Key Takeaways PLUG stock fell 38% in six months, underperforming its peers and broader markets. Declines in hydrogen infrastructure sales and site installations have weighed heavily on PLUG's revenues. PLUG aims to cut cash burn via Project Quantum Leap and a $1.66B DOE loan for new hydrogen plants.Plug Power Inc. (PLUG) , a leading player in the green hydrogen industry, has seen a 38% drop in its stock price in the past six months, underperforming the industry as well as the S&P 500. While the industry g ...

下一步，将继续加大招商引资力度，重点在上游中游下游，围绕氢能全产业链发展目 标，从政策协同、场景应用、技术攻关、招商引资等多维度发力，通过强化政策协同与要素 保障、构建"制-储-运-加-用"全产业链协作生态、拓展多元化应用场景、创新招商引资及产 业协同机制，加快补齐短板延链补链强链。 【责任编辑：王少晨 】 内蒙古自治区能源局在深入贯彻国家"双碳"目标和自治区"建设国家重要能源和战略资 源基地"目标下积极推动氢能装备制造产业链的发展。依托丰富的风光资源禀赋和政策支 持，以打造全国绿氢先行示范区为引领，全面落实《内蒙古自治区"十四五"氢能发展规划》 《关于进一步加快推动氢能产业高质量发展的通知》等政策文件，通过全产业链布局、技术 创新驱动和产业生态构建，推动氢能装备制造向高端化、规模化、安全化方向迈进。 在着力打造绿氢产业先行区的同时，充分整合资源与技术优势，目前，全区氢能装备制 造业正快速发展，初步构建了覆盖制取、储存运输、加氢及应用五大环节的全产业链布局， 氢能装备制造产业已初具规模，涵盖储输氢材料、碱性电解槽、PEM电解槽、制氢电源 等，制氢链条装备齐全，主要分布在鄂尔多斯、包头等地区。截至2025年6月 ...

Core 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].

Key Takeaways BE expects 19% sales and 50% EPS growth in 2025, with momentum in the U.S. and South Korea markets. PLUG posted a negative 55% gross margin and raised $267.5M via equity sales in Q1 2025. PLUG's Project Quantum Leap aims to cut $200M in costs and reduce cash burn going forward.Plug Power Inc. (PLUG) and Bloom Energy Corporation (BE) are both familiar names operating in the fuel cell technology market. As rivals, both companies are engaged in manufacturing innovative fuel cell product solutio ...

Three relatively early stage companies with sizable addressable markets have caught the attention of one of Wall Street's leading asset managers. Nothing holds more importance on Wall Street than data. The problem is the amount of data announced via earnings reports and economic releases can easily overwhelm investors and allow something of importance to be overlooked. For instance, May 15 marked the deadline for institutional investors with at least $100 million in assets under management to file Form 13F ...

Key Takeaways PLUG's Q1 revenues from key legacy products fell 7% year over year to $63.5 million. Sales of hydrogen infrastructure, GenDrive units and cryogenic gear all declined in the quarter. Electrolyzer revenues surged 581.7% on global demand, boosted by major deals and new project deliveries.Plug Power Inc. (PLUG) is facing headwinds in some of its core product categories. In the first quarter of 2025, revenues from equipment, related infrastructure and other products declined 7% year over year to ...

SLINGERLANDS, N.Y., June 24, 2025 (GLOBE NEWSWIRE) -- Plug Power Inc. (NASDAQ: PLUG), a global leader in end-to-end hydrogen solutions for the green hydrogen economy, today announced its participation in two upcoming investor conferences, reinforcing its commitment to ongoing engagement with the financial community. Plug is building the global hydrogen economy with a fully integrated ecosystem spanning production, storage, delivery, and power generation. A first mover in the industry, Plug provides electrol ...

Key Takeaways PLUG saw a 581.7% YoY jump in electrolyzer revenues in Q1 2025, driven by global delivery and order growth. A 3 GW supply deal with Allied Green Ammonia marks one of PLUG's largest electrolyzer contracts to date. Despite growth, it faces pressure from negative gross margins and the capital intensity of hydrogen projects.Plug Power Inc.’s (PLUG) electrolyzer product line is emerging as a key driver of its growth, supported by the rising demand for green hydrogen solutions. In the first quarte ...

President of Verdagy, Rahul Bammi appointed CEOMOSS LANDING, Calif., June 17, 2025 /PRNewswire/ -- Verdagy, a leading green hydrogen electrolysis company, today announced a strategic leadership transition to accelerate its commercial expansion. After leading Verdagy as CEO for four years, Marty Neese is leaving to join Ballard Power Systems (NASDAQ:BLDP; TSX:BLDP) as CEO. Rahul Bammi, Verdagy's President since 2023, will succeed Neese as CEO."I am grateful to have led Verdagy from its spin-out origins to it ...

Key Takeaways PLUG stock has plunged 39% YTD amid declining hydrogen infrastructure sales and negative gross margins. Revenues rose 11.1% in Q1 2025, helped by stronger electrolyzer sales and materials-handling demand. Cash burn fell 50% year over year as PLUG launched Project Quantum Leap to drive $200M in annualized savings.Plug Power Inc. (PLUG) , a prominent name in the green hydrogen industry, has seen a 39% plunge in its stock price in the year-to-date period, underperforming the industry as well as ...