We need to know about Louisiana and shipments of large stationary applications along with the European electrolyser roll outs.
There are more car companies making some announcements about hydrogen engines that there were a year ago and if they do happen that will increase the demand for hydrogen of any color.
What PLUG needs is to get funding to restart Texas and New York so they can be net manufacturers of hydrogen and start selling it. With the DOE loan guarantee they should be able to secure direct funding ahead of getting the govt money.
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