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yes, but major deals limit is now over 500MW of electrolysers before we get told.😀
I think most of 2024 production of electrolysers is accounted for unless they expand the factory
someone belives in selling the news. makes a buying opportunity for the rest of us
there are many companies offering mobile H2 refuelling and differences between what that means.
Plug obviously, HYVIA (the hydrogen/energy arm of Nikola), REII, Bayotech etc.
some mobile dispensers are truely mobile - everything including the H2 storage tannks are on trailers that can be driven to and from a location, others would bring equipment on a skid or two for quick set up an dif necessary removal when larger moe permanent system is permitted
Progen powered bus in India. (BAE systems)
lots of information out there
Chris P still posts to facebook for instance.
PLUG is supplying hydrogen to the depots / dealers on the east coast for Nikola. there have been PRs about deals with others in california ahead of the stations being built but east coast PLUG supplies from Georgia gaseous plant. NIkola and Hyundai I think are the two customers Georgia is currently supplying and I think they collect rather than have it delivered.
wait a few months and the popularity of the Tre FCEV truck will mean there are many "evaluation" ones sold to any reasonable trucking company needing fuel to be provided PLUG can offer that nationwide
toyota makes their own fuel cells for cars (Mirai).
FCEL fuel cells are energy sources - they are not mobile,
the Toyota "relationship" is the tri-generation system that takes gas or bio-gas and generates heat, electricity, hydrogen and water, it is ideal for port of long beach where they import Mirais so they can fill up with hydrogen and wash them with the water. how many other ports do Toyota import MIrais? that is the total market for a toyota relationship...
im not expecting. big Press/analyst event (there will be PRs I am sure).
I would expect they have the key customers present may be some close to signing and half a dozen will drive off with a FCEV truck (assuming it is fully certified). factory tour and driving around the test track etc. would be nice to have biagi sign up for Walmart of course
not relevant to FCEL as they dont make mobile fuel cells. try putting a suresource 3000 or the new SOEC cells into a pick up...
wish we had a @bearsworkshop flyover to see how many FCEV are ready to roll next week at their big event.
I hope they have 20+ driven out of the site by the end customers. share price will rocket. If Biagi/Budweiser announce the next phase of their commitment (say 100 of the 800 in thee LOI) my $4 calls will be ITM
I expect to hear about PLUG and FFI doing things in the USA/North America. Was mentioned by FFI a couple of weeks ago that they still expect to work with PLUG and lets face it who else is making 100MW a month or more of electrolysers.
We should also get official PR for the first Data center solution (was installed in Q1) and EV charging (Amazon was first I think in Q2), may now have a multi site agreements to sign
So many partnerships to update at the symposium, hope to see the first Nikola Tre FCEV in PLUG colors.
Some impressive executives joining. They must see the light. If the FCEV launch goes smoothly - no incidents like the fires on BEV, the stock will be a huge success and these execs will be very wealthy
Yes still bullish but was disappointed they got “relegated”.
Focus on the business which seems to be ramping up, albeit slower than I expected.
Electric School buses are free, so school boards just need to pay for the charging infrastructure.
Their own platform seems to be focused on some sweet spots - shuttle buses in particular.
Waiting to start investing to see which companies will start showing profits
I wonder how many of the 27 5MW electrolysers will have been delivered in the Q3 numbers. that will help revenues significantly
Very true, but while they wait they want Plug to prove the solution in a real (test) datacenter not the Latham parking lot.
I don’t expect Msoft to be buying for real,sites until 2025 which may be when we can forecast dropping hydrogen prices while,others keep going up.
which market? EV Chargers ? Data centers? they have first sale in both already using 1MW but really want to ship 3MW systems I think. that is what MIcrosoft are waiting for.
lots of big shipments in Q4 for electrolysers and stationary FC.
Now we just need @Bearsworkshop to do a fly over showing all the FCEV trucks waiting for delivery.
Not too concerned about “binding” orders or not. The supply chain of trucks seems a little complicated. Nikola will sell typically to a dealer/distributor who then will sell to fleet operators. Some may be the same , others like Plug may buy direct as they have necessary infrastructure and support/service.
Once we see FCEV leaving on a regular basis and not being stockpiled like BEVs we’re at the end of last year the price will start to rise.
Damn. thought it was 5pm. will watch the re run.
looks like airport shuttles are becoming an active market, orders for STL and DFW may be soon,
https://ih.advfn.com/stock-market/NYSE/lightning-emotors-ZEV/stock-news/92020097/st-louis-lambert-international-airport-stl-to-dep
what is after Derby 1, Derby 2 and Gorton though?
they have no pipeline of either PPA projects or just straight orders to be delivered, apart from maybe a couple of govt funded SOEC sites.
Malaysia better deliver
I saw a tornado warning 5 miles west of the plant, but don’t think one materialized
nice,
cant remember if I sold all my OKTA or kept some. need to check.
Made quite a bit in covid time
30MPH? I guess 16 hr non stop is pretty good. but still hhey should be targetting multiples of that.
noce ot kne the technology can work but Gaseous cn dothe same for now
NIkola can do 500 miles with gaseous hydorgen. I was expecting 1000 miles + for liquid hydrogen trucks. (like they need in Australia)
Hmm nothing on Bakersfield/US plant ?
was hoping for a bit more but like all hydrogn companies things take longer , FIDs take longer, permits takke longer, grants take longer as this is so new
if you refresh the page but hit the X to stop the page loading you can catch teh etxt before they hide it - works with some pay wall code not all..
for those not subscribed:
Plug Power (Nasdaq: PLUG) is months into the construction of its liquid hydrogen plant at the Science and Technology Advanced Manufacturing Park site in Genesee County.
According to the Genesee County Center for Economic Development, the 62-foot liquid hydrogen spheres are up on the 186,000-square-foot site and a lot of infrastructure work is being done, including work on the 600-megawatt substation that will not only support Plug Power but also future companies at the STAMP site.
“In addition, the investment by Plug Power has accelerated our infrastructure construction to service additional projects at STAMP,” said Steve Hyde, president and CEO of the GCCED. “These investments, and the opportunities we are welcoming to over 540 buildable acres at STAMP, will provide families and students in Genesee County and our neighbors in Erie, Niagara, Orleans and the entire Buffalo-Rochester corridor a great future.”
Plug Power, based in Latham, expanded the scope of its project in May, when the company announced it would increase the anticipated production capacity from 45 tons of liquid hydrogen per day to 74 tons, adding $387 million to the previously planned $292 million investment.
“When you see a company take a $292 million investment to a $676 million investment, it just shows how committed they are to making Western New York a central hub for green hydrogen production,” said Steve Hyde, president and CEO of the GCCED. “They’re all in.”
Hyde said that with the expansion, the company accelerated its plans, building phase 1 and 2 of the project “all at once," with production anticipated for mid-2024. The expansion will add 19 jobs to the planned 68.
Plug Power is building hydrogen plants all over, including three in Finland and one in Georgia, Louisiana and Texas.
The company announced during its second-quarter earnings call earlier this month that it will borrow $1.5 billion over the next 18 months to complete these projects, including the Genesee County plant, and be able to produce 500 tons of hydrogen per day by 2025. CEO Andy Marsh said during the call that the company is negotiating $1 billion through a U.S. Department of Energy loan program.
the special meeting details has all the information.
I guess they have to bring the BEVS into the factory to fix - but do they have the fix yet ?
going to be a juggling act as 200 BEVs come in for fixes.
Im sure if homogulized (sp?) - fully tested/permitted there will be some FCEV deliveries in Q3. just look at the voub=cher numbers to be met
they are definitely taking orders for FCEV - check out the California subsidy site for daily increases in numbers of vouchers issued
question is does the faulty part/connection on the BEV battery also exist on the FCEV Battery packs which are much smaller?
If they need a retrofit they could still be producing production units just not shipping them put until fixed.
Wish Bear would do a flyover to see if FCEV inventory is building up and if we see a trail of BEVs returning to be fixed.
I haven't heard of final certification of FCEV for real production yet but obviously they expect that this quarter
one of their best updates I have to say.
but if they can claim this where is the data to support it? what are commercial levels of production and for panel length of life ?
that was a fake post
not a real PR
I hope PLUG respond correcting them, how do companies get away with such blatant lies?
100MW a month
27 x 5MW electrolysers still to ship this year.
if any car veers off a road what is the most likely object it will hit to bring it to a stop.
family fortune type question I guess.
from what I have read there was a very good reason to not start liquefaction in June as planned.
not sure why they couldn't give the more detailed explanation at earnings or this week for us all, not just the analysts.
focus on the 27 5MW electrolysers to be delivered by year end
focus on the EV and microgrid initial customers
why hasnt this got more visibility
https://ih.advfn.com/stock-market/NYSE/lightning-emotors-ZEV/stock-news/91890290/east-zion-initiative-welcomes-lightning-emotors-ze
national parks looking for national rollout ZEV already in 2
Interesting that the slides they put on the web site on 21st are very different from the 8k set which focuses just on Georgia and the hydrogen business.
The web site set covers all business and where the revenues are coming from in H2.
No surprise PRs about any of the bug electrolyzer orders expected either. They are planning to ship 27 5MW electrolyzers this half and biggest risk is the container fabrication!
I think EV charging will see lots of initial orders as others are doing this so not such an experimental market.
No one commenting on the slides for tomorrow?
Seems little more than the earnings call but more detail of customers.
Georgia still 30 days away wonder what the spoken word will be.
27 5MW electrolysers to ship this year
I was taking it from Jason Few’s TED talk/blog so he obviously thinks they are ahead in something
Do we know what makes FCEL’s Solid Oxide Electrolyzers “innovative”.
I know NREL currently rates them as the most efficient but why are they innovative compared to Bloom or others? Both are reversible if installed to do so.
It has been very quiet on the sales front for such an innovative solution as well. Trinity university took a small one, govt labs may have a couple.
Have they shipped any to Malaysia yet?