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California Cap and Trade legislation
Along with pending Clean Air Action Plan for the California ports. IMO
Both are looking favorable for CLNE.
Nice to see a little optimism for FCEL.
Yes, I've been watching closely and your list is just a start. These guys have an immense market opportunity.
The "need 1200% crowd" will get there if they don't see the need to put themselves in the "need 600%".
I need 20% myself but am still buying!
Republic Services pledges to triple use of renewable gas for truck fleet
The company is expanding partnership with Clean Energy Fuels.
June 30, 2017
http://www.todaysmotorvehicles.com/article/republic-services-clean-energy-fuels-waste-gas-063017/
2017 Annual Merit Review Proceedings
https://www.hydrogen.energy.gov/pdfs/review17/fc116_yuh_2017_o.pdf
https://www.hydrogen.energy.gov/pdfs/review17/pd124_petri_2017_o.pdf
2017 Annual Merit Review Proceedings
https://www.hydrogen.energy.gov/pdfs/review17/mt011_petrecky_2017_o.pdf
https://www.hydrogen.energy.gov/pdfs/review17/mt017_ahmed_2017_o.pdf
I give up, form your own conclusions!
We are continuing this record of innovation in 2017 with the
planned deployment of a fuel cell electric vehicle in a pilot
project in California. A combined project with the Department
of Energy, California Air Resources Board, California Energy
Commission, and South Coast Air Quality Management
District, the medium-duty Class 6 (typical UPS package car)
fuel cell delivery vehicle will have zero tailpipe emissions,
meeting proposed regulatory requirements for 2020 in many
delivery areas in California,
and will be capable of refueling
at existing CNG stations in the state.
"and will be capable of refueling
at existing CNG stations in the state"
It's coming from UPS, I'm not making it up, and they are talking about the same trial that you are.
The UPS trial FC is being supplied by Hydrogenics (HYGS)
Here are a couple links, if you have time to read them before drawing conclusions.
I suspect that the UPS CEO had staff review the sustainability report for accuracy prior to its release of 2 days ago. The report is widely read by industry stakeholders.
http://amp.timeinc.net/thedrive/tech/9738/toyota-experimenting-with-natural-gas-fuel-cells?source=dam
https://sustainability.ups.com/sustainability-reporting/
David Abney Chairman and CEO Of UPS
"We're exploring ways to use renewable natural gas in fuel cell electric vehicles"
UKsausage anonymous message board poster.
"No they're not"
Lol
Not true (all hydrogen) according to UPS
UPS 2016 CORPORATE
SUSTAINABILITY REPORT
"We’re also testing new applications for renewable energy
sources….. and
we’re exploring ways to use renewable natural gas in fuel
cell electric vehicles in the future. "(page 3)
We’re especially excited about the potential
of renewable fuel-cell electric vehicle technology, which has zero tailpipe emissions. (page 85)
We are continuing this record of innovation in 2017 with the
planned deployment of a fuel cell electric vehicle in a pilot
project in California. A combined project with the Department
of Energy, California Air Resources Board, California Energy
Commission, and South Coast Air Quality Management
District, the medium-duty Class 6 (typical UPS package car)
fuel cell delivery vehicle will have zero tailpipe ,,,, and will be capable of refueling
at existing CNG stations in the state. ... Long term, we believe the focus on electrification of
transportation will increase..... Next-generation Class 8 (tractor-trailer) vehicles
present a more difficult challenge and are probably on
a 10- to 15-year time horizon. (page 84)
https://sustainability.ups.com/media/ups-pdf-interactive-2016/UPS_2016_CSR.pdf
UPS is piloting a renewable natural gas fcev delivery truck.
https://www.cnet.com/roadshow/news/ups-begins-testing-hydrogen-fuel-cell-delivery-truck/
Link says hydrogen, but UPS is saying something else as in RNG.
Got a link to 200 ev's/mo DJ?
You mean this part DJ?
Next-generation Class 8 (electric tractor-trailer) vehicles
present a more difficult challenge and are probably on
a 10- to 15-year time horizon
Picked out a few excerpts from the new UPS Sustainability Report.
Interesting project with the RNG fuel cell!
UPS 2016 CORPORATE
SUSTAINABILITY REPORT
Natural Gas
Natural gas remains one of the foundational fuels of our
alternative fleet, thanks to its ability to meet our diverse needs
— especially the demands of the heavy-duty, over-the-road
trucks that connect our regional hubs. These big rigs travel an
average of 400 to 600 miles per day and require strong pulling
power. CNG and LNG have proven to be the best alternatives
to diesel for these trucks, meeting their required range and
performance criteria while burning cleaner than diesel or
gasoline. CNG also performs well in our package cars on
local routes averaging more than 100 miles daily.
Natural gas works, in large part, because of its environmental
benefits and cost efficiency. Higher-priced alternative fuel
vehicles and investment in alternative fueling infrastructure
require an environment that supports fuel savings. The
payback on these investments typically requires deployment
in areas served by high-mileage shipments and availability of
lower-cost alternative fuels. The enormous expansion in U.S.
natural gas production and natural gas reserves engenders
confidence that natural gas prices will remain attractive,
compared with diesel prices, for the foreseeable future.
To support our expanding natural gas fleet, we continue to invest
in refueling infrastructure. We build our own infrastructure to
ensure our fleet has access to fuel, and we have full transparency
of all costs involved. In 2016, we opened 11 more CNG fueling
stations in cities throughout the United States. We now have
44 CNG and LNG stations in 21 states. We will further expand our
refueling infrastructure with an additional eight CNG stations
in 2017. UPS has invested more than US$750 million in alternative
fuel and advanced technology vehicles and fueling stations
globally since 2009. This infrastructure positions UPS to
implement the use of RNG. As a result, UPS is now the largest
user of RNG in the shipping business. (page 86)
We’re also testing new applications for renewable energy
sources….. and
we’re exploring ways to use renewable natural gas in fuel
cell electric vehicles in the future. (page 3)
We’re especially excited about the potential
of renewable fuel-cell electric vehicle technology, which has zero tailpipe emissions. (page 85)
We are continuing this record of innovation in 2017 with the
planned deployment of a fuel cell electric vehicle in a pilot
project in California. A combined project with the Department
of Energy, California Air Resources Board, California Energy
Commission, and South Coast Air Quality Management
District, the medium-duty Class 6 (typical UPS package car)
fuel cell delivery vehicle will have zero tailpipe emissions,
meeting proposed regulatory requirements for 2020 in many
delivery areas in California, and will be capable of refueling
at existing CNG stations in the state.
Long term, we believe the focus on electrification of
transportation will increase. Continued advances in
vehicle range and cost will drive adoption of electric
vehicles, reducing the need for subsidies. Advances in
battery technology and solar energy will help address
infrastructure challenges. UPS will lead the charge on
medium-duty vehicles in electrification over the next five
years. Next-generation Class 8 (tractor-trailer) vehicles
present a more difficult challenge and are probably on
a 10- to 15-year time horizon. (page 84)
https://sustainability.ups.com/media/ups-pdf-interactive-2016/UPS_2016_CSR.pdf
Unfavorable language removed (amendment) from California budget legislation.
Sorry, old story.
Wonder what that tax loss carry forward, write off would be worth to say Amazon or Walmart?
They appear to be ramping up the hiring. Probably a few clues in there as to where project are being installed.
https://plugpowercareers.silkroad.com/ppcext/EmploymentListings.html
Amended from 10MW to 30 and looks to become law this month.
https://www.cga.ct.gov/asp/cgabillstatus/cgabillstatus.asp?selBillType=Bill&bill_num=HB07036&which_year=2017
< a clue!
Dilution is in the rear view.
~150m OS at last report.
http://investors.cleanenergyfuels.com/secfiling.cfm?filingid=1193125-17-189426&CIK=1368265
Unanimous in favor.
$56m 5 year contract for RNG at LAMetro
https://metro.legistar.com/LegislationDetail.aspx?ID=3023279&GUID=5BFF7AC5-06CE-4D6F-8744-4F7AD755B223
You're not short DJ!
Thanks for your prompt reply DJ
Thanks for your view DJ
Thanks for your input DJ
Not a lot of info available but do a search for
PSEG - feed in tariff IV,
40MW fuel cell only RFP. Awards are due first half of this year.
Little older, but more material from a third party.
https://canaccordgenuity.digitalagent.ca/documents/21419/23566/FCEL+Report_MAR+17+2017.pdf/3a50aea3-ca22-43d8-9f89-48372bc6a93b?hootPostID=a299a5e2af34f8fe80ded09f4dbcc2bc
Walmart
Just moved back in for 25k today, still a little early I know. Need to let the new 12l develop a bit further.
Jumped back in for $50k today -go PLUG
Bought another $50k today. Go fce
Big news imminent!
Texas Natural Gas Motor Fuel Sales Up 15%
https://docs.google.com/document/u/1/d/1nrAASEGmN0BUSkbv3ATs83PyUPkmiqLvg17D_5KunyE/pub?platform=hootsuite
Didn't say that, I'm just not very happy that I sold most of my position at a big loss because of the convertible debt announcement.
I added a few back in the low 2s but
The screwed up financing is a big part of what drove the stock down to $.80
Middleton is the architect and needs to be replaced with a real CFO.
There is no way to call the Amazon news anything but very favorable for the stock.
Hopefully Amazon and Walmart will get into a bidding war to keep the other from gaining a competitive advantage in the hydrogen space. I have no doubt that Walmart took notice of the deal.
Make sure it says "except for the other 55m that we just issued to Amazon"
I still say Middleton should be fired. Look at all the boneheaded financing activities of the last 12-18 months.
Generate capital short term (oh wait let's change that to long term) and go with Hercules (oh wait green bank is a better deal but it comes with a $5m accounting loss). Let's teach a finance class, we'll call it 101. First lesson, issue 18m shares of series D and a bunch of warrants to Hudson Bay for proceeds of $25m, tell the world we will redeem and not convert them into diluted shares and then a few month later we'll dump them into the os and try to hide it in a big customer announcement.
The common stockholders will never figure that out, and if they do, hey there just common stockholders and they know the risks.