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57
Yahoo Finance
06/07
(Community Post)
YF works alot better on a Desktop, when i click the read more under a long post i get booted to the main page when using a phone. Anyway, Trumps said he might support American AI companies. Monday could hopefully be a green day....
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Yahoo Finance
06/07
(Community Post)
I hope, with the puts striking 3.50 last horrible Friday, those who made a ton of money with that play come in and cover at this levels Monday. I’m hoping for this to recover to $4 or 4.50 by Friday. Which is the strike price for calls closing Friday....
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Yahoo Finance
06/07
(Community Post)
EU wants Liquid "The future green hydrogen production plant in the NextGen District is expected to produce 35 tons of green hydrogen daily for the European market from 2027. This corresponds to a production of 12,500 tons per year. The end-product can then be transported to industrial players to green their processes...." [https://www.arcadis.com/en/projects/europe/belgium/permit-process-for-green-hydrogen-plant-by-plug-power/](https://www.arcadis.com/en/projects/europe/belgium/permit-process-for-green-hydrogen-plant-by-plug-power/)...
57
Yahoo Finance
06/08
(Community Post)
Norway is in the news as a key player exporting H2 via pipeline to the UK. The reports states they are almost finished with their undersea pipeline to Germany and the Netherlands. This will support the main line that has begun to run from Italy to the northern ports. Much of the undersea gas pipelines are being converted for H2. They stated they are very close to delivering cost competitive pricing with natural gas in their sphere of the world. They have a plan and it is working....
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Yahoo Finance
06/08
(Community Post)
Plug better than Fcel day? Not liking it because I would rather everyone does well but… I would also rather have improved and still improving fundamentals over our competition. Interesting to see if we separate or sympathy drag. I think the former....
57
Yahoo Finance
06/08
(Community Post)
[$PLUG](mention://asset/PLUG) **200 Reasons Someone Could Be Bullish on Plug Power ($PLUG)** *(Organized into 10 thematic categories for clarity)* ## **I. Hydrogen Industry Tailwinds (20 reasons)** 1. Global hydrogen demand growth 2. Government decarbonization mandates 3. Corporate net‑zero commitments 4. Hydrogen adoption in heavy industry 5. Hydrogen adoption in steelmaking 6. Hydrogen adoption in ammonia production 7. Hydrogen adoption in long‑haul trucking 8. Hydrogen adoption in maritime shipping 9. Hydrogen adoption in aviation 10. Hydrogen adoption in backup power 11. Hydrogen adoption in grid balancing 12. Hydrogen adoption in seasonal energy storage 13. Hydrogen adoption in forklifts 14. Hydrogen adoption in warehouses 15. Hydrogen adoption in data centers 16. Hydrogen adoption in microgrids 17. Hydrogen adoption in rail transport 18. Hydrogen adoption in mining equipment 19. Hydrogen adoption in ports 20. Hydrogen adoption in municipal fleets ## **II. U.S. Policy Tailwinds (20 reasons)** 21. Inflation Reduction Act hydrogen credits 22. 45V …...
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Yahoo Finance
06/08
(Community Post)
[$PLUG](mention://asset/PLUG) **PLUG Is Building the First U.S. Green Hydrogen Monopoly** Most companies sell *one piece* of the hydrogen chain. PLUG is trying to own **every link** — electrolyzers, production plants, liquefaction, trucking, storage, fueling, and fuel cells. If even half of this succeeds, PLUG becomes the **default U.S. green hydrogen supplier**, similar to how Tesla became the default EV charging network....
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Yahoo Finance
06/08
(Community Post)
**45V Tax Credits Turn PLUG’s Hydrogen Into a Subsidized Product** The U.S. government is literally paying up to **$3/kg** for clean hydrogen. That’s not a tailwind — that’s a **temporary distortion of economics** that can flip PLUG’s margins from negative to positive *overnight* once plants scale. [$PLUG](mention://asset/PLUG)...
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Yahoo Finance
06/08
(Community Post)
[$PLUG](mention://asset/PLUG) **PLUG Owns the Only Real Hydrogen Logistics Network in the U.S.** Hydrogen is useless unless you can move it. PLUG already has: • Tankers • Trailers • Storage systems • Fueling stations • Service teams This is the **hardest part of the hydrogen economy**, and PLUG is years ahead of competitors....
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Yahoo Finance
06/08
(Community Post)
[$PLUG](mention://asset/PLUG) **PLUG Has the Largest Operating Fleet of Hydrogen Fuel Cell Equipment on Earth** Tens of thousands of forklifts run on PLUG systems daily. This gives PLUG: • Real‑world data • Reliability insights • Maintenance experience • Customer lock‑in No competitor has this scale of **live hydrogen usage data**....
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Yahoo Finance
06/08
(Community Post)
[$PLUG](mention://asset/PLUG) **PLUG’s Electrolyzer Tech Is One of the Few That Can Scale to Gigawatts** Most electrolyzer companies are still in pilot mode. PLUG is already shipping MW‑scale systems and building GW factories. If the U.S. hydrogen hubs take off, PLUG becomes a **default supplier** simply because they can deliver volume....
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Yahoo Finance
06/08
(Community Post)
**Hydrogen Demand Is Driven by Industries That Cannot Electrify** Steel, ammonia, shipping, long‑haul trucking, aviation — these sectors *must* decarbonize and **cannot** run on batteries. Hydrogen is the only scalable alternative. PLUG is positioned at the center of these **non‑optional** transitions. [$PLUG](mention://asset/PLUG)...
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Yahoo Finance
06/08
(Community Post)
[$PLUG](mention://asset/PLUG) **PLUG’s Vertical Integration Could Create Apple‑Like Lock‑In** If a customer buys PLUG electrolyzers, they often also buy: • PLUG storage • PLUG compression • PLUG fueling • PLUG service • PLUG hydrogen supply This creates a **closed ecosystem** where switching costs become enormous....
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Yahoo Finance
06/08
(Community Post)
**PLUG’s Hydrogen Plants Are Strategic National Infrastructure** The U.S. government wants domestic green hydrogen production for: • Energy security • Industrial competitiveness • Supply chain independence PLUG’s plants become **national assets**, not just corporate assets. That increases the likelihood of long‑term support, grants, and contracts....
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Yahoo Finance
06/08
(Community Post)
$PLUG the next "LNG" PLUG Is One of the Only U.S. Companies Positioned for Hydrogen Exports Europe and Asia will need to import green hydrogen for decades. The U.S. has cheap renewable energy + subsidies. PLUG’s early plant build‑out positions it to become a major exporter once global hydrogen shipping matures....
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Yahoo Finance
06/08
(Community Post)
The recent war in the Middle East shows just how dangerous it is for the economy to rely on fossil fuels. The months long closure of the Strait of Hormuz is reinforcing an expensive geopolitical lesson about how risky it can be to rely on imported energy. With hydrogen and other green sources of energy this is not the case....
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Yahoo Finance
06/08
(Community Post)
**Sentiment Is So Bad That Even Small Wins Could Trigger Massive Re‑Rating** Hydrogen stocks are hated. PLUG is priced like it’s going out of business. In markets, **capitulation creates asymmetric upside** — any of the following could spark a violent re‑rating: • One profitable quarter • One major hydrogen hub contract • One big industrial partnership • One plant hitting full output When expectations are near zero, **execution doesn’t need to be perfect** to move the stock dramatically....
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Yahoo Finance
06/08
(Community Post)
[@cakewalker](mention://user/3110f549-bc22-4d06-acc2-45e7d77d07f1) In an interview years ago, I heard Marsh I think it was, saying it was the customers requesting they do it all and that it adds complications having to source and synchronize all the aspects of hydrogen themselves. From that, they decided to be as they are now, vertically integrated!...
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Yahoo Finance
06/08
(Community Post)
## Huge Valuation Upside! 1. Confirmed Q2 will AGAIN see sequential margin expansion and INCREASING sales 2. Sales Growth is STRONG, traction across all platforms, future REV visibility never stronger 3. 40k MH FC in refreshes ALONE over next 2 years (54% of past 10 yrs) 4. $8B ELX pipeline maturing, over 3GW's likely to close this year 5. VSParticle ELX Breakthrough News NEAR 6. Turnkey EPC H2 Plant Builder, Planning for 250MW PJM Plant 7. High potential for large US Military Heven Drone FC & Infra Deal 8. US 48E ITC for ELX, FC’s & Storage Infra through ‘33 9. Global Partnerships with Major Growth Plans: Amazon, Walmart, KGAL, Hy2gen, Allied Green, Arcadia, Avina, Lhyfe, Hiringa, MOL Group, GH2 Global, CIP, Trafigura, Hy24, Acciona 10. AMZN opening its global logistics network to new businesses, expanding on-site ELX 11. EU wants Liquid, Port of Antwerp coming, EU Refineries planning GH2 …...
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57
Yahoo Finance
06/08
(Community Post)
NASA Already Uses [$PLUG](mention://asset/PLUG) Plug’s Hydrogen Tech NASA has relied on hydrogen for decades — rockets literally run on liquid hydrogen + liquid oxygen. PLUG has supplied green hydrogen and fuel cell systems to NASA facilities, proving the tech is space‑grade. This is a credibility moat no other hydrogen startup has....
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Yahoo Finance
06/08
(Community Post)
[$PLUG](mention://asset/PLUG) Green Hydrogen Is the Cleanest Rocket Fuel Pathway Space agencies want to decarbonize ground operations and eventually fuel production. Green hydrogen is the only scalable, zero‑carbon rocket fuel precursor. PLUG is one of the few companies capable of producing it at industrial scale....
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57
Yahoo Finance
06/08
(Community Post)
PLUG’s Cryogenic Hydrogen Expertise Aligns With Rocket Fuel Requirements Rocket‑grade hydrogen must be: • Ultra‑pure • Cryogenic • Stable under extreme conditions PLUG already works with **liquefaction, compression, and cryogenic storage**, giving it a technical overlap with aerospace hydrogen needs....
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57
Yahoo Finance
06/08
(Community Post)
Space Agencies Want Green Hydrogen for Lunar & Martian Bases NASA, ESA, and private space companies envision: • Lunar fuel depots • Mars ISRU (in‑situ resource utilization) • Hydrogen‑powered rovers • Hydrogen‑powered habitats PLUG’s tech is modular and scalable — ideal for **off‑planet hydrogen production concepts**....
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57
Yahoo Finance
06/08
(Community Post)
## Hydrogen Fuel Cells Are Perfect for Space Habitats Fuel cells provide: • Silent power • Zero emissions • High reliability • Long‑duration energy NASA has used fuel cells since Apollo. PLUG’s PEM fuel cells could become **next‑generation habitat power systems** for lunar or Martian bases. [$PLUG](mention://asset/PLUG)...
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57
Yahoo Finance
06/08
(Community Post)
## Private Space Companies Need Green Hydrogen Too SpaceX, Blue Origin, ULA — all use or plan to use hydrogen in some form. As these companies scale launches, demand for green hydrogen skyrockets. PLUG could become a **preferred supplier** for sustainable launch operations. [$PLUG](mention://asset/PLUG)...
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Yahoo Finance
06/08
(Community Post)
PLUG Is Unknown to Most Investors as a Space‑Adjacent Company Most people think of PLUG as a forklift fuel cell company. Few realize it has: • NASA relationships • Cryogenic hydrogen expertise • Electrolyzer tech • Fuel cell systems • Hydrogen logistics This creates a **hidden‑asset narrative** — the kind of thing that can re‑rate a stock when the market finally connects the dots....
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Yahoo Finance
06/08
(Community Post)
## The Hydrogen Solution: Steel: Moving toward Hydrogen Direct Reduced Iron \(H\-DRI\) to replace coking coal is a proven technology now entering commercial\-scale planning\. Shipping: Methanol and ammonia \(both derived from hydrogen vectors\) are emerging as the frontrunner fuels for the next generation of eco\-vessels\. Government mandates and subsidy frameworks globally \(like the U\.S\. Inflation Reduction Act's production tax credits and the EU's strict quotas for green hydrogen in industry\) have forced these sectors to accelerate their timelines\. The announced project pipeline has grown exponentially over the last few years\. While the intent and demand scaling are real, actual Final Investment Decisions \(FIDs\) on massive green hydrogen projects have faced delays\. High interest rates, supply chain bottlenecks for mega\-electrolyzers, and waiting on finalized government regulations have meant that actual physical adoption is moving slightly slower than the suggested peak of 2021–2023\. **EUROPE IS THE STOMPING GROUND.**...
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57
Yahoo Finance
06/08
(Community Post)
**Italy finally onboard!** **ROME, June 8 (Reuters) - The European Commission said on Monday it had approved a €23 billion ($27 billion) Italian state aid scheme for renewable electricity production. The measure aims to help Italy reach its target of sourcing 39.4% of gross final electricity consumption from renewables by 2030. Aid will be provided through two-way contracts for difference (CfDs) lasting 20 years, under which the state pays producers when market prices fall below an agreed strike price, while producers repay the difference when prices rise above it. "The scheme will also help Italy reduce its dependence on fossil fuel imports and enhance its renewable energy share," EU antitrust chief Teresa Ribera said in a statement. The €23 billion budget is based on market price estimates, and actual net support could be significantly lower if electricity prices exceed projections. Under Prime Minister Giorgia Meloni's right-wing government, Italy has been …...
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54
Polygon News
06/08
Why Plug Power Stock Surged 26% in May But Is Falling Apart Again
Plug Power achieved its first-ever gross profit in Q1 2026, driving a 26% stock surge in May. The company's margins improved significantly through cost-cutting initiatives and vertical integration in...
57
Yahoo Finance
06/08
(Community Post)
[@ramoutar](mention://user/16e32a9f-b456-4188-b254-d1b29b97a13d) This is exactly what the New nanotechnology from Plug is supposed to do. Lower the consistency of higher creeping electric rates from hydrogen production, lower costs mean more use but when the cost to produce goes up it is averaged over the lower cost product produced. Plus If you look back about 8 years PLUG HAS A PIPELINE MOU and a PUD WHICH YOU NEVER KNEW. Italy has agreements with Plug plus 2 companies 1 in the USA and 1 in Spain to engage in a production storage and pipeline storage agreement. This has been waiting for Italy and the EU . But now that the EU and their renewable finance fund are delivering funds to the Countries who applied for Help throughout the EU we will see many more countries and Industries jump in. Italy will join the German Hydrogen pipeline network. This means that PLUGS Previous WORK …...
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57
Yahoo Finance
06/08
(Community Post)
Funny when people say it took Tesla 18 years to turn a profit lol. It took Amazon 9 and you ALL use it. Why did andy promise profit 13 years ago and they still haven't made a penny? Waiting for answers. Kevin JAMEZZ Matthew Mets Black ???...
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57
Yahoo Finance
06/08
(Community Post)
Plug Power’s momentum in June is being driven by three key factors: the Annual General Meeting on June 11, 2026, where shareholders will vote on potential dilution resulting from the issuance of 25 million new shares; the sale of Project Gateway by June 30, 2026—an infrastructure divestment expected to bring in $132.5 million to $142 million and boost liquidity; and the FTSE Russell reconstitution, with indices (such as the Russell 3000/2000) compiling preliminary lists on a weekly basis starting May 22, 2026, and the rebalancing taking effect after the US market close on June 26, 2026. Perhaps that is why short sellers are a bit agitated right now....
57
Yahoo Finance
06/08
(Community Post)
## Mr Crespo **Q4 2026 positive EBITDA is an important deadline. What happens if you miss it, and what does success mean for the American hydrogen story?** We have a solid plan to meet that goal. It matters because goals are how you measure progress. Whether we come in slightly over or slightly under, what matters is the trajectory. If we were grossly away from the target, that would be something we would have to manage, but that is not how I operate. Being Spanish, we are very direct, and I do not say things I do not believe I can deliver. We have a plan to hit EBITDA positive in Q4 and we are planning to hit it. Whether we land exactly on it or close to it, it is going to show progress in the environment we just discussed. It proves the industry keeps moving forward, maybe not …...
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Yahoo Finance
06/08
(Community Post)
I wondered why hyperscalers in AI and data centers are using gas turbines and Bloom fuel cells versus Plug and these are the reason. There is not enough green hydrogen, wrong scale, wrong economics, wrong technology, wrong timing, not 99.9% reliable, and since Plug uses mostly gray hydrogen not even lowest on emissions. Gas turbines are the number one choice and Bloom even though more costly is second because demand is so high and some need less water usage and Bloom is cleaner on emissions. I just do not see Plug getting any of this market unless they can do at least as well or better than Bloom and they would need changes to do that....
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57
Yahoo Finance
06/08
(Community Post)
**Q4 2026 positive EBITDA is an important deadline. What happens if you miss it, and what does success mean for the American hydrogen story?** We have a solid plan to meet that goal. It matters because goals are how you measure progress. Whether we come in slightly over or slightly under, what matters is the trajectory. If we were grossly away from the target, that would be something we would have to manage, but that is not how I operate. Being Spanish, we are very direct, and I do not say things I do not believe I can deliver. We have a plan to hit EBITDA positive in Q4 and we are planning to hit it....
57
Yahoo Finance
06/08
(Community Post)
The other parts of the European directives, refuel aviation and refuel maritime, were there in regulation but not being transposed into national law. So eSAF projects were moving slowly. A month ago that changed. I started getting calls from our eSAF projects saying Accelerate EU is reinforcing refuel aviation because SAF is becoming scarce. We are using reserves. If the Strait of Hormuz does not reopen in the coming months, Europe will face availability issues, and Asia is already there, with airlines cancelling flights because they do not have fuel. There is now a law pushing this cannot happen again in the next three or four years, accelerating eSAF projects. eSAF is hydrogen plus CO2, a completely independent way of generating aviation fuel that delivers energy independence and security....
57
Yahoo Finance
06/08
(Community Post)
## Big big projects coming **The IEA recently changed its view on hydrogen's near-term relevance. Setting aside the energy transition, this technology seems increasingly relevant in an energy addition scenario. How do you expect the industry to evolve over the next five to ten years?** I am not sure that report fully accounts for what is happening geopolitically today, especially on the energy side. Ukraine was the first real scare for Europeans, and Europe is a huge energy consumer. Now you have the Strait of Hormuz situation. Six months ago, when I was visiting customers in Europe to discuss how RED3 and the EU directives were shaping their decisions, the push from companies like Iberdrola, BP, and Galp was mainly on transport and refineries. They wanted refineries using a certain percentage of green hydrogen by 2030. That is why we have the 25 megawatt project in Spain with BP and …...
57
Yahoo Finance
06/08
(Community Post)
**Analyze: "The IEA recently changed its view on hydrogen's near-term relevance."** The IEA has recalibrated its near-term outlook for hydrogen. While still viewing clean hydrogen as the vital "backbone" for decarbonizing heavy industry and shipping, **it has downgraded 2030 low-emissions production forecasts by nearly 25%. This reflects a reality of project delays, high costs, and weak offtake commitments.**...
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Yahoo Finance
06/08
(Community Post)
Plug is Deep in SAF-E fuel. This may well become the Product that totally converts European air travel. Cheaper cleaner safer and very little polution and political interference. Plug is active in 2 refinery offtskes and is in progress to build a dedicated SAF-E fuel depot and Plant. Which we could hear about at the meeting....
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57
Yahoo Finance
06/08
(Community Post)
[@highroller6250](mention://user/0045b815-5d4c-4a99-af77-a7a8c0fcc9b2) Alzheimer’s? Has to be since Andy Marsh is not the CEO, CFO, CIO or any other OH, A new leader is in place (Crespo) who is focusing on ONE very important aspect of Plug power and that’s Profit. He will accomplish that much sooner than anyone thinks he can. 3.20 for this Stock is an absolute steal....
57
Yahoo Finance
06/08
(Community Post)
## Just a hiccup, I expect $6 by 7/1. Current prices are still historically low so this should be considered an excellent entry point for the new Plug investor. I would rate it a 2.1 out of 10 on a risk sale where 10 is the highest risk. Thanks! :-)...
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57
Yahoo Finance
06/08
(Community Post)
Plug Power needs a true Hale Mary at this point because numbers speak louder that stock board chatter, and this is completely running out of steam and answers , I'm holding on to 3000 old shares but I won't buy a single share more until they strike a big deal\....
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57
Yahoo Finance
06/08
(Community Post)
[@u_2earxf380hjdel4b5xfjpfvgz0n](mention://user/95b59389-8893-4de5-93f9-72988ccd6f6f) Oh Horse sh at, Absolutely no where near a hail Mary is needed. Your opinion is from outer space, What foolish comment when they have over a yrs operational budget and a very high probability of another ER that far exceeds expectations. You just made a comment on the largest producer of Hydrogen on the planet.. But they need a Hail Mary??? Comical absolute....
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57
Yahoo Finance
06/08
(Community Post)
[@u_hcddd6pqhujt](mention://user/6c90d661-b860-453b-af55-dff9bd383ba1) I’m telling you now you will highly regret not staying in Plug. This is NOT THE PLUG of Marsh. It will without a doubt go over 10.00 with more qtrly earnings beating expectations and they will for one very good reason. New CEO is highly motivated and focused on just that. Profit. What do you think happens to this stock when it goes green and post a 2-3 cents per share profit? It will and you better have some....
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Yahoo Finance
06/08
(Community Post)
Options market data reveals that **traders expect an explosive, binary stock move** driven by unexpected news or voting updates surrounding the JUNE 11, 2026 ANNUAL GENERAL MEETING (AGM). The options chain for the immediate post-meeting expiration date (**June 12, 2026**) breaks down into distinct market signals: **1. Implied Volatility (IV) Exploding** - **The Data:** The overall options implied volatility sits at an elevated **96.52%**. - **What it says:** Market makers are pricing in an massive short-term price swing immediately following the AGM. This near-triple-digit IV implies the market anticipates a localized price move of **15% to 20%** in either direction by Friday's close, reacting to potential updates on asset sales or dilution. **2. High Calls-to-Puts Skew (Aggressive Bullish Betting)** - **The Data:** The volume put-to-call ratio on the OPTIONCHARTS TRACKER is sitting at a highly skewed **0.23**. Total open interest reflects roughly **872,619 call contracts** compared to just **190,808 put …...
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Yahoo Finance
06/08
(Community Post)
**Plug Power does not have exclusive rights to VSPARTICLE’s technology, meaning competitors will eventually have access to it.** However, Plug Power secures a **massive pricing and time-to-market advantage over its rivals** because of its early-mover position and how the technology is being rolled out to the broader market. The competitive landscape and cost dynamics break down as follows: **1. Plug Power's First-Mover Cost Advantage** - **The Validation Lead**: Plug Power co-developed and rigorously validated this 90% iridium reduction breakthrough alongside VSPARTICLE over thousands of hours of operational testing. - **Production Readiness**: While rivals are just beginning to sign up for trials, Plug Power has already integrated this dry-deposition chemistry directly into its manufacturing pipeline. This head start gives them an immediate unit-cost advantage on electrolyzer stacks right now. **2. The Open Market Rolrout (Competitors Get Access)** - **VSPARTICLE's Open Business Model**: VSPARTICLE is not a proprietary subsidiary of Plug Power; …...
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Yahoo Finance
06/08
(Community Post)
First good news on Galp Sines. The Environment Agency has given it a favorable review. Meaningful but they want some confirmation and agreements written they only use non consumable water source. Basically to use sea water or other non potable water source. Recycle water they use. Doesn’t sound like any show stopper but needs to be written up and included in the final document. This isn’t news they are past commissioning it but it is a sign they are in the final stages imo. Dotting the “i”. I still recommend no cheers until it is formally signed off as meeting all specs and performance. ...
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Yahoo Finance
06/08
(Community Post)
**2030 Macro Economic Model: Hydrogen Cost & Price Trajectory** By 2030, the maturation of Plug Power’s manufacturing scale completely upends the economics of the clean energy market. \[2030 Core Cost: $1.50/kg\] + \[Liquid Logistics: $1.00-$1.50/kg\] ===> \[2030 Commercial Pump Price: $2.00 - $3.50/kg\] - **Internal Production Cost Target**: Projected to drop to **$1.50 per kilogram** at the plant. This directly matches the U.S. Department of Energy (DOE) "Hydrogen Shot" initiative targeting a baseline price of **$1.00 per kilogram by 2030** across the industry. - **Fossil Fuel Price Parity**: Highly polluting traditional "gray hydrogen" (natural gas steam reforming) sits at a baseline of **$1.50 to $2.50 per kg**. Plug's nanotech cap-ex compression allows it to undercut gray hydrogen on a pure economic basis by 2030 without demanding a "green premium." - **Logistics & Pump Markup**: Moving liquid hydrogen via cryogenic tankers or dedicated pipelines adds roughly **$1.00 to $1.50 per kg** …...
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Yahoo Finance
06/08
(Community Post)
If natural gas doubles from today's spot price of **$3.14/MMBtu** to **$6.28/MMBtu**, it will trigger a massive competitive shift that accelerates the adoption of Plug Power's (PLUG) green hydrogen ecosystem. Because Plug Power generates **green hydrogen** using water and renewable electricity (decoupled from fossil fuels), a spike in natural gas prices deals a severe blow to traditional fossil-fuel-derived hydrogen while leaving Plug’s production costs untouched. **1. Fossil-Fuel Hydrogen Costs Skyrocket** The legacy hydrogen market is dominated by "gray" and "blue" hydrogen, produced via Steam Methane Reforming (SMR). Natural gas constitutes **70% to 80% of the total operating cost** of an SMR plant. - **The Math:** For every $1.00/MMBtu increase in the price of natural gas, the production cost of gray hydrogen surges by roughly **$0.40 to $0.50 per kilogram**. - **The Price Spike:** Doubling natural gas to over $6.00/MMBtu drives the baseline production cost of gray hydrogen up from its …...
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Yahoo Finance
06/08
(Community Post)
There are no competitive agreements with VS Particals and Plugs patent agreements. The current owners of the patents all have equal rights under the agreements and there are not that many. Patents normally are granted for 20 years with renewal depending on the type. PVD tech and patents have been active in Intel and Micron for over 45 years updated and extended on every anniversary...
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(Community Post)