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FairAndUnbiased

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They are building a pure hydrogen pipeline from Kubuqi to Baotou/Linhe gas pipeline. And this will send green H2 produced in SPIC/Huaneng's solar H2 plant to Baosteel's green H2 steel plant

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Baosteel has been building low carbon metallurgical solution

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China is quickly building up hydrogen pipeline from inner Mongolia (where most of the H2 is produced) to where they get used.
Surprised at using hydrogen in steel fabrication with the risk of hydrogen embrittlement. Maybe only in the early purification steps and they remove it later.
 

FairAndUnbiased

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Climate change is taking us back to an era where humans must survive rapid weather changes. Luckily, we have some experience in this.

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tphuang

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a new major project for Longi Solar in Ordos
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就公司在内蒙古自治区鄂尔多斯市伊金霍洛旗蒙苏经济开发区投资建设年产46GW单晶硅棒和切片项目、30GW高效单晶电池项目及5GW高效光伏组件项目达成合作意向。
Calls for 46GW of monocrystalline silicon ingot a year, 30GW of PV cells & 5GW PV modules. Investment of 7.777B RMB.
Ordos is becoming a major renewable hub for China
 

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Onshore wind turbine awards for this week. Interesting the wind power developers for these projects. PetroChina is getting wind power for its Daqing oil fields.
Other developers are Huadian in various places
CGNPG, CR Group and CEIC developing Hunan and Northern China.
Looks like Goldwind got most of these bids followed by MingYang, CRRC and Dongfang.
What you see here is that all the major conglomerates for other energy resources are now getting in on wind/solar power projects as these projects are expanding far faster than fossil fuel and nuclear projects.
 

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The hydrogen conference is this week and I'm pretty sure they are going to drastically raise the projected Green H2 totals

CEEC signed two major projects with Jilian province

First one will have 10.5B RMB investment in phase one (29.6B RMB in total) to have 800MW of wind power & 100MW of solar and electrolysis equipment that can produce 45k hydrogen a year, 200k t of synthetic ammonia and 20k t of green methanol

Another major project with total 14B RMB ov investment for 2 pumped hydro projects -> 1.2GW of stored capacity here.
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中能建松原氢能产业园绿色氢氨醇一体化项目:是吉林省首批氢动吉林大型氢基化工示范项目,总投资296亿元,建设60万吨绿色合成氨/醇和氢能装备产业生产线。此次签约的一期项目投资105亿元,建设内容包括:90万千瓦新能源,其中80万千瓦风电、10万千瓦光伏、年产4.5万吨电解水制氢装置、20万吨级柔性合成氨装置和2万吨绿色甲醇装置。

集安市抽水蓄能电站项目:总投资140亿元,本次活动签约额为70亿元。项目拟建两座抽水蓄能电站,分别为板岔河电站、榆林河电站,装机容量均为120万千瓦

CEEC is quite involved a lot of oversea's project. Here, it has 2 major projects in Uzebekistan. 1 for 800MW wind and 1 for 400MW solar
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tphuang

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Longi's new Shaanxi plant will start production in Q3 2024 and reach full production of 100GW solar wafers in 2025
公告中表示,拟使用自有资金投资40亿元拟设立隆基绿能光伏科技(西咸新区)有限公司,隆基绿能持股比例100%。设立的全资子公司将作为西咸新区年产100GW单晶切片项目及年产50GW单晶电池项目的实施主体。隆基绿能表示此举有利于提高本项目运营效率,符合公司战略布局和经营发展需要。根据资料,年产100GW单晶硅片项目及年产50GW单晶电池项目预计均为2024年3季度首线投产,2025年底达产。其中单晶硅片项目为切片项目,不包含单晶拉棒环节

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Sinopec is establishing a new company for new energy sources called 中化新能源
At the same time, it's visiting Longi to cooperate further on solar and green H2. Looks like the two are going to be strong partners here. Keep in mind that you need companies that produce PVs/wind turbines and electrolyzer. You also need companies that take on the task of putting this in the field. Sinopec with their political connection and extensive hydrogen and energy needs are a strong partner to have here. Of course, there are other similar players like SPIC and CEEC and PetroChina also being involved in various projects.
 

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They are building the first wind/solar/thermal/energy storage cluster in Gansu along with 800 kV HVF transmission of electricity to Shandong. It should delivered 36 billion Wh of electricity a year. The energy storage will be provided by a pump hydro station. This is expected to be complete by 2025.
 

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ManufacturerElectrolyser modelkWh/Nm3kWh/kgH2Efficiency (vs H2
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)
Longi (China)ALK Hi1 Plus4.0 - 4.144.5 - 45.6Up to 88.5%
Nel (Norway)A38803.8 - 4.442.3 - 49.0Up to 93.2%
John Cockerill (Belgium)DQ10004.16 - 4.6646.3 – 51.8Up to 85.1%
McPhy (France)All models4.550.1Up to 78.7%
Sunfire (Germany)HyLink4.752.3Up to 75.3%
Back in 2022, MingYang unveiled the largest electrlyzer at 2500 nm3/hr
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公司已于2022年推出了2500标方/小时的碱性电解水制氢电解槽产品,该产品制氢能力和各项性能位居全球碱性电解槽前列,单位电耗低至3.87度/标方。
it reached power usage of 3.87/Nm3, which would basically be the most advanced electrolyzer, even better than Longi and over 90% efficiency

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公司主要围绕风、光、储、氢进行矩阵式制造业布局,目前风电业务订单饱满,其他各项业务也都在快速发展,谢谢!
Looks like its wind power order book is fully booked. Still looking to develop PVs, ESS and hydrogen technology.
 
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