Bloom Energy(US:BE) The Motley Fool·2025-06-30 17:14Core Viewpoint - Bloom Energy's stock experienced a 10% increase due to favorable developments regarding hydrogen tax credits in the Senate bill, which contrasts with earlier tariff fears and potential tax credit repeals from the House version [1][2][3]. Company Summary - Bloom Energy specializes in fuel cell systems that convert natural gas or hydrogen into electricity without combustion, and it also produces electrolyzers for hydrogen production [1]. - The company has recently turned profitable for the first time last year, indicating growth potential [7]. Industry Summary - The Senate's version of the tax bill extends the hydrogen tax credit until January 1, 2028, providing a two-year extension compared to the House bill's phaseout in 2026 [5]. - The clean hydrogen tax credit can offer up to $3 per kilogram for projects that commence by the extended deadline, which is beneficial for the hydrogen sector [5]. - The Senate's adjustments to the bill provide existing renewable energy projects with more time for construction and deployment, alleviating some concerns raised by the House version [4][6].