《方案》明确，要促进陕粤绿氢制备与并网技术协同，共建氢气品质检测跨区域协作体系，开展氢 能储运装备标准化联合攻关，搭建液氢储运装备极端工况验证平台，开展氢燃料电池系统可靠性评价标 准制定及试点，联动推进风—光—氢能系统一体化示范。陕西、广东、山西三省企业、高校、科研院所 和质量技术机构要深入开展产学研合作，共同攻克氢能产业质量关键核心技术难题，加快推动氢能产业 质量技术创新和成果转化。 在保障措施方面，《方案》强调，要建立跨省联动机制，定期研讨重大事项，开展氢能产业质量强 链建设试点并总结推广经验；要强化政策协同，加强产业、财政、金融、科技、人才等方面政策与质量 政策协同，加大对质量改进、技术改造、设备更新等政策供给力度；要强化效果评估，引导企业建立质 量绩效评估指标，为质量强链工作提供数据支持。 陕西省市场监管局相关负责人说："下一步，我们将聚焦氢能产业制、储、运、用全链条质量提 升，统筹协调合作事项，注重政策激励引导，实现检测设备共享、人员互派培训常态化，进一步提升氢 能产业的竞争力。"（记者：仵永杰） 12月16日，记者从陕西省市场监管局获悉：陕西、广东、山西三省市场监管局近日联合制定印发 《氢能产业链 ...

This small hydrogen stock could have significant upside potential.Plug Power (PLUG +2.93%), a developer of hydrogen charging technologies, was one of the hottest stocks of the dot-com bubble. It went public at a reverse-split-adjusted price of $150 in 1999 and skyrocketed nearly tenfold to a record high of $1,498 in early 2000.Today, its stock trades at about $2. Like many of the hot IPOs of that era, it overpromised and underdelivered. The company initially planned to build hydrogen charging systems for ho ...

Core Insights - NewHydrogen, Inc. has made significant advancements in developing ThermoLoop, a technology aimed at producing the world's cheapest clean hydrogen using water and heat instead of electricity [2][4] - The company has outlined its milestones achieved in 2025 and plans for further development in 2026, emphasizing the potential of ThermoLoop to revolutionize hydrogen production [1][5] Milestones Achieved in 2025 - Collaborated with the University of California Santa Barbara (UCSB) to develop ThermoLoop, which utilizes inexpensive heat to lower clean hydrogen production costs [2] - Publicly disclosed the science behind ThermoLoop, highlighting its scalability and cost advantages over traditional electrolyzer systems [4] - Jointly filed two patent applications with UCSB for innovative hydrogen production processes, focusing on thermochemical methods that do not rely on expensive electrolyzers [4] - Successfully demonstrated a functioning ThermoLoop lab benchtop unit producing hydrogen in real-time, marking a significant advancement from previous iterations [4] - Uplisted to the OTCQB Venture Market, enhancing visibility and liquidity for its stock as it progresses towards commercialization [4] Future Plans for 2026 - Continue exploring improved material systems, reactors, and chemical process designs for thermochemical cycles to scale hydrogen production from water [3] - Integrate ThermoLoop technology with current and future conventional and nuclear power plants, particularly Small Modular Reactors (SMRs), to create multi-output clean energy facilities [4][5] - Foster partnerships with SMR technology companies to enhance project economics by co-generating electricity and hydrogen from the same heat source [5] Industry Context - Hydrogen is essential for various industries, including fertilizers, transportation, oil refining, and steel production, with current production methods primarily relying on hydrocarbons [6] - The clean hydrogen market is projected to have a future market value of $12 trillion, indicating substantial growth potential as industries adopt new technologies [6]

Core Insights - First Hydrogen Corp. is advancing clean energy technologies aimed at creating a zero-emission ecosystem [1] - The company has launched a technical research program with the University of Alberta focused on molten salt fuel for Small Modular Reactors (SMRs) [2][3] - The long-term vision includes integrating stable clean energy from SMRs with green hydrogen production to support data centers and hydrogen-powered vehicles [4][6] Research and Development - The objective of the research program is to identify non-radioactive "surrogate" molten salt fuel mixtures that replicate the properties of uranium-bearing fuel salts [3] - This initial phase is essential for lab-scale experimentation and prototype development, allowing research without the complexities of radioactive materials [3] - The outcomes will inform future R&D activities, including lab setup and collaboration with material suppliers [4] Clean Energy Focus - First Hydrogen is focused on a vertically integrated green energy ecosystem, including hydrogen energy and production facilities [5] - The company has developed hydrogen-fuel-cell-powered light commercial vehicles (FCEVs) that have been successfully trialed in the UK [7] - The integration of SMRs is seen as a key strategy due to their safety features and ability to provide consistent power for green hydrogen production [6][8]

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 ...

DiagnaMed Enters Acquisition Agreement to Acquire Colchester East Natural Hydrogen Project in Nova ScotiaDecember 10, 2025 7:00 AM EST | Source: DiagnaMed Holdings Corp.Toronto, Ontario--(Newsfile Corp. - December 10, 2025) - DiagnaMed Holdings Corp. (CSE: DMED) (OTCQB: DGNMF) ("DiagnaMed" or the "Company") is pleased to announce that it has entered into an acquisition agreement (the "Acquisition Agreement") to acquire the Colchester East Natural Hydrogen Project in Nova Scotia, consisting of ...

Key Takeaways Plug Power's Q3 gross margin fell to negative 67.9% as losses widened and cost pressures persisted.High equipment costs, fuel delivery expenses and $97M in impairments further hurt Plug Power.Plug Power targets lower input costs and expanded electrolyzer and hydrogen plant capacity to recover.Plug Power Inc. (PLUG) continues to grapple with persistent margin challenges despite undertaking cost-control initiatives. The company is focusing on improving its supply chain, optimizing its workforce ...

Core Insights - Panzhihua is positioning its hydrogen energy sector as a key driver for urban transformation and industrial upgrading, with a total investment scale exceeding 10 billion yuan [1][2] Investment Opportunities - The city unveiled a comprehensive package of investment opportunities across the hydrogen value chain, including production, storage, transportation, and application [1][3] - Specific projects include an integrated "PV power generation + hydrogen production + equipment manufacturing" cluster in the East District, a large-scale green hydrogen and synthetic ammonia base in the West District, and a focus on fuel-cell applications in Renhe District [3] Ecosystem Development - Panzhihua has established a hydrogen energy ecosystem with 19 hydrogen-related enterprises and several demonstration projects in progress [4] - A policy package and supply-and-demand cooperation list have been released to support the hydrogen sector, facilitating efficient matchmaking and clustered development [4][5] Demand and Supply Dynamics - The demand list includes products and services such as fuel-cell components, hydrogen-production equipment, and hydrogen-powered vehicles, while the supply list features fuel-cell systems and key materials [5] Policy Support - A robust provincial and municipal policy framework provides support through project development, cost subsidies, financial incentives, and talent attraction, including grants of up to 5 million yuan for hydrogen refueling stations [6] - The government has facilitated internal circulation within the industrial chain, lowering barriers to collaboration for businesses [6][7] Strategic Insights - Panzhihua's approach of leveraging resource endowments and industrial strengths, along with a supply-and-demand-driven strategy, offers valuable insights for other regions aiming to develop similar industries [7]

The hydrogen stock has dropped sharply from its October highs on valid grounds.Shares of Plug Power (PLUG 1.26%) slumped 25.3% in November, according to data provided by S&P Global Market Intelligence. Even after the big drop, the hydrogen stock is up over 120% in just six months, as of this writing.Is this an opportunity to buy Plug Power stock, or should you remain on the sidelines? Plug Power is facing setbacksPlug Power has been the frontrunner in green hydrogen, and its contract book has grown steadily ...

We came across a bullish thesis on Plug Power Inc. on Stock Pursuit’s Substack. In this article, we will summarize the bulls’ thesis on PLUG. Plug Power Inc.'s share was trading at $2.01 as of November 28th. Photo by Possessed Photography on Unsplash Plug Power Inc. develops hydrogen fuel cells product solutions in North America, Europe, Asia, and internationally. Hydrogen fuel cells are emerging as a critical solution in meeting soaring AI-driven power demand, and Plug Power sits at the center of this ...