contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


nel-asa-nel-asa-mandatory-notification-of-trade-by-primary-insiders-1

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

NEL operates in the energy sector. Its main focus is on hydrogen, where the company delivers solutions for the production, storage and distribution of hydrogen from renewable energy. Customers are found in the energy, gas and industrial sectors. A majority of the solutions are based on proprietary fuel cell technology and as components in electric cars. NEL stands for “Norwegian Electrolysis”. The company was originally founded in 1927 and is headquartered in Oslo.

I want to reiterate this. Reliance’s schedule is the end of 2026. Nel’s technology. You’d think a deal announcement would be coming… 10 months until the end of the year. Production  ‘All under one roof’ | Oil firm run by India’s richest man promises three million tonnes a year of green hydrogen by 2032  Reliance Industries Limited plans to start operating an electrolyser gigafactory by the end of next year.

Here are the comments from H2-View. If I have ever written that this hydrogen business is a marathon, I will now state: it’s an ultra-marathon; Nel’s revenue fell 31% as losses more than tripled in a “demanding” 2025 Norwegian electrolyser company Nel reported a 31% drop in revenue in 2025 as losses more than tripled, capping off what the CEO described as a “demanding year” in the hydrogen sector. The company’s operating loss grew from 389 million Norwegian kroner ($40.7 million) to 1.365 billion Norwegian kroner ($142.9 million), and its revenue fell to 963 million Norwegian kroner ($100.8 million). EBITDA also increased from –173 million Norwegian kroner (–$18.1 million) to –275 million Norwegian kroner (–$28.8 million). Despite growing losses, the company’s cash reserves remained relatively stable, falling from 1.87 billion Norwegian kroner ($195.7 million) to 1.6 billion Norwegian kroner ($167 million). Additionally, its order intake grew to the level of 2023 results, rising from 977 million Norwegian kroner ($102 million) to 1.13 billion Norwegian kroner ($118 million) in 2024. The order backlog thus stood at 1.32 billion Norwegian kroner ($138 million) compared to 1.6 billion Norwegian kroner ($167 million) in 2024. However, Nel said that delays in government incentives, high interest rates, and high construction costs led to a “lower than expected” order intake. As a result, the equipment manufacturer paused production of its alkaline electrolysers at its flagship factory in Norway and performed other “steady and disciplined work” to reduce operating costs. The company’s workforce was reduced by 15% to 346 employees. “As a result of the slowdown in activity, Nel adjusted its organisation and production capacity to match expected market growth,” the full-year report stated. Revenue for its alkaline segment was 562 million Norwegian kroner ($58.8 million), down 44% from 2024. The order backlog shrank 83% to 99 million Norwegian kroner ($10.4 million). This followed Nel pausing production of the technology at its flagship 1 GW Herøya electrolyser plant. PEM fared better. Technology sector sales grew 5% to 401 million Norwegian kroner ($41.9 million) and order intake by 157% to 1.03 billion Norwegian kroner ($107.8 million). The order backlog also grew 171% to 878 million Norwegian kroner ($91.9 million). Over one billion Norwegian kroner ($104.9 million) was recorded through depreciation, amortisation, and impairments. Of this, 361 million Norwegian kroner ($37.8 million) relates to Herøya’s new 1 GW production line, which manufactures next-generation pressurised alkaline electrolysers. Additionally, 439 million Norwegian kroner ($46 million) relates to goodwill and intangible assets associated with the acquisition of the PEM division. Commenting on the tough results, CEO Håkon Volldal said that 2025 was “anything but a lost year.” “In many respects, it became a turning point,” he said. “Our financial performance in 2025 reflected the market in which we operate… 2025 was a year of steady and disciplined work. Much of it was invisible. Much of it was not fun. But all of it was necessary for long-term success.”

A somewhat difficult quarter in terms of results, but orders grew strongly. A one-off spike or the start of a turnaround?                     newsweb.oslobors.no              NewsWeb

newsweb.oslobors.no              NewsWeb                              Summary by AI. Nel ASA makes a final investment decision on the industrialization of its new Next Generation Pressurized Alkaline electrolyser technology.  The company will build 1 GW of production capacity at its Herøya plant in Norway (aiming to scale up to 4 GW later). The project will receive up to €135 M in support from the EU Innovation Fund. The technology has been developed since 2018, and now a full-scale prototype has been successfully tested, verifying market-leading efficiency.  Commercial launch: H1/2026  Scaled delivery capability: 2027 New platform  significantly reduces CAPEX improves energy efficiency  → and significantly lowers the LCOH of hydrogen, unlocking previously uneconomical projects.  The system is modular, factory-tested, and containerized, which simplifies installations and reduces costs – also, no separate buildings are required. The investment for 1 GW capacity is approx. 300 M NOK before subsidies, with CAPEX distributed over the years 2026–2027.  At the same time, Nel is considering reviewing the book values of two old 500 MW atmospheric-alkaline lines (which have been idle).

Ei suoraan tälle palstalle, mutta…Samsung…H2View Samsung E&A to engineer hydrogen and power systems for $8bn SAF plant By Edward Laityon Nov 12, 2025 Translate  Samsung E&A will design and engineer the blue hydrogen, green hydrogen, and power generation systems required for DG Fuels’ US sustainable aviation fuel (SAF) project. Located in St. James Parish, Louisiana, the $8bn plant is expected to produce 200 million gallons of hydrogen-based jet fuel per year. Samsung is scheduled to begin front-end engineering and design (FEED) before the end of 2025, and will collaborate with Black & Veatch, the contractor and overall system integrator for the project. DG Fuels plans to take a final investment decision (FID) on the facility by Q3 2026. Blue and green hydrogen, produced from natural gas with carbon capture and electrolysis, respectively, will supply a low-carbon hydrogen feedstock to support SAF production. The SAF will also draw on waste biomass as a carbon source, with DG Fuels announcing plans in 2024 to purchase annual volumes of sugar cane waste. Samsung will also integrate the site’s power generation systems to ensure energy flows efficiently between hydrogen production, carbon capture, and the downstream fuel synthesis processes.  The Korean company is expected to balance renewable and conventional power inputs to maintain the plant’s operational stability and efficiency. Mike Darcy, Chairman and CEO of DG Fuels, said Samsung E&A’s “recognised expertise in energy plants” was a key factor in awarding them the term sheet. Last year, the US-based clean fuels developer selected Johnson Matthey (JM) and BP for its co-developed Fischer Tropsch CANs technology. Using the Fischer–Tropsch process, biomass-derived syngas is converted into synthetic kerosene for blending with conventional jet fuel.

SAIPEMillakin tapahtuu…lopultakin😀 Saipem has introduced the “IVHY™ 100”, a 100 MW scalable and modular electrolyzer at the “World Hydrogen Week” in Copenhagen, Denmark. The concept would be beneficial in terms of scalability and modularity and is based on Nel Hydrogen’s AEM technology. #FuelCell #Electrolyzer #Hydrogen #H2 #FuelCellCompass #FCC

I’m not going to boast about anything here, but the message above does mean that some kind of breakthrough in demand is happening. H2Fuel’s deal was over 50 million dollars. This GreenH deal is at least in the same league, i.e., over 50 million dollars.  The CompassH2-A solution developed with Samsung… a scale of 100 MW /PEM is a considerable development step, at least for the South Korean and Asian markets.  Here, too, we are not talking about individual millions but large unit prices.  Similarly, Reliance in India, which I have mentioned many times, has announced that their production facility (NEL’s technology) will be ready in 2026. That means significant business for NEL either in 2025 H2 or 2026 H1.  There are certainly other tender proposals on the table, so 2026 will be very busy and hopefully a game-changer for NEL in terms of results.  Wiser people can comment on things in more detail😀.  Happy end of the year to all investors and readers.

Today, Jon André Løkke, Chief Executive Officer of Nel, subscribed for 111,899 shares in Nel ASA at an average price of 0.20 NOK per share. After this transaction, Løkke holds 1,200,634 shares...

Today, Jon André Løkke, Chief Executive Officer of Nel, subscribed for 111,899 shares in Nel ASA at an average price of 0.20 NOK per share. After this transaction, Løkke holds 1,200,634 shares, which represents 0.10% of the share capital.Today, Bent Skisaker, Chief Financial Officer in Nel, subscribed for 111,899 shares in Nel ASA at an average price of 0.20 NOK per share. After this transaction, Skisaker holds 551,899 shares which represents 0,05% of the share capital.Today, Bjørn Simonsen, VP Investor Relations and Corporate Communication in Nel, subscribed for 111,899 shares in Nel ASA at an average price of 0.20 NOK per share. After this transaction, Simonsen holds 1,979,403 shares which represents 0.16% of the share capital.Today, Anders Søreng, Chief Technical Officer and SVP of Nel Hydrogen Electrolyser in Nel, subscribed for 111,899 shares in Nel ASA at an average price of 0.20 NOK per share. After this transaction, Søreng holds 551,899 shares which represents 0,05% of the share capital.Today, Jørn Rosenlund, SVP of Nel Hydrogen Fueling at Nel, subscribed for 111,855 shares in Nel ASA at an average price of 0.20 NOK per share. After this transaction, Rosenlund holds 611,855 shares which represents 0.05% of the share capital.Today, Marcus Halland, Group Controller in Nel, subscribed for 63,523 shares in Nel ASA at an average price of 0.20 NOK per share. After this transaction, Halland holds 192,007 shares which represents 0.02% of the share capital.Following the issue of new shares, Nel has a share capital of NOK 243,418,266.00, divided into 1,217,091,330 shares, each with a par value of NOK 0.20-ENDS-For additional information, please contact: Bent Skisaker, CFO, +47 468 21 693About Nel  | www.nelhydrogen.com       Nel is a global, dedicated hydrogen company, delivering optimal solutions to produce, store and distribute hydrogen from renewable energy. We serve industries, energy and gas companies with leading hydrogen technology. Since its origins in 1927, Nel has a proud history of development and continual improvement of hydrogen plants. Our hydrogen solutions cover the entire value chain from hydrogen production technologies to manufacturing of hydrogen fueling stations, providing fuel cell electric vehicles with the same fast fueling and long range as conventional vehicles.