JJ Traynor’s (one of the two founders of HydrogenOne Capital) background is, at least according to the man’s own LinkedIn, quite impressive 
Executive Vice President Investor Relations
Royal Dutch Shell
2005 - 2017
Responsible for Shell’s communications and relationships with financial markets
Etc…
E: It might just be that my monthly savings won’t be enough to become a client yet 
Yep. Nothing has really been heard about this since the news last summer. Now the website was on fire. Otherwise, they are indeed a competent bunch, at least based on their history.
…yeah, and the website looks like some pyramid scheme… 
Yeah yeah, I’ll delete it immediately after the first flag.
HS has translated a WSJ article, which focuses mainly on NextEra, Iberdrola, and Enel.
Energy | Renewable energy revolutionizes market competition: Three green energy giants now challenge oil industry majors: Uusiutuva energia mullistaa kilpailun markkinoilla: Kolme vihreän energian jättiläistä haastaa nyt öljyalan suuryhtiöitä | HS.fi
I’ve meant to ask this before, and couldn’t find any comments with a search, so I’ll ask: have you compared NextEra Energy vs. NextEra Energy Partners (NEE vs. NEP) as an investment case?
I listened to Biden’s choice of words again, and it’s quite a bullish stance on “new energy,” in all its forms, it’s mind-blowing. Of course, the speech is politically suitably vague encouragement, but it very clearly comes across that:
Now we need to consider how big a role the US domestic market can play, for example, in the global EV transition, or even in hydrogen production, from a TAM perspective. Should we shift investments from the rest of the world to the US in hopes of greater growth, or should we keep the focus on Europe and partly on China?
This Biden “future package” is so broad (infrastructure, vehicles, housing, energy production, etc.) that it doesn’t really fit directly into this thread, but on the other hand, it doesn’t fit into any other single one either. Should we perhaps start a “Best ‘Build Back Better’ Investment Targets” thread, where we could gather related US-based companies under one roof? 
It’s worth noting that Biden has consistently fumbled numbers, especially large ones, in his speeches. I wouldn’t take any number as fact unless it also appears in writing (not a speech transcript). This isn’t a criticism of Biden but a general warning. I can’t comment on this specific number other than to say it sounds large, but not so large that it could be immediately dismissed, like, for example, 200 million COVID deaths in the USA.
Very roughly, about 1 charging station per 600 people. Well, of course, there have to be quite a few, since charging is so slow. Some probably charge at home too. Let’s see if this number ever gets an update.
It should be noted what “charging station” means. Does it mean the same as a gas station, with multiple fueling points?
Certainly, the US should not be underestimated in this matter. However, it is always a different story when talking about state-aided operations versus corporate investments. In the case of the former, money can be wasted very unproductively, and on the other hand, the energy sector is very conservative. As long as the conservative side also starts accelerating its investments in clean energy – one way or another – not much will happen on a large scale.
In that sense, I think Europe is currently ahead, even though there are many good investment opportunities in the US. China is difficult from an investment perspective – the state is involved in everything. Often to such an extent that it cannot be seen. And it is quite difficult to invest there other than through ETFs or ADSs, which currently carry a significant threat. At least I personally pay little attention to China due to the risk, even though it is a huge market.
There are certainly many small listed companies in the US that should be sought out. This is where the forum’s collective intelligence would be beneficial.
This would be a great topic for digging into. Specifically, all those small fish that have so far flown under the radar of larger media like Seeking / Fool.
Enphase, Bloom, Plug, and NextEra are already quite large/well-known, and the SPAC chain is diligently digging up its own, but the already listed hopes for the future, who will get a shovel instead of a spoon when we start “building back better”… There lives a honey pot and then some 
@LakeBoodom I think I found a good small company, though it’s not from the US.
Clear Blue Technologies - Off Grid aurinkoenergia-järjestelmä - Osakkeet - Inderes forum
I’m also currently working on familiarizing myself with Environmental Waste International Inc. from Canada.
What sparked my interest in EWI was this press release: http://www.ewi.ca/environmental-waste-international-announces-partnership-to-enter-the-european-market.html
I really need to start looking into similar small companies from the United States, which I should find before a larger crowd starts digging into them. We could find these gems as a group!
Could you share your thoughts on the EWI since you’ve researched it? I also took a very quick look at it the other day. I’ll have to take a closer look again.
https://twitter.com/frivid40/status/1338159799415021569
That was a pretty good summary.
Edit: And just throw out interesting companies with a low threshold if something comes to mind!
Double E: Any CC pure play firm from the US? Probably not 
Triple E: Some software company related to the electricity grid would also be nice.
Could these have potential?
Sunworks Inc.
Ocean Power Technologies
Fuel Tech Inc.
I’ve only just started looking into them a little.
But they could be interesting.
I happened to notice job advertisements where UPM is looking for process engineers for hydrogen related tasks and an HSE engineer in Kouvola. As far as I know, UPM does not have any actual research center in Kouvola, but there is a large paper mill. Based on the advertisements, they are recruiting “doers” rather than product development/design personnel: https://upm.wd3.myworkdayjobs.com/Careers/job/Kouvola/Process-Engineer_NB6011106
https://upm.wd3.myworkdayjobs.com/Careers/job/Kouvola/HSE-Engineer_NB6011108
I checked what UPM’s website says about hydrogen:
Capturing biogenic carbon dioxide from pulp mills or biofuel processes offers further opportunities. “While bioenergy based on sustainable forestry is climate-neutral in the long term, when forest growth and use are in balance, the burning of biomass still releases carbon dioxide. This carbon dioxide could be captured for use as a raw material together with hydrogen,” Hoffmann says.
Ilvespää is on the same page. “We are looking for technologies to synthesize biogenic carbon dioxide and hydrogen and convert them into hydrocarbons. We are also evaluating its potential and cost-effectiveness,” he says. This highlights the versatile uses and benefits of clean hydrogen.
“It can be stored, converted, used directly or indirectly, and it can connect sectors such as electricity, gas, heat and transport. We must make better use of existing resources,” Hoffmann emphasizes. https://www.upm.com/fi/artikkelit/energia/20/mika-hidastaa-vetya/
Apparently, UPM would be making (or is already making) synthetic fuel from hydrogen and carbon captured from the factory’s CO2 emissions?
Even if the hydrogen used in the initial phase of the process were made from natural gas, it is likely a good thing for the environment. For electrolysis manufacturers, all such investments would certainly be very welcome, as they eliminate this chicken/egg problem in the hydrogen chain.
This sounds interesting, and tire recycling in general could have potential in the future. In Finland, the situation is this:
“Between 2010 and 2014, almost 80% of recycled tires were utilized as material. The largest individual uses were landfill structures and noise barriers. The revised Waste Act, which came into force at the beginning of 2016, prohibits the use of tire crumb in the drainage and sub-drainage layers of landfill base structures, which means new ways of utilizing recycled tires must be found.” (https://aaltodoc.aalto.fi/bitstream/handle/123456789/19984/master_Suomalainen_Seppo_2016.pdf?sequence=1&isAllowed=y)
The master’s thesis I linked examined the utilization of waste tires in Finland and Europe, and the result of the work was that the most cost-effective method is granulation. However, the study did not investigate the microwave method (which EWI uses) very closely, stating that it was a rather inefficient method.
Another study, however, found that a pyrolysis plant for waste tires and waste plastics is quite cost-effective, and the payback period could be as short as 2.5 years in that scenario: https://lutpub.lut.fi/bitstream/handle/10024/143396/The%20potential%20of%20waste%20tire%20and%20waste%20plastics%20pyrolysis%20in%20Southern%20Savonia%20region.pdf?sequence=2&isAllowed=y
And if the quote from the Twitter post, “Windspace has even said in a podcast that they chose EWS technology over Scandinavian enviro systems because the technology is BETTER,” is true, then EWI’s technology solution could be very potent. Enviro, to my knowledge, uses pyrolysis technology.
This was just a superficial review for now, but I think it’s worth investigating further. Can anyone say if VOW can utilize waste tires in its equipment?
