[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 thehydrogenbull thehydrogenbull posts on X about $plug, $be, plug, $cwr the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1761152079471476736/interactions)  - X Week XXXXX +7.20% - X Month XXXXXX -XX% - X Months XXXXXX +36% - X Year XXXXXXX +1,007% ### Mentions: XX [#](/creator/twitter::1761152079471476736/posts_active)  - X Month XX -XX% - X Months XXX +26% - X Year XXX +509% ### Followers: XXX [#](/creator/twitter::1761152079471476736/followers)  - X Week XXX +0.94% - X Month XXX +9.70% - X Months XXX +56% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1761152079471476736/influencer_rank)  ### Social Influence [#](/creator/twitter::1761152079471476736/influence) --- **Social category influence** [stocks](/list/stocks) XXXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [finance](/list/finance) XXX% [technology brands](/list/technology-brands) XXX% [countries](/list/countries) XXX% [automotive brands](/list/automotive-brands) XXXX% **Social topic influence** [$plug](/topic/$plug) 5.86%, [$be](/topic/$be) 5.41%, [plug](/topic/plug) 5.41%, [$cwr](/topic/$cwr) #1, [$bldp](/topic/$bldp) 4.05%, [$fcel](/topic/$fcel) 3.15%, [$itm](/topic/$itm) 2.7%, [afc](/topic/afc) 2.25%, [$afc](/topic/$afc) 2.25%, [$lin](/topic/$lin) XXXX% **Top accounts mentioned or mentioned by** [@qud101](/creator/undefined) [@wind4me](/creator/undefined) **Top assets mentioned** [Plug Power, Inc. (PLUG)](/topic/$plug) [Bloom Energy Corporation (BE)](/topic/$be) [Arsenal Fan Token (AFC)](/topic/$afc) [Linde PLC (LIN)](/topic/$lin) [Air Products & Chemicals, Inc. (APD)](/topic/$apd) [Cummins Inc. (CMI)](/topic/$cmi) [Chart Industries, Inc. (GTLS)](/topic/$gtls) [NextEra Energy Inc (NEE)](/topic/$nee) [Sleepless AI (AI)](/topic/$ai) [Californium (CF)](/topic/$cf) [GE Vernova Inc. (GEV)](/topic/$gev) [Heroes of NFT (HON)](/topic/$hon) [Hydro Protocol (HDRO)](/topic/$hdro) [Enigma (ENG)](/topic/$eng) [Exxon Mobil (XOM)](/topic/$xom) [Constellation Energy Corp (CEG)](/topic/$ceg) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Microsoft Corp. (MSFT)](/topic/microsoft) [Toyota Motor Corporation (TM)](/topic/$tm) [American Electric Power Company Inc (AEP)](/topic/$aep) [Honeywell International Inc (HON)](/topic/honeywell) [KBR, Inc. (KBR)](/topic/$kbr) [Convex Finance (CVX)](/topic/$cvx) [Adappter Token (ADP)](/topic/$adp) [STORE Capital, Corp. (STOR)](/topic/$stor) [Flux (FLUX)](/topic/$flux) [Augur (REP)](/topic/$rep) ### Top Social Posts [#](/creator/twitter::1761152079471476736/posts) --- Top posts by engagements in the last XX hours "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](/creator/x/thehydrogenbull) on [X](/post/tweet/1942625070595334221) 2025-07-08 16:41:23 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](/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](/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](/creator/x/thehydrogenbull) on [X](/post/tweet/1945217014148022586) 2025-07-15 20:20:51 UTC XXX followers, XXX engagements "4/.contributor to the multiple discrepancy is growth rates. From FY25-26 consensus estimates imply $ITM will grow sales XX% versus XX% for $NCH2. That said given how few contracts have been signed YTD across the sector any forecast seems highly speculative. #electrolyzers"  [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1798768701682143516) 2024-06-06 17:27:32 UTC XXX followers, XX 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](/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](/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](/creator/x/thehydrogenbull) on [X](/post/tweet/1942963519239958566) 2025-07-09 15:06:16 UTC XXX followers, 1005 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](/creator/x/thehydrogenbull) on [X](/post/tweet/1944770423880573321) 2025-07-14 14:46:15 UTC XXX followers, XXX 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](/creator/x/thehydrogenbull) on [X](/post/tweet/1947688091990298943) 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](/creator/x/thehydrogenbull) on [X](/post/tweet/1943358942471741499) 2025-07-10 17:17:32 UTC XXX followers, XXX engagements "5/.depend more on backup power solutions such as a hydrogen-based product being developed by #Vertiv and #BallardPower as well as systems that have been tested by Microsoft and #PlugPower"  [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1947688098550215027) 2025-07-22 16:00:03 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](/creator/x/thehydrogenbull) on [X](/post/tweet/1948431426749128944) 2025-07-24 17:13:46 UTC XXX followers, XX 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](/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](/creator/x/thehydrogenbull) on [X](/post/tweet/1947318223365374238) 2025-07-21 15:30:18 UTC XXX followers, XXX engagements "4/. cited in the article above JMAT will license its eMERALD process and catalysts which enable the efficient synthesis of feedstocks including green hydrogen to produce e-methanol which is seeing growing demand from the global shipping industry. #hydrogen #SAF #efuels"  [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1791137935108022600) 2024-05-16 16:05:36 UTC XXX followers, XX 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](/creator/x/thehydrogenbull) on [X](/post/tweet/1933579270087200876) 2025-06-13 17:36:36 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](/creator/x/thehydrogenbull) on [X](/post/tweet/1947688096927256848) 2025-07-22 16:00:03 UTC XXX followers, XX 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](/creator/x/thehydrogenbull) on [X](/post/tweet/1783142546631180495) 2024-04-24 14:34:46 UTC XXX followers, 1296 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](/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](/creator/x/thehydrogenbull) on [X](/post/tweet/1939772627603673106) 2025-06-30 19:46:48 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](/creator/x/thehydrogenbull) on [X](/post/tweet/1930343905444151583) 2025-06-04 19:20:25 UTC XXX followers, XXX engagements "A last observation on Plug Power's Q1 results as it pertains to state of the #hydrogen economy overall. Plug's SEC filings include data (table below) on contracted future revenues (essentially backlog) by product line.(1/6) $PLUG $NCH2 $NEL $ITM $GTLS #electrolyzer #EnergyX"  [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1925207672460071166) 2025-05-21 15:10:52 UTC XXX followers, 1055 engagements "In another positive sign for the #hydrogen economy strategic corporate (as opposed to private equity) buyers are very very slowly inching back into the M&A market. In addition to the #Sumitomo deal below. (1/4) $HON $F3C $BLDP $JMAT #h2 #EnergyX"  [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1943711374154010828) 2025-07-11 16:37:58 UTC XXX followers, XXX engagements "Even in the US amid maximum uncertainty a handful of important green #hydrogen production projects are progressing including projects led by Infinium Chevron Air Products Plug Power and H2B2 (1/10) $CVX $APD $PLUG #infinium #ammonia #SAF #EnergyX"  [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1932845204874092708) 2025-06-11 16:59:42 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](/creator/x/thehydrogenbull) on [X](/post/tweet/1945504520886214904) 2025-07-16 15:23:18 UTC XXX followers, XXX engagements "5/.the Gulf Coast. Those plants will also be able to take advantage of an already existing network of hydrogen pipelines along the Gulf Coast for distribution. Blue hydrogen piped directly from a production facility could be a work around for long waiting times for"  [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1943358940902732192) 2025-07-10 17:17:32 UTC XXX followers, XX engagements "4/Separately the #DeltaACES project led by Chevron and #MitsubishiHeavyIndustries is scheduled to begin operations this year. Using existing transmission lines the facility will employ 220MW of #HydrogenPro $HYPRO electrolyzers to convert curtailed renewable power"  [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1932845209496297834) 2025-06-11 16:59:43 UTC XXX followers, XXX 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](/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](/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](/creator/x/thehydrogenbull) on [X](/post/tweet/1940426828516319380) 2025-07-02 15:06:21 UTC XXX followers, XXX engagements "Reducing transmission costs through pipeline infrastructure is essential to the viability of the #hydrogen economy. I recently wrote about three sections of the German "Core(1/9) $ENG $ENGI $SRG $FLUX #RWE #natran #terega #pipeline #gascade #EnergyX"  [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1942273511294144800) 2025-07-07 17:24:25 UTC XXX followers, XXX engagements "After announcing 1.2bn in grants to the H2 Valleys program last week Spain will further aggressively support its #hydrogen economy thanks to belated EU approval for a.(1/4) $PLUG $ENR $CMI $NCH2 $ANE $IBE $REP $ENG #moeve #electrolyzer #EnergyX"  [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1912210209189028111) 2025-04-15 18:23:35 UTC XXX followers, XXX 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](/creator/x/thehydrogenbull) on [X](/post/tweet/1945856980276375760) 2025-07-17 14:43:51 UTC XXX followers, XXX engagements
[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 thehydrogenbull
thehydrogenbull posts on X about $plug, $be, plug, $cwr the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX +7.20%
- X Month XXXXXX -XX%
- X Months XXXXXX +36%
- X Year XXXXXXX +1,007%
Mentions: XX #
- X Month XX -XX%
- X Months XXX +26%
- X Year XXX +509%
Followers: XXX #
- X Week XXX +0.94%
- X Month XXX +9.70%
- X Months XXX +56%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence stocks XXXXX% cryptocurrencies XXXX% finance XXX% technology brands XXX% countries XXX% automotive brands XXXX%
Social topic influence $plug 5.86%, $be 5.41%, plug 5.41%, $cwr #1, $bldp 4.05%, $fcel 3.15%, $itm 2.7%, afc 2.25%, $afc 2.25%, $lin XXXX%
Top accounts mentioned or mentioned by @qud101 @wind4me
Top assets mentioned Plug Power, Inc. (PLUG) Bloom Energy Corporation (BE) Arsenal Fan Token (AFC) Linde PLC (LIN) Air Products & Chemicals, Inc. (APD) Cummins Inc. (CMI) Chart Industries, Inc. (GTLS) NextEra Energy Inc (NEE) Sleepless AI (AI) Californium (CF) GE Vernova Inc. (GEV) Heroes of NFT (HON) Hydro Protocol (HDRO) Enigma (ENG) Exxon Mobil (XOM) Constellation Energy Corp (CEG) Vertiv Holdings Co (VRT) Microsoft Corp. (MSFT) Toyota Motor Corporation (TM) American Electric Power Company Inc (AEP) Honeywell International Inc (HON) KBR, Inc. (KBR) Convex Finance (CVX) Adappter Token (ADP) STORE Capital, Corp. (STOR) Flux (FLUX) Augur (REP)
Top Social Posts #
Top posts by engagements in the last XX hours
"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 on X 2025-07-08 16:41:23 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, 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 on X 2025-07-15 20:20:51 UTC XXX followers, XXX engagements
"4/.contributor to the multiple discrepancy is growth rates. From FY25-26 consensus estimates imply $ITM will grow sales XX% versus XX% for $NCH2. That said given how few contracts have been signed YTD across the sector any forecast seems highly speculative. #electrolyzers" @thehydrogenbull on X 2024-06-06 17:27:32 UTC XXX followers, XX 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
"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 on X 2025-07-09 15:06:16 UTC XXX followers, 1005 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 on X 2025-07-14 14:46:15 UTC XXX followers, XXX 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
"5/.depend more on backup power solutions such as a hydrogen-based product being developed by #Vertiv and #BallardPower as well as systems that have been tested by Microsoft and #PlugPower" @thehydrogenbull on X 2025-07-22 16:00:03 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, XX 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
"4/. cited in the article above JMAT will license its eMERALD process and catalysts which enable the efficient synthesis of feedstocks including green hydrogen to produce e-methanol which is seeing growing demand from the global shipping industry. #hydrogen #SAF #efuels" @thehydrogenbull on X 2024-05-16 16:05:36 UTC XXX followers, XX 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 on X 2025-06-13 17:36:36 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
"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 on X 2024-04-24 14:34:46 UTC XXX followers, 1296 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
"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 on X 2025-06-30 19:46:48 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 on X 2025-06-04 19:20:25 UTC XXX followers, XXX engagements
"A last observation on Plug Power's Q1 results as it pertains to state of the #hydrogen economy overall. Plug's SEC filings include data (table below) on contracted future revenues (essentially backlog) by product line.(1/6) $PLUG $NCH2 $NEL $ITM $GTLS #electrolyzer #EnergyX" @thehydrogenbull on X 2025-05-21 15:10:52 UTC XXX followers, 1055 engagements
"In another positive sign for the #hydrogen economy strategic corporate (as opposed to private equity) buyers are very very slowly inching back into the M&A market. In addition to the #Sumitomo deal below. (1/4) $HON $F3C $BLDP $JMAT #h2 #EnergyX" @thehydrogenbull on X 2025-07-11 16:37:58 UTC XXX followers, XXX engagements
"Even in the US amid maximum uncertainty a handful of important green #hydrogen production projects are progressing including projects led by Infinium Chevron Air Products Plug Power and H2B2 (1/10) $CVX $APD $PLUG #infinium #ammonia #SAF #EnergyX" @thehydrogenbull on X 2025-06-11 16:59:42 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
"5/.the Gulf Coast. Those plants will also be able to take advantage of an already existing network of hydrogen pipelines along the Gulf Coast for distribution. Blue hydrogen piped directly from a production facility could be a work around for long waiting times for" @thehydrogenbull on X 2025-07-10 17:17:32 UTC XXX followers, XX engagements
"4/Separately the #DeltaACES project led by Chevron and #MitsubishiHeavyIndustries is scheduled to begin operations this year. Using existing transmission lines the facility will employ 220MW of #HydrogenPro $HYPRO electrolyzers to convert curtailed renewable power" @thehydrogenbull on X 2025-06-11 16:59:43 UTC XXX followers, XXX 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
"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 on X 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 on X 2025-07-02 15:06:21 UTC XXX followers, XXX engagements
"Reducing transmission costs through pipeline infrastructure is essential to the viability of the #hydrogen economy. I recently wrote about three sections of the German "Core(1/9) $ENG $ENGI $SRG $FLUX #RWE #natran #terega #pipeline #gascade #EnergyX" @thehydrogenbull on X 2025-07-07 17:24:25 UTC XXX followers, XXX engagements
"After announcing 1.2bn in grants to the H2 Valleys program last week Spain will further aggressively support its #hydrogen economy thanks to belated EU approval for a.(1/4) $PLUG $ENR $CMI $NCH2 $ANE $IBE $REP $ENG #moeve #electrolyzer #EnergyX" @thehydrogenbull on X 2025-04-15 18:23:35 UTC XXX followers, XXX 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 on X 2025-07-17 14:43:51 UTC XXX followers, XXX engagements