Bertram Kawlath

Alert "Green Hydrogen Production Plants" - Caution and Lessons for Brazil from HH2E's Insolvency The recent insolvency of the German hydrogen company HH2E, which had ambitious plans to invest billions of euros in large-scale green hydrogen production plants, serves as a critical warning for those involved in the development of similar renewable energy projects, including in Brazil. Despite its grand plans, such as the proposed Lubmin facility aimed at producing up to 60,000 tonnes of green hydrogen annually by 2030, and an estimated total investment of €2.7 billion, HH2E was unable to overcome the financial and economic challenges it faced. Lessons and Reflections for Brazil Rigorous Financial Planning - Large-scale projects like green hydrogen require meticulous financial analysis and contingency planning to address high implementation and operational costs. HH2E’s insolvency highlights the importance of ensuring financial viability from the outset, with diversified funding sources and a robust risk management strategy. Monitoring Market Conditions - The renewable energy market, especially in green hydrogen, is volatile and subject to rapid change. Brazil must be prepared to adapt its plans in response to global market fluctuations, regulatory uncertainties, and technological advancements. Flexibility in planning is essential. Strategic Partnerships - While HH2E had backing from significant investors such as the Foresight Group and HydrogenOne Capital LLP, the project’s fragility demonstrates that investor support alone does not guarantee success. Brazil should focus on building solid strategic partnerships, with an emphasis not just on funding, but also on technical, logistical, and regulatory support. Infrastructure and Location - The choice of location is critical. HH2E’s project benefited from existing industrial infrastructure and access to gas networks, which facilitated integration of green hydrogen into the grid. For Brazil, it is important to prioritise regions with strong infrastructure and access to renewable energy sources, ensuring connectivity to potential consumer markets. Scalability Challenges - HH2E planned to scale its capacity to 4 GW by 2030. However, scalability is a challenge, particularly when relying on new and complex technologies. Brazil must proceed cautiously when scaling its own projects, avoiding overestimation of goals and ensuring the technical and economic feasibility of each development phase. Water Scarcity and Cost - Green hydrogen production through electrolysis requires large quantities of water. In certain regions of Brazil, where water scarcity is an ongoing problem, this could present an additional challenge. Infrastructure and Current Technology - Viability in the Short and Medium Term - Given Brazil's current infrastructure and the available technology, the viability of green hydrogen projects in the short and medium term remains highly questionable.

11

2 Kommentare

🚀 Exciting Insights from BearingPoint on Catena-X! Experts at BearingPoint have just published a compelling study on Catena-X, and as a founding member, we at BASF Automotive Solutions are thrilled to see that 79% of participants believe the relevance of Catena-X will significantly increase over the next three years. This strongly indicates that our #commitment, #efforts, and continuous #communication are resonating and that trust in the #network is growing!   When asked about the key drivers for Catena-X, over 70% of respondents identified "better networking" as the primary factor—ranking even higher than #customer requirements and #regulatory demands. This underscores the value of a scalable network in the #automotive industry as the main catalyst for our #progress.   Of course, challenges remain, but we are dedicated to addressing them. We encourage our #industry #partners to engage actively in utilizing Catena-X and to leverage the compiled knowledge and expertise. At #BASF Automotive Solutions, we are committed to supporting this initiative through #knowledge sharing and by leveraging our topic #experts.   So, when will you join us on this journey? Let's Drive Forward. Together. #CatenaX #BASF #Chemistry #AutomotiveSolutions #Collaboration #Innovation

12

Are your supply chain processes really already optimized or are they still lagging behind? In our webinar, we'll dive into the real-world applications of artificial intelligence in supply chain management. From AI-driven efficiency to automated document recognition, you'll learn how AI is becoming a truly transformative force for your supply chain management! Looking forward to meet you at the KPS webinar!

5

I am happy to announce that our Endress+Hauser Group #VFM #Vortex #Flowmeter #Prowirl is now available with #EthernetAPL #EthernetSPE #PROFINET! You can now benefit from digital communication at 10 MBit/s from a 2-wire meter even in hazardous environments (ATEX and IEC approvals are already available, more will come in the next weeks). You are now able to cyclically output up to four variables every 64 ms. You can choose from a broad variety of parameters, e.g. in steam applications you can pick: - Steam mass and/or mass flow (e.g. in t/h and/or t) - Steam heat/energy and/or heat/energy flow (e.g. in kW and/or MWh) - Steam quality / #DrynessFraction in % - Steam heat/energy and/or heat/energy flow of the dry steam (ignoring the entrained liquid water) - Steam density - Steam delta heat of a heat exchanger (reading in an external temperature) e.g. in kJ/h and/or MJ$ - Steam pressure - Steam temperature For gas applications, we are now offering an interesting feature: In addition to - Gas corrected volume and/or corrected volume flow (e.g. in Nm3/h / SCFM and/or Nm3 / SCF) - Gas heat/energy and/or heat/energy flow (e.g. in kJ/h and/or MWh) - Gas pressure and temperature you can also output parameters like the signal amplitude and kurtosis. These parameters can help you identify the presence of condensing moisture in your gas stream, an interesting feature in many gas applications like - #NaturalGas from Separators e.g. in Oil+Gas - #hydrogen coming from an #electrolyzer in Power+Energy - low quality #CompressedAir and many more. Another beauty: You can perform a #HeartBeat #Verification using #cyclic communication. Learn more about Prowirl F 200 here: https://lnkd.in/dthCMnd https://lnkd.in/dNwPsRdy Find out more about ProfiNET here: https://lnkd.in/dUez2fCq Find out more about Ethernet-APL here: https://lnkd.in/dCdr4Xkb

301

8 Kommentare

Endress+Hauser Group is giving it #steam at Evonik! We are about to build a new test center for steam applications at our customer Evonik in Rheinfelden Germany! Our plan is to use the findings gained in the test rigs to improve existing products and develop new ones. Commissioning is scheduled for 2025. The link to the article in our local press in German language can be found in the comments section.

268

9 Kommentare

The Quiet Before the Storm: The Inevitable Rise of Chinese Automakers As the European automotive sector grapples with a chronic shortage of batteries and a stark lack of proprietary technology to counteract it, the horizon is quietly brimming with the promise of a major industry shift. Chinese automakers are not just knocking at the door; they are ready to burst through. Take BYD, for example, which recently reported a staggering 67% year-over-year increase in electric vehicle (EV) sales, signaling a robust growth trajectory that European manufacturers could only wish for. This surge is not confined to BYD alone; companies like XPeng and Nio are charting similar explosive growth paths, with innovations that include all-wheel steering at price points that are yet to be matched by their European counterparts. Why is this important? Because it highlights a critical gap in the European auto industry’s approach to the EV market. Despite years of warnings, many European automakers have been slow to transition from internal combustion engines to electric models. Meanwhile, their Chinese counterparts have been quietly developing and refining EV technologies that are both advanced and affordable. The question now is not whether Chinese automakers will play a significant role in the global automotive market, but rather how dominant that role will be. With every passing month of lagging behind in battery production and technology innovation, European manufacturers are giving away a crucial lead. This is the quiet before the storm. Chinese manufacturers are poised to leverage their technological advancements and manufacturing prowess to make significant inroads into markets traditionally dominated by European brands. For Europe, it might soon be a wake-up call to either innovate or get left behind in what could be the next major shift in the automotive industry. #evcars #emallorca #evcharging #elektra #enel #enbw #alpitronic #cutpower #disrupting #cars #auto #trends #future

3

Safety – a crucial part in any technological production. 🔑 Wiegand-Glas Unternehmensgruppe’s plant in Schleusingen, Germany, is one of the most advanced in Europe and in the top echelon worldwide in terms of environmental protection and the use of cutting-edge technologies. Siemens SIMATIC PCS 7 process control system provides more control in terms of overview, availability, and safety by offering … - 𝗣𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗼𝗻 – Without the newest updates, the operating systems face increased security risk. SIMATIC PCS 7, Version 9.1 ensures that the latest updates will be available for installation. - 𝗣𝗿𝗼𝗮𝗰𝘁𝗶𝘃𝗲 𝗹𝗶𝗳𝗲 𝗰𝘆𝗰𝗹𝗲 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 – You get access to a detailed and up-to-date overview of the status of your automation infrastructure. - 𝗔𝗱𝗱𝗲𝗱 𝘃𝗮𝗹𝘂𝗲 𝗳𝗿𝗼𝗺 𝗱𝗮𝘁𝗮 – You get access to historical data which opens up for more efficient plant management. #siemens #siemensglass #sustainablesolutions #energyoptimization

16

Approved Hydrogen Core Network by Germany's Federal Network Agency 💧 ⚡ A massive €19 billion investment in a 9,040 km hydrogen network was just approved. This is a major milestone towards a cleaner, greener future. The network will connect key industrial areas and pave the way for a hydrogen-powered economy. This ambitious project aligns with Germany's goal of achieving climate neutrality by 2045. "The core network is the starting point for a new infrastructure and a central building block of the energy transition." - Robert Habeck, Federal Minister for Economic Affairs & Climate Action "With the approved hydrogen core network, the network operators can now gradually build and operate the infrastructure for hydrogen. The first lines will be converted from next year," said Klaus Mueller, president of the Federal Network Agency. ➡Hydrogen Core Network Overview ▪ Key Industrial Supply: The network will supply hydrogen to Germany's largest industrial locations. ▪ Climate-Neutral Future: This enables energy-intensive industries to become climate-neutral. ▪ Nationwide Connectivity: The core network will connect central hydrogen locations across all federal states via motorways. ▪ Extensive Pipeline Network: The approved network spans a total of 9,040 kilometers, with 60% repurposed from existing natural gas pipelines. #HydrogenNetwork #ClimateAction #GreenEconomy #Germany #Hydrogen

1

🎧 New Podcast: What is a Digital Product Passport (#DPP) and what are the technical and content requirements of it? 👉 Find out more in this great Podcast with Adriana Neligan, Thorsten Kroke and Ing. Madeleine Mickeleit hosted by IoT Use Case.

6

🚀 Exciting News! Flexa’s Next-Generation Virtual Power Plant (VPP) Is Live! At Entrix, we’re thrilled to unveil a major advancement in energy flexibility: bringing our expertise in Battery Energy Storage Systems (BESS) into residential homes! This leap unlocks new ways for homeowners to actively benefit from the energy transition. 🌱🏡 We’re optimizing the VPP’s flexibility (🔋 + 🌞⚡🚗): Think of it as one massive virtual battery combined with renewable generation and household energy demand. The system integrates home storage units, solar panels, and responds to local energy needs, like EV chargers and heat pumps. And with up to 80,000 Enpal customers expected to join, this is just the beginning! 💡 What’s new? We can buy or sell energy on the Intraday Continuous Market up to just five minutes before delivery, capitalizing on short-term price shifts. This means way higher returns for households compared to solutions which only operate in the Day-Ahead Market. 📈 Enpal and Entrix have joined forces to create Flexa, a Joint Venture building Europe’s largest and most innovative Virtual Power Plant in the residential sector. We’re excited to achieve new milestones together and keep pushing the boundaries of the energy transition. 🌍✨

30

2 Kommentare

Alert "Green Hydrogen Production Plants" - Caution and Lessons for Brazil from HH2E's Insolvency The recent insolvency of the German hydrogen company HH2E, which had ambitious plans to invest billions of euros in large-scale green hydrogen production plants, serves as a critical warning for those involved in the development of similar renewable energy projects, including in Brazil. Despite its grand plans, such as the proposed Lubmin facility aimed at producing up to 60,000 tonnes of green hydrogen annually by 2030, and an estimated total investment of €2.7 billion, HH2E was unable to overcome the financial and economic challenges it faced. Lessons and Reflections for Brazil Rigorous Financial Planning - Large-scale projects like green hydrogen require meticulous financial analysis and contingency planning to address high implementation and operational costs. HH2E’s insolvency highlights the importance of ensuring financial viability from the outset, with diversified funding sources and a robust risk management strategy. Monitoring Market Conditions - The renewable energy market, especially in green hydrogen, is volatile and subject to rapid change. Brazil must be prepared to adapt its plans in response to global market fluctuations, regulatory uncertainties, and technological advancements. Flexibility in planning is essential. Strategic Partnerships - While HH2E had backing from significant investors such as the Foresight Group and HydrogenOne Capital LLP, the project’s fragility demonstrates that investor support alone does not guarantee success. Brazil should focus on building solid strategic partnerships, with an emphasis not just on funding, but also on technical

2

Eine brilliante Analyse! Was tun? 1. Wir brauchen 200+ radikale Reformen und eine "Mission Zukunft Deutschland"- Details in www.missionfuture.com. 2. Verwaltung komplett digital wie in Estland- würde 35,000 Finanzbeamte einsparen und viele Milliarden. 3. Jedes Jahr 10 Prozent weniger Verwalter und Stellenstopp und Digitalisierung. 4. Zuzug Unqualifizierter klar begrenzen. 5. Wachstum, Wachstum, Wachstum 2 Prozent +, denn ohne dieses ist der Staatshaushalt auf Treibsand gebaut.

2

3 Kommentare

Excited to share this new study I co-authored with my Guidehouse ES&I colleagues (Matthias Schimmel, Jonathan Borsch, Corinna Klessmann) together with Agora Energiewende and Agora Industry (Mathias Koch, Matthias Deutsch, Simon Müller et al.) analyzing the extent to which Germany can rely on pipeline-based renewable #hydrogen imports until 2030 and 2035 across five import corridors from Europe and North Africa. ❗ Key results ✔ Until 2035, #Germany could secure between 60 and 100 TWh of green hydrogen via pipelines. ✔Until 2030, substantial imports of green hydrogen to Germany can be expected from #Denmark and #Norway. ✔In the medium term, additional imports could be unlocked from Southern Europe (#Spain, #Portugal), the Nordic countries (#Finland, #Sweden) and North Africa (#Tunisia, #Algeria). ✔To leverage the full potential of available pipeline-based hydrogen imports, creating sufficient investment certainty for the build-out of the necessary pipeline infrastructure and production capacities in exporting countries is crucial. ✔A range of measures should be considered in this context, including 1️⃣ support schemes or quota instruments creating sufficient demand from potential off-takers of green hydrogen, 2️⃣ available financing to ensure the build-out of pipelines and crucial interconnectors, 3️⃣ the organization of multilateral exchange formats with stakeholders and policymakers to facilitate coordination across the value chain, 4️⃣ de-risking instruments for production projects in North Africa that reduce high capital costs impacting levelized cost of hydrogen, and 5️⃣ strengthening of bilateral energy partnerships with relevant exporting countries. The study is available here (in German): https://lnkd.in/erHdxi5r

37

1 Kommentar

In an interview with Dr. Hans-Peter Siebenhaar, Semperit CEO Karl Haider discusses the solid foundation of the Semperit Group, the broad use of our elastomer products and our growth plans. Commenting on the share price, he says: “We are a solid company, are well financed and have very good organic growth potential. As CEO, I am naturally dissatisfied with our share price. But with our strategy and the business development to date, we have created a very good foundation for share price increases. Read more in the latest edition of FOCUS MONEY #experiencefortomorrow #solutionmaker #globalpioneer

60

1 Kommentar

Flexible production for various cell formats at minimal modification cost is key to enabling customized solutions for small batch sizes—a significant challenge in battery manufacturing. Exciting to see projects like AgiloBat at KIT pushing the boundaries of adaptability and automation to make this vision a reality! 👏 #BatteryInnovation #EnergyStorage #SustainableManufacturing #FlexibleProduction #Automation #Electromobility #KIT #AgiloBat #FutureTechnologies

6

Thank you Startup Mitteldeutschland for the nice short recap of the Investor Days Thüringen 2024 #IDT24 and our mentioning by name. We are delighted to further support startups in Central Germany (and beyond that) in all questions of intellectual property. Maybe we will see us next year at the Investor Days Thüringen 2025 #IDT25? Here is the link for the whole article (in German language): https://lnkd.in/ddSx_z_2 #LeoBlu #IDT24 #Startup #IntellectualProperty

1

At FlexPower we can hedge our customers against spot volatility as in lasts week Dunkelflaute with a Virtual Battery or as we call it our #FlexHL shape. This is how power #procurement needs to be done in a high #volatility #renewable energy world.

4

We are constantly working to improve our hydrogen event and make our contribution to the transformation of the energy industry! 💚 To this end, we held a workshop together with Jasmin Rubner from Brandlovestory - The Brand Culture Company - The Brand Culture Company in which we developed moonshots: What goals do we want to have achieved by 2030 and what headlines would we like to read about the HYDROGEN DIALOGUE and the hydrogen economy in the newspaper then? Tell us: What are your major goals for the next few years that may still seem unimaginable now? 🚀 Share it with us in the comments! #hydrogendialogue #talkabouthydrogen #h2dialogue #workshop #moonshots Jasmin Rutka , Pamela Frank, Tina Stadelmann, Jan Luca Otzmann, Celine Schmittlein Lisa-Marie Wolf

46

1 Kommentar

With the aim of providing better automation solutions for the process industry, our partnership with Endress+Hauser is a deciding milestone. From now on, SICK's gas analysis and flow measurement solutions will enhance the @Endress+Hauser product portfolio and will be offered from a single source through the Endress+Hauser Sales Centers. In the months leading up to the end of the year, colleagues from Endress+Hauser and SICK worked with great dedication to make this partnership a reality. Thank you for your commitment and great achievements. I look forward to continuing the trustful and solution-oriented collaboration with Peter Selders. This partnership will drive forward key topics such as decarbonization and the energy transition, foster innovations for a sustainable future, and better support customers in optimizing their processes. SICK will continue to focus on its core competencies in factory and logistics automation. In this way, our portfolio continues to contribute to higher productivity, improved quality and safety in a wide range of industrial applications. #SICKSensorIntelligence  

149

2 Kommentare