Hei igjen til dere som følger tråden…
Er dette rette tiden å kjøpe ACC på, etter såvidt stort fall i høst?
Skulle da tro at dette blir “butikk” fremover…?
Markedet begynner vel å se igjennom den mørkeste timen snart, å innse at ikke verden går til h… denne gangen heller.
Vi som har levd noen år har jo sittet med denne uggene følelsen flere ganger siden 80’ tallet, og hele poenget er jo å tørre å gå inn på noe av det mørkeste.
2023 er rett rundt hjørnet, og denne nedturen begynte jo i slutten av '21 og det er skjelden med nedturer på mere enn 2-3 år. Riktignok “skjelden” med denne inflasjonen også, men man tror jo at det er verdens ende hver gang vi er i en resesjon av en eller annen grunn, men “skuta går gjerne rundt igjen” etter 2-3 år, og markedet begynner jo å våkne lenge før vi er ute av (evnt) resesjon.
Er det flere som ønsker å dra litt liv i denne ACC tråden igjen?
T.5
Tenker du har rett, massepsykologien drar verdsetting voldsomt begge veier og jeg satser på at vi er nærme en bunn og har gått langsiktig inn i denne.
CEO i Blackrock nevner karbonfangst blant det viktigste innen ESG
Og blue hydrogen (der er karbonfangst helt nødvendig)
Episoden anbefales på det sterkeste
https://www.nbim.no/en/publications/podcast/guest-larry-fink-ceo-and-chairman-of-blackrock/
https://www.nrk.no/klima/fns-klimapanel-sender-en-siste-advarsel_-_-na-teller-alle-valg-1.16327262
Han trekker også frem at det ikke er nok å begrense CO2-utslippene.
Rapporten sier at det er nødvendig med måter å trekke CO₂ ut av atmosfæren, altså såkalt karbonfangst og lagring (CCS).
https://newsweb.oslobors.no/message/587904
Aker Carbon Capture awarded test campaign and study for Fortum Waste Solutions in Denmark
Aker Carbon Capture has been awarded a test campaign and feasibility study for
Fortum Waste Solutions’ facility in Nyborg, Denmark. Fortum’s waste incineration
plant is specialized in the safe destruction of hazardous waste and turning it
into energy. The planned capture capacity will be around 170,000 tonnes
CO2/year.
Aker Carbon Capture is currently delivering a first-of-a-kind modular carbon
capture facility at Twence’s waste-to-energy plant in Hengelo, the Netherlands.
The company will bring learnings from this project to the Fortum decarbonization
study.
“We are proud to be working together with one of Europe’s cleanest energy
producers”, said Jon Christopher Knudsen, Chief Commercial Officer at Aker
Carbon Capture. “We look very much forward to help enable Fortum Waste Solutions
reaching their ambitious goal of carbon neutrality by 2030. Together, we see
carbon capture as a great opportunity to create green jobs in Denmark”, he
continues.
Fortum Waste Solutions has extensive experience in handling hazardous waste. The
Danish company is part of the Fortum’s Nordic Business Area Recycling & Waste,
which employs around 1,000 people, covering a network of over 30 offices. At the
facility in Nyborg, the hazardous waste is safely transformed into energy in the
form of district heating, which covers around 85% of Nyborg Municipality’s
heating demand. A successful recovery of excess heat from the carbon capture
process can lead to more district heating, which can replace heat that is
produced with natural gas today.
“By selecting Aker Carbon Capture as an experienced partner for our feasibility
study and pilot project for capturing and storing CO2, we are in the best hands
to develop the optimal solution for Fortum. This is the starting point for
reaching the first milestone in our carbon capture and storage project, which
will make us CO2-neutral by 2030. In the long term this will develop the company
to not only detoxify and utilize hazardous waste from industry, but at the same
time recycle the derived CO2,” says Jens Peter Rasmussen, Head of Waste
Management Service Denmark, Fortum Recycling & Waste.
An important part of the project will be the test campaign performed by Aker
Carbon Capture’s Mobile Test Unit. The results from this test campaign can be
used towards a large-scale carbon capture plant.
“Different from other test rigs, our Mobile Test Unit is a complete replica of a
large Aker Carbon Capture plant and has more than 30,000 operating hours on
different flue gases around the world. We can therefore offer our customers a
unique opportunity to test our technology at their site and de-risk the project
with results that are fully benchmarking towards a large implementation, prior
to a full-scale investment decision,” said Tove Ormevik, Chief Operation and
Aftermarket Officer at Aker Carbon Capture.
Denmark aims to achieve a 70% reduction in greenhouse gas emissions compared
with 1990 levels by 2030, and climate neutrality by 2050. Carbon capture,
utilization, and storage (CCUS) represents a solution to significantly reduce
emissions from hard-to-abate sectors, such as cement, waste incineration,
bioenergy, and other process industries.
https://newsweb.oslobors.no/message/590660
Aker Carbon Capture to deliver five Just Catch units and equipment for over EUR 200 million to Ørsted bioenergy plants in Denmark
Aker Carbon Capture has been awarded a large-scale carbon capture project by
Ørsted, a global leader in renewable energy, for its Ørsted Kalundborg Hub in
Denmark. As the carbon capture provider, Aker Carbon Capture will deliver five
Just Catch units, additional equipment such as liquefaction systems, and
temporary CO2 storage and on-/offloading facilities with an expected total
contract value above EUR 200 million. The carbon capture facilities will be
delivered to Ørsted’s wood chip-fired Asnæs Power Station and the Avedøre Power
Station’s straw-fired boiler and combined will have an installed design capture
capacity of 500,000 tonnes CO2 per year.
This follows the 20-year contract award to Ørsted by the Danish Energy Agency
(DEA) for its carbon capture and storage (CCS) project. The funding will enable
the realization of the first full-scale carbon capture and storage value chain
in Denmark, delivered by Ørsted, Aker Carbon Capture, Microsoft and Northern
Lights.
“We are proud of our partnership with Ørsted and see this project as a milestone
for our Just Catch standardized concept, a modular and configurable offering
that enables time-efficient deployment of carbon capture units to the mid-scale
emitter market. We look forward to working with Ørsted and contributing to their
decarbonization journey and to Denmark’s CCUS ambitions,” said Valborg
Lundegaard, Aker Carbon Capture’s Chief Executive Officer.
“Capture and storage of biogenic CO2 is an important tool to mitigate climate
change, and we look forward to initiating the work. We have established a strong
partnership which will secure that we comply with the tight timeline set in the
Danish tender, and at the beginning of 2026, two of our combined heat and power
plants will capture and store approx. 430,000 tonnes of biogenic CO2 every
year,” said Ole Thomsen, Senior Vice President and Head of Ørsted’s Bioenergy
business.
“The signing of this contract represents the beginning of a groundbreaking CCUS
project covering the entire value chain. This collaboration brings together key
stakeholders, including government bodies, technology providers, industry
leaders, and carbon credit buyers, with the aim of scaling up CCUS deployment
and achieving net-zero emissions in hard-to-abate industries. Aker Carbon
Capture’s standardized solutions, including Just Catch, and strategic
partnerships with industry leaders such as Ørsted and Microsoft, will create
significant growth opportunities in the future,” said Kristian M. Røkke, Aker
Carbon Capture’s Chairperson.
The collaboration established in 2021 between Aker Carbon Capture, Ørsted and
Microsoft is now bringing concrete climate action through biogenic carbon
capture and storage, delivering large-scale carbon removal.
Ørsted is a global energy major and a leading provider of sustainable bioenergy
solutions in Denmark. The company aims to be carbon neutral by 2025. Earlier
this year, Ørsted and Aker Carbon Capture signed a Letter of Intent for the
delivery of two Just Catch units, which will form part of the Ørsted Kalundborg
Hub (see Aker Carbon Capture’s announcement on 3 January 2023).
In this landmark project, Microsoft will purchase several million tonnes of high
-quality, durable carbon removal over more than ten years from the capture and
storage of biogenic carbon from Ørsted’s project. This represents one of the
world’s largest carbon removal offtake agreements by volume to date.
The project is subject to signing of the funding contract by Ørsted and the DEA,
which completes the funding tender procedure. Such signing is expected to take
place shortly after expiry of the mandatory standstill period.
Merkelig hvor lite interesse det er for ACC her inne
Selv er jeg plassert i Capsol Tech, men er enig med deg i at det er stille. Det er tydelig at mange ikke har forstått hvor stor denne industrien vil bli, og at ACC og CAPSL begge er meget langt fremme.
Krysser fingre for ACC! 
Kjøpte en del når meldingen kom idag. Planen var et raskt trade men ble sittende over.
Fikk en flott reise fra lanseringen og opp til 30 der jeg solgte det meste. Sitter fortsatt med en post. Dagens melding om kontrakt var kjærkommen etter lang tids tørke og påfølgende nedtur.
Om forprosjektene resulterer i flere kontrakter, kan man kanskje begynne å drømme om “gamle” høyder.
Usikker på marginene i disse kontraktene.
Aker Carbon Capture and Aramco to explore partnership opportunities to deploy CCUS modular solutions in Saudi Arabia
Aker Carbon Capture and Aramco, one of the world’s leading integrated energy and
chemicals companies, have signed a Memorandum of Understanding (MoU) to explore
partnership opportunities to deploy carbon capture, utilization and storage
(CCUS) and industrial modularization in Saudi Arabia.
The MoU is expected to focus on carbon emissions reduction and removal through
CCUS from industries and energy solutions by offering modular carbon capture
plants and aftermarket services. The parties also aim to assess the potential
for developing local supply chains and module fabrication. The MoU has a
duration of 2 years.
“We are pleased to announce this opportunity with Aramco that aims to support
Saudi Arabia’s Vision 2030 and the Kingdom’s Net Zero 2060 ambition. Together,
we aspire to explore the establishment of a local modular CCUS industry,
creating new jobs and helping Saudi Arabia’s important journey towards net zero
emissions. This MoU is a potential first step for Aker Carbon Capture into the
Middle East.
Through the Middle East Green Initiative, the region aims to reduce CO2
emissions by 670 million tonnes per year. It is important for Aker Carbon
Capture to support this major undertaking, which represents around 10% of global
nationally determined contributions,” said Egil Fagerland, Chief Executive
Officer at Aker Carbon Capture.
Aker Carbon Capture’s Just Catch modular concept is a standardized product
offering that enables prefabrication of carbon capture units. Aker Carbon
Capture is currently delivering a Just Catch unit in the Netherlands, which is
expected to be delivered by the end of 2023. In May 2023, the company announced
the award of a contract for five Just Catch units to Ørsted in Denmark, a global
leader in renewable energy.
“The partnership with Aker Carbon Capture will support our efforts in developing
and deploying cutting edge technologies in the area of carbon capture. We are
also exploring advanced technologies with our partners to improve efficiency and
minimize emissions in transportation, low-carbon hydrogen fuels and renewables
to achieve our ambition,” said Mr. Ahmad Al-Sa’adi, Executive Vice President
Technical Services, Aramco.
Aker Carbon Capture and Aramco also aim to explore the possibility of developing
modular solutions across industries in Saudi Arabia.
Teknisk Analyse; ACC vil antagelig sette “golden cross”, med 50dagers glidende gjennomsnitt som krysser over 200dagers snitt til uka (?) og i så fall fremstå veldig lovende i mine øyne.
Det er vel ganske innlysende at det skal sattses tyngre på å “redde kloden” fremmover. Både USA og Europa ser ut til å satse på bl.a Carbon fangst og lagring fremover.
Interessant at Saudi Arabia også forstår alvoret og ønsker å “posisjonere seg” ved samarbeidet med Aker Carbon Solusion.
Jeg tror ACC kan ligge i porteføljen i mange år fremover og være blant de ledende selskapene i denne nye og viktige bransjen.
Snart blir det vel ikke tillatt å bore en olje brønn uten å ha avtale om Carbon fangst og lagring.
Dette er i hvertfall mine tanker om tiden fremover.
Ser ikke ACC ut til å ha bunnet ut nå da?
“Golden Cross” er satt, og det er bare å lene seg tilbake i stolen…?! 
Jo ser veldig bra ut:)
Nå er det bare knapt 14 dager siden Aker Carbon Capture signerte en intensjonsavtale med Saudi Aramco for karbonfangst i Saudi-Arabia. Det blir spennende å se hva den eventuelt kan materialisere seg i. Men det er kanskje litt tidlig enda?