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[@thehydrogenbull](/creator/twitter/thehydrogenbull)
"Bosch is among the global leaders in hydrogen equipment and implementation for the mobility and energy markets. In 2025 the Company has announced a series of important strategic refinements and growth(1/7) #Bosch $CWR $FCEL $BE #PEM #fuelcell #EnergyX"  
![@thehydrogenbull Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1942625070595334221) 2025-07-08 16:41:23 UTC XXX followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1937938507936285176) 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1940121888912810381) 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1948143422537183308) 2025-07-23 22:09:21 UTC XXX followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1945217014148022586) 2025-07-15 20:20:51 UTC XXX followers, XXX engagements


"Important development for Bloom Energy. $BE #fuelcells #hydrogen #datacenters #EnergyX"  
![@thehydrogenbull Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1948377102933229626) 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1934661330276937733) 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1948143428128448666) 2025-07-23 22:09:22 UTC XXX followers, XX engagements


"Bloom Energy is up XX% today as JP Morgan upgrades the stock to "Outperform" and raises the target price from $XX to $XX. JPM believes customers will be more willing to commit to Blooms tech given certainty on #fuelcell tax.(1/2) $BE $CWR $FCEL $CEG $GEV #hydrogen #EnergyX"  
![@thehydrogenbull Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1942963519239958566) 2025-07-09 15:06:16 UTC XXX followers, 1007 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1947688091990298943) 2025-07-22 16:00:02 UTC XXX followers, XXX engagements


"The official opening of #Doosans 50MW solid oxide #fuelcell plant in Korea last month will be an important test for Ceres Power and the stationary fuel cell market. Ceres employs an asset light business model which.(1/5) $CWR $BE $NCH2 #elcogen #topsoe #hydrogen #EnergyX"  
![@thehydrogenbull Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1944770423880573321) 2025-07-14 14:46:15 UTC XXX followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1948431426749128944) 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1946216753337430323) 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1947318223365374238) 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1948770337652416749) 2025-07-25 15:40:29 UTC XXX followers, XXX engagements


"Hydrogen equipment companies are investing in China which is the global leader by far in deploying #hydrogen as a decarbonization solution. #Bosch is already a leading supplier of #fuelcells to.(1/5) $PCELL $TM $HPUR $GLTS $BLDP $CMI #hyundai #EnergyX"  
![@thehydrogenbull Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1933579270087200876) 2025-06-13 17:36:36 UTC XXX followers, XXX engagements


"3/ The agreement with Uniper will address less than XX% of the hydrogen Salzgitter will need for its plant. Salzgitter is also building its own 100MW green hydrogen plant under a contract with ANDRITZ AG that will employ electrolyzers from HydrogenPro. $SZG $HYPRO #hydrogen #greensteel #electrolyzers #energy #ANDRITZ"  
![@thehydrogenbull Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1783142546631180495) 2024-04-24 14:34:46 UTC XXX followers, 1296 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1937156697933725887) 2025-06-23 14:32:02 UTC XXX followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1948143429835526260) 2025-07-23 22:09:23 UTC XXX followers, XX engagements


"Bloom Energy and other high temperature #fuelcell manufacturers stand to benefit as regulators become more flexible around behind-the-meter (BTM) and co-located power generation for #datacenters .(1/8) $BE $CWR $FCEL $AEP $BLDP $PLUG #hydrogen #EnergyX"  
![@thehydrogenbull Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1939772627603673106) 2025-06-30 19:46:48 UTC XXX followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1936090415087960084) 2025-06-20 15:55:00 UTC XXX followers, XXX engagements


"This morning following on the tail of the Honeywell / Johnson Matthey deal AFC Energy announced a partnership with a leading S&P500 industrial company to commercialize #ammonia cracking(1/4) $AFC $HON $JMAT $KBR $TE $LIN $AI $CF #hydrogen #EnergyX"  
![@thehydrogenbull Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1930343905444151583) 2025-06-04 19:20:25 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1945504520886214904) 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1948413789918937342) 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1948770339720212971) 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1943358934892326975) 2025-07-10 17:17:30 UTC XXX followers, XXX engagements


"2/.In recent weeks I've highlighted numerous signs of strength in the low emission fuel sector including blue hydrogen offtake agreements (JERA/Mitsui/CF and Marubeni/ExxonMobil) green hydrogen offtake agreements (Marubeni/#EnvisionEnergy) SAF offtake agreements (FedEx"  
![@thehydrogenbull Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1945217016660467855) 2025-07-15 20:20:51 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1940426828516319380) 2025-07-02 15:06:21 UTC XXX followers, XXX engagements


"Good summary of current regulatory state of play for hydrogen in De Nora's Q4 earnings presentations. #hydrogen #electroyzers #fuelcells #EnergyX #EnergyTransition #thyssenkrupp #denora $DNR $NCH2 $NEL $ITM $PLUG $CWR $LIN $APD $AI $LHYFE $ENR $CMI $RWE $TTE"  
![@thehydrogenbull Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1902751948173902314) 2025-03-20 15:59:50 UTC XXX followers, 1344 engagements


"Nel reports earnings early in the quarterly cycle and is a very useful barometer for the green #hydrogen market given its product (alkaline and PEM #electrolyzers) and geographic breadth. Yesterdays Q2 earning call covered a lot of ground.(1/11) $NEL $ITM $PLUG $NCH2 #EnergyX"  
![@thehydrogenbull Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1945856980276375760) 2025-07-17 14:43:51 UTC XXX followers, XXX engagements