Plug Power Inc (PLUG) 銘柄情報

WTM - Nothing Burger !

https://www.msn.com/en-us/autos/news/the-2025-boring-company-update-is-here/vi-AA1wswBz?ocid=msedgntp&cvid=0f550a59490b4b31a5a2d9b31c1a7c0c&ei=24

Looks like Tesla is way ahead of us

The treasury Department released final regulations earlier today (link https://home.treasury.gov/news/press-releases). Unfortunately, not 45V, nevertheless, a sign of hope, as at least it indicates that the Department is still currently active.

Link to article referred to in previous post.

Sunlight Can Split Water Directly Into Hydrogen For The Fuel Of The Future
A reactor that splits water to make hydrogen using sunlight and catalysts, without conversion to electricity in between, has operated successfully for three years.
PUBLISHED: Yesterday
https://www.iflscience.com/sunlight-can-split-water-directly-into-hydrogen-for-the-fuel-of-the-future-77377

Stephen Luntz
The four main requirements of direct splitting of water with sunlight is to become commercially viable.Image Credit: Hisatomi et al/Frontiers Usage Restrictions

"We’ve been paying for nuclear power plants since day one"

yes, it costs a bit for reasonably clean and reasonably cheap energy...but i say we take the money we are throwing at hydrogen and put it into solar, nuclear and battery research...the last thing i want is for big oil to be in charge of the new energy souce for the next 100 years...

We’ve been paying for nuclear power plants since day one

" For hydrogen in the ira, they're tax credits, not "taxing us citizens and giving that (away)"

the US is spending more than they make...we cant afford to be giving huge tax breaks to big corporations...if big companies are given big tax breaks, guess who has to make up the difference?...and to get the whole hydrogen infrastructure working, its going to take many hundreds of billions of dollars...think those companies wont be coming back every few months with their hands out asking for a few billion more here and there?...and after its all done, think you will be paying cheap prices for that hydrogen?...heres a clue...you wont..

"Do you have a problem with companies investing in the future of the US?"

lol...not at all...if they want to invest in the US they can have at it...just dont ask me for the money to do it...they are not investing in the future of the US...they are investing for their own future...and they want me to pay for a lot of it...THAT'S what i have a problem with...and when its all up and running, they will be gouging us with high prices so they can have fabulous profits created by our own money...

when they are cheaper, easier and better alternatives, why insist on going with the expensive and harder choice?...

IGTM: For hydrogen in the ira, they're tax credits, not "taxing us citizens and giving that (away)...". No investment = no tax credits. Investment = no handouts. Do you have a problem with companies investing in the future of the US?

Merry Christmas, Happy Hanukkah, Happy Holidays to all.

PLUG Filed Service Tech : Big Business (5) Walmart location and This (1) https://plugpower.wd5.myworkdayjobs.com/en-US/Plug_Power_Inc/details/Field-Service-Technician--Lucid-Motors--Case-Granda--AZ_R6207

"IGTM, it has bipartisan support"

it has a few self serving politicians whose districts will benefit that are for it...that isnt "bipartisan support"...

"creates manufacturing jobs in the US"

so does chewing gum...its not an issue anyone really cares about...there are many companies that are creating jobs out there that arent asking for the Fed Gov to fork out billions of dollars to create those jobs...

"contributes to US energy independence"

the U.S. has been energy independent since 2019...we produce more energy than we consume...

"helps fight against China's dominance"

taxing us citizens and giving that money to big companies so they can get rich with hydrogen helps fight China's dominance?...lol...how about we find another way to fight China's dominance because that way just sucks...and China's dominance in what?...we are already energy independent...why do i care what china does?...

"and is good for the the environment."

for the hundreds of billions of dollars to the trillions for infrastructure that are being asked for and for all the money in the future that will be asked for because they will have spent so much money that you cant turn back now, its an enormous waste...that money can be better spent on wind, solar, battery and nuclear...

" In summary, money well spent."

money wasted to enrich a few....

IGTM, it has bipartisan support, creates manufacturing jobs in the US, contributes to US energy independence, helps fight against China's dominance, and is good for the the environment. In summary, money well spent.

It’s way too late to care what the Biden admin does with that 45v…its utterly meaningless…

it’s now ALL about how Trump feels about big tax credits for hydrogen…

Repost from PLUG Stocktwits board, courtesy of Gio_F.


2024 in Clean Energy Tax Credits: Year in Review
December 19, 2024
https://www.whitehouse.gov/cleanenergy/tax-guidance-explainers/2024/12/19/2024-in-clean-energy-tax-credits-year-in-review/

Key excerpt:

"As stated in October 2024 remarks by Aviva Aron-Dine, Performing the Duties of Assistant Secretary for Tax Policy, the Treasury Department and the IRS anticipate issuing additional guidance by the end of the Administration, including final regulations implementing the technology-neutral Clean Electricity Production and Investment Tax Credits (45Y and 48E), the technology-neutral Low-Income Communities Bonus Credit Program (48E(h)), and the Clean Hydrogen Production Credit (45V), as well as additional guidance on the Clean Fuel Production Credit (45Z)."

More Bad News ;

https://www.bloomberg.com/news/articles/2024-12-23/green-hydrogen-prices-will-remain-stubbornly-high-for-decades

Thank you for your honest answer. If we look at other applications that either use off peak excess power from wind or solar, nuclear, water etc. that would provide cheap power for h2 production on site versus having to truck it in would this make more economic sense? I know it maybe still more costly, but maybe the Enviromental concerns along with the subsidies would have it make more sense. I know the true answer is reducing the overall cost, but that may take more time.

Bill - Please check your Facts.  Doosan produces their own fuel cells.

$PLUG : Doosan is a PLUG customer : Doosan Mobility Innovation Accelerates Growth by Integrating Small and Medium-Sized Hydrogen Fuel Cell Businesses

A Christmas Fuel Cell Miracle: Plug Power and More
December 23, 2024
https://fuelcellz.com/christmas-fuel-cell-miracle/

I hope he comes through. If/when it happens, it should be posted here https://home.treasury.gov/news/press-releases

Hydrogen Tax Credit Rules Will Be Done by the End of the Year
In an exclusive interview, Deputy Treasury Secretary Wally Adeyemo laid out the three big to-do items the department is pushing to finish by January.
October 01, 2024
https://heatmap.news/economy/final-hydrogen-tax-credit-45v

Link to article referenced in previous post https://www.pv-tech.org/rooftop-solar-pv-provides-107-5-of-grid-demand-in-south-australia/

Ref:

Rooftop solar PV provides 107.5% of grid demand in South AustraliaBy George HeynesNovember 18, 2024

The economics are/have been changing:

"According to OpenNEM, at around 13:45 on 17 November, rooftop solar PV in South Australia provided 107.5% of the state’s demand, standing at around 1,720MW. This is the latest milestone the state has achieved, having broken the 100% threshold last month."



After initial manufacturing costs and subsequently with only "maintenance" costs, hydrogen becomes a storage medium that can supply more regional locations without needing to build out a connecting infrastructure.


This model will work for regions within 20 degrees latitude of the equator.


It provides an additional energy source for these countries lacking oil.


It (hydrogen) can be exported to other countries lacking solar intensity and oil, as well.


There is more to this, but for now, watch Australia.

Banger - Hyzon, Nikola and Hyvia .

The technology works ..., But the Economics Don't

what a terrible article

claims green hydorgen is a greenhouse gas
talks about the hydorgen incidents in the 1920s and 1920s as if nothing has changed since then..

cant be bothered to read any more (but I did)

and then at the end was the headline news….

hidden in it was something I hadn't heard from Friday..

HYZON has effectively closed down (they say filed for bankruptcy but technically they haven't done that yet)

The Notice begins the 60-day notice period that must be given prior to idling operations and laying off employees under the WARN Act. If the Company cannot raise funds or find a buyer, it is expected that the reduction in force will be completed in February 2025.

Thought may be Nikola would be first and still hope they survive.

ANOTHER HYDROGEN FAILURE ?


https://cleantechnica.com/2024/12/21/another-day-another-hydrogen-transportation-failure-hyzon-edition/amp/

jammy - Since you want to talk Hydrogen Vehicles .....


GOOD NEWS: The PLUG's New/Defunt Hyvia van is faster than a Ferrari !
BAD NEWS: It is only faster once !

GOOD NEWS: GM is also introducing a new Hydrogen Car !
BAD NEWS: It’s called the Chevy CRUZE ... (Missile)

GOOD NEWS: Ford is introducing a new Hydrogen Car , too!
BAD NEWS: It’s called ... The PINTO II


GOOD NEWS: BMW has announced that they have a H-2 Car as well.
BAD NEWS : BMW is calling their car… “der Hindenberg II”


GOOD NEWS: NASA has found a way to save billions delivering equipment to the Space Station !
BAD NEWS: NASA is using DHL Hydrogen Street Scooters ….

And speaking of NASA, the new Space Shuttle will be bright DHL Yellow !!!

Are you a paid basher. I’m guessing yep

C'mon jammy - My post is about on-road vehicles, a product and sector PLUG has no interest in.

PLUG is NOT Mentioned.

I wonder if the PPS is going to try to push back up in 1Q 2025. Chart looks promising for a lil bouncy up

More bashing of plug by short sellers with only one objective, to hurt the company and shareholders.

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.

PLUG POWER STOCK - SHORT SQUEEZE CHANCE - PLUG POWER STOCK ANALYSIS PREDICTIONS

BLACK BELT TRADER
16.5K subscribers
Posted 18 hours ago

Between now and 2030 - 35 BEV's will continue to dominate outselling FCEV's by more than 1,000 to 1; and the lack of hydrogen infrastructure will continue to be the reason. In North America, the much touted Hydrogen Hubs won't be fully operational until 2028-29, so their impact on vehicle sales will be minimal.

What is worrisome to the dramatic drop in FCEV sales in North America this year. A drop in sales by more than 50% seems to indicate that the hydrogen vehicle experiment has failed.

Senate passes bill to avert government shutdown
Story by Caitlin Yilek • 7h
https://www.msn.com/en-us/news/politics/government-funding-bill-clears-congress-averting-a-shutdown/ar-AA1waFWP?ocid=BingNewsSerp

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

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?

PLUG..........................https://stockcharts.com/h-sc/ui?s=PLUG&p=W&b=5&g=0&id=p86431144783

william jr - Energy Vault and RackScale Data Centers NO MENTION OF PLUG !

https://www.utilitydive.com/news/energy-vault-rackscale-partner-data-center-battery-storage/735796/

This has NOTHING to do with PLUG.

$PLUG Energy vault : Announcement good for PLUG , Energy Vault and RackScale Data Centers

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.

jammy - I don't have any need to hurt PLUG. The lousy management does more damage than I could ever do.

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

Jack, so what products does Plug have that are superior? Could even their forklifts be in jeopardy with newer Ion batteries as a replacement? I just have to wonder why Amazon, Walmart, HD and other large warehouses use Plug versus the the options? Also, why are large companies and governments throwing Billions at H2?

Nope. It was you admitting that you are trying to hurt PLUG. No worries. Thanks for acknowledging

Repost from Stocktwits board, courtesy of Gio_F.

One of the first places where the final 45V rule will likely appear is here: https://home.treasury.gov/news/press-releases Last indication is still "before year end". To consider: last year's draft 45V rule was released on Friday, December 22th, 2023. The last Friday before Christmas. Source: https://home.treasury.gov/news/press-releases/jy2010 Good luck everyone.

Jammy - NOPE. Just correcting your Fourth Grade Spelling... and nothing more.

Merry Christmas.

So you admit it. This is your sole purpose. Thanks for sharing. Good luck

Jammy - Not my soul purpose !

My sole purpose.