen, aber sehr hoch bewertet weden, ist dieses weltweit führende Unternehmen, das seit 1919 besteht, und Diesel- und Erdgasmotoren baut, schon lange ein zuverlässiger Dividendenzahler und reinvestiert den größten Gewinnanteil in Innovative Technologien, wie Hybrid- und Elektroplattformen, Batteriesysteme, Kraftstoffsysteme Steuerungen, Luftaufbereitung, Filtration, Emissionslösungen und Stromerzeugungssysteme. (Quelle: www.aktientagebuchblog.de Premium Dienst 20.12.2020)
Cummins gibt sehr viel Geld für Forschung und Entwicklung aus und ist seit einigen Jahren auch in Sachen Wasserstoff auf dem neuesten Stand. Hier wurde z.B. 2019 die kanadische Firma Hydrogenics übernommen, die Brennstoffzellen entwickelt. Auch hält man eine Beteiligung (20,7 %) an Loop Energy, ebenfalls einem kanadischen Hersteller von Brennstoffzellen-Systemen. Mit einem KGV von ca.18 fürs Jahr 2021 ist Cummins nicht teuer bewertet und bietet darüber hinaus noch eine sichere Dividendenrendite von > 2 % p.a.
Anstatt in Nel, ITM, Ballard Power, Plug Power,hyzon motors usw. zu investieren, greife ich lieber gleich zu Cummins, da geht alles wie von selbst.....
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https://www.zfk.de/mobilitaet/oepnv/...t-brennstoffzellen-hybridbusse
Ein weiteres Unternehmen, das für Wasserstoffaktien in den Schlagzeilen steht, ist Ballard Power Systems (TSX:BLDP) (NASDAQ:BLDP) . Die Brennstoffzellenindustrie wird in den nächsten Jahren noch mehr an Dynamik gewinnen, und die Ballard-Aktie wird dabei eine wichtige Rolle spielen. Ballard liefert erneuerbare Energie für alle Arten von Transportmitteln, mit Ausnahme von Personenkraftwagen. Schifffahrtsunternehmen, Züge und U-Bahnen werden sich also an Ballard orientieren.
In naher Zukunft werden die erwarteten Umsätze des Unternehmens niedriger ausfallen. Zusammen mit der Verknappung von Halbleiterchips, Problemen in der Lieferkette und der Inflation schadet dies dem Unternehmen im Moment. Da jedoch mehr Investitionen von öffentlichen und privaten Einrichtungen getätigt werden, sollte Ballard nicht lange am Boden bleiben.
Tatsächlich bietet Ballard mit einem Aktienrückgang von 56 % einen wahnsinnigen Wert. Zum Zeitpunkt der Erstellung dieses Artikels liegt das Kurspotenzial bei 100 %! Sie können also zugreifen und sich auf ein verrücktes Wachstum während eines Aufschwungs und auf lange Sicht auf beträchtliche Renditen freuen.
https://www.sustainable-bus.com/fuel-cell-bus/...laris-and-wrightbus/
What is very interesting, the 12-meter hydrogen-powered bus will be soon joined by a 18-meter version, a real first in this segment: the launch of the articulated Urbino 18 hydrogen bus is slated for September 2022.
Ein Unternehmen, das bei der Erschließung dieses 10-fachen Marktzyklus an vorderster Front stehen könnte, ist Ballard Power Systems (TSX:BLDP) (NASDAQ:BLDP) . Ballard nutzt seine Kernbrennstoffzellentechnologie zur Entwicklung von Wasserstoffbrennstoffzellen für Busse, Lastwagen, Schienenfahrzeuge, Schiffe, Geländefahrzeuge und den stationären Energiemarkt. Diese Diversifizierung könnte ein Wachstumskatalysator für Ballard sein und mehrere Einnahmequellen generieren, sobald seine Technologie den Maßstab erreicht.
Ballard testet Brennstoffzellenplattformen in Lastwagen und Zügen. Außerdem entwickelt das Unternehmen eine Methode zur schnellen Betankung von Wasserstoffzügen. Ballard ist auch das erste Unternehmen, das eine DNV-Zulassung für sein FCwave-Modul erhalten hat. Diese Zulassung schafft Vertrauen in die Sicherheit, Leistung und Haltbarkeit des Produkts für Schiffsanwendungen. Ballard arbeitet zusammen mit Anglo American am weltweit ersten wasserstoffbetriebenen Lkw für den Bergbau.
Die Testphase drückt auf die Gewinnspannen von Ballard. Das Unternehmen investiert in eine fortschrittliche Fertigung, produziert aber nur geringe Mengen. Hinzu kommt kurzfristiger Gegenwind, wie steigende Lohn- und Frachtkosten und Lieferstopps in China (dem drittgrößten Markt von Ballard). Der bereinigte EBITDA-Verlust von Ballard weitete sich im letzten Quartal auf 27,5 Millionen US-Dollar aus, verglichen mit 14 Millionen US-Dollar vor einem Jahr. Diese Verluste haben die Anleger abgeschreckt.
Aber wie Warren Buffett sagt: "Man sollte sich dann für ein Unternehmen interessieren, wenn es sonst niemand tut. Man kann nicht kaufen, was populär ist, und dabei gut abschneiden".
During the four days of the trade fair, Quantron AG received various orders for new zero-emission vehicles and numerous enquiries about converting existing diesel commercial vehicles to electric drives, primarily from municipal companies.
Municipal companies in particular feel the pressure to act and now want to convert their fleets to be emission-free.
The problem for many companies is the implementation of the EU Clean Vehicles Directive on the one hand, with rising operating costs for diesel-powered vehicles and the inability of established manufacturers to deliver on the other. In contrast, QUANTRON is able to deliver suitable vehicles within only a few months.
The QUANTRON QLI FCEV Light Transporter, based on the Iveco Daily, was developed in close cooperation with QUANTRON partner and fuel cell expert, AE Driven Solutions.
The tremendous interest shown by trade fair visitors in the hydrogen fuel cell vehicle demonstrates that municipal companies are very open-minded when it comes to the innovative energy source.
Together with its partner, BALLARD POWER SYSTEMS , QUANTRON is working on the development of hydrogen-powered vehicles in the heavy sector. The first vehicle of the joint hydrogen offensive will be presented at the IAA Transportation Fair in September 2022.
https://www.finanznachrichten.de/...faellt-und-faellt-was-nun-486.htm
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https://www.thestandard.com.hk/section-news/...wave-to-hydrogen-first
https://finance.yahoo.com/news/...-enters-trials-major-210000904.html
...
The announcement coincides with confirmation that First Hydrogen's two demonstrator hydrogen fuel cell light commercial vehicles (LCV) are scheduled for testing and on-road commissioning starting later this month in the UK. The commissioning integrates two MAN eTGE vehicles with Ballard Power System's Fcgen-LCS hydrogen fuel cell. The vehicles are expected to be road-ready in Q4 2022, allowing for customer real-world usage trials to start in early 2023.
...
First Hydrogen Corp. is a Vancouver and London UK-based company focused on zero-emission vehicles, green hydrogen production and distribution and supercritical carbon dioxide extractor systems. The Company is designing and building hydrogen-fuel-cell-powered light commercial demonstrator vehicles ("LCV") under two agreements with AVL Powertrain and Ballard Power Systems Inc. The LCV will have a range of 500+ kilometres. At the same time, the company has launched its bespoke vehicle design phase which will develop its fleet of proprietary zero emission vehicles. First Hydrogen is also developing refueling capability working with FEV Consulting GmbH, the automotive consultancy of FEV Group of Aachen Germany. The Company is also pursuing opportunities in green hydrogen production and distribution in the UK and elsewhere.
Humboldt Transit Authority Awarded $38.7M Grant for Fuel Cell Electric Buses
POSTED ON: JULY 21, 2022
July 20th, 2022
2022 07 HTA TIRCP Press Release
The Humboldt Transit Authority (HTA) has been awarded a $38.7M grant from the California State Transportation Agency’s Transit and Intercity Rail Capital Program that will launch HTA’s transition to a zero-emission fleet. Coming soon to HTA are 11 New Flyer fuel cell electric buses (FCEBs) and a hydrogen fueling station at HTA’s facility in Eureka. This fueling station will include a public dispenser for light and medium-duty vehicles (cars, delivery vans, etc.) to help kick start a hydrogen fueling network and supply chain on the North Coast.
“This project is incredibly exciting for HTA – I could not be more proud of our team’s work and this opportunity for innovation. It’s truly a cutting-edge project to reduce emissions throughout our region while providing reliable service and support to more than 600,000 riders every year,” – Natalie Arroyo, Humboldt Transit Authority Board Chair.
HTA partnered with the Schatz Energy Research Center at Cal Poly Humboldt to develop the winning proposal. Peter Lehman, Founding Director of the Schatz Center, shared the excitement. “We’re delighted to be teaming with the Humboldt Transit Authority on this pioneering project.” The Humboldt County Association of Governments, Center for Transportation and the Environment, Servitas LLC, SmithGroup, and Creative Inclusion LLC also made significant contributions to the grant proposal.
HTA worked closely with transit bus manufacturer New Flyer to develop specifications for a next-generation model of their Xcelsior Charge H2TM that will meet HTA’s demanding routes. HTA will be replacing the entire fleet of the Redwood Transit system with these new buses.
Fleet maintenance facilities at HTA will also be upgraded to support the new buses.
The hydrogen fueling station will be the northern-most fueling station planned in California. HTA will partner with Air Products Inc. who will design and construct the station. The station will support both bus and passenger car fueling. A fueling dispenser will be available to the public, providing a station that supports the Governor’s target of 200 hydrogen stations by 2026 serving light and medium-duty vehicles. HTA will also offer fueling to other local fleets interested in adopting fuel cell electric cars, delivery vans and other models.
In addition to laying the foundation for a zero-emission transit fleet, this grant also creates a new intercity transit service, the Redwood Coast Express (RCX), that will be served with the New Flyer buses. This service will connect local riders to Ukiah and points south, including the San Francisco Bay Area.
This grant will also construct new intermodal transit center in downtown Eureka. The center will be integrated with workforce and student housing and commercial space and enliven urban life in Eureka. The Eureka Regional Transit and Housing Center (EaRTH Center) will combine local and intercity fixed route services with on-demand, taxi, bike and scooter share, and paratransit services all centralized in Eureka’s Old Town district. This project is expected to contribute significantly to increasing transit ridership and decreasing vehicle miles traveled, two key targets in the County’s Regional Transportation Plan.
VAN HOOL BUSES WITH AIR LIQUIDE
So glad for the parisians,really hopeful news.
The Board of Directors of IDFM approves the purchase of 47 additional hydrogen buses.
As a reminder, our objective:
- 100% clean vehicles by 2025 deployed in dense areas.
- 100% clean vehicles by 2029 throughout Île-de-France.
Hydrogen buses arrive in Ile-de-France ,Viva la France !
7:50 a.m., July 11, 2022
ByJulien Descalles Translatd from french :
EXCLUSIVE. Nearly 50 buses that do not emit greenhouse gases will be ordered. They will be added to the seven vehicles already tested.
By the end of 2023, 47 additional hydrogen buses will be criss-crossing the roads of the Ile-de-France region. The acquisition procedure will begin on Tuesday, during the next board of directors of Île-de-France Mobilités (IDFM). An investment of 48 million euros to enrich a fleet which today has seven. These have been tested since 2019 in real operating conditions on two Yvelines lines, between Versailles and Jouy-en-Josas and between Satory and Viroflay.
At a time when the transport organizing authority is carrying out "the largest bus fleet renewal plan (10,500 vehicles), outside of China", with 100% clean vehicles by 2025 deployed in urban areas, and by 2029 throughout Île-de-France based on electricity and bioNGV, why invite a new technology, which is moreover in its infancy? “We need to test all possible alternatives in order to further strengthen our energy mix. And thus not to depend on a single source of supply”, specifies Stéphane Beaudet, vice-president of the Region in charge of transport and sustainable mobility. A desire further reinforced by the war in Ukraine and by the inflation which weighs on gas prices.
Mobility with zero emissions
If the ecosystem is still embryonic – barely 43,000 vehicles are equipped with a fuel cell in the world, a few hundred in France, the promises, on the other hand, are numerous. “From an environmental point of view, the hydrogen bus first guarantees mobility with zero emissions, underlines Laurent Probst, CEO of IDFM. But it also has other advantages over electric. Brakes and tires produce fewer particles, since it carries a battery weighing only one ton. And then the autonomy is greater, more than 300 kilometers against 180. Hence a more favorable deployment in the outer suburbs or for long-distance lines. "Another advantage: a full tank in a quarter of an hour, the equivalent of going to the pump of a diesel bus.
Read also - Clean cars: is hydrogen the miracle solution?
A dozen supply sites in 2024
Porte de Saint-Cloud (16th), the four guns of the HysetCo station will also provide "exemplary" hydrogen when it opens in July. "A ton will be produced there every day by water electrolysis; it will be the largest production and distribution station in Europe for low-carbon and storable energy”, assures Loïc Voisin, president of a company which has TotalEnergies, Air Liquide and Toyota as shareholders. Enough to insure up to 200 full of hydrogen in the form of compressed gas - count from 70 to 90 euros for 500kilometres for all types of customers: trucks, dumpsters, individuals... But also taxis from the Hype company, which HysetCo also owns. "A way of resolving the question of the chicken and the egg: the sector being embryonic, should we start by developing the infrastructures or rather the uses? »
“With a fleet of 200 hydrogen vehicles and the establishment of a network of stations, we play on both ends of the chain”, explains the manager. By 2024, a dozen sites, including soon Le Bourget airport, should thus network Île-de-France. In addition to the Porte de Saint-Cloud site, which required nearly 15 million euros of investment to transform a former open-air car park, three other stations – distribution only – are already in operation, at the Porte de Saint-Cloud. la Chapelle (18th) and at Orly and Roissy airports. Step by step, hydrogen is weaving its web in Greater Paris.
https://twitter.com/IDFmobilites/status/...7Ctwcon%5Es1_&ref_url=
ATCO says construction of facilities is expected to begin later this year with production and supply of hydrogen being provided to locomotives in 2023.
The Calgary-based structures and logistics company says the stations will be built at CP Rail's Calgary and Edmonton rail yards. They will be used to supply CP's hydrogen powered locomotive program.
And here they come,our hydrogen buses in London : the first fleet of hydrogen fuel cell-powered double-decker buses in England.
The twenty hydrogen double-deckers, manufactured by Wrightbus, will join more 500 electric buses already on the fleet, and will first see service on route 7 between East Acton and Oxford Circus.
If you have been in a diesel bus during these heat waves,you will understand the point. Hydrogen buses = no heat emission buses inside and outside,they are providential both for passengers and citizens.
Diesel buses are literally baking you in summer! A new hydrogen fuelling station at Metroline’s Perivale depot built by Danish engineering firm Nel Hydrogen will top-up each bus, a process that takes as little as five minutes and will be needed just once per day, making them well suited to longer routes.
The hydrogen is currently produced at Air Liquide’s plant in Runcorn, where waste hydrogen from an industrial chlor-alkali plant is captured, before being transported by Oxford-based Ryze Hydrogen to the refuelling station. From 2023, the hydrogen will be produced by electrolysis powered directly from an off-shore windfarm.
HYDROGEN FUEL CELL BUSES FOR THE THIRD MILLENIUM CITIES !