S2R, thank you for the insightful/informative response.

A leap is typically an "In the Money" Call Option that is dated well into the future. The advantage is that you can buy them for less than it would cost to buy the shares so you will then get a better return if you are correct. The disadvantage is their value goes to 0 if the stock price is below your strike at expiration. If PLUG does make a nice run leaps will be very profitable.

UK, thank you for the insightful feedback. Can you please clarify what you mean by "So may pick up some leaps." Are these options? If so can you explain in lame terms, as I don't use options, so I'm not familiar with the terms.

$PLUG Saw this on another Board :
According to Microsoft, hydrogen fuel cells have the potential to provide emission-free backup power for data centers, offering a clean and sustainable alternative to traditional diesel generators used for backup power during outages; the company has actively been testing and demonstrating the viability of this technology through pilot projects at their data centers, showcasing its potential to reduce carbon footprint significantly.
Key points about Microsoft's hydrogen fuel cell initiative:

Clean energy source:
Hydrogen fuel cells produce only water vapor as emissions, making them a zero-emission backup power option.

Pilot projects:
Microsoft has conducted successful trials using hydrogen fuel cells to power data center server racks for extended periods, including a 48-hour demonstration at their Cheyenne, Wyoming facility.
Collaboration with partners:
Microsoft has collaborated with companies like Caterpillar and Plug Power to develop and test large-scale hydrogen fuel cell systems for data center applications.
Potential for scaling up:
The successful pilot projects indicate that hydrogen fuel cells could be a viable replacement for diesel generators in data centers, potentially providing a reliable and clean backup power source.

This week will be really interesting.

Follow through of 45 V once the market understands its implications and the DOE Loan guarantee should be final following the 30 day period. I really do hope they have the lender lined up. Until I see the 8K with the details I will keep my long term holdings but once secured there will be a pretty good run back to $7.50 and as Texas gets underway (is Kiewit really ready to start at sort notice?) may be back to $12 or so. So may pick up some leaps,. but not until the ink has dried n an actual loan.

https://seekingalpha.com/news/4392508-trending-stocks-as-wall-street-steps-into-first-days-of-2025-with-cautiousness

PLUG trending on Yahoo most active stocks list. https://finance.yahoo.com/markets/stocks/most-active/

API Statement on Final Regulations for Section 45V Hydrogen Tax Credit
January 4, 2025
https://fuelcellsworks.com/2025/01/04/clean-energy/api-statement-on-final-regulations-for-section-45v-hydrogen-tax-credit

WASHINGTON— The American Petroleum Institute (API) released the following statement today from API Senior Vice President of Policy, Economics and Regulatory Affairs Dustin Meyer on the U.S. Department of the Treasury’s final regulations for the Section 45V Clean Hydrogen Production Tax Credit.

Clear, consistent policy is essential for building a lower-carbon hydrogen industry and strengthening America’s energy leadership.

“Treasury’s 45V guidance marks a meaningful step forward, encouraging innovation while driving progress on emissions. This framework offers an opportunity for natural gas, when paired with carbon capture and storage, to compete more fairly in new markets and meet growing demand for affordable, reliable, lower-carbon energy. We look forward to collaborating with the incoming administration to uphold technology-neutral hydrogen policies that position the U.S. as a global leader in innovation.”

API represents all segments of America’s natural gas and oil industry, which supports nearly 11 million U.S. jobs and is backed by a growing grassroots movement of millions of Americans. Our approximately 600 members produce, process and distribute the majority of the nation’s energy, and participate in API Energy Excellence®, which is accelerating environmental and safety progress by fostering new technologies and transparent reporting. API was formed in 1919 as a standards-setting organization and has developed more than 800 standards to enhance operational and environmental safety, efficiency and sustainability.

Mik - Easy ... I am just posting information that actually mentions PLUG ...

Something very few posters do here.

NOT REALLY JACK!!!! ITS LIKE EVERYTHING ELSE IT ALL DEPENDS ON THE AUTHOR AND WHAT DIRECTION HE OR SHE WANTS THE MESSAGE TO FAVOR!!

An interesting read :

https://www.barrons.com/articles/plug-power-stock-bloom-energy-hydrogen-c60dea25?siteid=yhoof2&yptr=yahoo

I asked ChatGPT the impact of final 45V rules on PLUG. Following is my question and the answer.

I'd like for you to summarize the changes from the preliminary 45V rules documented in the attached file, and how they benefit a pure hydrogen company like Plug Power.

ChatGPT said:

The final regulations for the 45V clean hydrogen production credit, as implemented by the IRS, introduced changes and clarifications aimed at facilitating clean hydrogen projects like Plug Power's. Key highlights from the changes include:

1- Lifecycle Emissions Standards:

Emissions are calculated using the 45VH2-GREET model, focusing on "well-to-gate" emissions. This ensures consistency and precision in lifecycle GHG emissions calculation, which is critical for eligibility.

2- Inflation Adjustments and Credit Multipliers:

The $0.60 base credit amount is inflation-adjusted annually. Facilities meeting prevailing wage and apprenticeship requirements can claim five times the base credit, which increases the financial incentives.

3- Facility Definitions and Component Inclusion:

Clear definitions of a hydrogen production facility and its components ensure that Plug Power can include all qualifying infrastructure in its credit claims. Equipment downstream of production (e.g., transport pipelines) is excluded unless it directly impacts lifecycle emissions.

4- Verification Requirements:

Independent verification of production and lifecycle emissions ensures credibility. This third-party verification could enhance Plug Power’s market reputation as a clean hydrogen producer.

5- Energy Source and Renewable Energy Integration:

Hydrogen production using renewable energy sources is incentivized, particularly when renewable electricity is paired with clean hydrogen production.

Benefits to Plug Power:

- Higher Credits for Low Emission Rates: Plug Power's innovations in electrolyzer technology and renewable energy use can align with the lowest emission rate categories, qualifying for the highest credits.

- Market Advantage: The focus on verifiable lifecycle emissions strengthens market differentiation, potentially allowing Plug Power to capture premium contracts or attract green-conscious investors.

- Expanded Credit Opportunities: With these regulations, Plug Power can structure its projects to optimize tax credits while ensuring compliance through streamlined verification and reporting protocols.

These changes position Plug Power to capitalize on robust financial incentives while aligning its operations with evolving industry standards.

WTM - Thanks. Some light reading for the weekend.

https://public-inspection.federalregister.gov/2024-31513.pdf

JB, thanks. I don't have acces to the article, it requires a subscription which I don't have.

WTM - SA Analysis says Great News for Nukes and Blue Hydrogen.

PLUG is focused mainly on a different technology .

https://seekingalpha.com/news/4392371-biden-eases-rules-for-hydrogen-tax-credits-worth-billions

WTM - Taking a Deeper Dive into the Final 45 v Regulations it looks like little has changed for PLUG.

But the BIG WINNERS look to be Nukes, Natural Gas, FCEL and Bloom.

WTM - Andy doesn't sound very positive ...

In fact, going back to the regulators sounds pretty negative. If it was positive there would be no need to do so.

Also looking at others like FCEL and BE, it looks like they are the BIG Winners.

X/Twitter Post.
https://x.com/PlugPowerInc/status/1875196267724411211

Plug Power Inc.

The new hydrogen PTC rules mark significant progress, with notable revisions to the incrementality requirement for certain nuclear power facilities and hydrogen projects in states with clean energy policies. The extension of hourly matching to 2030, alongside more flexible incrementality, lays a stronger foundation for U.S. manufacturing in the hydrogen economy. While these updates are encouraging, we look forward to collaborating with the new administration to refine the regulations in a way that aligns with congressional intent, supports their goal of reducing overregulation, and ensures national energy security. - Andy Marsh, CEO Plug

At first glance, final 45V rules are a positive. Thoughts?

https://home.treasury.gov/news/press-releases/jy2768

45 v Final Rules :

https://home.treasury.gov/news/press-releases/jy2768

PUMP & DUMP !

Today / Early Jan is the PUMP !

Learn how to play the Pump and Dump.

Every Plug Rally fades within days. Trade accordingly.

WTM - Lots of Snow in the Alps !

Just like your post ; ... Nothing to do with PLUG.

Korea offers subsidies for hydrogen cars and buses in 2025
Published 2025.01.01
https://biz.chosun.com/en/en-policy/2025/01/01/YS2PGIVJMVGFVJBGHJASWZ2PT4/

The government will provide subsidies for the purchase of 11,000 hydrogen passenger cars, 2,000 hydrogen buses, 10 hydrogen freight trucks, and 10 hydrogen street cleaners this year.

, , ,

Happy New Year to all!

Happy NewbYear!

Happy New Year to all.

S2012, great find, thanks for posting.

https://finance.yahoo.com/news/us-issue-hydrogen-credit-rule-192622615.html

Appreciate your comments, you consistently add depth through counterpoint to the conversation. However, you are comparing apples to oranges, again.

The PEM electrolyzer is currently the more efficient and appropriate variety for solar.

Using the otherwise unused excess electricity produced by solar panels is economical and which simultaneously increases the ROI for the solar panel farm investors.

Sure, natural gas use is here to stay for the foreseeable future but neither solar/hydrogen nor natural gas is "all or none". Energy consumption is skyrocketing as is the demand for more.

In addition to the "free" excess electricity solar panels produce, the decreasing costs and increasing efficiencies of both solar panels and hydrogen production are making a compelling investment opportunity.

Consider also countries without natural gas or oil resources but plenty of sunlight. Consider also that these countries must buy energy which puts them at the mercy of the energy market and/or politics. Economical for them.

tdtcal - There is a critical difference between efficiency and economy.

A machine can be 100% efficient, but NOT Economic, which is exactly the issue with Green Hydrogen.

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 to operate .

I am not impressed with anything that is the most efficient, if is is not competitive on economics.

Steve, someone on Stocktwits said no sooner then Jan 7, due to 30 day waiting period, whatever that means.

Proton exchange membrane (PEM) electrolyzers are known for their high efficiency, typically between 70–90