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[@thehydrogenbull](/creator/twitter/thehydrogenbull)
"2/.project is the 1st of X large projects that Repsol had previously said it expects to reach FID by the middle of 2026. The plant is expected to be operational in 2029 and hydrogen will be deployed in a nearby industrial complex (refinery). However #Enags which is"  
[X Link](https://x.com/thehydrogenbull/status/1973054877161943531) [@thehydrogenbull](/creator/x/thehydrogenbull) 2025-09-30T15:58Z XXX followers, XX engagements


"3/.solid oxide fuel cells using technology licensed from $CWR. As such this is Ceres' first opportunity to earn royalties which is the basis of Ceress economic model going forward. We will not have a view on sales from that factory until Doosan reports but Ceres mgmt did"  
[X Link](https://x.com/thehydrogenbull/status/1971631937157751271) [@thehydrogenbull](/creator/x/thehydrogenbull) 2025-09-26T17:44Z XXX followers, XX engagements


"Amid so much debate around carbon capture leading US #ammonia producer CF Industries appears to be making it work both technically and commercially. A new investor presentation (Sept 15th) highlights(1/4) $CF $LIN $OXY $TE $XOM #CCUS #topsoe #Jera #Mitsui #hydrogen #EnergyX"  
[X Link](https://x.com/thehydrogenbull/status/1968328400852164610) [@thehydrogenbull](/creator/x/thehydrogenbull) 2025-09-17T14:57Z XXX followers, XXX engagements


"7/.cell opportunity. Ceres Power $CWR is another solid oxide fuel cell technology company that has increasingly highlighted the data center opportunity in its communications with investors. $CWR generally adhered to a "capital light" strategy by outsourcing manufacturing to"  
[X Link](https://x.com/thehydrogenbull/status/1969040983984615486) [@thehydrogenbull](/creator/x/thehydrogenbull) 2025-09-19T14:08Z XXX followers, XXX engagements


"8/.3rd parties through technology licensing agreements. In July #Doosan launched the first plant in the world producing fuel cells under a $CWR license. $CWR has another licensing agreement with Delta Electronics (Taiwan) which is already a major supplier to data centers"  
[X Link](https://x.com/thehydrogenbull/status/1969040985414914501) [@thehydrogenbull](/creator/x/thehydrogenbull) 2025-09-19T14:08Z XXX followers, XXX engagements


"4/.not say anything on the call that would suggest demand is very robust out of the gate. Ceres reported another substantive step forward in the form of its partner Delta Electronics moving forward with GBP170 million plant in Taiwan focused on producing hydrogen related"  
[X Link](https://x.com/thehydrogenbull/status/1971631942660771861) [@thehydrogenbull](/creator/x/thehydrogenbull) 2025-09-26T17:44Z XXX followers, XX engagements


"A flurry of recent announcements highlights the maturation of the global #hydrogen city bus sector as incumbents increase investment and the painstaking work of building out infrastructure continues.(1/8) $TM $ISUZY $BLDP $NFI $APD #fuelcells #EnergyX"  
[X Link](https://x.com/thehydrogenbull/status/1975606204513804384) [@thehydrogenbull](/creator/x/thehydrogenbull) 2025-10-07T16:56Z XXX followers, XXX engagements


"@clawrence I am not saying it's true but Bloom management says their products are now effective in load following. Excerpt below from Bloom's Q2 earnings call attributes recent Oracle order to new load following capabilities among other considerations. One of many references on the call"  
[X Link](https://x.com/thehydrogenbull/status/1978173557688443202) [@thehydrogenbull](/creator/x/thehydrogenbull) 2025-10-14T18:58Z XXX followers, XXX engagements


"As I have highlighted throughout 2025 large cap engineering and equipment manufacturers seem to have increased conviction around alternative low-carbon fuels(1/5) $HON $BKR $KBR $LIN $AI $CF $TE $HZR $ECVT #ammonia #CCUS #pyrolysis #hydrogen #EnergyX"  
[X Link](https://x.com/thehydrogenbull/status/1970528207540727983) [@thehydrogenbull](/creator/x/thehydrogenbull) 2025-09-23T16:38Z XXX followers, XXX engagements


"4/.The Technip deal follows Honeywells acquisition of Johnson Mattheys Catalyst Technologies business in May (11x EBITDA per press release) and KBRs acquisition of Chart Industries in July (9x EBITDA per press release). In addition to these larger M&A deals Technip"  
[X Link](https://x.com/thehydrogenbull/status/1970528212435214542) [@thehydrogenbull](/creator/x/thehydrogenbull) 2025-09-23T16:38Z XXX followers, XX engagements


"2/.as a growth industry. Evidence of this sentiment is rising M&A and JV activity in the gas tech space including catalysts processes and equipment that are fundamental to producing those fuels. Most recently per the article above Technip Energies agreed to acquire"  
[X Link](https://x.com/thehydrogenbull/status/1970528704800661515) [@thehydrogenbull](/creator/x/thehydrogenbull) 2025-09-23T16:40Z XXX followers, XXX engagements


"After bottoming out in May and June this year at $XXXX the average Wall Street analyst target price for #PlugPower has gradually recovered to $XXXX based on XX data points that I can see. The highest estimate.(1/3) $PLUG #hydrogen #fuelcell #datacenter #electrolyzer #EnergyX"  
[X Link](https://x.com/thehydrogenbull/status/1975940684709564837) [@thehydrogenbull](/creator/x/thehydrogenbull) 2025-10-08T15:05Z XXX followers, XXX engagements


"A series of new stories merits a follow-up to my recent post regarding the maturing #hydrogen bus market. Per the article below the Adige Hydrogen Valley to the(1/7) $BLDP $TM $NFI $CAF $HPUR $GTLS #solaris #wrightbus #fuelcell #tata #FCEV #EnergyX"  
[X Link](https://x.com/thehydrogenbull/status/1978884852075085865) [@thehydrogenbull](/creator/x/thehydrogenbull) 2025-10-16T18:04Z XXX followers, XXX engagements