Plug Power Inc (PLUG) オプション

any particular reason or just the current tariff situation?

Steve - Zim's not for me.

Hey, Jack and others (off subject) what do you think of ZIM? Looks very interesting to me and the 50%+ dividend and low price and profitable makes it look even better.

“ I think we can give hydrogen/fuel cells a few more years.”

It’s not about the cars…although that’s an issue as well…it’s really about the infrastructure…

How long does it take to be profitable when you sell cars that can’t be fueled up anywhere?…

EV’s never had that problem…

MORE BAD NEWS !

10 years? If we only gave things 10 years to be profitable, we wouldn't have EVs.

GM EV-1 came out in 1996, and the Tesla Roadster came out in 2008. Tesla wasn't profitable until 2020 (profitable due to carbon credits). That's 24 years.

I think we can give hydrogen/fuel cells a few more years.

EVERYBODY SELL !

Taxes are due soon. Time to sell your DOG Stocks .

PLUG has to be your worst stock and therefore the best stock to DUMP.

You're most likely right in the short-term. Long-term although appearing blight is unknown, and speculation on the outcome is just that.

Special - True ... But even if this were to happen, PLUG isn't worth $10.00, and this rally will be short - lived.

Every Plug rally has faded within days.

Any apparent dying stock can go from a $1.00 to $10.00 quickly. Is $PLUG a potential candidate, only time will tell.

Oh Look :
Someone is building a hydrogen station.


https://cleantechnica.com/2025/04/05/british-columbia-pays-htec-millions-for-another-hydrogen-station-nobody-needs/amp/

"No. I am just saying give it more time, we are not there yet."

more time?...like an eternity?...the first fcev in the US was 10 years ago...they now have 50 places in calif to fuel up and they are just about giving away the cars...wowza

ev's have 64 thousand public charging stations in the US with 205 thousand chargers with 500 thousand homes, just in calif, equipped to charge ev's...

hydrogen has been around long enough...if it was ever going to a thing, they would surely have more than 50 fueling stations...half of which are always down...

 " if hydrogen isn't there now, it will never be there."

correct...

"It doesn't matter that hydrogen production is growing every year."

sure it is...

"It doesn't matter that new products that use hydrogen are being developed."

lol

"it doesn't matter that research is developing possibly less expensive methods for hydrogen production."

maybe they are developing possibly less expensive methods??...smh

"It seems like denial for the sake of denial."

on your part?...i agree 100%

No. I am just saying give it more time, we are not there yet.

The argument I'm hearing is, if hydrogen isn't there now, it will never be there. It doesn't matter that hydrogen production is growing every year. It doesn't matter that new products that use hydrogen are being developed. It doesn't matter that new hydrogen production plans are being developed. it doesn't matter that research is developing possibly less expensive methods for hydrogen production.

It seems like denial for the sake of denial.

SFC Energy

"Whether any company hits or misses a profit right, now, hardly determines the long term viability of the industry."

the thing is, you dont seem to see anything wrong anywhere when it comes to hydrogen...lol...its all possible no matter how impossible...

theres no infrastructure, but so what?...it will take trillions to build it...so what?...many countries are calling it quits with hydrogen...so what?...its not economical...so what?...the numbers dont add up...so what?...

"so what" isnt a business plan or a real promotion for hydrogen...

And the correct answer is, NO.

Can anyone name just one Hydrogen Fuel Cell company that is profitable ? NO

Can anyone name just one Green Hydrogen producer that is profitable ? NO

Can anyone name just one Hydrogen station that is profitable ? NO

You asked.

rick - PLUG has been projecting a gross profit for 10 of the Last 12 Years.

Please excuse me if I call Over Promise / Under Deliver ....AGAIN.

Trump Team Proposes Ending Clean Energy Office, Cutting Billions
https://www.msn.com/en-us/money/markets/trump-team-proposes-ending-clean-energy-office-cutting-billions/ar-AA1Ckakg?ocid=BingNewsSerp

Under the plan, which isn’t final, the $27 billion agency’s staff would be reduced to 35 employees, and about $10 billion in projects, including $3 billion for so-called hydrogen hubs, would be kept “as is” and transferred to other parts of the Energy Department.

Plug is projecting a gross profit this year.

Whether any company hits or misses a profit right, now, hardly determines the long term viability of the industry.

rick - I said Hydrogen Fuel Cells.

Bloom is successful because of their Natural Gas Fuel Cells. which have much better economics than Hydrogen.

Natural Gas Fuel Cells are the ones being taken seriously for back up power for data centers NOT Hydrogen.

I think Bloom Energy generated a positive operating income last year. Not that that proves anything.

Most BEVs are generating a loss for car manufacturers. They haven't reached the scale to generate a profit.

Mid - EV's work because they are VERY ECONOMICAL even without Government subsidies.

Cost per mile. Overall cost of ownership. BEV's win by every economic metric.

Hydrogen fails in every transportation application except indoor material handling and Spacecraft.

EV also works but it was subsidized like ethanol for E85. Subsidies are necessary to get new innovation going ie: building out plants, fueling stations etc

Can anyone name just one Hydrogen Fuel Cell company that is profitable ?

Can anyone name just one Green Hydrogen producer that is profitable ?

Can anyone name just one Hydrogen station that is profitable ?

rick - Can you see a pattern ?

P.S. - Hydrogen works. Hydrogen Economics don't work.

Who is going to Build Hydrogen Stations ?
https://www.hydrogeninsight.com/transport/bp-axes-low-carbon-transport-team-that-had-been-focusing-on-hydrogen-for-trucks-and-shipping/2-1-1802347

Who thinks hydrogen is Cheap and Easy?
https://cleantechnica.com/2025/04/03/bps-exit-is-part-of-a-broader-collapse-in-hydrogen-for-transportation-among-majors/amp/

It sounded expensive to me too.

But, the price of Ruthenium is about $630 an ounce compared to about $900/oz for Platinum. They used one third the amount (Ru versus Pt) and got 4.4 times the performance. The article didn't mention the processing costs.

Wow . Sounds Really Expensive.

And yes you can put Hydrogen in cars, but why would you pay $30+ / gallon equivalent ?

Korean Scientists Develop World’s Most Efficient Hydrogen Catalyst Using 1/3 the Precious Metal

https://scitechdaily.com/korean-scientists-develop-worlds-most-efficient-hydrogen-catalyst-using-1-3-the-precious-metal/

The newly developed catalyst demonstrated 4.4 times higher performance than platinum catalysts with the same precious metal content, setting a new benchmark in hydrogen evolution reaction efficiency. Additionally, it recorded the highest performance ever reported among hydrogen evolution catalysts.

Remember Chernobyl we still use nuclear

And in that time the cost of fuel cells have dropped to where they can be put in a car. More companies are working on dropping the manufacturing costs of hydrogen.

Yeah, I remember the Hindenburg. I, also, remember the natural gas line that blew up in San Bruno, CA back in 2010. It didn't stop anyone from using natural gas. Refinery fires don't stop people from using gas/oil, nor do gas station fires. Battery fires are not stopping people from using BEVs.

Edit
There was a massive battery fire, recently, at the Moss Landing power plant in California.

It's dangerous handling just about any power source. It wasn't that long ago some cell phone and laptop batteries would combust while charging.

Hydrogen Buses Market to Grow at a CAGR of 47.3% During 2024-2032

https://www.einnews.com/pr_news/799037515/hydrogen-buses-market-to-grow-at-a-cagr-of-47-3-during-2024-2032

The global hydrogen buses market Size was valued at USD 1.07 billion in 2023. The market is projected to grow from USD 1.87 billion in 2024 to USD 41.34 billion by 2032, exhibiting a CAGR of 47.3% during the forecast period. Asia Pacific dominated the global market with a share of 84.11% in 2023.

Hydrogen is NOT a new technology ! Linde has been making hydrogen for more than 100 Years.

Fuel Cells for aimost as long.

The reason why Hydrogen is slow to develop now is the same reason why is has been slow to develop up to now.

Hydrogen is very expensive compared to alternatives and Hydrogen is very difficult and dangerous to handle.

Remember the Hindenburg.

IGTM - It's not worth it. Arguing with rick using logic is a fool's errand.

He said it himself. Not facts opinion.

We use facts and logic, while rick uses opinion, emotion and .... magic.

Hydrogen will be cheap. Stations will be built . Trucking companies will buy from bankrupt suppliers.

Magic .... the new investing strategy.

lol. A lot of your posts of "bad news" articles are opinion pieces. When I respond to someone asking me what I think, I respond with my opinion. When I respond with facts, I post a link.

Most of your argument against hydrogen is cost. But, every new technology that comes out, comes out with a high cost. R&D and manufacturing scale are drivers to lower cost. I don't see current high costs as a reason not to do something.

I don't have a problem with nuclear, but I wouldn't want to see fission reactors everywhere I went. If fusion reactors produce cheap energy, I'm all for all electric.

BEVs are expensive compared to ICE vehicles, but you don't have the same problem with costs. Why is hydrogen different?

Developing countries are building out their infrastructure. They are not locked into using fossil fuels. It's easier for them to try something different.

Research and development should be the drivers for lower costs. Toyota says they lowered the cost of the fuel cell in the Moral and it lasts longer. Maybe it is magic.

IGTM - It's not worth it. Arguing with rick using logic is a fool's errand.

He said it himself. Not facts opinion.

We use facts and logic, while rick uses opinion, emotion and .... magic.

Hydrogen will be cheap. Stations will be built . Trucking companies will buy from bankrupt suppliers.

Magic .... the new investing strategy.

"Who will build hydrogen dispensing stations? That is the question."

the answer is, no one...nor should they...imo, all that money should be put into nuclear...specifically, small modular reactors and nuclear fusion...every town/community pays for how ever many reactors they need or whatever size they need...we shouldnt even need a national grid...or a grid at all...everything would be electric...your heating, stoves, water heaters, ac, car charging, all electric...cheaply...

imo, no matter what is done now, no matter what people want now, in the end, nuclear will be what will power us into the future...

Yep. No electricity. No gas stations. No oil. No oil refineries. No batteries. No hydrogen.

Countries have been going with oil, because that is what was available. High people density areas have paid the price with air pollution. Pollution that has an adverse effect on people’s health.

China and India are still in the process of building out infrastructure. They are trying hydrogen along with fossil fuels.

Clean air is worth something that you may not be accounting for.

Truck charging stations are only cheap where there is grid capacity. Tesla has resorted to using batteries to supplement some of their charging stations. The batteries add significantly to the cost.

Hydrogen generation and storage technology is still advancing. What is expensive today may be reasonable in ten years.

Lithium ion battery technology has developed significantly in the last ten years with increased quality, capacity, longevity, at lower prices.

I believe hydrogen tech can make the same types of improvements.

I don’t remember there being any hybrid car manufacturers when Toyota came out with the Prius. Now, I think just about every ICE vehicle manufacturer has a hybrid.

There were not too many BEV manufacturers when Tesla came out with the Roadster. Now just about every car manufacturer is building BEVs.

Just because companies are not doing it now, doesn’t mean they won’t in the future.

Who will build hydrogen dispensing stations? That is the question.

Yep. No electricity. No gas stations. No oil. No oil refineries. No batteries. No hydrogen.

Countries have been going with oil, because that is what was available. High people density areas have paid the price with air pollution. Pollution that has an adverse effect on people’s health.

China and India are still in the process of building out infrastructure. They are trying hydrogen along with fossil fuels.

Clean air is worth something that you may not be accounting for.

Truck charging stations are only cheap where there is grid capacity. Tesla has resorted to using batteries to supplement some of their charging stations. The batteries add significantly to the cost.

Hydrogen generation and storage technology is still advancing. What is expensive today may be reasonable in ten years.

Lithium ion battery technology has developed significantly in the last ten years with increased quality, capacity, longevity, at lower prices.

I believe hydrogen tech can make the same types of improvements.

I don’t remember there being any hybrid car manufacturers when Toyota came out with the Prius. Now, I think just about every ICE vehicle manufacturer has a hybrid.

There were not too many BEV manufacturers when Tesla came out with the Roadster. Now just about every car manufacturer is building BEVs.

Just because companies are not doing it now, doesn’t mean they won’t in the future.

Who will build hydrogen dispensing stations? That is the question.

If it’s a problem then so be it…I don’t think anyone has a desperate need to sell bev in the ozarks if they don’t have the electricity…

“Putting in charges isn't cheap or quick if you need more electrical capacity and have to upgrade the transmission lines.”

You are trying too hard to look for problems with one percent of the population when 99 percent is good enough…

“not so easy in developing countries”

Not sure why we are talking about developing countries…they don’t have money to buy much of anything…

“Public charger availability and charging time is still a problem with BEVs.”

Anyone with a bev should have a home charger…and a second ice vehicle…

“A problem for trucks that need to maintain a delivery schedule.”

Short hauls are not a problem…long hauls won’t be either, soon enough…

“I do think advances in battery tech may reduce these problems. ”

Exactly…

“The price will probably come down”

Like, magically?…

“Gas is expensive in countries that import most of their oil”

Not really…

“China and India are going big on hydrogen.”

No they are not… they are trying them out like others have done and then walked away…

“The cost of human health isn’t taken into account in the price of gas/diesel.”

Nope…never had been…and won’t be if hydrogen isn’t cheap and easy…

rick - If Electrical capacity for battery chargers is a problem, won't it also be a problem for hydrogen.

It takes at least 2 units of electricity to make one unit of hydrogen, so won't that make the problem twice as bad ?

Truck charging stations cost $100-200,000 for multiple BEV trucks.

For Hydrogen the cost is $2+ million, because hydrogen dispensers need compression (10,000 PSI) and storage, in addition to the dispenser.

The reason Airbus, Mercedes, Renault, etc give for NOT moving forward with hydrogen is not just the prohibitive cost of the fuel, but the even more expensive cost of the infrastructure.

No major oil company is building new hydrogen stations.
No vehicle manufacturer is building new hydrogen stations.
No Hydrogen companies are building new hydrogen stations.
YOU aren't building any new hydrogen stations.

So who is rolling out hydrogen stations which are open to the public ?

If that is what he meant, I misunderstood.

I still don't understand what is nonsense. There are about 3 million semis that can become fuel cell vehicles. We are seeing testing going on now. Improvement s are being made and prices are coming down. Fuel cell manufacturers are presumably getting feedback from their customers and using it to make a better product.

Battery electric trucks don't have the infrastructure to cross the country. Tesla's semis have battery packs with about one megawatts hours with of capacity (enough to go up to 500miles, I think). There are not a lot of them (doesn't mean there isn't a market for them), they are still in a testing phase. Feels has started to upgrade their charging network for the trucks. Numbers don't matter, yet.

Where hydrogen is available, fueling is fast. That is the advantage of fuel cell trucks over pure battery ones.

Electrical capacity where you need chargers is the problem. It's still a problem in a lot of places in the US. Putting in charges isn't cheap or quick if you need more electrical capacity and have to upgrade the transmission lines.

EV stations are easy to put up in the US, not so easy in developing countries.

Public charger availability and charging time is still a problem with BEVs. A problem for trucks that need to maintain a delivery schedule.

I do think advances in battery tech may reduce these problems.

Hydrogen production tech is changing also. The price will probably come down. Expensive is relative. Gas is expensive in countries that import most of their oil.

China and India are going big on hydrogen. We’ll be able to see how that works out for them. Both of those countries are battling terrible air pollution problems. The cost of human health isn’t taken into account in the price of gas/diesel.

Everyone thought that PLUG was the next Tesla. Hydrogen was the magic bullet.

Cheap. Plentiful. Clean. Hydrogen checks all of the Boxes .... Except it DIDN't !

Next came the Pumpers and Hypesters who said, "Hydrogen is Easy". And it is just the opposite.

Plug, "the industry leader" can't even make competitive hydrogen .

Hydrogen is NOT CHEAP. It is NOT Plentiful as pure hydrogen. It is NOT CLEAN, in that 99% of hydrogen is sourced from fossil fuels.

It's over for FCEV's. Yes the technology works, but why is Toyota paying people to get them off their lots ?

the issue was fcev semi's...for transportation of goods...those were the numbers he was using...

you say there are 3 mil semi's and he said 2k of them were fcev...

" My opinion? It isn't nonsense because you don't agree with it."

hes not saying your opinion is nonsense because he doesnt agree with it...he said it nonsense because it makes no sense...nonsense...

"What do the numbers have to do with whether there is a market for fcev trucks or not?"

3 mil vs 2k...thats a pretty significant difference...and yes, numbers like that ABSOLUTELY matter....what they say, is that there really is no market for fcev semi's...especially given that bev semi's have improved and are continuing to improve, they likely have a better shot...

fcev semi's need to have something compelling to make them attractive...