WeTheMarket
10時間前
Repost from NKLA board.
Recent Linkedin post.
https://www.linkedin.com/posts/elders-climate-action_eldersforclimate-solutionsforpollution-defendourclimate-activity-7275872690685595648-Poxt
Elders Climate Action’s Post
View organization page for Elders Climate Action, graphic
Elders Climate Action
201 followers
1d
Senators Kelly and Sinema joined Elders Climate Action for an exciting tour of Nikola Corporation's heavy-duty electric vehicle manufacturing facility in Coolidge, AZ. Thanks to the IRA’s $40,000 federal tax credit for zero-emission Class 8 semi-trucks, Nikola is expanding sales nationwide, making clean energy solutions more accessible while boosting Arizona’s economy.
Our ECA members were thrilled to ride in these incredible trucks! Did you know that Nikola’s electric semi-trucks (350-mile range) can go from 0-60 MPH in just 21 seconds with a full 82,000-pound load? Even more impressive, their hydrogen fuel cell trucks (450-mile range) also deliver exceptional performance.
These cutting-edge vehicles are more than just engineering marvels—they represent a cleaner, greener future for transportation and an investment in Arizona jobs.
WeTheMarket
14時間前
Repost from Stocktwits board, courtesy of B_B_
$PLUG What mattered yesterday.
US Loans to Rivian, Plug Under Threat From Federal Shutdown
Ari Natter
Fri, December 20, 2024 at 6:15 PM EST
https://finance.yahoo.com/news/us-loans-rivian-plug-under-182908537.html
(Bloomberg) -- Billions of dollars in federal loans to Rivian Automotive Inc., Plug Power Inc., PG&E Corp. and other companies are under threat because of a potential US government shutdown.
...
An Energy Department spokesman said the agency would continue to fund loans in the event of a shutdown. “Each office that has prior year balances, which includes LPO, will continue to operate as long as those balances remain available,” he said.
...
Among the conditional commitments it has made is a record $15 billion loan commitment announced Tuesday for Californian utility PG&E Corp., a $6.6 billion commitment to Rivian Automotive Inc. and an offer of almost $1.7 billion in financing for hydrogen maker Plug Power Inc.
https://finance.yahoo.com/news/us-loans-rivian-plug-under-182908537.html
WeTheMarket
14時間前
JB, glenn's chart in the previous posts clearly shows, as you like to point out, that "Every PLUG rally failed" when bumping up against the 50 day moving average, and the negative trend over the last 3 years has persisted. We are currently right up against the 50 day moving average. Will this time be the time we finally brake to the upside for good, reversing the negative trend over the last 3 years?
Jack_Bolander
1日前
Steve - Yet another good question.
PLUG have/has several products and applications where they are better, cleaner or more efficient , but they may not be economical to own or use.
For instance, we know that in material handling applications where there are 200+ vehicles which are required to operate indoors, 24/7, fuel cells make sense in less downtime and labor in refueling.
However, we also know that in the out of door applications or less than 200 units or less than 24/7, this same equipment doesn't make economic sense. This is why GSE's and retail stores have never adopted Fuel Cell material handling.
Those ideas work, but the economics of nearly any other alternative are better.
This goes as well for hydrogen and fuel cells for primary power, back up power or auxilary power.
It is very difficult for hydrogen or fuel cells to compete with the incumbent supplies and infrastructure. Just think; taking green electricity coverting it to hydrogen, ... storing and shipping the hydrogen .... and then using onsite equipment to convert the hydrogen back to green electricity; is easily 10 times more costly and inefficient as using the green electricity in the first place.
Rather than list every application in which hydrogen is better, but the economics or technology don't work, it is probably better to list hydrogen applications that actually make financial sense. This list is much shorter.
Let me tell you a true story. The Germans are fanatical about efficiency and built the two most efficient power plants in the world ... They are masterpieces...
But they have never run .
Because generated power is dispatched into the German grid based on economics (the cheapest power flows first) these two highly efficient plants sit idle because although they are the most (best?) efficient, they are not the most economic.
Point 2 : We see buses, garbage trucks and other municipal vehicles using hydrogen. Municipalities are not businesses and are not as concerned for the bottom line or ROI. Their criteria might be more environmentally weighted than competitive economics, otherwise hydrogen for on-road applications can never make sense.
WeTheMarket
1日前
Repost from Hydrogen Hub board, courtesy of delerious1.
U.S. Department of Energy Unveils Updated Hydrogen Program Plan
Plan incorporates new input from multiple DOE offices and provides a strategic framework for clean hydrogen innovation
Hydrogen and Fuel Cell Technologies Office
December 20, 2024
The U.S. Department of Energy (DOE) today announced its updated Hydrogen Program Plan, a foundational resource for advancing research, development, demonstration, and deployment (RDD&D) of clean hydrogen technologies. The Hydrogen Program Plan specifically identifies and articulates strategic, high-impact areas of focus across DOE’s Hydrogen Program, a cohesive and coordinated effort involving multiple hydrogen-related offices.
Advancing a coordinated strategy for RDD&D is particularly important for clean hydrogen because it has the potential to be used across virtually all sectors of the economy and it can be produced, stored, and delivered in many ways. A successful strategy will need to integrate efforts in renewable, nuclear, and fossil energy—and coordinate across end uses in multiple sectors of the economy.
This plan provides a strategic framework that incorporates RDD&D efforts of the Office of Energy Efficiency and Renewable Energy, Office of Fossil Energy and Carbon Management, Office of Nuclear Energy, Office of Electricity, Office of Science, Loan Programs Office, Office of Manufacturing and Energy Supply Chains, Office of Clean Energy Demonstrations, and the Advanced Research Projects Agency – Energy to advance the production, transport, storage, and use of hydrogen.
In 2023, several federal agencies developed the U.S. National Clean Hydrogen Strategy and Roadmap, a comprehensive, nationwide framework for accelerating the production, processing, delivery, storage, and use of clean hydrogen. This 2024 update to the Hydrogen Program Plan explains how DOE offices collaboratively work to efficiently implement the strategies outlined in the Strategy and Roadmap. This new version also includes updated supporting data and analysis, a description of the Regional Clean Hydrogen Hubs, information about ambitious DOE-wide goals established through the Hydrogen Shot™, and examples of DOE-wide efforts to establish a strong workforce, maximize technology efficiency and accelerate innovation in the transition to a hydrogen economy.
https://www.energy.gov/eere/fuelcells/articles/us-department-energy-unveils-updated-hydrogen-program-plan
Learn more about the Hydrogen Program Plan.
https://www.hydrogen.energy.gov/library/roadmaps-vision/program-plan
WeTheMarket
3日前
Counter article to the following one posted here yesterday morning https://freebeacon.com/biden-harris-administration/significant-risk-of-fraud-federal-watchdog-calls-for-emergency-halt-to-bidens-400-billion-energy-loan-fund/
US watchdog recommends Energy Department halt loans to green projects
Timothy Gardner
Wed, December 18, 2024 at 2:15 PM EST
https://finance.yahoo.com/news/us-watchdog-recommends-energy-department-191504256.html
Key quotes:
A DOE spokesperson said the interim report is filled with errors. "The Inspector General fundamentally misunderstands the implementation of contracting in LPO. We stand confident in knowing LPO is in full compliance with the Department of Energy’s conflicts of interest regulations and take conflicts of interest very seriously."
Jigar Shah, the head of the LPO, said in a response included in the interim report that "despite a months-long audit involving over one hundred contract files, (the inspector general) has not identified any organizational conflicts of interest."
Jack_Bolander
3日前
PLUG fell much further than every stock in the Sector ! And do you know why ?
PLUG is a very high risk stock, NOT an investment, but a very Long Odds Bet. And the Risk/Reward ratio is way out of balance. Good News and Plug will go up, maybe as high as $5.00, but with BAD NEWS ... Plug will crash, just as it did yesterday. No Loan, Limited 45v, and PLUG could easily drop below $2.00 again.
PLUG and the management team have proven that they don't know how to make money, that something is Broken, and they don't have a clue how to fix it.
Therefore the DOWNWARD Pressure and DOWNSIDE RISK with PLUG is much greater due to Hype and Poor Management which is why PLUG fell 10% yesterday; much more than their peers.
This is why short interest reached nearly 30%, and why so many play PLUG from the short side. Plug has lots of mini-rallies based on hype and headlines, but this is why :
Every PLUG Rally Fades within days.
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glenn1919
15時間前
