Ja, spennende.
Og det bidrar jo for tilliten til både selskapet ACC og deres teknologi, det å ha en fjær i hatten som Aramco, når du skal ut å selge andre prosjekter skulle jeg tro!
Selv om Amnesty antagelig vil hevde at Saudi-Arabia her forsøker seg med kynisk “karbonvasking”. 
Ja… 
Men det er vel flere innen olje / energi som må “vaske” litt etter seg fremover…! 
Et veldig enkelt TA chart, som ser spennende ut;
Jeg mener ikke å være noe god på TA, men leker litt med det. Svært ofte har jo vendepunktet i kursen vist seg i selv et så forenklet chart)
Kursen har krysset både 50d, 100d, 125d og 200dagers glidende gjennomsnitt den siste tre mnd perioden. Når 50d krysser opp igjennom 200dagers snitt, så heter det Golde Cross og er et svært positivt i Teknisk Analyse
Oslo (Infront TDN Direkt): Harbor Energy, som er operatør av det Humber-baserte Viking CO2-transport- og lagringsnettverket og partner i Acorn CCS-prosjektet i Skottland, ønsker velkommen mandagens nyhet om at begge prosjektene har blitt tildelt “Track 2”-status av britiske myndigheter.
Det skriver Harbor Energy i en melding mandag.
“Dagens kunngjøring markerer en viktig milepæl for de to prosjektene, og lar dem gå inn i FEED og diskusjoner med myndighetene om vilkårene for de økonomiske lisensene, før endelige investeringsbeslutninger”, skriver selskapet.
Storegga er operatør for Acorn CCS-prosjektet og har en intensjonsavtale (MoU) med Aker Carbon Capture om samarbeid på CCS-prosjekter.
Fra Arendalsuka. Gode innlegg om karbonfangst og lagring. Ledet av bærekraftansvarlig i Aker Carbon Capture
Har falt mye nå. De har mye spennende på gang. Tar sjansen på å kjøpe en del på de nivåene her
2023-10-06 07:00:15
Aker Carbon Capture has been awarded a feasibility study to implement carbon
capture for mineral production facilities in the U.S. Midwest. The combined
planned capture capacity will be approximately 1.5 million tonnes CO2 per year,
based on Aker Carbon Capture’s Big Catch concept.
The feasibility study will develop a design and cost basis for Big Catch CO2
capture and conditioning facilities. Big Catch facilities are fully integrated
into the emitting production facility and include both advanced heat
integration, and downstream integration, enabling record low energy consumption
by making it possible to reuse energy along the value chain.
“We are excited to be working on this decarbonization project, which represents
a significant step in our strategy to expand into the North American market. We
are scaling up to meet the growing demand for carbon capture, utilization and
storage (CCUS) in North America, fueled by strong support from the U.S.
Government. New funding provided by the Infrastructure Investment and Jobs Act,
and favorable CCUS tax credit changes introduced by the Inflation Reduction Act,
have incentivized the deployment of CCUS substantially,” said Jonah Margulis,
Head of North America at Aker Carbon Capture.
North America is one of the leading regions for CCUS development globally, both
with respect to announced projects under development and current operational
capacity. According to Rystad Energy, by 2030, the total volume of CO2 captured
could reach 200 million tonnes per year in this market.
“This is the third study awarded to Aker Carbon Capture in the United States
this year, bringing our total CO2 emissions under study contracts to above 3
million tonnes CO2 per year in this market. We will continue to build on this
momentum as part of our entry into North America,” said Margulis.
Aker Carbon Capture is currently delivering seven carbon capture units in
Europe, with an accumulated capture capacity of 1 million tonnes CO2.
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Aker Carbon Capture awarded feasibility study for biomass combined heat and power facility in Germany
Aker Carbon Capture has been awarded a feasibility study to implement carbon
capture at a biomass combined heat and power (CHP) facility in Germany. The
planned capture capacity will be 250,000 tonnes CO2 per year. For this project,
Aker Carbon Capture aims to deliver its standardized Just Catch modular product.
“We are excited to be working on this decarbonization project in Germany. There
is a clear momentum for carbon capture, utilization and storage (CCUS) in the
German market, building on the country’s funding program for climate protection,
which was launched in June”, said Jon Christopher Knudsen, Chief Commercial
Officer at Aker Carbon Capture.
The study will assess the optimal CO2 capture, conditioning, liquefaction, and
temporary storage facility as well as the heat recovery potential and heat
integration solutions. This will reduce the total heating and cooling demands
related to capturing and conditioning of the CO2.
This is the second study awarded to Aker Carbon Capture in Germany, Europe’s
largest economy and CO2 emitter. The country aims to cut its carbon dioxide
emissions by 65% by 2030 compared with 1990 and to become carbon neutral by
2045. CCUS has been identified as playing an important role in the country’s
goal to achieve these targets. The German government is expected to publish its
Carbon Management Strategy this autumn.
At Twence’s waste-to-energy facility in the Netherlands, Aker Carbon Capture is
currently delivering a Just Catch plant with a capacity of 100,000 tonnes CO2
per year. In May of this year, the company started the delivery of five Just
Catch plants to Ørsted’s bioenergy facilities in Denmark, with a design capture
capacity of 500,000 tonnes CO2 per year. These flagship projects contribute to
Aker Carbon Capture’s mission to standardize and modularize carbon capture
plants, with reduced footprint and significant cost and energy benefits, to the
mid-scale emitter market.
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Aker begynner å få noen fete karbon-fugler på taket
Aker Carbon Capture har såpass mange prosjekter på gang at vekstutsiktene synes meget gode.
Johann D. Sundberg
Børskommentator E24
Publisert:
I dag 14:16
Siden toppen høsten 2021, har det stort sett vært en trist reise å være aksjonær i karbonfangstselskapet Aker Carbon Capture. De to siste årene har aksjen gitt eierne en negativ avkastning på nesten 60 prosent. Nå kan det snu.
Nyhetsstrømmen har vært stor fra selskapet. Men mye har vært intensjonsavtaler som handler om store muligheter i fremtiden. Det forandret seg da selskapet i juni fikk en kontrakt av danske Ørsted på over 200 millioner euro knyttet til et anlegg som skal fange 500.000 tonn CO₂ i året.
Milliardkontrakt til Aker Carbon Capture
Så skal det sies at Aker Carbon Capture allerede før storkontrakten i juni har vist en sterk vekst i omsetningen, men Ørsted-kontrakten synliggjør større perspektiver.
Før kontrakter som den med Ørsted kan tildeles, blir det foretatt et stort utredningsarbeid. Selskaper som Aker Carbon Capture engasjeres som oftest til å lage såkalte mulighetsstudier før eieren kan starte prosjektet for alvor. Det er ikke unaturlig å anta at den som utførte mulighetsstudien også får kontrakter i byggeprosessen.
Går man gjennom hva Aker Carbon Capture har meldt om mulighetsstudier og lignende i år, får man prosjekter som rundt regnet samlet kan fange fem millioner tonn CO₂ i året. Altså ti ganger så mye som Ørsted-prosjektet.
Det største prosjektet Aker Carbon Capture er involvert i ble meldt i forrige uke. Det gjelder et prosjekt i USA som vil kunne fange 1,5 millioner tonn CO₂ i året. Altså tre ganger så mye som Ørsted-kontrakten.
Kommunikasjonssjef Yannick Vanderveeren i Aker Carbon Capture bekrefter i en e-post at det er en sammenheng mellom volum som fanges og størrelsen på en eventuell kontrakt. Og endelig kontraktsstørrelse vil også avhenge av det konkrete innhold i leveransen samt andre forhold.
Derfor er det i overkant friskt å si at de nevnte studiene på fem millioner tonn CO₂ kan gi kontrakter på ti ganger Ørsted-kontrakten som tilsvarer over 2,3 milliarder kroner. Men det illustrerer omfanget av mulighetene.
Det er også kjent at Aker Carbon Capture er involvert i prosjekter som ikke er med i vår lille «oversikt» som potensielt kan fange betydelig større mengder CO₂ enn Ørsted-prosjektet.
Så er det selvsagt slik at ikke alle mulighetsstudiene ender med en utbygging. Og det er heller ikke gitt at Aker Carbon Capture vinner leveransen. Det er for så vidt heller ikke gitt selskapet vil tjene penger på leveransene.
Med en børsverdi på litt over seks milliarder kroner, har aksjemarkedet selvfølgelig tatt høyde for fremtidig vekst for Aker Carbon Capture. Men alle prosjektene selskapet jobber med tilsier at de begynner å få mange fete fugler på taket. Noen av de vil falle ned i selskapets hånd.
Les flere børskommentarer:
Les på E24
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https://newsweb.oslobors.no/message/601381
Aker Carbon Capture awarded pre-FEED in Sweden covering more than 200,000 tonnes of CO2 per year
Aker Carbon Capture has been awarded a pre-FEED (pre-Front End Engineering
Design) for a Just Catch application by a Swedish energy company. The award
follows an earlier feasibility study contract for another Swedish company,
Söderenergi, announced in June, further strengthening Aker Carbon Capture’s
position in the growing Swedish market.
“We are pleased to see positive market development in Sweden. We have seen a
significant boost in interest across the Scandinavian market after we won a
contract in May to deliver five Just Catch units for Ørsted in Denmark. The
level of activity has been high and growing at our Swedish office in Stockholm
this year,” said Jon Christopher Knudsen, Chief Commercial Officer at Aker
Carbon Capture.
Sweden aims to become carbon neutral by 2045 at the latest. After 2045, Sweden
is to achieve negative net CO2 emissions. As part of these ambitions, Sweden is
positioning itself to become a global leader in generating high quality and
durable carbon dioxide removal (CDR) credits from bioenergy with carbon capture
and storage (BECCS). The country has a large bio-energy sector.
“Many Swedish emitters are now looking into BECCS and the potential to produce
CDRs. The Ørsted contract enabled by a partnership between Ørsted, Microsoft and
Aker Carbon Capture where the creation and offtake of CDRs was a key enabler for
the business case. We aim to replicate similar CDR models also in Sweden”,
Knudsen concluded.
At Twence’s waste-to-energy facility in the Netherlands, Aker Carbon Capture is
currently also delivering a Just Catch unit. These flagship projects contribute
to Aker Carbon Capture’s mission to standardize and modularize carbon capture
plants, with reduced footprint and significant cost and energy benefits, to the
mid-scale emitter market.
“The fact that we are already delivering seven carbon capture units today,
including unique compact and modular products, as well as safe and reliable
project delivery, is a key differentiator. We believe the experience we gain
from these ongoing projects will be highly important for our growing Swedish
customer base”, Knudsen continued.
2 Likes
Du skal ha “ros” for å legge inn mye god info på tråden…!
Det burde jo vært mye mere interesse her inne, men den kommer nok!
Jeg kan ikke skjønne annet enn at dette vil bli en stor industri, som pr i dag er veldig undervurdert av majoriteten i markedet. Nå er alle bransjer som går under “grønt”/ESG veldig upopulært, men når pendelen svinger tilbake, når de store aktørene ser at det begynner å bli på tide å kjøpe de undervurderte bransjene på billigsalg, da tror jeg vi er inne i en fin aksje, og vil få en hyggelig reise.
Det skjer jo brått slike sektor roteringer, og når det går fra å være “ut” til “inn igjen”, da skal vi hygge oss!
Det var vel nærmest panikken som rådet på selgersiden de siste ukene, og da ville ihvertfall jeg tro at det snur.
(Forhåpentligvis… )
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Det kan komme mer interesse når selskapet tjener penger. De har god cash posisjon og kontroll på cash burn, men de taper penger og de opererer i en bransje hvor så vidt jeg vet ingen har tjent penger. Det er ikke et blivende sted i en tid med økende renter. Men så fort de melder positive kvartalstall har jeg troen.
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Tror det handler om signerte avtaler. Altså endelig signerte helst. Som den med Ørsted. Markedet er forberedt på at det vil ta tid å gå i pluss, men det må komme gode nyheter med ikke alt for mye stille perioder. Blir det stille på newsweb detter den ned noen kroner (som vi har sett nå) Intensjonsavtaler er ikke bra nok(men bra det også)
1 Like
Aker Carbon Capture awarded feasibility study by major waste-to-energy player in France
Aker Carbon Capture has been awarded a feasibility study to implement carbon
capture at a waste-to-energy facility in France. The planned capture capacity
will be approximately 200,000 tonnes CO2 per year and will be based on two Just
Catch 100 carbon capture units. Year-to-date, Aker Carbon Capture has now
contracted studies, Mobile Test Unit campaigns and pre-FEEDs for a combined
capture capacity of 8.7 million tonnes of CO2 per year.
“We are excited to be working on this decarbonization project, which will be
Aker Carbon Capture’s first study in France. Carbon capture, usage, and storage
(CCUS) has been identified as playing a key role in France’s goal to achieve Net
-Zero greenhouse gas emissions by 2050”, said Jon Christopher Knudsen, Chief
Commercial Officer at Aker Carbon Capture. “To support project developers and
scale up CCUS deployment, the government will launch a call for tenders through
a Contracts for Difference scheme. We see a strong interest from French
emitters, including waste-to-energy companies, to decarbonize through CCUS”,
continued Knudsen.
In July of this year, France released its CCUS Strategy, as part of the
government’s efforts to reach carbon neutrality by 2050. According to the
strategy, CCUS can have the potential to capture and store up to 8.5 million
tonnes of CO2 emissions per year by 2030. A framework for CO2 transport will be
developed, and geological storage sites will undergo pilot testing from 2024
-2025. The annual greenhouse gas emissions in the waste management industry in
France were at 18.09 million tonnes of CO2 in 2021.
The study will assess the optimal CO2 capture, conditioning, and compression
solution for a waste-to-energy facility. For this project, Aker Carbon Capture
aims to deliver its standardized Just Catch modular product, incorporating the
company’s Energy Saver technology.
At Twence’s waste-to-energy facility in the Netherlands, Aker Carbon Capture is
currently delivering a Just Catch unit with a capacity of 100,000 tonnes CO2 per
year. The company also started in May of this year the delivery of five Just
Catch units to Ørsted’s bioenergy facilities in Denmark, with a design capture
capacity of 500,000 tonnes CO2 per year. These flagship projects contribute to
the company’s mission to serial produce carbon capture units providing cost and
delivery benefits for the mid-scale emitter market.
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https://newsweb.oslobors.no/message/601716
Aker Carbon Capture signed pre-FEED contract for several power generation facilities in Europe
Aker Carbon Capture has signed a pre-FEED contract for a major European power
company to implement carbon capture at a portfolio of power plants in mainland
Europe. The planned capture capacity could reach up to 14 million tonnes CO2 per
year for the applicable sites combined.
The pre-FEED will assess the optimal CO2 capture and compression, as well as the
heat recovery potential and heat integration solutions for the applicable
plants. This will reduce the total heating and cooling demands related to
capturing and conditioning the CO2. Aker Carbon Capture aims to deliver its
bespoke Big Catch concept, which is fully integrated into the plants of the
customer. This includes both advanced heat integration, and downstream
integration enabling record-low energy consumption by making it possible to
reuse energy along the value chain.
“This award underlines the industry’s continued interest and trust in Aker
Carbon Capture’s expertise and capability to deliver world-leading configurable
carbon capture plants, as we are doing in Norway, the Netherlands, and Denmark.
Carbon capture and storage is critical to achieve the European Union’s climate
goals. We welcome the opportunity to support the delivery of clean electricity
to European households and to contribute to the decarbonization of industry”,
said Jon Christopher Knudsen, Chief Commercial Officer at Aker Carbon Capture.
Aker Carbon Capture is developing a full-scale Big Catch facility with CO2
capture, conditioning, compression, heat integration, intermediate storage and
loading for the Brevik cement plant in Norway. Brevik CCS will be the first
industrial scale carbon capture plant at a cement factory anywhere in the world
and will capture 400,000 tonnes of CO2 per year.
At Twence’s waste-to-energy facility in the Netherlands, Aker Carbon Capture is
currently delivering a Just Catch unit with a capacity of 100,000 tonnes CO2 per
year. In May of this year, Aker Carbon Capture was awarded a large-scale carbon
capture project by Ørsted, a global leader in renewable energy, for the delivery
of five Just Catch units to the Ørsted Kalundborg Hub in Denmark. These flagship
projects contribute to Aker Carbon Capture’s mission to standardize and
modularize carbon capture plants, with reduced footprint and significant cost
and energy benefits, to the mid-scale emitter market.
“Aker Carbon Capture continues to see significant study activity across
different regions and industries. This latest award follows several studies and
pre-FEEDs awarded earlier this year, further supporting the positive market
momentum we’re witnessing for carbon capture and storage since 2022”, Knudsen
added.