Cummins To Cease New Electrolyser Activity Amid Worsening Market
The title of this post, is the same as that of this article on Renewables Now.
These are the first three paragraphs.
Cummins Inc has decided to stop new commercial activity in the electrolysers space following a strategic review of the segment launched last year, citing deteriorating market conditions and weakening customer demand.
The decision is linked to USD 458 million (EUR 388.4m) of charges for the full-year 2025 related to the electrolyser business within the company’s zero-emission technologies arm, Accelera, of which USD 415 million were non-cash charges.
The company noted that it will continue to fulfil existing customer commitments before winding down new commercial activity in the segment.
Although, I am in favour of using hydrogen as a fuel, I recognise, that traditional electrolysis is not the most efficient process.
These methods are more efficient.
HiiROC
- HiiROC use a process, that they call Thermal Plasma Electrolysis to split any hydrocarbon gas into hydrogen and carbon black.
- HiiROC originated in the University of Hull.
- Typical gases that can be used are chemical plant off-gas, biomethane and methane.
- I like the ability to use chemical plant off-gas, as some of this is particularly nasty and HiiROC may offer safe disposal.
But the big advantage is that the HiiROC process is five times more energy efficient than traditional electrolysis.
The carbon black is no useless by-product, but has several valuable uses in its own right, which are detailed in its Wikipedia entry.
These two paragraphs from Wikipedia, give a summary of the more common uses of carbon black.
The most common use (70%) of carbon black is as a reinforcing phase in automobile tires. Carbon black also helps conduct heat away from the tread and belt area of the tire, reducing thermal damage and increasing tire life. Its low cost makes it a common addition to cathodes and anodes and is considered a safe replacement to lithium metal in lithium-ion batteries. About 20% of world production goes into belts, hoses, and other non-tire rubber goods. The remaining 10% use of carbon black comes from pigment in inks, coatings, and plastics, as well as being used as a conductive additive in lithium-ion batteries.
Carbon black is added to polypropylene because it absorbs ultraviolet radiation, which otherwise causes the material to degrade. Carbon black particles are also employed in some radar absorbent materials, in photocopier and laser printer toner, and in other inks and paints. The high tinting strength and stability of carbon black has also provided use in coloring of resins and films. Carbon black has been used in various applications for electronics. A good conductor of electricity, carbon black is used as a filler mixed in plastics, elastomer, films, adhesives, and paints. It is used as an antistatic additive agent in automobile fuel caps and pipes.
It can also be used as a soil improver in agriculture.
HiiROC would appear to be five times more energy efficient than traditional electrolysis.
I would also rate the range of their investors as a particular strength.
Google AI lists these companies as investors.
HiiROC, a UK-based developer of plasma torch technology for “turquoise” hydrogen production, is backed by a consortium of industrial and strategic investors. Key investors include Centrica, Melrose Industries, Hyundai Motor Company, Kia, HydrogenOne Capital, CEMEX Ventures, Wintershall Dea, and VNG.
Note.
- CEMEX must be going to decarbonise cement making.
- Melrose describe themselves as an industry-leading aerospace technology provider.
- Will we be seeing hydrogen cars from Korean manufacturers?
- Wintershall Dea is Europe’s leading independent gas and oil company.
HiiROC has an impressive list of investors.
Bloom Energy
I wrote about Bloom Energy’s process in Westinghouse And Bloom Energy To Team Up For Pink Hydrogen.
This method also looks promising.
- Westinghouse Electric Company is an American builder of nuclear power stations.
- Bloom Energy Corporation make a solid-oxide electrolyser.
- Pink hydrogen is green hydrogen produced using nuclear power.
It uses electrolysis at a higher temperature, which speeds it up.
Desert Bloom
This is an Australian process, that I wrote about in 10GW Green Hydrogen Project Aims To Electrolyze Water Drawn From Desert Air.
Conclusion
You can understand, why Cummins are getting jumpy!
But you have to remember that when I worked in a hydrogen plant in the 1960s, the hydrogen was an unwanted by-product and it was mixed with coal gas and sent down the power station to raise steam, so that it could be used to do something useful.
E.ON Invests £4 million In Allume Energy To Boost Solar Rollout For Flats
The title of this post, is the same as that of this article on Solar Power Portal.
These three paragraphs explain the deal and say a small amount about Alume’s SolShare system.
Energy supplier E.ON UK has today (17 June) announced that it has signed a strategic investment agreement with Australian firm Allume Energy to help the firm expand into the UK.
E.ON UK has invested £4 million into Allume Energy to enable Allume to expand the reach of its SolShare technology within the UK market. SolShare allows solar energy from a single rooftop solar PV installation to be fairly shared amongst multiple homes in the same building in order to allow residents of flats to access solar PV energy.
Residents are supplied their energy when they are using by a pre-determined allocation, allowing them to lower their energy bills. Many blocks of flats that do have solar panels fitted currently only use this energy to power the common areas of the building while residents still pay their full electricity bill. According to Allume, a shared rooftop solar PV system can reduce resident energy bills by between 30% and 60%.
I must say, that when I read this article, it had something of the too-good-to-be-true about it.
But.
- My solar installation on a fair-sized roof cost me about £6,000 and I am constantly surprised at how much electricity it provides.
- If you have fifty flats, they all won’t do their weekly washing at the same time each week.
- I wouldn’t be surprised to see a big battery somewhere or a small battery in each flat.
- The batteries could soak up any excess electricity or charge on cheap-rate overnight electricity.
- Do Allume’s engineers go through every flat and make suggestions about saving energy?
- Is the pattern of electricity usage in a block of flats predictable from past usage and factors like weather, the time of the year and what’s on television?
- I wouldn’t be surprised that Allume have performed extensive mathematical modelling on blocks of flats.
I think this deal could be a winner foe E.ON, Allume and their customers.
I have some ideas about the use of the system.
Would It Work On A Small Housing Estate?
A small housing estate would be a number of solar roofs feeding a number of houses, whereas with flats it will be one roof feeding a number of dwellings.
I suspect that with a well-designed sharing and pooling system, a lot of features of the flat-powering system could be used to power houses.
How Does The System Handle Electric Vehicles?
The system could use these to store electricity, so that they are always charged at the cheapest rate.
And when there is a shortage of electricity, the electricity could be borrowed by the Allume system.
Conclusion
If you have community sharing their own source of electricity, you can probably make ideas work, that wouldn’t in a single application.
My nose says Allume’s idea has legs.
Cummins Unveils Integrated Powertrain
The title of this post, is the same as that of this article on Big Rigs.
These four paragraphs, describe what Cummins can offer to the world’s builders of large trucks.
In recent years, Cummins has gone through a remarkable transformation, becoming a genuine powertrain supplier – from engine to transmission to axles and brakes.
Now for the first time, Cummins will showcase its new integrated powertrain at the upcoming Brisbane Truck Show next month.
This world-first display will feature the integration of a Cummins X15 engine, Eaton Cummins 18-speed Endurant speed transmission, and Meritor driveline and axles.
Cummins’ acquisition of Meritor in 2022 was a critical step for the company to be able to roll out a completely integrated powertrain.
Note that the X15 engine has a hydrogen version numbered as X15H.
The Empires Strike Back
The theme of this post was suggested by this article in The Times by Gerard Baker, which is entitled Karma has come for Mark Carney — and Canada.
This is the sub-heading.
This embodiment of globalism finds himself championing national sovereignty just as Trump eyes a North American union
These are the two introductory paragraphs.
Mark Carney is the very embodiment of the globalist ideal that ruled the world for a quarter-century after the end of the Cold War. Born in the mid-1960s in the far Northwest Territories, he grew up in Alberta in the kind of place previous generations would never have left. But the brilliant kid from a large Catholic family won a scholarship to Harvard and then took a masters and doctorate at Oxford.
Marked out as a member of the intellectual elite of his generation, he followed their well-worn path and joined Goldman Sachs, working in the US, the UK and Japan. As international borders came down, goods and capital flowed around the world like water, and rootless young men and women feasted on the pot of gold at the End of History, Carney jetted from capital to capital, developing bond issuance strategies in post-apartheid South Africa and helping deal with the consequences of the Russian debt crisis of 1998.
Mark Carney has done very well!
I have a few thoughts.
Energy Production In Canada And The UK
I have just looked up how Canada produces its electricity.
- 17.5 % -Fossil fuel
- 14.6 % – Nuclear
- 8 % – Renewables
So how does Canada produce the other sixty percent?
Hydro! Wow!
As I write, the UK is producing electricity as follows.
- 10.7 % – Fossil fuel
- 37.7 % – Low-carbon
- 51.6 % – Renewables
Changes To Energy Use In The Next Ten Years
Three things will happen to energy generation and use in the next ten years.
- Our use of renewable and non-zero carbon sources will converge with Canada’s at about 75 %.
- The use of energy storage will grow dramatically in Canada and the UK.
- Green hydrogen production will increase dramatically to decarbonise difficult and expensive-to-decarbonise industries like aviation, cement, chemicals, glass, heavy transport, refining and steel.
Canada and the UK, together with a few other sun-, water- or wind-blessed countries, like Australia, Denmark, Falkland Islands, Iceland, Japan, Korea, New Zealand and Norway, who share a lot of our values, will be in the prime position to produce all this green hydrogen.
Conclusion
It does look like all the old empires of the Middle Ages are reasserting themselves.
Hence the title of this post!
Mark Carney is now in the right position to use Canada’s and a few other countries hydrogen muscles to power the world to net-zero.
Thoughts On The Washington National Air Tragedy
I flew light aircraft for over twenty years as a hobby and to get about on business. I flew mainly in the UK, but flew for perhaps fifty to a hundred hours in Australia, France, Ireland, Italy and the United States. I flew planes on to islands like the Scillies in the UK, the Lido in Venice and the Barrier Reef in Australia. It was great fun and I enjoyed it immensely.
I had a friend, who had been an RAF Air Traffic Controller, who would be horrified at Trump’s remarks on diversity, as although he was white, he had been born in Tobago and had many ATC colleagues who were not white.
Flying around the world, most ATC personnel, try to smooth you on your way, even in France and Italy. But American ATC seems to work under unnecessary pressure because they allow planes to where British, French and Australian ATC wouldn’t.
I was told in the 1970s, that aviation experts, wanted to close National Airport, but the politicians wouldn’t allow it.
If I was Trump, I would bring in outside experts from somewhere like Australia, where in my opinion, they do ATC so much better than the Americans.
Australian Volgren Rolls Out First Hydrogen Bus Based On Wrightbus Chassis Technology
The title of this post, is the same as that of this article on Sustainable Bus.
These four paragraphs outline the progress.
Australian bus bodybuilder Volgren is rolling out of production a first hydrogen-powered bus model manufactured in cooperation with Northern Irish bus manufacturer Wrightbus.
Back in 2019, Volgren announced launch of its first battery-electric on BYD chassis. The deal with Wrightbus for fuel cell bus manufacturing in Australia dates back to May 2022.
With over 150 zero-emission buses already in operation, spanning six variants of both battery-electric and fuel-cell technologies, this hydrogen-powered bus represents the latest addition in Volgren’s offer.
A second hydrogen bus is already in production and will be delivered to the customer in the coming months, Volgren says.
It will be interesting to see how this deal develops.
Will it follow the successful path set by some of JCB’s deals around the world, or will the Chinese feel Australia is their patch and find a way to kick Wrightbus and its technology, out of the country?
Out Of Thin Air: Solving The Dilemma Of Long-Duration Storage
The title of this post, is the same as that of this excellent article on the Australian Financial Review.
This is the sub-heading.
Two first-of-a-kind technologies in Australia are firming up as options to crack the tough nut of energy storage that lasts much longer than batteries.
This is the first paragraph.
Two competing technologies that use different forms of air to store energy are emerging as potential solutions for the thorny problem of long-duration storage needed to smooth out Australia’s bumpy transition to low-carbon energy.
The article then compares the two competing technologies.
- Hydrostor of Canada are developing the 200 MW/1600 MWh Silver City Energy Storage Centre at Broken Hill in New South Wales.
- Highview Power of the UK are proposing a 12-hour energy store for the Northern Territory.
Australia certainly has plenty of solar power to fill the energy storage.
Rio Tinto Punts On British Start-Up To Plug Renewables Gap
The title of this post is the same as that of this article on the Australian Financial Review.
The article is a must-read and these are a few points.
- Highview is readying to take a big punt on the Australian market, with Rio Tinto and the Northern Territory government shaping up as potential customers.
- Highview is very committed to Australia. We think Australia can be as big as the UK for us, given their ambitions,
- Highview is working on concepts with Rio Tinto. And separate from Rio, we are well advanced in the Northern Territory with the government there to provide a solution to decarbonise the power grid.
- The process uses existing hardware from the gas industry, and the plant’s life should be at least 40 years – five times longer than a battery.
- Highview could replace fossil-fuel gas plants in situ, and could also be an alternative to the more complex and capital-intensive option of pumped hydro.
- Highview already had staff operating in Brisbane.
- Highview was negotiating the long-term contract with the government in Darwin, and had engaged Australian banks to start testing the market for a local fundraising.
- In Britain, Highview hopes to be putting four 2.5-gigawatt assets into planning this year – one in Scotland, three with Orsted in England.
As I said, the article is a must-read and it proves to me that Highview is on its way.
Fortescue Officially Opens Gladstone Electrolyser Facility
The title of this post, is the same as that of this press release from Fortescue.
This is the sub-heading.
Fortescue has today officially opened its world-leading electrolyser manufacturing facility in Gladstone, Queensland, Australia – one of the first globally to house an automated assembly line.
The first two paragraphs add more detail.
Fortescue has today officially opened its world-leading electrolyser manufacturing facility in Gladstone, Queensland, Australia – one of the first globally to house an automated assembly line.
The 15,000sqm advanced manufacturing facility, constructed and fully commissioned in just over 2 years, will have capacity to produce over 2GW of Proton Exchange Membrane (PEM) electrolyser stacks annually.
This is a very large increase in electrolyser production.
The Anonymous Widower 