[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@thehydrogenbull "3/.(end customer not disclosed). Separately this quarter Baker Hughes signed an MOU with #DataVolt for the sale of NovaLT turbines for Saudi Arabia-based data centers that will run on hydrogen from Air Products NEOM green hydrogen plant"
@thehydrogenbull on X 2025-07-28 17:44:46 UTC XXX followers, XX engagements

"While the heavy duty #hydrogen truck upstarts such as #Nikola have failed incumbents such as #Toyota #Hyundai #Iveco and #DaimlerTruck continue to push forward slowly(1/8) $TM $HYMTF $IVG $DTG $DHL $TTE $PCELL $AI #Bosch #FCEV #fuelcell #EnergyX"
@thehydrogenbull on X 2025-06-25 18:18:40 UTC XXX followers, XXX engagements

"During June several specialist companies took notable steps forward in commercializing #fuelcells as an alternative to diesel generators. That progress was marked by new(1/6) $PCELL $F3C $AFC $BLDP $PLUG #hitachi #sfcenergy #hydrogen #EnergyX"
@thehydrogenbull on X 2025-07-01 18:54:38 UTC XXX followers, XXX engagements

"As Florida's main utility and a major national independent power producer NextEras earnings calls are noteworthy. A key area of focus on today's Q2 call was changes to tax rules for solar and wind projects (1/7) $NEE $CMI $ENGI $EDP $RWE #solar #wind #hydrogen #EnergyX"
@thehydrogenbull on X 2025-07-23 22:09:21 UTC XXX followers, 1244 engagements

"The IEA published its "flagship" World Energy Investment 2025 report in June flagging strong growth in low emission fuel investments including green and blue #hydrogen.(1/3) $PLUG $ITM $BE $APD $LIN $CF $AI $XOM $GTLS #infinium #neste #ineratec #ammonia #efuel #SAF #EnergyX"
@thehydrogenbull on X 2025-07-15 20:20:51 UTC XXX followers, XXX engagements

"Important development for Bloom Energy. $BE #fuelcells #hydrogen #datacenters #EnergyX"
@thehydrogenbull on X 2025-07-24 13:37:55 UTC XXX followers, XXX engagements

"Faced with enormous challenges in recent years management teams of publicly traded pure-play clean #hydrogen companies have shifted the focus of their earnings calls from growth to profitability(1/6) $DNR $BE $AFC $PCELL $HPUR $HYPRO $NEL $CWR $FCEL $PLUG $ITM $BLDP #EnergyX"
@thehydrogenbull on X 2025-06-16 17:16:20 UTC XXX followers, XXX engagements

"4/.(a) the start of significant physical work; OR (b) by incurring X% of total project costs (by ordering equipment for example). Changes to the definition of beginning of construction could have major implications for the trajectory of development for solar/wind assets"
@thehydrogenbull on X 2025-07-23 22:09:22 UTC XXX followers, XX engagements

"With #fuelcells poised to play a bigger role thanks to less restrictive Section 48E credits in the recently passed budget bill load management strategies could have a profound. (1/5) $BE $CWR $PLUG $BLDP $APD $LIN $VRT #hydrogen #datacenters #EnergyX"
@thehydrogenbull on X 2025-07-22 16:00:02 UTC XXX followers, XXX engagements

"6/.connections to electricity grids and also offer lower carbon emissions than a solid oxide fuel cell running on natural gas (although Bloom and Chart Industries $GTLS also offer a localized carbon capture solution they claim is highly efficient)"
@thehydrogenbull on X 2025-07-10 17:17:32 UTC XXX followers, XXX engagements

"2/.as Doosan and Ceres issued a joint press release announcing the start of operations although no discussion of near term potential customers"
@thehydrogenbull on X 2025-07-28 11:00:12 UTC XXX followers, XX engagements

"NextEra offers a distinctive perspective because it is a major player across key energy verticals including natural gas #solar #wind and #nuclear (and even has a little #hydrogen exposure). The importance of solar and wind projects. (1/2) $NEE $CMI $GEV #datacenters #EnergyX"
@thehydrogenbull on X 2025-07-24 17:13:46 UTC XXX followers, XXX engagements

"In contrast to Nels rather dismal Q2 earnings report mostly positive results for #PowerCell Group yesterday as the Company joins a very exclusive club of #fuelcell companies that have been EBITDA positive. (1/5) $PCELL $BLDP $AFC $F3C #sfcenergy $BE $CWR #hydrogen #EnergyX"
@thehydrogenbull on X 2025-07-18 14:33:27 UTC XXX followers, XXX engagements

"Bloom Energy $BE (7% of my baseload power model portfolio) reports Q2 earnings on July 31st. Among other topics to be covered on that call management is likely to highlight revisions to Section 48E investment tax credits(1/6) $BE $CWR $FCEL $PLUG #fuelcell #hydrogen #EnergyX"
@thehydrogenbull on X 2025-07-21 15:30:18 UTC XXX followers, XXX engagements

"After yesterday's big rally chart below compares the valuation of Bloom Energy to leading global gas turbine manufacturers using Enterprise Value to EBITDA multiples based on mean estimates from.(1/2) $BE $ENR $GEV #MitsubishiHeavy #hydrogen #fuelcells #datacenters #EnergyX"
@thehydrogenbull on X 2025-07-25 15:40:29 UTC XXX followers, XXX engagements

"Two weeks ago I highlighted that #CeresPower had put a notice on its website announcing the official opening of #Doosan's solid oxide #fuelcell factory in Korea and explained why this was an important step for the company. Today Ceres stock is +40%. (1/2) $CWR $BE #hydrogen"
@thehydrogenbull on X 2025-07-28 11:00:11 UTC XXX followers, XXX engagements

"4/.legislation to mandate greater flexibility from data centers and others seeking to add large loads to grids. The implication of such legislation could be less demand for new generation capacity. In addition data centers seeking to meet flexible load requirements will"
@thehydrogenbull on X 2025-07-22 16:00:03 UTC XXX followers, XX engagements

"Per FuelCell Energys FYQ2 earnings call earlier this month the Company continues to fall short in establishing a credible path to profitability but is advancing a very interesting data center power project(1/7) $FCEL $BE $CWR $TM #fuelcell #EnergyX"
@thehydrogenbull on X 2025-06-23 14:32:02 UTC XXX followers, XXX engagements

"2/.Management also emphasized that carbon emissions are central to data center power decisions. Among other activity Baker Hughes highlighted its largest ever data center order this quarter for XX turbines that are intended to run on a blend of hydrogen and natural gas"
@thehydrogenbull on X 2025-07-28 17:44:46 UTC XXX followers, XX engagements

"5/.In the excerpt at the start of this thread NextEras CEO argues strenuously that the definition should not change because it is a precedent established over more than a decade. He also notes that NextEra has made significant financial commitments based on the current"
@thehydrogenbull on X 2025-07-23 22:09:23 UTC XXX followers, XX engagements

"Siemens Energy and Eaton are partnering to offer a gas turbine behind the meter (BTM) power solution for data centers that will compete with the #fuelcell solutions offered by Bloom Energy Ceres.(1/X) $BE $ENR $ETN $CWR $FCEL #hydrogen #EnergyX"
@thehydrogenbull on X 2025-06-20 15:55:00 UTC XXX followers, XXX engagements

"An equal weighted composite I created of three #hydrogen ETFs (L&G VanEck and GlobalX) outperformed (by a lot) the Russell 2000 in 2Q25 for the 1st time since 1Q23. Key drivers I have previously highlighted include.(1/4) $HTWO $HDRO $HYDR $PLUG $BE $NEL $APD $LIN #EnergyX"
@thehydrogenbull on X 2025-07-16 15:23:18 UTC XXX followers, XXX engagements

"Especially with the new OBBBA 48E tax credits available starting in 2026 fuel cell based back-up power solutions such as the one being developed by Ballard Power $BLDP and Vertiv $VRT offer the advantage of eliminating particulate emissions. Data centers located along the Gulf Coast could even potentially connect their back up systems to pipelines carrying low carbon hydrogen from blue hydrogen plants already under development"
@thehydrogenbull on X 2025-07-24 16:03:41 UTC XXX followers, XXX engagements

"2/.Wall Street analysts. Notably share prices for all four companies have surged this year in response to rising energy demand driven by data center development in addition to many other factors. #GEVernova #BloomEnergy #SiemensEnergy"
@thehydrogenbull on X 2025-07-25 15:40:30 UTC XXX followers, XX engagements

"Even with a pullback today shares of publicly traded #fuelcell company have rallied as the details of Section 48E of the OBBB become better understood. IMPORTANTLY not only did the provision restore tax credits for. (1/6) $PLUG $BE $FCEL $BLDP $CWR $ADP #hydrogen #EnergyX"
@thehydrogenbull on X 2025-07-10 17:17:30 UTC XXX followers, XXX engagements

"Hydrogen ETFs bounced in Q2 and the most speculative of the group (GlobalX) performed best. Among many factors performance was attributable to.(1/5) $HTWO $HDRO $HYDR $STOR $PLUG $BE $NEL $ITM $HPUR $FCEL $AFC $CWR $BLDP $LIN $APD #hydrogen #fuelcell #electrolyzer #EnergyX"
@thehydrogenbull on X 2025-07-02 15:06:21 UTC XXX followers, XXX engagements

"Baker Hughes used its Q2 earnings call last week to highlight surging demand from #datacenters for distributed energy solutions that is driving order activity for the Companys #hydrogen ready NovaLT sub-utility scale gas turbines (1/5) $BKR $BE $GEV $APD #fuelcells #EnergyX"
@thehydrogenbull on X 2025-07-28 17:44:45 UTC XXX followers, XXX engagements