But @1957 om …where are the opportunities ?
while most of small-midcap names i follow are taking cut here and there since last 1 month…some PSUs i follow have fairly ran ahead in last 1 month.most of these PSU, i think, ran on the defence and hydrogen story.
What is left ? Ports & infra ?

HardikBhei…on technology side
I think on their site – Steel One – Commercial project – Hygenco Green Energies Private Limited
Its APEM , hooked up with floating solar.
Supplying h2 24 hour, probably they have required storage at production plant since solar wont be available at night.

Gold rush for hydrogen- Green Hydrogen , White Hydrogen & Blue Hydrogen to compete with each other to bring down the price of Green hydrogen to less than 1 USD per kg

Earlier in the thread , we have discussed huge reserve of Hydrogen Gas in its natural form underground which was accidentally found out while digging /drilling holes. Subsequently, to discover and exploit commercially Hydrogen reserves underground , well funded Start ups have been formed in USA to dig / drill the earth to discover huge reserves of hydrogen in several nations. This hydrogen in natural form is called white hydrogen.

Green hydrogen is the one which is currently deployed across the globe with renewable solar wind and Electrolyser.

Blue hydrogen is the one which is produced from methane or coal gasification with CCUS.

Another method is to produce green hydrogen without electrolyser is from waste water with the help of Bioreactor. This is already being done by a well funded Start up in india (Nikhil kamath has also invested). However , it is on a small scale for pharma , chemical, steel , refining , food , brewing industry where waste water can be used by fermentation by bio tractor to produce green hydrogen at least than 1-USD per kg.

,The cheapest bring the grey hydrogen directly produced from methane and coal without CCUS.

The $245M bid to pull clean hydrogen straight from the… | Canary Media.

Zen tech does not support simulators for air force as of now. I remember it was mentioned in one of the concall

Hi all,

First of all, thank you to the group, some of the information shared have been useful to my research.

For my own journal, I did a write-up so sharing here (link (Transfer – Dropbox)) with you incase helpful. All the best.

Sarfraz