NIKOLA Corporation US6541101050 Nachfolge Thread V
Shell and McDermott join energy team in launching hydrogen group to boost lagging US plans
Hydrogen Forward aims to lobby for sector progress in 'only major market without a national strategy'
Shell, McDermott International and other players from across the new and fossil energy sectors have partnered to form an initiative focused on advancing development of hydrogen in the US.
The launch of Hydrogen Forward comes at a time when the country’s “lack of systemic policy support” for the sector leaves it trailing Europe and Asia, where hundreds of billions of dollars have already been earmarked for major projects.
The founding members – Air Liquide, Anglo American, Bloom Energy, CF Industries, Chart Industries, Cummins, Hyundai, Linde, Toyota as well as Shell and McDermott – said they were “united under a shared belief” in the environmental and economic benefits to be generated by the rapidly progressing technology.
“These companies believe that accelerating investment in hydrogen will help the US deliver on its climate goals while creating a stronger economy with new, good-paying jobs,” the consortium said in a statement.
“The initiative – which represents companies invested in all links of the hydrogen value chain from source to service – is focused on showcasing hydrogen's unique value proposition among Washington, DC policymakers and other stakeholders to decisively accelerate adoption of hydrogen solutions and related infrastructure build-out across the nation.”
Hydrogen Forward said its members were “making significant domestic investments and driving specific projects across the nation to bring these technologies to scale today”.
It added that the market for hydrogen “produced domestically with low or no carbon footprint” would not only help decarbonise heavy-emitting segments of the economy from shipping and transportation to power generation, steelmaking and chemical production to mining and manufacturing, but also be a boon to the emerging hydrogen value chain “including job opportunities and revenue generation”.
“From the manufacturing and sale of hydrogen fuel-cell electric vehicles to supporting the fueling stations that keep these vehicles moving, our members are on the leading edge of transportation innovation,” said Hydrogen Forward.
“Likewise, member company hydrogen storage solutions and partnerships with local utility companies are helping to harness renewable energy and decarbonize the power generation sector.”
“The lack of policy support for hydrogen [in the US] risks to derail these efforts. While Europe and East Asia have committed to investing hundreds of billions of dollars into hydrogen solutions, the US is the only major market without a national hydrogen strategy.
“A comprehensive approach is critical because it provides a much-needed framework to enable fast, large-scale adoption.”
https://www.upstreamonline.com/energy-transition/...-plans/2-1-956917
Ubben, who founded ValueAct Capital Management two decades ago, has become known for his social and environmental investing in recent years. His new firm, Inclusive Capital Partners, is also discussing taking a meaningful stake in the oil giant if he were appointed the board, the people said, asking not to be identified because the matter is private.
Ubben’s ongoing talks with the board are constructive and a decision on whether or not to appoint him could be made in the coming weeks, the people said. His candidacy has already won the support of other shareholders including D.E. Shaw & Co, the people said.
Representatives for Inclusive Capital, Exxon and D.E. Shaw declined to comment.
Exxon has long attracted criticism for its persistent focus on fossil fuels but those attacks have intensified in recent years, as its financial performance cratered. Last year, the stock lost 41% and the company made its first annual loss in at least four decades, as years of elevated spending on new oil and gas operations left it highly exposed to the crude price crash caused by Covid-19.
D.E. Shaw has written the company, urging it to cut costs in order to preserve its dividend and called on the driller to take steps to improve its environmental reputation, while another activist investor, Engine No. 1, has nominated four directors to the board, as part of its campaign for a strategic overhaul.
Exxon has so far responded by slashing costs and spending to defend its dividend, all-but abandoning its 2018 counter-cyclical growth plan to build oil, gas and petrochemical facilities from the Permian Basin to Papua New Guinea. This week, Exxon appointed former Petronas chief executive officer Tan Sri Wan Zulkiflee Wan Ariffin to its board and is speaking to other director candidates.
The appointment of Ubben would go some way to assuage concerns that big institutional investors have over Exxon’s approach to the energy transition. A veteran money manager, Ubben has been involved in agitating for change at many corporate giants including Citigroup Inc, Rolls-Royce Holdings Plc and Microsoft Corp over his career.
One of his last holdings at ValueAct was in BP Plc, after an “inspired” presentation by CEO Bernard Looney, who pledged to transition the oil supermajor toward clean energy, Ubben said in a February 2020 interview. Ubben left ValueAct last year to start Inclusive Capital, which numbers electric-truck company Nikola Corp, power generator AES Corp, bioenergy firm Enviva Partners, and Strategic Education, among its investments.
https://www.theedgemarkets.com/article/...econscious-hedge-fund-mogul
Warum kaufen die nicht jetzt schon? Spekulieren die auf weiteren Fall? Worauf warten die?
https://finviz.com/quote.ashx?t=Nkla
Ein Squeeze bei NKLa? Kann man drauf spekulieren, muss man aber nicht. In GME investierte Shortseller mussten hier evtl ein wenig covern.
Eigentlich ist es ja voellig verrueckt, was Aktien wie Sunpower oder Nio oder Fuel Cell machen, das kann ja auf Dauer nicht weiter gehen und ist auch keine wirklich gesunde Entwicklung. Ich fuer meinen Teil hab schon reagiert und Gewinne teilweise realisiert, den momentanen Hype sehe ich als gefaehrlich an.
Auch kommt fast sicher diese Jahr eine KE die brauchen Geld zur Entwicklung der LKW
Leider ist kein große Investor mehr dabei da kann man sich bei Milton bedanken
Nur meine Meinung !
https://www.youtube.com/watch?v=NA1YfgGbhJ0
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Zeitpunkt: 10.02.21 09:44
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Kommentar: Moderation auf Wunsch des Verfassers
Zeitpunkt: 10.02.21 09:44
Aktion: Löschung des Beitrages
Kommentar: Moderation auf Wunsch des Verfassers