① Microsoft announced that it has reached an agreement with ESB, and the power control and management building of ESB's datacenter located in Dublin will be powered by zero-emission green Hydrogen Energy. ② Caitong stated that the green Hydrogen segment has attributes of high growth and large potential, and the ramp-up of large green Hydrogen projects both domestically and internationally will allow electrolyzers and compressors to fully benefit from the scale increase.
Microsoft announced that it has reached an agreement with ESB, and the power control and management building of ESB's datacenter located in Dublin will be powered by zero-emission green Hydrogen Energy. This landmark pilot project will be the first to use Fuel Cell Energy to power Microsoft's datacenters in Europe, providing up to 250KW of clean power for Microsoft's Dublin campus over a period of eight weeks. ESB's zero-emission Hydrogen Fuel Cells will convert stored green Hydrogen into electrical energy, with the only byproduct being pure water. The Hydrogen Fuel Cells are designed to replace Diesel Generators, producing no carbon emissions and no harmful local air pollutants such as particulate matter, sulfur dioxide, and nitrogen oxides, which have significant impacts on health and the environment.
In the context of the global energy market's trend toward clean and low-carbon transformation, the number of green Hydrogen projects being built and planned in various regions around the world has significantly increased. Caitong stated that the green Hydrogen segment has attributes of high growth and large potential, and the ramp-up of large green Hydrogen projects both domestically and internationally will allow electrolyzers and compressors to fully benefit from the scale increase, closely focusing on the upstream Hydrogen production segments, with a particular emphasis on the core equipment which is electrolyzers, and recommends closely tracking the bidding and Order status for electrolyzers.
According to data from the financial news agency, among the relevant listed companies:
The complete set of alkaline water Hydrogen production equipment and PEM Hydrogen production equipment developed by Sinopec Oilfield Equipment Corporation has been successfully promoted and applied.
The project for the purification and charging device of Hydrogen from Baotailong New Materials completed its linked debugging in April, achieving a Hydrogen recovery rate of 80%, and the product quality meets national standards. The hydrogen refueling and charging demonstration station project broke ground in July.