Plug Power Inc (PLUG)

[uksausage]

nice analysis, just one point to pick on.

The market will have no clue what color the hydrogen is that they are using in the trucks, buses, trains and planes, or that is making their steel or powering their boilers.

For now there is no way they can make enough green and that will be the case wll into the 2030's. so there has to be blue and not grey added to the inventory.

But by 2040 there should be incentives targeted only at green unless the CCUS technology really does capture and remove carbon dioxide from ever circulating back into the atmosphere.