Ballard Power Systems lebt noch (Wieder)
http://www.ballard.com/files/PDF/Investors/...n_Q2_2013_Aug_FINAL.pdf
...meiner Meinung nach , zieht man die Umstellung wie Kaugummi...alles verkauft sich ja noch prima...andere gehen da schon in Kleinserien.
Die Asiaten schlafen nicht : http://www.zeit.de/auto/2013-06/elektroauto-brennstoffzelle-marktreife
From FUEL CELL TODAY -China has three mobile telecommunications providers, all of which rank in the top 21 in the world, measured by
number of subscribers. The benefits of fuel cell uninterruptible power systems in this industry are recognised
around the world and test systems have been operated in China for the past few years. Batteries currently
dominate this industry, but with the cost of fuel cells decreasing and the added benefit of longer runtimes (a key
attribute in areas with unreliable grid power) telecoms backup fuel cells are well poised for growth.
Financial support from the Chinese government is strong with fuel cells identified as a key future technology and
funded accordingly. Chinese companies throughout the supply chain from catalysts to membranes and system
integrators to end users are all driving fuel cell adoption leading China to become an international competitor.
Meiner Meinung nach ein sehr guter Schachzug....die sollen ihre Gewährleistungs- und sonstigen Ansprüche selbst in ihren Rückstellungen erledigen... sehr weise....
By Brian Dumaine, senior editor-at-large @FortuneMagazine August 15, 2013: 7:30 AM ET
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NRG02 hydrogen
(Fortune)
Hydrogen is the fuel of the future -- and always will be. So goes a long-running joke in engineering circles. The quest to build a car powered by one of the most abundant elements on earth dates back to 1966, when GM created the first fuel-cell vehicle, the futuristically named and wildly impractical Chevrolet Electrovan. (Hydrogen tanks and fuel cells to convert the gas into electricity filled the entire rear section of the van.) In the decades since, the major automakers have spent billions in a quest to perfect the hydrogen car -- with little to show for their R&D dollars. Though hydrogen fuel cells have become much smaller, cheaper, and infinitely more efficient over the years, the technology has remained stuck on a road to nowhere. Fewer than 500 fuel-cell cars were sold globally last year, according to Navigant Research.
But at long last we might -- just maybe -- be on the verge of a hydrogen moment. Virtually every major carmaker is preparing to launch hydrogen-powered models in the next few years. Toyota (TM), which has been working on fuel-cell technology with BMW, will unveil a new hydrogen fuel-cell car at the Tokyo auto show in November. The as-yet-unnamed vehicle will go on sale in 2015 and is expected to have a sticker price that's less than a Tesla S (TSLA), which costs about $70,000. Hyundai will lease 1,000 hydrogen cars based on its Tucson crossover in the U.S. starting in 2015. Renault and Nissan have announced a partnership with Daimler and Ford (F, Fortune 500) to share the cost of developing fuel-cell vehicles that could be on the market as soon as 2017. And GM (GM, Fortune 500) and Honda announced in July that they were forming a technology joint venture to produce hydrogen cars by 2020. Honda (HMC) will also launch a new generation of its fuel-cell-powered Clarity, which it has been leasing in limited numbers in California, by 2015.
What's behind all the activity? The cynical view is that the auto industry is simply scrambling to meet California's strict air regulations: By 2025 more than 22% of new sales for the major automakers must be zero-emission or plug-in hybrids. "With electric car sales not living up to expectations, the carmakers are looking for a hedge to meet the standards in California, and hydrogen provides that," says Kevin See, a senior analyst at Lux research.
That may be true. But fuel-cell proponents are feeling optimistic for a good reason: Hydrogen appears to be close to making economic as well as environmental sense. The price of hydrogen fuel cells has dropped dramatically, and the range and reliability have increased. A seven-year U.S. Department of Energy study released late last year concluded that carmakers can easily achieve as much as 254 miles on a single tank of hydrogen -- enough to effectively cure range anxiety. (It takes about three minutes to fill up a hydrogen car.) Right now hydrogen is two to three times as expensive as gasoline on a per-gallon-equivalent basis. But because fuel cells are twice as efficient as gasoline engines, hydrogen fuel is only slightly more expensive. The DOE report concluded that, at scale, hydrogen could quickly cost less than gas.
MORE: Toyota just keeps roaring back
The environmental case for fuel-cell cars has always been a slam dunk. Fuel cells work by splitting electrons out of hydrogen to generate a current that can cleanly and silently power an electric motor. Nothing is emitted from the tailpipe except some water vapor. Overall, according to the DOE, a hydrogen fuel-cell car emits 30% to 50% less greenhouse gas than a gasoline-powered one. (While the car generates no emissions, producing the hydrogen itself does create some emissions because of the intense energy needed to extract it from natural gas, currently the most common feedstock.)
But the biggest challenge facing fuel-cell cars today is the same as it's always been -- a lack of infrastructure. Only a handful of hydrogen filling stations exist in the U.S. "What we have is a chicken and egg problem," says Chris Hostetter, the group VP for strategic planning at Toyota Motor Sales USA. "The entrepreneurs don't want to invest in hydrogen stations until there are enough cars on the road, and the carmakers can't sell large numbers of the car unless there's a place to fuel them."
Former California governor Arnold Schwarzenegger tried to address the issue in 2004 when he outlined his vision for a California Hydrogen Highway Network. His goal was to build 250 hydrogen fueling stations and have 20,000 hydrogen vehicles on the road by 2010. Three years after the Governator's deadline, however, California has only nine public hydrogen stations and another 19 in development, and only a few hundred hydrogen vehicles, according to the California Fuel Cell Partnership.
Cheap energy will bring back U.S. jobs
Cheap energy will bring back U.S. jobs
By comparison, there are some 250 million gasoline-powered vehicles on the road in America, serviced by 170,000 filling stations. Each new hydrogen station costs as much as $3 million to build. A back-of-the-envelope calculation suggests it would cost $512 billion -- roughly the GDP of Sweden -- to replace all the gas stations.
The industry is hoping for incremental progress. Keith Malone, a spokesperson for the California Fuel Cell Partnership, explains that the state of California is offering $20 million this year to help businesses fund new stations. "If the state over the next few years can help open around 100 hydrogen stations in areas where early adopters live," says Malone, "that should be enough to reach the critical mass needed for the private sector to take over." The subsidy should be enough to help launch as many as 20 stations this year. So far, though, it's not clear that the full $20 million will even get used.
MORE: Meet the man trying to make you want an Infiniti
As with many things green, it looks as if California will have to take the lead. The DOE has spent over $1.5 billion in the past 10 years on fuel-cell and hydrogen R&D. But Washington is offering no incentives to major hydrogen producers, like Air Products & Chemicals (APD, Fortune 500) and Linde, to build more stations nationwide.
The danger is that America may fall short on yet another green technology (like the rapid demise of U.S. solar manufacturers). Germany has committed to building 50 new hydrogen filling stations, and Japan to 100. It's largely up to Washington to make sure that in the U.S. hydrogen doesn't remain stuck as the fuel of the future.
This story is from the September 2, 2013 issue of Fortune. To top of page
Ich bleibe dabei dass Ballard ein klarer Kauf ist.
Wenn ich mir die letzten Zahlen ansehe läuft alles nach Plan.
Hätte nicht gedacht dass wir nochmal so weit runter gehen.
Vor ein paar Tagen habe ich mal wieder über VW ( Audi A7 )
gelesen. Irgendwas sollte im August stattfinden.
Leider kann ich den Link nicht wiederfinden.
Könnte mir vorstellen dass es in nächster Zeit nochmal
positive Nachrichten von VW gibt.
Was das bedeutet brauche ich hier ja niemanden erzählen.
Also locker bleiben. Wer Kohle in Blöcken nachkaufen
Heute ist ja fast alles tief rot.
Ballard kann sich dem nicht entziehen.
http://ecomento.tv/2013/06/13/...ffzelle-erste-testfahrten-ab-august/
Das war doch nicht normal heute.
Ich hol mir noch mehr ins Depot.
Bis ich alle Aktien habe von Ballard;-)
Momentan gelten die Probleme, die die Technologie mit sich bringt (vor allem physikalisch) als noch nicht vollständig lösbar, was eine Serienfertigung bzw. ein Wasserstoffauto für den breiten Markt per se ausschließt. Ich spreche hier explizit vom Antrieb.
Ich kenne das Unternehmen und sein Konzept nicht en detail, allerdings frage ich mich
a) was ein Unternehmen mit solch geringer Marktkapitalisierung (~150 Mio €) für eine Rolle spielen kann; allein der Forschungsetat ist ein Witz.
b) welcher Impuls soll für einen starken Anstieges des Titels sorgen?
c) der Aktientitel dümpelt seit 10 Jahren zwischen 0,5 und 5 EURO. Es gibt für mich keine technologischen Entwicklungen oder Fortschritte, die aktuell einen Sprung der Brenstoffzellen-Firmen rechtfertigt. Warum rechnen hier manche JETZT mit einer anderen Entwicklung? Was hat sich DEUTLICH zu den letzten Jahren verändert?
Ich lese hier immer "Ballard ist hier involviert und dort, hat ein Projekt mit Daimler und Audi am laufen etc. pp". Diese Projekte gab es die letzten Jahre auch. Vemehrt anfang der 2000er.
Der aktuelle Kursverfall ist nicht nur auf den Gesamtmarkt zu schieben, denn die Verluste sind überproportional.
Wasserstoff-Tankstelle Düsseldorf
In der Mobilität von morgen wird Wasserstoff eine Schlüsselrolle spielen. Umso wichtiger ist es, die dafür nötige Infrastruktur weiter zu forcieren. Hierfür werden lokale Angebote für regional operierende Fahrzeuge mit der Zeit zu einem überregionalen Netzwerk zusammenwachsen.
Air Liquide wird auch in Zukunft sowohl in Frankreich als auch im übrigen Europa eine entscheidende Rolle bei der Beschleunigung und Unterstützung der Entwicklung und Umsetzung von Lösungen zur Nutzung von Wasserstoff für umweltfreundliche Mobilität spielen.
Hinsichtlich der Beschleunigung von Investitionen durch öffentlich-private Partnerschaften setzt Air Liquide auf entsprechende Initiativen - hat aber schon jetzt bekanntgegeben, darauf vorbereitet zu sein, in Frankreich und Deutschland bis 2015 in 20 weitere Wasserstoff-Tankstellen zu investieren
Wasserstoff-Betankung
In Deutschland hat Air Liquide bereits Tankstellen in Berlin, Düsseldorf, Bottrop und Herten installiert. Aufgetankt werden sowohl kleinere Busse als auch Pkw. Grundstein für den weiteren Ausbau eines Wasserstoff-Tankstellennetzes in Nordrhein-Westfalen ist die erste öffentliche Wasserstofftankstelle für Pkw in der Landeshauptstadt Düsseldorf, die den Auftakt für die weiteren Aktivitäten der Clean Energy Partnership (CEP) in diesem Bundesland bildet. Bis zum Jahr 2015 plant Air Liquide weitere 3 Tankstellen in NRW, je 2 weitere Tankstellen in Hessen, Sachsen und Süddeutschland, 1 in Niedersachsen.