Plug Power Inc (PLUG)

[Jack_Bolander]

IGTM - The quickest and easiest path to decarbonization is with electricity, Renewables and Nukes and whatever else comes in the future.

If you need proof, just count the number of BEV's versus FCEV's in use. The rate of growth in BEV's is still exponential, while the rate of growth for FCEV's is already slowing .... NOT a Good Sign.

The biggest drawback for this transition is politics/policy and the total incompetence in the leadership in the Utility Sector Globally.
Decarbonization is the biggest gift in history since the light bulb for the Utility Sector and no one there is smart enough to pick up all of the money just lying on the ground.

Two more points : 1.) Hydrogen will always be uneconomic (without massive subsidies) , so every penny spent on Hydrogen instead of true decarbonization is a penny wasted.

2.) Utilities are managed by Electrical Engineers, not the most innovative group to evolve. Until real businesspeople and innovators start running the well capitalized utilities we will have as much carbon tomorrow as we have today.