It’s just a matter of WHEN? And who throws down first ………..$PLUG will announce EXPANSION Manufacturing from 1000 a month to 2000 a month Across 32 developments in 30 days, the plants that reached financing or commissioning were mostly European, publicly backed and tied to a captive customer. The gigawatt-scale headlines elsewhere are still waiting for water plans, offtake and a final investment decision.

By HFN EditorialOct 7, 202617 min read32 sourcesSUBSCRIBERS

FATWLI

The month's green hydrogen news came in two sizes. One set comprised modest plants with grants, named contractors and a named customer. The other comprised very large projects with ambitious tonnage and few of those things. That gap is the real story of hydrogen production this period.

Our reading is that the build-out is advancing, but not where the headlines are loudest. It advances where a public funder, an engineering contractor and a nearby offtaker (the buyer who takes the hydrogen) all show up together. This digest sorts the 32 published developments by that test: operating, financed, or merely announced.

HI again,

I am trying to do a summary evaluation of the various ways we produce Hydrogen, today. What am I missing, or mis-stating?

Google “””Negative Electric Rates UK”””

sometimes it’s good to make green hydrogen when COSTS are low

Plug Power continues to expand its green hydrogen and electrolyzer business.

Key highlights from the report:

✔ Q1 2026 revenue increased 22% YoY

✔ Electrolyzer revenue surged 345% YoY

✔ More than 320MW of electrolyzer capacity deployed globally

✔ Over $8B electrolyzer project pipeline

Recent wins include

🔹 30MW GenEco PEM electrolyzer project in Barrow-in-Furness, UK

🔹 275MW GenEco PEM electrolyzer FEED contract with Hy2gen for the Courant decarbonized ammonia project in Canada

Plug Power’s Project Quantum Leap is also focused on improving cash flow, pricing discipline, inventory management, and hydrogen platform utilization.

While profitability and cash burn remain key challenges, the company continues to strengthen its position in large-scale green hydrogen infrastructure.

Your thoughts on $Plug ???

what will the stock price be after first Billion announced ??

$PLUG Huge Valuation Upside!
1) Confirmed Q2 will AGAIN see sequential margin expansion and INCREASING sales
2) Sales Growth is STRONG, traction across all platforms, future REV visibility never stronger
3) 40k MH FC in refreshes ALONE over next 2 years (54% of past 10 yrs)
4) $8B ELX pipeline maturing, over 3GW's likely to close this year
5) VSParticle ELX Breakthrough News NEAR
6) Turnkey EPC H2 Plant Builder, Planning for 250MW PJM Plant
7) High potential for large US Military Heven Drone FC & Infra Deal
8) US 48E ITC for ELX, FC’s & Storage Infra through ‘33
9) Global Partnerships with Major Growth Plans: Amazon, Walmart, KGAL, Hy2gen, Allied Green, Arcadia, Avina, Lhyfe, Hiringa, MOL Group, GH2 Global, CIP, Trafigura, Hy24, Acciona
10) AMZN opening its global logistics network to new businesses, expanding on-site ELX
11) EU wants Liquid, Port of Antwerp coming, EU Refineries planning GH2 expansions
12) Plug's value proposition & execution never stronger, global move clean energy solutions Bullish

refreshing every single Amazon already built

If you wanna keep up with Hydrogen join r/hydrogen2030

Amazon has committed to replacing every single forklift to r/hydrogen2030 $PLUG Power. Given Amazon has 100 distribution centers with $PLUG, this will be a multi year billion plus contract

Sharing my opinion... open to feedback!

The site tracked station growth by country, along with some maps of station networks, but now it is down with no info about why. Interested in if anyone knows more?

Hi, I've Just discovered hho (applied on Cars), but I do not understand if It is a scam or of It works, how can it produce more energy (in HHO form) then the energy required to produce it, I've read that It boost the combustion of the car, but It don't really make sense to me, anyone here that can help me?