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Yahoo Finance
05/24
(Community Post)
Momentum feels like it’s building again, and if buying pressure continues, the setup could favor another strong breakout with shorts under increasing pressure. [https://share.google/LoRr9s4gIezMwHeWs](https://share.google/LoRr9s4gIezMwHeWs)...
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Yahoo Finance
05/24
(Community Post)
... green hydrogen ist the necessary step for survival of humankind on earth ... it stops global warming ... political pressure for this development (except USA with Trump) in the whole world is going in the right position ... finally ... time for fossile fuels is running out ......
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Polygon News
05/24
Wall Street Says Plug Power Stock Is a Sell. Here's Why the Bears Are Dead Wrong.
Despite Wall Street analysts maintaining bearish ratings on Plug Power with price targets implying 25-65% declines, the stock has surged over 350% in the past year. The article argues bears may be und...
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Yahoo Finance
05/24
(Community Post)
After initial capex-your cost depreciated and your distribution covered the cost is very much less the Nat Gas if you look at the elements the same way. Regardless of Bulk buys the actual cost is going to be 1/3 or less then methane. The machines used to utilize methane over the life cycle will always cost more . Such that The increased reduction of production costs breaks the barrier that Big oil has tried to maintain for decades. If Amazon saves 1 dollar a day per KW the amortized cost in one day saves ? $2 $3.. it is so apparently clear and transparent that AntiHydrogen interest and “since plug IS THE MOST DETESTED PURE GH PLAY”Go to extreme obfuscation methods to complicate the truth. Nothing but lies to the public to keep GH too costly and complicated for the public to understand. Won’t be too long The Green Energy …...
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Yahoo Finance
05/24
(Community Post)
[@camel9543](mention://user/81a456f3-60c9-4a01-baa4-6a6e036ba50a) **Ruthenium oxide (RuO2) exhibits unique lattice properties that are crucial for its applications in catalysis and energy storage.** **Lattice Structure** - RuO2 typically crystallizes in a tetragonal structure, which is essential for its catalytic activity. - The lattice can be engineered through various doping strategies to enhance stability and performance. **Stabilization Techniques** - Recent studies have focused on interstitial doping (e.g., silicon) to stabilize active Ru sites while suppressing lattice oxygen oxidation. - Co-doping with larger ions (like Na⁺ and Hf⁴⁺) can induce lattice distortion, optimizing electronic properties and improving catalytic efficiency. **Oxidation Resistance** - Suppressing lattice oxygen oxidation is critical for maintaining structural integrity under high oxidative potentials, which is vital for applications in proton exchange membrane water electrolysis (PEMWEs). **Research Insights** - Studies have tracked the evolution of surface oxygen species and the oxidation states of Ru atoms to understand the mechanisms behind the oxygen evolution reaction …...
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Yahoo Finance
05/24
(Community Post)
[@doc41057](mention://user/2a1a3a93-5426-4b3a-9931-10282ad6e942)Very rich Imagine a pounce back to the highly anticipated $1500 a share. Once We turn the corner. Who freakin knows what the Doctor will do Remember the Increased production and health plus the longevity that comes with peace time and money to invest in a new Economy and the people. Post WW2 coming again...
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Yahoo Finance
05/24
(Community Post)
There is a Private company developing specialized modular units that use a variety of plate materials that create a unique physical structure that allows separation of the molecules. The units don’t rely on chemical reactions to draw H out of the water but rather shocks them out of the bond. This may be the future of instantaneous energy. I believe in Plug, It has a strong relationship with industry that is building Daily and has proven that they are of the highest integrity. Many of the fortune 5 companies have gone through 5-10-15! Restructuring processes over their lifetime. It’s a proven fact that A Great CEO is one that realizes what has to be done and does it. Changing with the times and circumstances is what builds a Highly successful company. It is not an indicator of a failing business. It is a show of strength and determination. And to …...
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Yahoo Finance
05/24
(Community Post)
Americans are being shielded from European actions in the Green Movement. We are blinded from seeing the progress and development of the Green Party movements. This is changing but is one detrimental factor holding Americans back from becoming the next dominant country in Green Energy. DOE will be compelled to take action. When they release the funds from Oils and Batteries political grip Hydrogen will become the next major fuel in demand. And everybody knows that....
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Yahoo Finance
05/24
(Community Post)
Plugs share price will escalate into the hundreds by end of 2028 or sooner. Case in point, Bloom was under $10 in October 2024 and just one data center backup contracted propelled Bloom to over $300 a share. Plug with all the future billion-dollar contracts acquired, one data center contract will cause plugs share price to explode into the stratosphere....
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Yahoo Finance
05/24
(Community Post)
[@river12863](mention://user/57618c84-6f36-4734-94a3-ea79764d0259) FCEL merely has less shares so price is higher. Did a reverse split. Is 1/4 the market cap. Very low sales. Bashers like to compare but they are not comparable....
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Yahoo Finance
05/24
(Community Post)
Why doesn't Plug release information on the cost to produce one kilo of hydrogen at its electrrolyzer facility in Georgia? Is it because they don't want potential investors to know just how expensive it is to produce hydrogen through electrolysis?...
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Yahoo Finance
05/24
(Community Post)
## REAL OLD NEWS BUT VERY IMPORTANT NONE THE LESS First solar-powered hydrogen plant in AF complete on Hickam - Published May 20, 2009 - By Senior Airman Carolyn Viss - 15th Airlift Wing Public Affairs **HICKAM AIR FORCE BASE, Hawaii --** A $1.1 million solar array project to power the base hydrogen production and fueling station was completed here May 8, marking a "first" for both the Air Force and the state of Hawaii. After about six weeks of installation, 810 solar modules can now produce 146 kilowatts of energy per hour - equivalent to what it would take to power about 30 standard homes - which is enough to handle the maximum power demand of the hydrogen plant. "In fiscal year 2008, the average cost of power on base was 21 cents per kilowatt hour," said Josh Powell, vice president of construction operations at Sunetric. At that cost, …...
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Yahoo Finance
05/24
(Community Post)
## For Jack: For data centers, hydrogen proves economically viable primarily as an emissions-free alternative to diesel-powered backup generators. Its commercial breakthrough depends primarily on declining hydrogen prices, stricter legislation (e.g., the achievement of climate neutrality), and the ongoing trading of greenhouse gas reduction quotas (GHG quotas). Experts anticipate that, driven by government subsidies, economies of scale, and GHG quota trading, green hydrogen will become increasingly cost-effective on a widespread basis starting in the latter part of this decade (approximately 2028 to 2030), thanks to mass production and declining production costs. The market for hydrogen technologies in data center operations is evolving rapidly. Current projects—spearheaded by pioneers such as Microsoft and Caterpillar (with the commissioning of 3 MW fuel cell systems)—demonstrate that this technology is technically feasible in pilot operations and, within specific niches, economically viable as well....
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Yahoo Finance
05/24
(Community Post)
[@wolfgang1151](mention://user/ff8f3834-a876-4ff4-bd64-591f8a3dd2d1) \- Is there a reason why you didn't mention natural gas ? As a primary fuel for power or for backup ? Natural Gas beats both diesel and hydrogen for total cost of operation and ownership\....
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Yahoo Finance
05/24
(Community Post)
## For Wolfgang: [Hydrogen is **not currently economically viable**](https://www.google.com/search?q=Is+hydrogen+economically+viable+as+an+emissions-free+alternative+to+diesel-powered+backup+generators+in+data+centers%3F&num=10&sca_esv=f1fb8f2ab13df819&sxsrf=ANbL-n7g1Ehb1BNfo1L19EU626J3Y-U2Wg%3A1779656166945&ei=5mUTatG5Od2C2roP-IC0yQo&biw=1067&bih=452&ved=0ahUKEwjRxJzt59KUAxVdgVYBHXgALakQ4dUDCBA&uact=5&oq=Is+hydrogen+economically+viable+as+an+emissions-free+alternative+to+diesel-powered+backup+generators+in+data+centers%3F&gs_lp=Egxnd3Mtd2l6LXNlcnAidUlzIGh5ZHJvZ2VuIGVjb25vbWljYWxseSB2aWFibGUgYXMgYW4gZW1pc3Npb25zLWZyZWUgYWx0ZXJuYXRpdmUgdG8gZGllc2VsLXBvd2VyZWQgYmFja3VwIGdlbmVyYXRvcnMgaW4gZGF0YSBjZW50ZXJzP0gAUABYAHAAeAGQAQCYAQCgAQCqAQC4AQPIAQD4AQGYAgCgAgCYAwCSBwCgBwCyBwC4BwDCBwDIBwCACAE&sclient=gws-wiz-serp) as a direct, standalone replacement for diesel backup generators in data centers. High capital costs, infrastructure limitations, and lower round-trip efficiency make hydrogen a premium solution primarily used to meet strict local emissions mandates rather than to cut costs....
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Yahoo Finance
05/24
(Community Post)
**The Economic Reality** - **High Capital Costs:** Proton exchange membrane (PEM) fuel cells and the specialized equipment required to handle large-scale hydrogen are significantly more expensive to purchase and install than traditional diesel generators. - **Supply Chain & Delivery:** Localized green hydrogen is still scaling up. Transporting and storing hydrogen often requires liquefaction or high-pressure compression, which adds considerable operational costs compared to on-site diesel storage. - **Energy Density & Efficiency:** While hydrogen has a high energy density by weight, it is highly volatile. Compressing, storing, and converting it back into electricity incurs greater round-trip energy losses than standard combustion. **The Future Outlook** Industry reports—such as those from Uptime Institute and Vertiv—suggest that **the broader hydrogen economy is still in its infancy**. True economic viability will rely heavily on expanding the green hydrogen supply chain and standardizing permitting and safety requirements across the industry....
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Yahoo Finance
05/24
(Community Post)
[@black2523](mention://user/6c6de50a-3e89-43b5-834a-2cc8675b8013) - [An $11 million solar array paired with an electrolysis unit produces up to 12 kg of hydrogen daily on solar power](https://www.google.com/search?q=First+solar-powered+hydrogen+plant+in+AF+complete+on+Hickam&sourceid=chrome&ie=UTF-8), with the capability to produce up to 65 kg when tied to the commercial grid. This means that solar alone is less than 20% efficient as 24/7 grid power, which is why I continue to point out that green hydrogen production using solar power alone will never be economically feasible....
57
Yahoo Finance
05/24
(Community Post)
[@jack71860](mention://user/97d90c20-9ce8-452f-b3ef-879aa4e271b5) sounds like the sun sends you an electric bill \.\.\.\. BTW, if you want better than free, use the electricity in Europe where prices consistently go negative because of too much renewable energy\....
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Yahoo Finance
05/24
(Community Post)
## This is coming out of YANMA UK Because India still has big big issues in scaling projects big enough to meet their overly ambitious goals. But guess who is actively working with Yanma to bring it home. 500,000 tons a year \~ 1 billion + USD IS A GOOD DEAL YamnaCo secures Andhra Pradesh nod for $1 billion green ammonia plant, targets India’s clean energy leap Yanma Ltd has received approval from Andhra Pradesh to establish a $1 billion green ammonia plant, marking a significant step for India's green hydrogen ambitions. The project underscores India's growing importance in the global clean energy market....
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Yahoo Finance
05/24
(Community Post)
## HEY JACK! The numbers Jack is quoting are actual specs from a real facility—specifically, the Renewable Hydrogen Station at Joint Base Pearl Harbor\-Hickam in Hawaii\. However, his mathematical conclusion about "efficiency" is completely wrong, and his economic analysis misses how industrial\-scale green hydrogen production actually works\. Here is a breakdown of why this analysis fails\. Jack looks at the numbers \(12\\text\{ kg\} on solar vs\. 65\\text\{ kg\} on the grid\) and claims that solar is "less than 20% efficient as 24/7 grid power\." This is a fundamental misunderstanding of physics and engineering: The Truth: The actual conversion efficiency of the electrolyzer \(how much electrical energy it takes to split water into a kilogram of hydrogen\) remains exactly the same whether the power comes from the sun or the grid\. What he is actually measuring: He is measuring the capacity factor \(uptime\)\. The sun only shines brightly enough to …...
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Yahoo Finance
05/24
(Community Post)
[$PLUG](mention://asset/PLUG) **Strait of Hormuz on Edge: Energy Markets Spike, Geopolitics Heat Up, Alternative energy up** [https://x.com/BakkenShale/status/2051661350569386240](https://x.com/BakkenShale/status/2051661350569386240)...
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Yahoo Finance
05/24
(Community Post)
Jack took real specs from a niche, decade\-old military demonstration project, misinterpreted capacity factor as energy efficiency, and used outdated pilot\-project costs to make a sweeping, inaccurate generalization about the future of global energy markets\. The statement is fundamentally flawed\. 😁...
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Yahoo Finance
05/24
(Community Post)
**Part 2: Section 48E Fuel Cell Investment Tax Credit (ITC)** While 45V rewards *production volume*, Section 48E acts as an **upfront infrastructure subsidy** for installing clean energy equipment. This credit directly boosts Plug Power's commercial business line—specifically selling stationary fuel cell backup units to AI data centers and materials-handling systems to warehouses. **1. Key Framework Changes Under the OBBB Act** The passage of the ONE BIG BEAUTIFUL BILL (OBBB) ACT radically modified Section 48E to make it highly attractive for corporate buyers: - **30% Flat Credit**: It delivers a direct **30% Investment Tax Credit** on the total cost of qualified fuel cell projects deployed between 2026 and 2032. - **Removal of Constraints**: The OBBB Act removed previous restrictions, eliminating "zero-emission" source mandates and foreign content penalties. This makes it easier for corporate data center clients to claim the credit when installing Plug's fuel cells. - **Caps**: The incentive covers a …...
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Yahoo Finance
05/24
(Community Post)
Why doesn't Plug release information on the cost to produce one kilo of hydrogen at its electrrolyzer facility in Georgia? Is it because they don't want potential investors to know just how expensive it is to produce hydrogen through electrolysis? [https://share.google/LoRr9s4gIezMwHeWs](https://share.google/LoRr9s4gIezMwHeWs)...
57
Yahoo Finance
05/24
(Community Post)
[@ramoutar](mention://user/16e32a9f-b456-4188-b254-d1b29b97a13d) - An electrolyzer running on solar energy at Pearl Harbor-Hickam (same location as in the article) would operate at approximately **23% to 25%** of its potential annual capacity compared to a grid-powered unit running 24/7. So not too far off the stats cited in the article I linked to. Looks like you are stymied, Rammy....
57
Yahoo Finance
05/24
(Community Post)
If a hydrogen electrolyzer running 24/7 on grid power is 100%, what percentage is a hydrogen electrolyzer running on solar energy at the sunniest point on land at the equater? An electrolyzer running on solar energy at the sunniest point on the equator—specifically the **Altiplano in the Andes** (portions of Ecuador or Kenya)—would operate at approximately **28% to 32%** of its potential annual capacity compared to a grid-powered unit running 24/7. So even at the very best location on Earth at least three electrolyzers running on solar power would be needed to equal the output of one electrolyzer running 24/7 on grid electricity....
57
Yahoo Finance
05/25
(Community Post)
[@jack71860](mention://user/97d90c20-9ce8-452f-b3ef-879aa4e271b5) 15% of all wind turbine generated electricity is free for the taking because of timing and just that gives the electrolizers hydrogen production method plenty of openings Jack! Plenty of niches to exploit! Hydro power also gives plenty of openings and so on! Your simple and limited way to look at the issue does not make for any valid arguments!...
57
Yahoo Finance
05/25
(Community Post)
Plug maintains its first-mover advantage in the green hydrogen nascent market; it could be revalued as a hypergrowth stock within the next few years. Plug and Vsparticle have overcome the critical iridium bottleneck in proton exchange membrane (PEM) electrolysers using up to 90 per cent less iridium, surpassing US Department of Energy targets. Plug Power has been selected as electrolyser provider by AFB — sister company of Allied Green Ammonia for the Uzbekistan government, a $6 billion dollar plan to build one of the world's largest clean aviation fuel plants...
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Yahoo Finance
05/25
(Community Post)
The realistic impact of the successful commercial implementation of the VSParticle 90% iridium-reduction process at scale on PEM electrolyzer production is probably roughly 10–30% reduction in stack manufacturing cost and perhaps: 5–20% reduction in total electrolyzer system cost depending on production scale and future iridium prices... so no big deal realistically speaking....
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Yahoo Finance
05/25
(Community Post)
[@melvin_u_wybxav](mention://user/8fd829e9-46f4-4cdd-b144-e23794e1545b) - While the specific total of 840MW has been discussed as a potential goal by industry observers and in company growth plans, official announcements from Plug Power currently confirm a direct contract for 280MW of electrolyzers for Arcadia eFuels' first major site....
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Yahoo Finance
05/25
(Community Post)
I don’t think Plug and the Scientist at VSPartivle would print that 1$ or less green hydrogen is highly expected If that wasn’t true. So watching the mis-information machine drag on exaggerating generalizations about how GH is so terribly expensive is a lie. But there is never any truth to what these bashers say anyway. They dedicate their mind to lies and negativity....
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Yahoo Finance
05/25
(Community Post)
**Plug Power ($PLUG)** sits at the center of the fast‑emerging **hydrogen economy**, a sector often projected by analysts and governments to reach **multi‑trillion‑dollar scale** over the coming decades. While estimates vary, the broader hydrogen ecosystem—including production, infrastructure, transportation, industrial use, and clean fuels—is frequently cited as a **$10–$15 trillion long‑term global opportunity**. **Short and sweet:** Plug Power is trying to position itself as a full‑stack hydrogen provider—**electrolyzers, fuel cells, and liquid hydrogen production**—aiming to capture value as hydrogen demand accelerates. The company is expanding into **industrial hydrogen**, **sustainable aviation fuel**, **data‑center backup power**, and **hydrogen trucking**, a market projected to grow from **$4.3B in 2024 to $15.1B by 2030** [$PLUG](mention://asset/PLUG)...
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Yahoo Finance
05/25
(Community Post)
## ⚡ What matters for [$PLUG](mention://asset/PLUG) right now - **Pivot to higher‑value markets:** Plug is moving beyond forklifts into large‑scale hydrogen production and electrolyzer deployments, including **2 GW deals** and **NASA liquid hydrogen contracts** . - **Scaling electrolyzers:** Electrolyzer revenue tripled YoY in Q2 2025, hitting **\~$45M**, with **230+ MW** of projects mobilizing globally . - **Hydrogen production footprint:** Over **40 tons/day** of hydrogen production capacity already operating, supporting industrial customers . - **Financial pressure:** Plug has faced **high operating losses**, supply‑chain issues, and cost‑cutting measures, including a plan to reduce annual expenses by **$75M** . 🌍 Why hydrogen is considered a “$15T industry” While no single source defines a precise $15T figure, the hydrogen economy’s long‑term potential is driven by: - Decarbonizing **heavy industry** (steel, ammonia, chemicals) - **Zero‑emission transport**, especially trucking and aviation - **Grid‑scale energy storage** and backup power - Massive **global subsidies** (over **$200B** in hydrogen‑related …...
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Yahoo Finance
05/25
(Community Post)
The 90% reduction in iridium loading achieved via the VSPARTICLE partnership translates to a **\~10% to 15% reduction in the total capital cost (CapEx) of a completed Plug Power electrolyzer system**. While the catalyst metal itself is slashed by 90%, an electrolyzer system’s total cost includes massive structural components that are unaffected by this material change. The specific financial impacts cascade through the hardware layers as follows: **1. The Catalyst-Coated Membrane (CCM) Layer** - **The Reduction:** Within the catalyst layer itself, material costs collapse by **nearly 90%**. - **The Impact:** Iridium, trading around **$1,600 to $4,500+ per troy ounce**, has historically represented the single most volatile and expensive raw ingredient inside the membrane electrode assembly. **2. The Total Electrolyzer Stack Cost** - **The Reduction:** The stack (the engine containing the membranes, plates, and frames) sees a **25% to 35% cost reduction**. - **The Impact:** The catalyst material typically accounts for …...
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Yahoo Finance
05/25
(Community Post)
For an industrial deployment utilizing Plug Power's standard modular format, the 90% reduction in iridium loading translates to an "out-the-door" capital savings of approximately **$150,000 to $300,000 per Megawatt (MW)** of system capacity. When scaled to industrial container configurations, these savings become multi-million dollar reductions. The cost reductions breakdown by system scale as follows: **1. The G6 Electrolyzer Stack (Standard Modular Scale)** Plug Power's G6 STACK serves as a core compact module designed for localized, smaller-scale hydrogen generation. - **Estimated Baseline Module Cost:** \~$1.2 Million to $1.5 Million fully packaged. - **Direct Total Dollar Savings:** **$150,000 to $225,000 saved per unit.** - **The Math:** Because the iridium catalyst coating makes up nearly one-third of the internal stack expense, slicing that material layer by 90% drops the core stack production cost by 15% out-the-door. \[[1](https://www.sciencedirect.com/science/article/pii/S0360319923022590)\] **2. Multi-Megawatt Mid-Scale Deployments (5 MW System)** When multiple stacks are daisy-chained together for regional industrial …...
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Yahoo Finance
05/25
(Community Post)
For an industrial deployment utilizing Plug Power's standard modular format, the 90% reduction in iridium loading translates to an "out-the-door" capital savings of approximately $150,000 to $300,000 per Megawatt (MW) of system capacity. True or false? Probably **false, or at least substantially overstated** for Plug Power’s currently deployed standard PEM systems. A 90% reduction in iridium loading is technologically significant, but iridium is only one component of total electrolyzer system cost. Even at historically high iridium prices, the catalyst cost is usually a relatively modest fraction of full installed PEM electrolyzer CAPEX. Plug Power’s reported breakthrough involves reducing iridium loading from roughly industry-standard levels (\~1–2 mg/cm²) toward \~0.1–0.4 mg/cm² while maintaining durability. However, for a full industrial PEM electrolyzer deployment, total installed costs also include: - Stack hardware - Membranes - Power electronics - Compression - Cooling systems - Water treatment - Controls - EPC/construction - Hydrogen storage and balance-of-plant …...
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Yahoo Finance
05/25
(Community Post)
[@camel9543](mention://user/81a456f3-60c9-4a01-baa4-6a6e036ba50a)Remember Plugs biggest savings comes from where ? Plugs operating its own power generation facility. The rest of the story is additional revenue from more sales...
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Yahoo Finance
05/25
(Community Post)
## [$PLUG](mention://asset/PLUG) **Green Hydrogen Megatrend** Global policy pushes toward decarbonization keep hydrogen in the spotlight. Plug Power is positioned as one of the few vertically integrated players in the space....
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Yahoo Finance
05/25
(Community Post)
With Plug Power shares up sharply in recent months, while losses remain heavy and the stock trades close to analyst targets, the key question is whether the rebound still leaves room for upside or if the market is already pricing in future growth. ## [Most Popular Narrative: 34% Overvalued](https://finance.yahoo.com/markets/stocks/articles/plug-power-plug-valuation-check-121044506.html) Plug Power's most followed narrative puts fair value at $2.83 per share, which sits below the last close of $3.78 and frames the recent rebound as rich....
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Yahoo Finance
05/25
(Community Post)
*The analysts have a consensus price target of $2.83 for Plug Power based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $7, and the most bearish reporting a price target of just $0.75.*...
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Yahoo Finance
05/25
(Community Post)
The digital neon lights of the PLUG stock message board flickered, and there he was: Jack. Online, he posed as a sophisticated market guru. In reality, everyone just called him Mr. Daniel—a sloppy, walking parody of a whiskey bottle, minus any of the smoothness....
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Yahoo Finance
05/25
(Community Post)
Self worth is something you earn not something people give you. Pinochle is addicted to self praise and elevation. We know when we see a compliment and Plug deserves a lot of compliments these days. They are working overtime to make Plug utilize the best and biggest GH and Scaled GH equipment company in the world. Let me tell you Plugs 2nd quarter will be a huge blowout. If it exceeds Their conservative expectations It will be an even bigger blowout and could move The company into a bigger market than anyone could have foreseen. This war and oil shock is deepening much worst then we see. The media is trying to help Keep the anxiety down but it’s about to overshadow all of us. Ask yourself Why is Trump letting this happen ? If we forcefully take deeper action it will only get worst until it finally gets better. …...
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Yahoo Finance
05/25
(Community Post)
I had commented on these rules changing for Ocean Freight in the North Sea and they have published the final rules. Mostly about using NH3 for ships near the Ports of entry/exit. The entire approach to using renewables is touching a lot of areas. C&P “The Norwegian government has announced that oil and gas offshore vessels must begin decarbonising from 2029. There are a number of ongoing, ammonia-fueled vessel projects based in Norway, including services for the oil & gas, timber, container and bulk transport segments.”...
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Yahoo Finance
05/25
(Community Post)
If you invested $10,000 in Plug and Andy Marsh 22 years ago,Plugs IPO, you would now have about $2500.00 dollars. The same in the S&P 500 would have given you about $80.000.00. Maybe a pumper can tell me how bright the future here is. How about you Everette?...
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Yahoo Finance
05/25
(Community Post)
[@u_y514pzyltk6h](mention://user/155fe692-2c9c-408f-b8ac-b95c8b730b72) And how many people have held for 22 years, and not sold during the run up in 2013 from 0\.40 to 11, and in 2018\-21 when the stock went from 0\.83 to 74 while you were predicting bankruptcy??...
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Yahoo Finance
05/25
(Community Post)
## Plug will not do a reverse split. Plug will not do a dilution this year or probably next year either Plugs cut its margin loss by more the half Plug cut its operating loss by 1/2 or less Plug will probably book over 1billion in sales depending on the time line as the current pipeline comes to Final Investment Decision Plugs asset sales and monetization of Niagara and others will give Plug more the $1,000,000,000 in cash By end of year Plug will reduce costs of its Gen6-7 line by 30-300% before fourth quarter Quantum Keep will shave an additional - 136 million off this coming quarters operating bottom line and we may see additional earnings growth from Overseas OEM DEALERSHIPS. More snd more Good things are coming to Plug this quarter and the third and fourth...
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Yahoo Finance
05/25
(Community Post)
IS GREEN HYDROGEN COMPANIES SEARCH A TREND? **Yes, searching for green hydrogen companies is a prominent trend** driven by a global shift toward industrial decarbonization. While early "hype" has matured into cautious optimism, global market reports project the sector will surge to over $74 billion by 2032, keeping investor and consumer interest high. \[YAHOO FINANCE\] **Why the Interest is Surging** - **Heavy Industry Decarbonization:** Green hydrogen is critical for "hard-to-abate" sectors like steel manufacturing, maritime shipping, and ammonia production. - **Shift to Scale:** The industry trend has moved from small pilots to gigawatt-scale electrolyzer projects to bring down per-unit production costs. \[YAHOO FINANCE\]...
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Yahoo Finance
05/25
(Community Post)
## Something is cooking with Topsoe and Sungrow Topsoe shutting down plants and Sungrow being slowed down by Europes EU decision to avoid The Chinese Manufacturer. Topsoe to ‘hibernate’ its new solid-oxide-electrolyser factory in Denmark ‘until demand is robust’ The manufacturer will spend more than half a billion dollars on restructuring its Power-to-X business — and will not proceed with previously announced plans for a new electrolyser factory in the US. Solid Oxide is falling from grace and Their Methane Cells along with Sungrow are being replaced with Other renewables as the hydrogen expansion is condensed around Renewable sources. Solar Hydro Wind and GeoThermal Public Press release in Hydrogen Insight...
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Yahoo Finance
05/25
(Community Post)
How the Strait of Hormuz conflict will affect the green hydrogen revolution? The **Strait of Hormuz conflict and blockade are serving as a massive accelerant** for the global green hydrogen revolution by **destroying the economic advantage of fossil fuels and forcing a rapid shift toward energy independence**. While the crisis creates localized shipping bottlenecks, the long-term structural changes are reshaping clean energy investment worldwide. \[GASWORLD\] **1. Fossil Fuel Price Volatility Shrinks the "Green Premium"** Historically, green hydrogen struggled to compete with "grey" hydrogen (derived from natural gas) due to high production costs. The closure of the Strait of Hormuz has completely flipped this dynamic: \[MITSUI & CO, LTD\] - **Skyrocketing Input Costs**: Asian and European natural gas prices have surged by over 50%, while refined fuels like diesel have climbed drastically. - **Parity Achieved Early**: The war-driven surge in fossil fuel prices has drastically closed the cost gap. In many …...
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05/25
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Has there been any significant change in the outlook for demand of green hydrogen production equipment in the last two months? Yes — **the outlook for demand for green hydrogen production equipment has improved modestly over the last two months**, but the change is uneven across regions and technologies. The biggest shift is that sentiment has moved from “project cancellations and delays dominate” toward “selective recovery with stronger policy backing.” That is especially true for electrolyzer equipment demand in Europe and parts of Asia. Key developments driving the change: - The most concrete recent positive signal was the European Commission approving €1.3 billion in German state aid for renewable hydrogen projects this month. That materially improves visibility for future electrolyzer orders in Europe. ([Reuters](https://www.reuters.com/business/energy/eu-commission-clears-15-billion-german-state-aid-green-hydrogen-2026-05-20/?utm_source=chatgpt.com)) - Large-scale industrial decarbonization projects — especially green steel, ammonia, and methanol — continue to expand their hydrogen plans, reinforcing long-term equipment demand. Recent academic and …...
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Yahoo Finance
05/25
(Community Post)
Plug is the Largest hydrogen Equipment manufacturer in the World. Debate that with actuality -Real hard core facts. Plug has the largest installed base of Hydrogen FuelCells in the world Plug has the largest installed base of multi vertically scaled Hydrogen Electrolizers in the world . Plug is the Worlds largest user of Liquid Green hydrogen fuel in the world. Plug is so involved in the Big three AMAZON HOME DEPOT WALMART and in Europe Carrefour and others that there is no doubt that items you buy from these retailers have been handled in distribution by a Plug hydrogen powered forklift or material handling system . Plug is on 6 Continents- Selling Building and expanding its full spectrum of hydrogen products including Pipeline network infrastructure in tandem with Deep cavern underground cryo storage facilities. Plug hold massive amounts of intellectual property patents Ranging from the worlds most efficient cryo chillers …...
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05/25
(Community Post)
Is Plug Power the largest hydrogen equipment manufacturer in the world? No. Plug Power is one of the largest and best-known hydrogen equipment companies, but it is generally ***not*** considered the largest hydrogen equipment manufacturer in the world today. The answer depends on what part of the hydrogen value chain you mean: Electrolyzers (green hydrogen production equipment) In electrolyzers specifically, Chinese manufacturers now appear to have the largest manufacturing capacity globally. Major players include: - LONGi Hydrogen - Sungrow Hydrogen - Peric Hydrogen Technologies - Plug Power - Nel ASA - thyssenkrupp nucera - Siemens Energy Chinese firms expanded extremely aggressively in 2024–2026 and now likely exceed Western companies in annual electrolyzer manufacturing capacity. Fuel cells and integrated hydrogen systems Plug Power remains one of the global leaders in: - PEM electrolyzers - Hydrogen fuel-cell systems - Material-handling hydrogen infrastructure - Integrated hydrogen production/liquefaction/distribution systems It is especially strong in …...
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Yahoo Finance
05/25
(Community Post)
I will almost guarantee that by 2028-29 if not before The EU and the superpowers in Europe will have established a Port Control authority that implements their version of Trade control to shipping companies that have been involved in the dangerous use of bunker and AH1 -3 heavy residual fuels. Merck PR AMA and a host of others have for \~ 7 years been deeply involved in pursuing cleaner easier lighter and less dangerous alternatives. Many like ECC Merck have gone to LPG and The trend has caught on to build and develope an engine that is classed multi fuel that can use LNG Green Ammonia and Wind and Solar plus Liquid Hydrogen.Most Shipping engineers agree that such a large endeavor should take three possible phases as the technology improves to a stage of production from [development.As](http://development.As) a side note: Large Very large ships use a very heavy lower level …...
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05/25
(Community Post)
## [$PLUG](mention://asset/PLUG) What Plug Power is doing in the UK **1. Barrow Green Hydrogen Project (Cumbria) — 30 MW** Plug Power is supplying **30 MW of GenEco PEM electrolyzers** to the Barrow‑in‑Furness green hydrogen facility. - The project has **reached Final Investment Decision (FID)** and is now moving into execution. - Will produce **\~100 GWh of green hydrogen per year** for Kimberly‑Clark’s manufacturing plant, cutting natural gas use by up to **50%** and reducing CO₂ emissions by **18,300 tonnes**. - Uses renewable electricity via a long‑term PPA with SEFE. This is Plug’s largest UK project to date....
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Yahoo Finance
05/25
(Community Post)
[$PLUG](mention://asset/PLUG) **Trafford Green Hydrogen Project (Greater Manchester) — 15 MW** Plug Power is also supplying **15 MW of electrolyzers** for the Trafford Green Hydrogen project. - Part of the **Trafford Low Carbon Energy Park**. - Aims to support industrial and heavy‑transport decarbonisation in the Manchester region. - Expected to begin operations in **2027**, pending FID....
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Yahoo Finance
05/25
(Community Post)
## [$PLUG](mention://asset/PLUG) **Langage Green Hydrogen Project (Plymouth) — 10 MW** Plug Power will supply **two 5 MW PEM electrolyzers (10 MW total)** for the Langage project. - Designed to produce green hydrogen for industrial use, with potential expansion into transport and heating. - Also backed by the UK’s HAR1 scheme....
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05/25
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[$PLUG](mention://asset/PLUG) $PLUG is deeply involved in the UK’s green‑hydrogen build‑out, supplying the core electrolyzer technology for multiple major projects that are already funded, government‑backed, and moving toward construction....
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Yahoo Finance
05/25
(Community Post)
\+17062717\.350 on what s/p, It’s common for traders to think they’re too late to enter the market, but the market constantly creates fresh opportunities\. Trading allows individuals to respond quickly to market conditions rather than simply relying on holding strategies\. Learning and discipline should always come first before investing seriously\....
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Yahoo Finance
05/25
(Community Post)
I forgot this from yesterday about Africa and China. China is basically influencing over 80% of the countries in Africa by financing their infrastructure build-out. Including countries that have been identified to build electroylizer sites for their big push to supply the EU’s H2 needs after 2030. They plan to pipe most of it across the Mediterranean Sea. We use to be able to influence countries in a similar way except the US Financial banking system refused to fund projects in African when they were seeking funds. Also articles stated it thought they would get favorable terms with metals and minerals (rare earth)....
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Yahoo Finance
05/25
(Community Post)
It's apparent that climate change is not a future problem it is a current reality. So the reality is if we rely on renewable energy resources for our electricity we have energy security it's not always sunny it's not always windy so we need a blend of those resources that is where plug comes in hydrogen & that is cheaper than relying on fossil fuels...
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Yahoo Finance
05/25
(Community Post)
The transition away from fossil fuel to hydrogen produced from renewable electricity generation will be slow, plodding and piecemeal, taking decades, not swift and dramatic, as exemplified by predictions here of Plug's share price climbing to 200 by the 4th quarter of 2028 or sooner. That is just mindless hype from empty brains....
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Yahoo Finance
05/25
(Community Post)
[@jack71860](mention://user/97d90c20-9ce8-452f-b3ef-879aa4e271b5) The marshmallow put this company in a bad situation with his inept ideas and foolish spending. He’s the only one that made out so far, pumping the stock and selling out along with big salaries....
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Yahoo Finance
05/25
(Community Post)
IDK if this is readable but will get the text. Doesn’t look like Plug is out of the running. Some of us expect good things announced by Q3/4 2026. Even better results end of 2028/30. Doesn’t show well so I will add some text. ...
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Yahoo Finance
05/25
(Community Post)
## C&P ✅“The Green Hydrogen Market Predictable at $3.95 billion in 2022, is estimated to increase at a CAGR of 39.83% from $20.05 billion in 2023 to $134.87 billion by 2030.” ✅This surge is driven by the declining costs of renewable energy, advancements in electrolysis technologies, and the escalating demand from the power sector and fuel cell electric vehicles (FCEVs). ✅Notably, Europe is poised to lead this growth, bolstered by robust policy support and substantial investments in hydrogen infrastructure. 🔍𝐊𝐞𝐲 𝐈𝐧𝐬𝐢𝐠𝐡𝐭𝐬: ✅Technology Leader: Alkaline electrolysis dominates due to its cost-effectiveness and high purity output. ✅Renewable Source: Wind energy accounts for nearly 49% of green hydrogen production value, with both onshore and offshore installations contributing significantly. ✅Primary Application: The mobility sector, encompassing hydrogen-powered trains, buses, and maritime vessels, represents approximately 58% of the market share. 🤖 𝐀𝐈'𝐬 𝐈𝐦𝐩𝐚𝐜𝐭 𝐨𝐧 𝐭𝐡𝐞 𝐆𝐫𝐞𝐞𝐧 𝐇𝐲𝐝𝐫𝐨𝐠𝐞𝐧 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐲 (𝐅𝐮𝐭𝐮𝐫𝐞 𝐎𝐮𝐭𝐥𝐨𝐨𝐤): ✅AI will play a transformative role …...
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Yahoo Finance
05/25
(Community Post)
Something we need in the US the UK is working on with Fuel cells. UK’s largest electricity distribution network is UK Power Networks that is planning to develop a “first-of-its-kind” hydrogen fuel cell-based energy backup system to support rural areas during power cuts....
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Yahoo Finance
05/25
(Community Post)
Hundreds of millions of cubic meters of water flow down the Mississippi River at a fairly constant current of 27 miles a hour , A unique method of capturing the Mississippi River flow into direct turbine flow has millions of GW per second capability. Truly Big River has many tales yet to tell....
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