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TheHydrogenBull @thehydrogenbull.bsky.social · 2d

8/...date not specified). #ThyssenkruppNucera and #FuelCellEnergy are also developing solid oxide electrolyzer products. #BloomEnergy already has an SOEC product in the market but has shifted its marketing focus to capitalize on the more immediate fuel cell opportunity.

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TheHydrogenBull @thehydrogenbull.bsky.social · 2d

7/...believes it can eventually become a low cost producer of green hydrogen on a global basis. Earlier in March, #Elcogen announced it would begin work to deploy its SOEC electrolyzers for a 4.2MW project at an Italian steel plant in partnership with #BakerHughes (launch...

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TheHydrogenBull @thehydrogenbull.bsky.social · 2d

6/...#Thermax, a leading energy and clean energy solutions company in India. That partnership is in very early development but Ceres has separately launched operations of a 1MW demonstration project at Shell’s Tech Centre in Bengaluru. Given high radiance in India, Thermax...

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TheHydrogenBull @thehydrogenbull.bsky.social · 2d

5/...manufacturer with 160k employees) licensed SOEC technology from Ceres. Denso plans to leverage its expertise in thermal controls, electronic components and connectivity to develop a leadership position in hydrogen production. Ceres also licensed its SOEC technology to...

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TheHydrogenBull @thehydrogenbull.bsky.social · 2d

4/...amount of electricity required. Neste is also a shareholder in Sunfire which is a privately held company. Likewise, in September, #Denso and #JERA began a demonstration of a smaller 200kW SOEC systems at a JERA thermal power plant. In 2024, Denso (Japanese components...

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TheHydrogenBull @thehydrogenbull.bsky.social · 2d

3/...claims this is the largest operational solid oxide electrolyzer “in an industrial setting”. Solid oxide electrolyzers operate at high temperatures and can produce hydrogen at a much more efficient rate in industrial settings that produce waste heat which decreases the...

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TheHydrogenBull @thehydrogenbull.bsky.social · 2d

2/...(SOECs) is also gradually advancing. Most recently, Neste launched operation of a Sunfire 2.6MW solid oxide electrolyzer at a refinery in Rotterdam, Netherlands. Although small relative to 100MW+ PEM and alkaline electrolyzer projects currently under construction, Neste...

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TheHydrogenBull @thehydrogenbull.bsky.social · 2d

While Bloom Energy’s solid oxide #fuelcells have garnered significant attention as a potential power solution for #datacenters, commercialization of solid oxide #electrolyzers… (1/8) $NESTE $BE $CWR $FCEL $BKR #Neste #Sunfire #hydrogen #elcogen #EnergySky #GreenSky

www.h2-view.com/story/worlds...

‘World’s largest’ solid oxide electrolyser starts hydrogen production at Neste refinery

The 2.6MW Sunfire-made electrolyser operates at up to 850ºC to produce over 60kg of green hydrogen per hour, making it what project partners call the “world’s largest” multi-megawatt high-temperature ...

www.h2-view.com

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TheHydrogenBull @thehydrogenbull.bsky.social · 3d

3/...reversing the runoff of backlog (i.e., adding new orders) as evidenced by the "Future Revenue" data from Plug's SEC filings per the table below. The table potentially shows some initial progress in that regard in the Materials Handling business ("Hydrogen Infrastructure").

TheHydrogenBull @thehydrogenbull.bsky.social · 3d

2/...is $7.00 from H.C. Wainwright and the lowest is $0.75 from Citi (I think). Market conditions for Plug are improving and the Company is making progress bringing costs and CapEx in line. Going forward, I believe that a key to the stock taking the next leg up will be...

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TheHydrogenBull @thehydrogenbull.bsky.social · 3d

After bottoming out in May and June this year at $1.78, the average Wall Street analyst target price for #PlugPower has gradually recovered to $2.33 based on 17 data points that I can see. The highest estimate...(1/3) $PLUG #hydrogen #fuelcell #datacenter #electrolyzer #EnergySky #GreenSky

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TheHydrogenBull @thehydrogenbull.bsky.social · 4d

9/...buses and remove some charging infrastructure currently residing downtown.

TheHydrogenBull @thehydrogenbull.bsky.social · 4d

8/...plans to expand to 10MW by 2027. Lastly, in September, Vienna launched operations of its first 10 hydrogen buses built by an Italian manufacturer called #Rampini. The longer range of the hydrogen buses relative to the battery models previously in service will enable Vienna to use fewer...

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TheHydrogenBull @thehydrogenbull.bsky.social · 4d

7/...In Munich, the transportation authority has taken the step to switch to certified green hydrogen (“RFNBO”) supplied by HY2B using a 5MW #Nel electrolyzer. #HY2B employs a smart energy management system to optimize use of surplus renewable energy (thereby stabilizing grid) and...

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TheHydrogenBull @thehydrogenbull.bsky.social · 4d

6/...In Northern California, the Stanislaus transit authority approved plans build a new bus depot that will include a hydrogen fueling station to support the transition from diesel to hydrogen by 2040. Three hydrogen buses will be put into service early next year...

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TheHydrogenBull @thehydrogenbull.bsky.social · 4d

5/...with #CleanEnergyFuels to build a second hydrogen fueling station as its fuel cell fleet goes from 33 buses to 52 buses. The new fueling station will come online in mid-2026. Pasadena itself separately approved the purchase of 17 hydrogen powered buses intended to enter service in 2027...

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TheHydrogenBull @thehydrogenbull.bsky.social · 4d

4/...unveiled its 2026 “Universe” hydrogen bus in August with a range of 960km on one tank. The bus recently completed successful testing in the mountains near #Neom, Saudi Arabia. In California, which leads the US in hydrogen transportation, Foothill Transit near Pasadena has contracted...

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TheHydrogenBull @thehydrogenbull.bsky.social · 4d

3/...Isuzu separately announced it will begin testing Cummins hydrogen combustion engines on Kendo brand buses for intercity routes in European market. Relative to fuel cells, hydrogen combustion engines can be introduced with much less redesign of a bus’s engine bay. In South Korea, #Hyundai...

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TheHydrogenBull @thehydrogenbull.bsky.social · 4d

2/...At the end of September, Isuzu and Toyota announced a partnership that will begin mass producing hydrogen city buses in Japan in 2026. The partnership intends to lower costs, improve efficiency and performance while addressing the unique needs of the passenger bus market...

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TheHydrogenBull @thehydrogenbull.bsky.social · 4d

A flurry of recent announcements highlights the maturation of the global #hydrogen city bus sector as incumbents increase investment and the painstaking work of building out infrastructure continues...(1/9) $TM $ISUZY $BLDP $NFI $APD #fuelcells #EnergySky

www.electrive.com/2025/09/29/i...

Isuzu and Toyota announce fuel cell bus for 2026 - electrive.com

Isuzu and Toyota plan to launch a fuel cell bus in the coming financial year and manufacture it at their Utsunomiya plant in Japan. J-Bus, a 50:50 joint

www.electrive.com

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TheHydrogenBull @thehydrogenbull.bsky.social · 5d

Hydrogen-oriented ETFs are significantly outperforming broader based ETFs year-to-date thru 10/3, largely on the back of heavy weightings to Bloom Energy (+306% YTD) and Plug Power (+79% YTD) shares. $BE $PLUG $HYDR $HTWO $HDRO #fuelcells #electrolyzers #hydrogen #EnergySky #GreenSky

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TheHydrogenBull @thehydrogenbull.bsky.social · 9d

10/...Bloom’s recent deal with Oracle, for example, appears to employ a BTM configuration. Of course, for these BTM configurations, Bloom will still have to compete with smaller scale turbines such as those produced by #BakerHughes $BKR and generators such as those produced by #Cummins $CMI.

TheHydrogenBull @thehydrogenbull.bsky.social · 9d

9/...other hand, Bloom’s fuel cells can be scaled according to the needs of the data center and are designed to be co-located or proximate-located to the end user. And in many cases, a BTM configuration that eliminates the local utility as a middleman will simplify the transaction...

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TheHydrogenBull @thehydrogenbull.bsky.social · 9d

8/...recently revealed in a Wisconsin state filing comes through, it could absorb a lot of Bloom capacity until new capacity comes on line in 2026). Moreover, Bloom says its fuel cells are approaching cost parity as its costs decline and the cost of turbines goes up. On the...

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TheHydrogenBull @thehydrogenbull.bsky.social · 9d

7/...improvements and creation of a two-tiered system. Bloom’s solution responds well to both of these paradigm shifts. On the one hand, Bloom has had available manufacturing capacity and says it can deploy its fuel cells in 6 months. (A caveat is if the 900MW BFC deal...

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