Cost of production is actually very easy to work out.
it takes 55kwh per kg, that's a fact. Some improvement to come but don't bank on it.
solar is $16/MWh, that's a fact.
https://reneweconomy.com.au/uae-awards-contract-for-huge-1-8gw-solar-park-addition-at-record-low-prices/
and can come down.
so 55*$16/1000==88c per kg for production OPEX.
add some CApex ( electroylers, bop) and you're still around the $2 mark.
https://www.hydrogeninsight.com/electrolysers/cost-of-electrolysers-for-green-hydrogen-production-is-rising-instead-of-falling-bnef/2-1-1607220
then transport it to your country of choice and it's still cheaper than oil.
the key is the locking in the cheapest POWER!
- Forums
- ASX - By Stock
- POWER!!!! Fortescue Future Industries
Cost of production is actually very easy to work out.it takes...
- There are more pages in this discussion • 221 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add FMG (ASX) to my watchlist
(20min delay)
|
|||||
Last
$24.39 |
Change
-0.390(1.57%) |
Mkt cap ! $75.06B |
Open | High | Low | Value | Volume |
$24.38 | $24.51 | $24.16 | $69.42M | 2.852M |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
11 | 1388 | $24.38 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$24.39 | 630 | 8 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
11 | 1704 | 24.380 |
10 | 2698 | 24.370 |
9 | 4792 | 24.360 |
10 | 3060 | 24.350 |
8 | 4102 | 24.340 |
Price($) | Vol. | No. |
---|---|---|
24.390 | 1036 | 6 |
24.400 | 6567 | 12 |
24.410 | 2003 | 9 |
24.420 | 3747 | 9 |
24.430 | 3057 | 10 |
Last trade - 12.54pm 04/06/2024 (20 minute delay) ? |
|
|||||
Last
$24.44 |
  |
Change
-0.390 ( 1.09 %) |
|||
Open | High | Low | Volume | ||
$24.37 | $24.50 | $24.16 | 457816 | ||
Last updated 13.12pm 04/06/2024 ? |
Featured News
FMG (ASX) Chart |