Replies to post #62029 on Plug Power Inc (PLUG)

[rickn23]

It's improving.

Current Infrastructure Status

As of August 29, 2025, California operates 61 hydrogen fueling stations, with 50 available for retail operations. Chevron recently entered the market with new stations in Vacaville and Moreno Valley, adding 1,616 kg/day of fueling capacity. The report projects the network will reach 112 stations by 2031, down from previous projections of 129, reflecting adjustments based on current development timelines and station operator feedback.

Infrastructure Reliability & Coverage

Station operators have made measurable progress in improving equipment reliability and repair times, with average network availability improving from 58% in Q2 2024 to 74% in Q2 2025. Coverage remains strong in disadvantaged communities, with 93% of known station locations within a 15-minute drive of disadvantaged communities and serving 71% of California's DAC population.

The report identifies regional coverage gaps in the Sacramento, San Francisco, Greater Los Angeles, and San Diego areas, with growth potential in emerging markets such as Davis, Elk Grove, Roseville, Santa Rosa, and Livermore.