Replies to post #50916 on Plug Power Inc (PLUG)

[Jack_Bolander]

Banger - Everything we have been told about PLUG Green Hydrogen is NOT TRUE.

We both know about LNG, and you know that LNG is exponentially more difficult and complex compared to natural gas or even CNG.

HYDROGEN is 10 TIMES more complex than LNG. PLUG doesn't even know what they don't know about Liquid Hydrogen. All of this is expensive, an expensive education as well.

[B_B!]

The video they played at the start, a tour of the Georgia facility: is meant for the clients of competitors.
I think the competitors are struggling to deliver their electrolyzer plants and Plug is showing these clients that Plug has a working alternative.

Hopefully, some of them will switch to Plug electrolyzers.
- NEOM: Saudi, Air Products with Nucera Thyssenkrupp Alkaline electrolyzers
- Rotterdam: Shell with ITM electrolyzers

For Plug’s existing clients (Fortescue, Fertiglobe/Scatec etc.) there is no alternative.

I think that in the coming weeks we will have some big deals.