Short Term trading Week Starting: 28 Nov, page-3

nambo1 said: ↑
Smoke is billowing now after Toyota announced that they are coming to roadshow the vehicles with a mobile Linde hydrogen plant in tow, Linde being the employer of the new scientific adviser.

http://reneweconomy.com.au/toyota-i...er-to-sell-hydrogen-story-to-australia-58048/

“Our local vision is that, as a first step, governments and businesses running back-to-base fleets will be able to arrange appropriate refuelling,” O’Connor said. “In parallel, we see great merit in the introduction of strategically placed refuellers in our larger cities.

Toyota has pledged to work with government, industry and other stakeholders to fast track the development of refuelling infrastructure needed to support wider use of fuel cell vehicles.

This will involve Toyota working with one of its great rivals, Korea’s Hyundai, which also has a fuel cell vehicle in Australia and a refuelling station at its headquarters in Sydney."

Hazer have stated that they expect to be able to produce hydrogen for under $1/kg which becomes relevant when you consider the energy contained in a kilogram of hydrogen

1kg of hydrogen contains 120 MJ of energy which translates to 33.3 kWh therefore hydrogen at $1/kg is energy at 3c/kWh

Solar roof top energy systems work out to be around 15c/kWh over the lifetime of the asset
Grid energy costs users 25c/kWh
Petrol contains ~12.7kWh/kg (1.44l) therefore @$1.30/l costs $1.87/kg or 15c/kWh (note internal combustion engines get only 20% of that energy to the wheels to the true figure is closer to 80c/kWh)

Current fuel cell technologies see around 50% efficiency in vehicles and up to 90% efficiency in static applications so the usable energy content of a kg of hydrogen is 16.6kWh (6c/kWh) in vehicles or 30kWh 3.3c/kWh.

So assuming that they can back up the claims of producing hydrogen at $1/kg then there is a pretty good chance that this clean tech will impact the way that the world looks at energy.

On the graphite angle of the Hazer process the focus has been primarily on the ability to produce battery grade synthetic graphite which has been showing a lot of promise however some further work is required before putting the doubts to bed. The process is able to produce graphite, carbon nanotubes, carbon nano onions, graphene, carbon black and likely most other carbon morphologies under the varying process conditions which has to date been largely overlooked. The battery grade graphite market currently represents less than 20% of the graphite market and the remainder has specifications more easily met. The broader carbon which is also addressable if significantly larger.

"The global graphite market was valued at $15.06 billion in 2014 and it is expected to grow at a CAGR of 4% during the period 2015 - 2020. The major drivers behind the growth of the graphite market include increasing use of graphite in batteries, growing demand of graphite in steel industry, and increasing use of graphite in automotive industry."

"The global carbon black market is expected to surpass $25 billion by 2020 growing at a CAGR of over 4%. Driven by rising demand from tyre industry, in addition to construction and manufacturing sectors which use carbon black to provide strength to industrial rubber compounds and other equipment."

"The global activated carbon market is expected to reach USD 10.15 billion by 2024, according to a new report by Grand View Research, Inc. Increasing demand for air & water purification in the coal-fired plants"

2017 I think will be a very transformative year for this one, truly one of the most undervalued stocks on the ASX