Ballard Power Systems Inc (BLDP) 銘柄情報

Biden Loosens Rules for Hydrogen Subsidies Worth Billions $BLDP
https://finance.yahoo.com/news/biden-loosens-rules-hydrogen-subsidies-135623820.html

Ballard Power Systems Inc $BLDP Total Cash (mrq) $637.22M

US loosens hydrogen tax credit rules: nuclear, methane and delayed deadline https://www.power-technology.com/news/us-loosens-hydrogen-tax-credit-rules-nuclear-methane-and-delayed-deadline/ $BLDP

Germany to Complete First 525 Kilometers of National Hydrogen Pipeline in 2025 https://fuelcellsworks.com/2025/01/06/green-investment/germany-to-complete-first-525-kilometers-of-national-hydrogen-pipeline-in-2025

Energizing the Future: How Green Hydrogen is Shaping Sustainable Investments https://investingnews.com/energizing-the-future-how-green-hydrogen-is-shaping-sustainable-investments/ $BLDP

New study examines green hydrogen fuel production in Washington https://ecology.wa.gov/blog/january-2025/new-study-examines-green-hydrogen-fuel-production-in-washington $BLDP

US hydrogen tax rules offer flexibility to electrolytic hydrogen in energy procurement, certification https://www.spglobal.com/commodity-insights/en/news-research/latest-news/energy-transition/010825-us-hydrogen-tax-rules-offer-flexibility-to-electrolytic-hydrogen-in-energy-procurement-certification $BLDP

Rules of the Road - Final Rules for 45V Tax Credit Could Help Clear a Path for Clean Hydrogen https://rbnenergy.com/rules-of-the-road-final-rules-for-45v-tax-credit-could-help-clear-a-path-for-clean-hydrogen

US Hydrogen Guidance Makes Big Difference for Some Projects https://www.energyintel.com/00000194-46e4-da42-aff5-6fe7f8050000 $BLDP

DOE Launches New Funding Opportunity for Small Businesses Focused on Hydrogen and Fuel Cell R&D
https://fuelcellsworks.com/2025/01/08/fuel-cells/doe-launches-new-funding-opportunity-for-small-businesses-focused-on-hydrogen-and-fuel-cell-r-and-d $BLDP

MSCI ESG Ratings AAA 9.4 out of 10 $BLDP

The Clean Vehicle Rebate Project (CVRP) promotes clean vehicle adoption by offering rebates of $4,500 (up to $7,000 based on income) for the purchase or lease of new, eligible zero-emission vehicles, including electric, plug-in hybrid electric and fuel cell vehicles. https://h2fcp.org/benefits#:~:text=The%20Clean%20Vehicle%20Rebate%20Project,electric%20and%20fuel%20cell%20vehicles. $BLDP

As of recent data, the global fuel cell market is estimated to have a market size of around $9.85 billion, with projections for significant growth to reach $105.01 billion by 2032.
Key points about fuel cell market cap:
Market size: Currently valued at around $9.85 billion.
Growth rate: Expected to grow at a CAGR of 30.15%. $BLDP

According to estimates from Goldman Sachs, the "green hydrogen" market could potentially reach a value of around $12 trillion by 2050, signifying a massive potential market for clean energy derived from hydrogen production.
Key points about this $12 trillion estimate:
Source:
This figure primarily comes from analysis by Goldman Sachs, who see green hydrogen as a significant opportunity due to its potential to replace fossil fuels in various sectors.
Meaning of "green hydrogen":
This refers to hydrogen produced using renewable energy sources like solar or wind power through electrolysis, making it a clean energy option.
Market potential:
The large estimated market size reflects the potential for widespread adoption of hydrogen as a fuel source across industries like transportation, power generation, and heavy industry. $BLDP

$BLDP Total Cash (mrq) $637.22M

U.S. regulations
Hydrogen holds immense potential, but its adoption still faces significant challenges. A 2024 report by IDTechEx estimated that only 4% of zero-emission vehicles (ZEVs) will run on hydrogen in the next two decades. However, it projected that around 20% of ZEV trucks could be hydrogen-powered by 2044. The report emphasized that expanding blue, gray, and green hydrogen markets—combined with supportive government policies—could accelerate innovation in fuel cell electric vehicles (FCEVs). $BLDP

Ballard Power Systems Inc. $BLDP
Top Institutional Holders
Holder Shares Date Reported % Out Value
Legal & General Group PLC 7.66M Sep 30, 2024 2.56% 15,158,129
Public Investment Fund 7.05M Sep 30, 2024 2.35% 13,952,862
Citadel Advisors Llc 5.27M Sep 30, 2024 1.76% 10,440,553
Mirae Asset Global Etfs Holdings Ltd. 4.32M Sep 30, 2024 1.44% 8,553,724
Invesco Ltd. 3.41M Sep 30, 2024 1.14% 6,745,531
Goldman Sachs Group Inc 2.93M Sep 30, 2024 0.98% 5,807,680
State Street Corporation 2.73M Sep 30, 2024 0.91% 5,414,555
Dimensional Fund Advisors LP 1.85M Sep 30, 2024 0.62% 3,670,678
Van Eck Associates Corporation 1.82M Sep 30, 2024 0.61% 3,606,021
Millennium Management Llc 1.47M Sep 30, 2024 0.49% 2,920,313

https://finance.yahoo.com/quote/BLDP/holders/

Ballard Power Systems Inc. $BLDP engages in the design, development, manufacture, sale, and service of proton exchange membrane (PEM) fuel cell products. The company offers its products for power product comprising for bus, truck, rail, marine, stationary, and emerging market, such as material handling, off-road, and other applications. It also engages in the delivery of services, including technology solutions, after sales services, and training; and provision of engineering services, product and systems integration services, and related technology transfer for a variety of PEM fuel cell applications. It operates in the United States, Germany, Canada, China, Poland, the United Kingdom, the Netherlands, France, Denmark, Belgium, India, Taiwan, Spain, Norway, Australia, Japan, and internationally. The company has a strategic alliance with Linamar Corporation for the co-development and sale of fuel cell powertrains and components for class 1 and 2 vehicles in North America and Europe. Ballard Power Systems Inc. was founded in 1979 and is headquartered in Burnaby, Canada. https://finance.yahoo.com/quote/BLDP/profile/

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.

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.

BAD NEWS for BALLARD !

https://cleantechnica.com/2024/12/12/hydrogen-ships-are-seeing-same-pattern-as-all-hydrogen-fleets/

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

https://ih.advfn.com/stock-market/NASDAQ/ballard-power-systems-BLDP/stock-news/95059800/form-6-k-report-of-foreign-issuer-rules-13a-16

CPKC places follow-on order for approximately 20 MW of Ballard fuel cell engines for North American locomotives

https://ih.advfn.com/stock-market/NASDAQ/ballard-power-systems-BLDP/stock-news/95043651/cpkc-places-follow-on-order-for-approximately-20-m

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

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

This may have 10% or more in it from here


💲BLDP for the win

TERRIBLE EARNINGS !

Only a small fraction of hydrogen projects in North America and Europe have been given the green light

BLDP new 52=wee low

BLDP new 52 week low

45v to be EASED by Yr end! ... to be followed by LOTS of orders which have been on hold.

Per Treasury yesterday: "we are working to include appropriate adjustments and additional flexibilities to help grow the industry and move projects forward".

https://home.treasury.gov/news/press-releases/jy2625

BLDP new 52 week low

Congratulations !

Today, North American Fuel Cell Stocks collectively are trading at NEW ALL TIME LOWS !

That is pretty telling that after 20+ years, the Sector today is trading at its lowest levels in the sector's history.

Very sad.

Time to load for wealth! $$$$$$

BLDP new 52 week low

This is the week 45v is finalized with common sense, Aug 16 deadline! Buy!

https://www.casey.senate.gov/news/releases/casey-colleagues-urge-biden-administration-to-change-proposed-hydrogen-production-tax-credit

Not sure why market is ignoring this, but eased, finalized 45v rules are coming within the next 2 weeks! When the authors of law tell an agency they need to get the law's intent right by a certain date, they always do it.



https://www.casey.senate.gov/news/releases/casey-colleagues-urge-biden-administration-to-change-proposed-hydrogen-production-tax-credit

BLDP new 52=week low

Last Wednesday saw the biggest news to hit hydrogen in a LONG time: https://www.padilla.senate.gov/newsroom/press-releases/padilla-colleagues-urge-treasury-to-adjust-guidance-to-support-clean-hydrogen-power-development/

These senators wrote the 45v law, so will be taken very seriously and say the draft significantly deviates from the law's intent.

Not only are their recommendations enormously bullish for hydrogen names, unlocking billions into the space, but they also insist treasury finalize before Aug 16th!

I'd say this caused the Thu/Fri rally but hydrogen was only inline with solar names.

All the hydrogen names should mean revert (at least) to 52 week highs in the next few weeks!

At some point this is going to pop over 5$, buying more an adding these cheapies

Been trading here for years now😱

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=159040988

My profits were banked long ago.

What is ahead??

Looking for a sub $2 (re) entry if it’s presented.

Low $2 is attractive as well (imo)

BLDP new 52 week low

BLDP new 52 week low

BLDP new 52 week low

All the hydrogen names should be flying this week.

"The Internal Revenue Service expects the U.S. Department of Energy to update a model used to determine eligibility for the new clean hydrogen production tax credit under recently proposed rules, an IRS attorney said Friday."

https://www.law360.com/tax-authority/federal/articles/1833286?utm_source=shared-articles&utm_medium=email&utm_campaign=shared-articles

Bldp should be a winner this year

Time to load

BLDP new 52 lo

BLDP new 52 week lo

BLDP new 52 lo