It’s time to create our own thread for Nel ASA. The company is constantly gaining more visibility and has found its way into more and more forum members’ portfolios. So it’s good to separate its own section from the https://keskustelut.inderes.fi/t/energia-alan-teknologinen-kehitys-ja-sijoitusmahdollisuudet/2568/2301 thread so that information can be found in a structured way
Nel ASA is a Norwegian company that has been operating since 1927. Nel operates globally, offering hydrogen solutions that cover the entire value chain, from hydrogen production to its storage and the construction of refueling stations. A true “octopus” with tentacles spread around. Currently, the world is constantly seeking solutions to cut emissions, where Nel ASA positions itself by building the entire hydrogen infrastructure.
Nel ASA has supplied over 40 hydrogen refueling stations to 10 countries, and their largest hydrogen production plant currently has a capacity of 135MW.
For example, the Norwegian company ASKO is one company committed to zero emissions, and it also happens to be Norway’s largest transport company. They chose Nel ASA to supply/build a solar-powered hydrogen production plant and a refueling station solution for them in Trondheim.
Currently, there are a lot of collaboration schemes and many projects underway, for example, collaborations with Nikola Motors, Kvaerner, Hyundai, and Yara. I’m sure I only know a fraction of the collaboration schemes and have certainly missed the “most important” ones, but those who know more are welcome to add them
We can also assume that with the recently published European hydrogen strategy, hydrogen infrastructure will gain significant momentum in the coming years.
''The European Commission wants tens of billions in investments in hydrogen. The investments are part of the EU’s recovery package, which aims to revive the economy from the impacts of the coronavirus. The Commission is likely to publish its hydrogen strategy next Wednesday.
According to Energiateollisuus (Finnish Energy Industries), the role of hydrogen will grow especially in industry and as an energy source for heavy transport and shipping. According to Energiateollisuus, the growing role of hydrogen in the energy system will also enable emission reductions in Finland.‘’
I personally find the current valuation of hydrogen companies in general challenging, as well as their difficulties in reaching break-even with costs and revenues. Now there is light at the end of the tunnel, and it seems that the hydrogen breakthrough is indeed coming within the next few years/decades.
I haven’t had much time to delve into the company or hydrogen in general yet, but we have a lot of expertise on the topic in the forum, so let’s keep our eyes and ears open and actively participate in the discussion!
Let me know if I’ve babbled any incorrect information so we can correct it!
Links related to Nel ASA and hydrogen:
Mukava setti infoa heti ketjun alkuun! Olisi vielä hauska kuulla 
