Het zal natuurlijk ook om de Outlook gaan. Ook NEL wordt geraakt door de crisis. Ze hebben een goede cashpositie, maar zijn ook afhankelijk van mobiliteit, financiele positie van klanten etc. In het recente overzicht van 2019 geeft de CEO al een globale outlook. Zie hieronder:
Outlook
Nel aims to capitalise on the arising opportunities within energy storage and hydrogen fueling by leveraging on the position as a technology front-runner, continued high focus on safety, global presence, cost leadership, strong financing and preferred-partner status for industry participants.
The hydrogen market is expected to grow significantly, and renewable hydrogen is on a trajectory to outcompete fossil hydrogen. There is an increased adoption of industrial hydrogen applications with huge overall potential. In addition, there is a strong momentum within mobility and especially for heavy duty applications such as trucks and buses. Renewable hydrogen as the preferred future fuel alternative will facilitate true zero emission from production to use.
To maintain and strengthen its leading position in a growing market, Nel will accelerate investments in organisation and technology.
Markets in which Nel operates show high activity and strong growth momentum, making it increasingly important to be a financially strong counterpart, especially for larger contracts.
Nel targets to maintain its current leading position in the electrolysis sector, continuing to develop both PEM and alkaline technologies to satisfy specific customer needs and preferences.
The global outbreak of COVID-19, and the extraordinary health measures imposed as a result, will cause disruptions in Nel´s value chain (supplier deliveries, own production, availability of personnel and customer orders). This will in turn negatively impact revenues and operations, but it is as of today it is too early to estimate the effects. Effects include increased risk of customer credit losses and potential non-recoverable COVID-19related costs to deliver on customer contracts