Replies to post #47377 on Plug Power Inc (PLUG)

[uksausage]

I like that 2025 forecast (FFI factories are of course JVs with output destined for Twiggy Forrest's projects.)
I assume France is at least one HYVIA plant (for electrolyzers for their customers depots.)

Still not convinced about current manufacturing - MEAs yes but I don't think you see Alagash electrolyzers coming out of Rochester nor genDrives or ProGen - MEAs will be shipped to Concord or Slingerlands for inclusion into finished product.
unless they expand Rochester - I think there was space for new buildings.

I hope I am wrong about that as keeping the logistics simple save money as well. May be we will find out when they finally announce the Slingerland project....