In August, it set an unofficial electric car track record on Germany's 16.12-mile Nuerburgring racetrack of 7 minutes, 42 seconds. Clean Energy Fuels (CLNE) . The first is where the hydrogen and carbon comes from. Monthly newsletter with general articles (IRA planning, etc.) Greetings: To start this is all Greek to me as a figure of speech, so my question would be, how to buy stock in the Blue Gas market? It’s Not. Some Are Claiming Blue Gas Is A Tesla Killer. So I’m not sure why all the fuss about something that already happened. Which doesn’t mean it won’t be a worthwhile investment to consider, of course, just that we should get the daydreams of 11,000% returns in a few months out of our heads first. So, what the heck is it, and how realistic are the claims? “My research shows that one $3 stock at the epicenter of the ‘Blue Gas’ revolution is set to trade higher than Tesla. Cars using blue gas can get a range of 300 miles on a full tank, compared to around 250 that you would see from a Tesla. Electric Vehicle Sales Bonanza — 20 Charts & Graphs, The Belt-Driven Priority Current E-Bike Brings Top Tier Components At An Affordable Price, We Met With Kenya’s 1st Tesla Model X Owner, Jeda Products Rolls Out The Easiest, Safest Way To Capture Sentry Mode Footage. The carbon comes from captured CO2 from industrial emissions or air-captured CO2 or manufactured CO2. By clicking any link on this page you are giving your consent for us to set cookies. Share on LinkedIn. How, then, does one make money from this technology? In California, which has the nation's highest gas prices, filling up a conventional car with a large gas tank can cost $40 or more. However, in September, the Model S "Plaid" prototype versi… One thing is korea had 3 or 4 hydrogen fueling stations and 2 blew up. “In fact, here at this unknown site, salt-of-the-earth truck drivers are making the carbon-free energy revolution possible. When I’ve done the math, the least offensive form of blue gas, with renewably electrolyzed hydrogen and captured CO2, is indeed lower CO2 end-to-end than petroleum-derived gas, but much higher for the same miles driven as just using the renewable electricity directly in battery electric vehicles. So, what the heck is it, and how realistic are the claims?. “Best of all, it’s 100% emissions free…. Geoffrey Ballard left active management at Ballard Power almost 20 years ago, and, in fact, formed another company that was subsequently sold to Plug Power, another oft-touted fuel cell company, but he certainly left a legacy at BLDP. Jimmy Mengel’s “Tesla Killer Blue Gas” concerns an American Made “blue gas” that is leading the renewable energy revolution. “Delivering earth-shattering gains of 11,666%. He regularly publishes analyses of low-carbon technology and policy in sites including Newsweek, Slate, Forbes, Huffington Post, Quartz, CleanTechnica and RenewEconomy, and his work is regularly included in textbooks. It wants to be completely emission-free in the next few years. “And when this guy speaks, the Chinese government acts. “They simply weren’t inexpensive and small enough for everyday cars and trucks. How about some more clues to lead us to the prize? CO2 is used to make fertilizer, the biggest chunk, and then 70 million tons or so are used for enhanced oil recovery, which gets more oil out of tapped out oil wells, which produces more CO2. As an aside… remember Clean Energy Fuels (CLNE) and Westport (WPRT), the standard bearers of the natural gas transportation revolution that was heavily talked up just after the global financial crisis? Hydrogen does have its advantages, but lightness isn’t one of them. New emission-free liquid hydrocarbon fuels a 300-mile trip on a full tank – Daily Mail Unfortunately, there are still questions of safety in cars/trucks carrying a load of compressed or liquid hydrogen, sometimes referred to as the “Hindenburg effect.” Blue gas is obtained from hydrocarbon sources such as natural gas or petroleum. The future is very much lined up with China and their technology transfer to their Weichai joint venture (agreed to in early 2018), which is causing some fears and also some profit lust — which probably explains some of the surge in the past few months, as trade war fears have ebbed a bit and the stock has more than doubled in the past six months. Gray hydrogen comes from steam reformation of natural gas and has 8–10× the mass of CO2 as produced hydrogen. There have been a bunch of published pieces in recent months about something called “blue gas,” claiming that it’s the death of Teslas and EVs. The tiny little-known stock behind the “Tesla Killer” trades for only a few bucks. Environment. It is farther than gasoline from being idiotensicher. Please do not use personal information (like your email address) in the text of your comments. What's the big payout teased by Jimmy Mengel for The Crow's Nest? There’s some interesting bigger-picture thinking here from a couple years ago that makes some sense to me, though I’m far from being an expert on the science. “In Shandong province alone, it’s rolling out 2,000 fuel cell buses. What’s “the $3 tech stock that first began this revolution 40 years ago?”. The Tesla Killer Blue Gas website, titled “The Tesla Killer is Here” is a pitch made by Jimmy Mengel where he talks about a “blue gas” that is about to revolutionize the renewable energy industry. As with Plug Power and Fuel Cell and the rest of the industry, presumably a lot of the future for Ballard depends on what governments or larger companies do to push forward with hydrogen fueling stations… either in China or the US, or elsewhere… and whether alternative energy makes it far enough that generating, storing and transporting hydrogen ends up being efficient and feasible on a large scale (the government lays out some of the challenges here, in case you’re curious).