For a long time, hydrogen stocks were very quiet. But now they have been kissed awake. Led by Plug Power, which posted a +300% turnaround in just two months, the upward momentum is now spreading across the entire sector.Listen to the HotCopper podcast for in-depth discussions and insights on all the biggest headlines from throughout the week. On Spotify, Apple, and more.This article is being disseminated on behalf of Apaton Finance GmbH, a third-party issuer and is intended for informational purposes only.N ...

TORONTO, Oct. 08, 2025 (GLOBE NEWSWIRE) -- CHAR Technologies Ltd. (“CHAR Tech” or the “Company”) (TSXV:YES), a leader in sustainable energy solutions, is pleased to provide an update on construction progress at its Thorold Renewable Energy Facility (“the Facility”). The project remains on track to complete construction of its commercial biocarbon production line by year-end, positioning the Company to advance toward renewable natural gas (“RNG”) production in 2026. Major components of the feedstock handling ...

Group 1 - H.C. Wainwright raised its price target on Plug Power to $7.00 from $3.00 while maintaining a Buy rating [1] - The increase in electricity costs and growing regulatory and market support for nuclear energy are driving the competitiveness of green hydrogen [1] - U.S. Energy Information Administration data shows that residential, commercial, and industrial power rates rose by 6.6%, 4.8%, and 5.1% respectively over the past year, with some regions experiencing double-digit increases [1] Group 2 - Higher energy prices and increasing demand for data centers are strengthening the economics of green hydrogen [2] - The U.S. government's nuclear power targets include 35 GW of new capacity by 2035 and 200 GW by 2050, which could support hydrogen adoption [2] - The potential of small modular reactors to enable cost-effective hydrogen production and electrolyzers to enhance grid stability was highlighted by analysts [2]

In 2025, Plug Power’s stock has surged over 134% in the past six months and more than 31% in the last year. The October 3 jump extends a significant year-to-date rally of about 65%.Today’s trading volume was elevated as investors reacted to the latest project and corporate updates. Plug Power’s shares have become a focal point for both growth-focused investors and short sellers, with short interest above 30%, indicating potential price pressure from bearish investors.Plug Power also reported record product ...

Core Insights - Air Products and Chemicals, Inc. (APD) is leveraging its project investments, productivity initiatives, and new business deals despite challenges from a sluggish Chinese economy and reduced helium demand [1][7] - The company has faced project cancellations and the divestment of its liquefied natural gas (LNG) business, which are expected to negatively impact performance [1][8] Investment and Growth Strategies - APD is well-positioned to benefit from investments in high-return industrial gas projects and productivity measures, focusing on its gasification strategy and executing growth projects that are expected to enhance earnings and cash flows [2][3] - Major projects include the NEOM green hydrogen project in Saudi Arabia, expected to start production in 2027, and the Louisiana Clean Energy Complex, anticipated to commence in 2028 or 2029 [3][4] Productivity and Cost Management - The company is implementing productivity actions to improve its cost structure, with expected productivity benefits of at least $75 million in fiscal 2025 and annual savings of $185-$195 million from global cost-reduction plans [5][6] - Air Products is also focused on improving pricing strategies in an inflationary environment [5] Financial Performance and Shareholder Returns - The board of Air Products increased its quarterly dividend to $1.79 per share, marking the 43rd consecutive year of dividend increases, with an operating cash flow of approximately $2 billion for the nine months ending June 30, 2025 [6] - The company updated its full-year adjusted earnings per share guidance for fiscal 2025 to a range of $11.90 to $12.10, with fourth-quarter expectations between $3.27 and $3.47 [9] Market Challenges - A slower economic recovery in China and lower helium demand are significant concerns, with no material improvement expected in the near term [7] - The cancellation of several large projects is projected to create a 3% year-over-year headwind in full-year fiscal 2025, while the divestment of the LNG business is expected to result in a 4% headwind [8]

Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the renewable energy sector in China, particularly the implications of new climate targets set for 2035 by the Chinese government [2][7]. Core Insights and Arguments 1. **New Climate Targets**: China aims to cut greenhouse gas (GHG) emissions by 7% to 10% from peak levels and increase the non-fossil fuel mix in energy consumption to over 30% by 2035, with a specific target of 25% for 2030 [2][7]. 2. **Renewable Capacity Expansion**: The goal is to expand wind and solar capacity to 3600 GW by 2035, a significant increase from 1700 GW in August 2025. However, the implied annual installation rate of approximately 180 GW from 2025 to 2035 is seen as underwhelming compared to the over 230 GW per year achieved from 2021 to 2025 [2][3]. 3. **Support for Non-Electrification Uses**: The National Energy Administration emphasizes the use of renewable energy (RE) for producing green hydrogen, methanol, and ammonia, which could drive additional demand for RE and aid in decarbonizing hard-to-abate sectors like cement and shipping [3][7]. 4. **Challenges and Solutions**: Near-term challenges such as weak power demand and grid curtailments are expected to be resolved as energy storage and grid capacity improve [3]. Investment Recommendations 1. **Top Picks in the Supply Chain**: - **GCL Technology Holdings (3800 HK)**: Target price of HKD 1.80, with a potential upside of 40.6% due to expected recovery in polysilicon and solar glass prices [4][11]. - **Xinyi Solar (968 HK)**: Target price of HKD 4.40, with a potential upside of 28.7%, benefiting from solar glass demand [4][20]. - **Longyuan Power (916 HK/001289 CH)**: Target prices of HKD 8.80 and RMB 21.60 for H and A shares respectively, with potential upsides of 13.7% and 28.2% [4][27]. Financial Highlights - **GCL Technology Holdings**: - Revenue expected to grow from CNY 15,098 million in 2024 to CNY 30,526 million by 2027 [12]. - Net profit projected to turn positive by 2026, reaching CNY 1,133 million [12]. - **Xinyi Solar**: - Revenue forecasted to increase from CNY 21,921 million in 2024 to CNY 28,103 million by 2027 [20]. - Net profit expected to rise to CNY 3,694 million by 2027 [20]. - **Longyuan Power**: - Revenue anticipated to grow from CNY 31,370 million in 2024 to CNY 37,362 million by 2027 [27]. - Net profit projected to reach CNY 8,646 million by 2027 [27]. Risks and Considerations - **GCL Technology Holdings**: Risks include significant drops in polysilicon prices and potential demand issues from international markets due to trade disputes [11]. - **Xinyi Solar**: Risks involve lower-than-expected average selling prices (ASPs) for solar glass and increased competition in the market [11]. - **Longyuan Power**: Risks include lower-than-expected tariffs affecting revenue and potential impairments related to renewable energy subsidies [11]. Additional Insights - The setting of official climate targets for 2035 is seen as a positive development, providing a clearer direction for the renewable energy sector [2][3]. - The focus on renewable energy applications beyond electrification is expected to create new growth opportunities in the sector [3][7]. This summary encapsulates the key points discussed in the conference call, highlighting the strategic direction of the renewable energy industry in China and the investment opportunities within it.

Core Insights - Fusion Fuel Green PLC's subsidiary, Bright Hydrogen Solutions Ltd, has signed a contract for engineering services to design a green hydrogen production facility in southern Europe [1][2] - The contract is valued at €275,000 and aims to enhance the region's hydrogen infrastructure and support decarbonization efforts across Europe [2] - The facility will produce green hydrogen for blending into the natural gas network, facilitating the transition to cleaner energy systems [2] Contract Details - The contract payment will be made in phases upon meeting specific requirements [2] - BrightHy Solutions will provide front-end engineering design (FEED) services, including safety and environmental studies, project management, and technical engineering specifications [3] - The project is scheduled for completion within a 12-week delivery period following a four-week preparation period [3] Strategic Importance - This engagement highlights BrightHy's role as a strategic partner in deploying green hydrogen projects in Europe [4] - The company emphasizes its expertise in green hydrogen technology and project development to support large-scale initiatives that enhance energy security and industrial competitiveness [4] Company Overview - Fusion Fuel Green PLC provides integrated energy engineering, distribution, and green hydrogen solutions through its platforms [4] - Bright Hydrogen Solutions aims to lead the hydrogen market through electrolysis solutions, focusing on safety, reliability, and efficiency [5]

Financial Data and Key Metrics Changes - Revenue increased by 70% compared to the previous year, with operating costs reduced by 54% [12][11] - The company raised over €8 million in capital, strengthening its balance sheet and simplifying its capital structure [14] - Total liabilities decreased by €4.3 million through note conversions and repayments, reducing outstanding notes to approximately €1.5 million [19] Business Line Data and Key Metrics Changes - Australia Gas secured engineering contracts for the next 18 months and over $1 million in recurring annual fuel sales [15] - Bright Hydrogen Solutions has won several tender offers and is advancing towards a €30 million investment vehicle [15][24] - The company recorded €6.9 million in revenues for the first half, with 55% from recurring fuel distribution and 45% from engineering contracts [16] Market Data and Key Metrics Changes - The Dubai market is experiencing rapid growth, driven by construction and infrastructure development, which is positively impacting the company's operations [27] - The company is on track to exceed its year-over-year growth average of 30% in Australia Gas [27] Company Strategy and Development Direction - The company aims to be a leader in both current energy markets and future clean energy solutions, leveraging both immediate cash flow and long-term innovation [5][7] - A dual approach is being employed to capture current energy needs while developing clean energy solutions [6][5] - The M&A strategy is focused on enhancing and diversifying the energy platform through strategic acquisitions [35][39] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenges faced in 2024 but emphasized the successful turnaround and stabilization of the company in 2025 [10][41] - The company is focused on achieving sustainable profitability and significant revenue growth, targeting over $75 million in revenue by 2026 [44] Other Important Information - The company has successfully restored NASDAQ compliance and is actively pursuing strategic acquisitions [40][42] - Bright Hydrogen Solutions is expected to achieve breakeven within its first 12 to 15 months, targeting revenues of up to €5 million by 2026 [23] Q&A Session Summary Question: What are the key developments in the hydrogen sector? - Bright Hydrogen Solutions has secured agents agreements with leading hydrogen equipment providers and won several tenders, indicating strong market positioning [15][22] Question: How is the company addressing its financial challenges? - The company has significantly reduced operating costs and improved its balance sheet through capital raises and liability management [19][12] Question: What is the outlook for the Dubai market? - The Dubai market is one of the fastest-growing economies, with sustained demand for energy driven by construction and infrastructure development [27]

Financial Data and Key Metrics Changes - Revenue increased by 70% compared to the previous year, reaching €6,900,000 in the first half of 2025, primarily from gas operations [12][17] - Operating costs decreased by approximately 60%, coming in at just under €3,000,000, reflecting significant restructuring efforts [17][22] - The company successfully raised over $8,000,000 in 2025, strengthening its balance sheet and simplifying its capital structure [15][21] Business Line Data and Key Metrics Changes - Australia Gas secured engineering contracts for the next 18 months and generated over $1,000,000 in recurring annual fuel sales [16] - Bright Hydrogen Solutions has established agreements with leading hydrogen equipment providers and is in the process of closing several tender offers [16][24] - The company has a backlog of $4,500,000 in new central gas system projects, ensuring reliable revenues through 2026 [34] Market Data and Key Metrics Changes - The Dubai market is experiencing rapid growth, driven by construction and infrastructure development, which is positively impacting the company's operations [30] - The company services nearly 38,000 end customers in the region, with expectations to exceed last year's LPG sales [31] Company Strategy and Development Direction - The company aims to be a leader in both current energy markets and future clean energy solutions, leveraging both gas supply and hydrogen initiatives [5][49] - A dual approach is being employed to generate immediate revenue while investing in future-oriented clean energy solutions [7][48] - The company is actively pursuing strategic acquisitions to enhance and diversify its energy platform [39][43] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenges faced in 2024, including risks of delisting from NASDAQ, but emphasized the successful turnaround achieved in 2025 [10][45] - The company is focused on achieving sustainable profitability and aims to drive revenue beyond $75,000,000 in 2026 [48] - Management expressed confidence in the growth trajectory, highlighting the importance of both organic growth and strategic acquisitions [49] Other Important Information - The company has successfully restored NASDAQ compliance and is now focused on securing suitable debt financing for future acquisitions [46] - Bright Hydrogen Solutions is expected to achieve breakeven within its first 12 to 15 months, targeting revenues of up to €5,000,000 by 2026 [25][27] Q&A Session Summary Question: What are the key developments in the hydrogen sector? - The company has secured various tenders for hydrogen projects and is in the final stages of contract negotiations for multiple projects [24] Question: How is the company addressing its financial challenges? - Management highlighted significant cost reductions and a successful capital raise that have strengthened the balance sheet [15][21] Question: What is the outlook for the Dubai gas market? - The Dubai market is expected to continue its rapid growth, driven by infrastructure development and increasing energy demand [30]

Group 1 - Natural gas is projected to be the only fossil fuel increasing its share in the energy mix of the US, China, and India by 2050, while oil and coal usage declines globally [1][2] - S&P Global forecasts that renewables will supply 20% of global energy by 2050, up from 4% currently, indicating a significant shift towards renewable sources [2] - The transition from coal to natural gas is driving energy changes in the US, Europe, and Southeast Asia, with India lagging behind, where fossil fuels currently account for 77% of primary energy use [3] Group 2 - India's energy mix is expected to see fossil fuels' share decrease to 66% by 2050, while renewables will rise to 16%, with natural gas serving as a transition fuel [3] - The Indian government is facilitating the energy transition by promoting LPG usage, reducing traditional biomass reliance from 38% to 19% through schemes like PAHAL [4] - India's National Green Hydrogen Mission aims for 5 million metric tons of green hydrogen production annually by 2030, supporting energy self-reliance and job creation [5]