Core Viewpoint - The demand for energy is increasing, and Bloom Energy is currently a more attractive investment compared to Plug Power, which has struggled financially and has not yet turned a profit [1][4]. Company Overview: Plug Power - Plug Power has been a pioneer in the clean hydrogen economy, focusing on fuel cells, electrolyzers, and hydrogen infrastructure aimed at decarbonizing industries like transportation and logistics [1]. - Despite being in operation for over 25 years, Plug Power has never reported an annual profit, with a reported loss of over $2.1 billion on revenue of $676 million in the past 12 months [2][6]. - The company is facing challenges in developing the hydrogen market due to high costs of storage and transport, which have hindered market adoption [5]. - Plug Power has initiated Project Quantum Leap to reduce costs and focus on profitable business lines, aiming for a break-even gross margin by the end of the year and positive EBITDA by the second half of next year [8]. Company Overview: Bloom Energy - Bloom Energy offers solid-oxide fuel cell power systems for on-site electricity generation, which can quickly meet the growing energy demands of data centers and industrial businesses [10]. - The company has secured significant financing arrangements, including a $5 billion deal with Brookfield Asset Management and a power deal with Oracle, showcasing its rapid deployment capabilities [12]. - Analysts project Bloom will generate $1.9 billion in sales this year and $2.46 billion next year, with expected improvements in earnings per share from -$0.14 this year to $0.64 next year [13]. Market Context - U.S. electricity demand is anticipated to grow at a rate of 2.5% annually over the next decade, significantly outpacing the growth rate of the past decade, creating a favorable environment for companies like Bloom Energy [17]. - Bloom Energy's fuel cells are positioned as a crucial solution to meet the increasing demand for on-site power, providing a strong growth opportunity for the company [18].

Core Insights - Plug Power Inc. has successfully installed a 5MW GenEco electrolyzer system for Cleanergy Solutions Namibia's green hydrogen project, marking Africa's first fully integrated commercial green hydrogen facility [1][4] - The project aims to support hydrogen mobility in Namibia and neighboring markets, utilizing renewable energy sources [2][3] Company Overview - Plug Power is a leader in the hydrogen economy, providing a fully integrated ecosystem that includes production, storage, delivery, and power generation [5] - The company has deployed over 72,000 fuel cell systems and 285 fueling stations globally, making it the largest user of liquid hydrogen [6] Project Details - The Cleanergy Solutions Namibia project features a 5MW solar park and a 5.9 MWh battery energy storage system, enabling off-grid renewable hydrogen production [2] - The locally generated hydrogen will be used for hydrogen-powered trucks, port and rail equipment, and small ships at the Port of Walvis Bay [2][3] Market Positioning - The project positions Namibia as a potential hydrogen production hub for transportation and industrial decarbonization, with export capabilities [4] - Plug Power's involvement in this project aligns with the growing global investment in hydrogen, particularly in regions like Africa, the Middle East, and Australia [4]

氢能这几年闹得挺火，大家都觉得它能取代老旧的石油煤炭啥的，干净又高效。结果呢，全球情况现在 有点复杂，一方面需求还在涨，2023年全球氢气用量97百万吨，2024年差不多100百万吨，但绝大部分 还是靠烧煤烧气弄出来的，排放一大堆。低排放的那种氢，只占不到1%，虽然比前一年多长了6%，但 规模小得可怜。 项目一大堆宣布了，可真正投钱的就7%，好多因为市场需求不确定、法规没跟上、基础设施差劲，就 延期或者干脆取消了。国际能源署说，到2030年，低排放氢产量能占总量的4%，但要达到净零排放目 标，得翻倍多。 成本高是主要拦路虎，电解水制氢需要便宜的绿电，可电价一波动就玩完。管道才5000公里，存储容量 0.5太瓦时，远不够用。政策上，58个政府有氢能战略，目标到2030年产35-43百万吨，但新应用像重工 业和交通，现在用氢的比例还不到0.1%。 创新在推进，电解槽技术成熟了，固体氧化物电解池效率高，还有碳捕集的演示项目。但整体上，氢能 从乘用车转向工业和商用，因为乘用车成本是电动车的5倍多。 日本进口依赖重，演示项目像氨共燃电厂有进展，但规模小，2024年JERA在1吉瓦煤厂试了20%氨，效 果不错，可整体需求 ...

Core Insights - Plug Power Inc. is actively engaging with the financial community by participating in two investor conferences in New York this week, highlighting its commitment to investor relations [1][2] Company Overview - Plug Power is a leader in the hydrogen economy, providing a fully integrated ecosystem that includes production, storage, delivery, and power generation [3] - The company offers a range of products such as electrolyzers, liquid hydrogen, fuel cell systems, storage tanks, and fueling infrastructure, targeting industries like material handling and energy production [3] Industry Position - Plug Power has deployed over 72,000 fuel cell systems and 285 fueling stations globally, making it the largest user of liquid hydrogen [4] - The company operates hydrogen plants in Georgia, Tennessee, and Louisiana, with a production capacity of 39 tons per day, ensuring a reliable domestic supply of hydrogen [4] Clientele and Partnerships - Plug Power serves major global companies including Walmart, Amazon, Home Depot, BMW, and BP, showcasing its significant role in the industry [5]

SLINGERLANDS, N.Y., Dec. 02, 2025 (GLOBE NEWSWIRE) -- Plug Power Inc. (NASDAQ: PLUG), a global leader in comprehensive hydrogen solutions for the hydrogen economy, is participating this evening in the Asia-Pacific Investor conference at 8:00 PM EST. President and Chief Revenue Officer, Jose Luis Crespo, will represent Plug on the call, where he will engage in conversations with investors about the Company’s strategic priorities and growth opportunities in the Asia-Pacific region, as well as the evolving hyd ...

Core Insights - Plug Power has secured its first contract with NASA, marking a significant milestone for the company in the hydrogen solutions sector [1][2] - The contract, valued at up to $2.8 million, allows Plug Power to supply up to 480,000 pounds of liquid hydrogen to NASA's facilities [1][2] - This partnership could lead to further opportunities, as NASA consumes over 37 million pounds of liquid hydrogen annually [3] Company Developments - The NASA contract demonstrates Plug Power's capability to meet stringent standards for purity and reliability in critical operations [2][4] - Plug Power aims to expand its presence in the aerospace sector, moving beyond its traditional material handling business [4] - The company is positioning itself as a key player in the growing hydrogen economy, with applications in aerospace, industrial operations, and next-generation energy systems [4] Operational Performance - Plug Power reported $177 million in revenue for the third quarter, showing balanced growth across its hydrogen business segments [7] - The electrolyzer segment generated $65 million in revenue, reflecting a 13% year-over-year increase [7] - The company's operational cash burn improved by over 50%, attributed to pricing discipline and effective working capital management [7] Market Position - Plug Power has a market capitalization of $2.64 billion, despite being down over 50% from its 52-week high [5] - The company develops hydrogen fuel cell systems and infrastructure for various applications, including material handling and backup power [5][6] - Plug Power's integrated services facilitate the transition from fossil fuels to clean hydrogen across multiple industries [6]

Accessibility StatementSkip Navigation DELRAY BEACH, Fla., Nov. 28, 2025 /PRNewswire/ -- According to MarketsandMarketsâ"¢, the global Electrolyzers Market size is projected to grow from USD 2.08 billion in 2025 to USD 14.48 billion by 2031 at a compound annual growth rate (CAGR) of 38.2% during the forecast period. Browse 220 market data Tables and 55 Figures spread through 200 Pages and in-depth TOC on "Electrolyzers Market - Global Forecast to 2031" Based on technology, the Electrolyzers Market is segme ...

Core Viewpoint - dynaCERT Inc. is initiating a non-brokered private placement financing to raise up to $2,000,000 through the sale of convertible unsecured units, aimed at financing the sales of its HydraGEN™ Technology Products and for general corporate purposes [6][8]. Group 1: Offering Details - The offering consists of convertible unsecured units priced at $2,000,000 per unit, each unit includes a convertible note with a 5% annual interest rate maturing in two years and convertible into 13,333,333 common shares at a conversion price of $0.15 per share [6][8]. - Each unit also includes 6,666,667 common share purchase warrants, allowing the holder to purchase one share at an exercise price of $0.20 for two years [6][8]. Group 2: Use of Proceeds - The gross proceeds from the offering will be utilized to finance sales of the Company's HydraGEN™ Technology Products across various sectors including mining, oil & gas, transportation, and generators globally, as well as for working capital and general corporate purposes [8]. Group 3: Regulatory and Compliance - The offering will be available to purchasers in all provinces of Canada and in offshore jurisdictions, adhering to applicable private placement exemptions [11]. - The securities issued will be subject to a hold period of four months plus one day post-closing, and no commissions or finder’s fees will be applicable [12][13].

Core Viewpoint - Plug Power Inc. is seeking stockholder approval for significant amendments to its charter, including increasing authorized common stock from 1.5 billion to 3.0 billion shares, to ensure flexibility for future capital needs and strategic initiatives [2][4]. Group 1: Special Meeting Details - The Special Meeting of Stockholders is scheduled for January 15, 2026, at 10:00 a.m. Eastern Time, and will be conducted virtually [1][10]. - The record date for stockholders to vote is December 4, 2025, emphasizing the importance of ensuring shares are available for voting [8]. Group 2: Proposed Amendments - The first proposal seeks to increase the authorized common stock to accommodate projected capital requirements and upcoming commitments, as current availability is less than 0.4% of authorized shares [2]. - The second proposal aims to amend the charter to align voting standards with recent Delaware statute changes, making it easier to amend the number of authorized shares in the future [3]. Group 3: Business Progress and Operational Momentum - Plug Power reported record hydrogen production in August 2025, with 324 metric tons produced and 97% uptime, showcasing the efficiency of its production technology [7]. - The company is advancing a multi-gigawatt electrolyzer development pipeline with over 8 GW of identified opportunities globally, indicating strong demand for clean hydrogen [7]. - Plug Power is expanding its material-handling fuel cell systems and has recently deployed next-generation systems for major logistics operators, reinforcing its market leadership [7]. - The company is enhancing its hydrogen storage and delivery capabilities to meet emerging industrial and data center demands, positioning itself as a comprehensive provider in the hydrogen economy [7].

Core Insights - dynaCERT Inc. is focusing on its HydraGEN technology to provide measurable fuel and emission reductions for port operators, aligning with global sustainability priorities [1][2][4] Company Overview - dynaCERT Inc. is a Canadian Cleantech company based in Toronto, specializing in technologies aimed at reducing CO emissions from internal combustion engines [4] - The company has invested significantly in research and development and operates production facilities capable of producing up to 36,000 HydraGEN units annually [4] Technology and Impact - The primary goal of dynaCERT's technology was initially to save fuel, but it has evolved to emphasize significant fuel and emission reductions, as well as collaboration on carbon credit solutions [2][4] - dynaCERT operates a cloud-based platform, HydraLytica, which captures real-time data to monetize CO savings, and its methodology has been Verra-certified for access to the global market for tradable carbon credits [5] Market Expansion - dynaCERT is expanding its international presence, recently deploying its HydraGEN technology in the French port of Rochefort, marking a significant milestone as the first commercial port installation of this technology in France [16][17]