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# ![@thehydrogenbull Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1761152079471476736.png) @thehydrogenbull thehydrogenbull

thehydrogenbull posts on X about $be, $cwr, $plug, $bldp 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)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1761152079471476736/c:line/m:interactions.svg)

- 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)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1761152079471476736/c:line/m:posts_active.svg)

- X Month XX -XX%
- X Months XXX +26%
- X Year XXX +509%

### Followers: XXX [#](/creator/twitter::1761152079471476736/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1761152079471476736/c:line/m:followers.svg)

- X Week XXX +0.94%
- X Month XXX +9.70%
- X Months XXX +56%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1761152079471476736/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1761152079471476736/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1761152079471476736/influence)
---

**Social category influence**
[stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[$be](/topic/$be), [$cwr](/topic/$cwr) #1, [$plug](/topic/$plug), [$bldp](/topic/$bldp), [$fcel](/topic/$fcel), [plug](/topic/plug), [$lin](/topic/$lin), [$apd](/topic/$apd), [afc](/topic/afc), [$afc](/topic/$afc)

**Top assets mentioned**
[Bloom Energy Corporation (BE)](/topic/$be) [Plug Power, Inc. (PLUG)](/topic/$plug) [Linde PLC (LIN)](/topic/$lin) [Air Products & Chemicals, Inc. (APD)](/topic/$apd) [Arsenal Fan Token (AFC)](/topic/$afc) [Cummins Inc. (CMI)](/topic/$cmi) [Sleepless AI (AI)](/topic/$ai) [Californium (CF)](/topic/$cf) [Chart Industries, Inc. (GTLS)](/topic/$gtls) [Heroes of NFT (HON)](/topic/$hon) [Hydro Protocol (HDRO)](/topic/$hdro) [NextEra Energy Inc (NEE)](/topic/$nee) [Exxon Mobil (XOM)](/topic/$xom) [Vertiv Holdings Co (VRT)](/topic/$vrt) [STORE Capital, Corp. (STOR)](/topic/$stor) [Constellation Energy Corp (CEG)](/topic/$ceg) [GE Vernova Inc. (GEV)](/topic/$gev) [Adappter Token (ADP)](/topic/$adp) [Enigma (ENG)](/topic/$eng) [Flux (FLUX)](/topic/$flux) [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)
### 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 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


"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, XX 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


"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


"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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1943711374154010828) 2025-07-11 16:37:58 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


"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


"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, 1005 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


"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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1791137935108022600) 2024-05-16 16:05:36 UTC XXX followers, XX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1943358940902732192) 2025-07-10 17:17:32 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


"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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1942273511294144800) 2025-07-07 17:24:25 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, X 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1947688098550215027) 2025-07-22 16:00:03 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 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


"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


"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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1947688096927256848) 2025-07-22 16:00:03 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 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, X 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


"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


"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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1932845204874092708) 2025-06-11 16:59:42 UTC XXX followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1932845209496297834) 2025-06-11 16:59:43 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


"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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1761152079471476736.png) [@thehydrogenbull](/creator/x/thehydrogenbull) on [X](/post/tweet/1943358942471741499) 2025-07-10 17:17:32 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

[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 Avatar @thehydrogenbull thehydrogenbull

thehydrogenbull posts on X about $be, $cwr, $plug, $bldp the most. They currently have XXX followers and XXX posts still getting attention that total XXX engagements in the last XX hours.

Engagements: XXX #

Engagements Line Chart

  • X Week XXXXX +7.20%
  • X Month XXXXXX -XX%
  • X Months XXXXXX +36%
  • X Year XXXXXXX +1,007%

Mentions: XX #

Mentions Line Chart

  • X Month XX -XX%
  • X Months XXX +26%
  • X Year XXX +509%

Followers: XXX #

Followers Line Chart

  • X Week XXX +0.94%
  • X Month XXX +9.70%
  • X Months XXX +56%

CreatorRank: XXXXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence stocks cryptocurrencies finance technology brands countries automotive brands

Social topic influence $be, $cwr #1, $plug, $bldp, $fcel, plug, $lin, $apd, afc, $afc

Top assets mentioned Bloom Energy Corporation (BE) Plug Power, Inc. (PLUG) Linde PLC (LIN) Air Products & Chemicals, Inc. (APD) Arsenal Fan Token (AFC) Cummins Inc. (CMI) Sleepless AI (AI) Californium (CF) Chart Industries, Inc. (GTLS) Heroes of NFT (HON) Hydro Protocol (HDRO) NextEra Energy Inc (NEE) Exxon Mobil (XOM) Vertiv Holdings Co (VRT) STORE Capital, Corp. (STOR) Constellation Energy Corp (CEG) GE Vernova Inc. (GEV) Adappter Token (ADP) Enigma (ENG) Flux (FLUX) Microsoft Corp. (MSFT) Toyota Motor Corporation (TM) American Electric Power Company Inc (AEP) Honeywell International Inc (HON) KBR, Inc. (KBR) Convex Finance (CVX)

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 Avatar @thehydrogenbull on X 2025-07-08 16:41:23 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 @thehydrogenbull on X 2025-07-23 22:09:21 UTC XXX followers, XX 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 @thehydrogenbull on X 2025-07-15 20:20:51 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 Avatar @thehydrogenbull on X 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 @thehydrogenbull on X 2025-07-14 14:46:15 UTC XXX followers, XXX 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 Avatar @thehydrogenbull on X 2025-07-11 16:37:58 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 @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 Avatar @thehydrogenbull on X 2025-07-02 15:06:21 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 @thehydrogenbull on X 2025-06-16 17:16:20 UTC XXX followers, XXX 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 @thehydrogenbull on X 2025-07-09 15:06:16 UTC XXX followers, 1005 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 @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 Avatar @thehydrogenbull on X 2024-05-16 16:05:36 UTC XXX followers, XX 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 Avatar @thehydrogenbull on X 2025-07-10 17:17:32 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 @thehydrogenbull on X 2025-07-10 17:17:30 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 Avatar @thehydrogenbull on X 2025-07-07 17:24:25 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 @thehydrogenbull on X 2025-07-23 22:09:22 UTC XXX followers, X 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 Avatar @thehydrogenbull on X 2025-07-22 16:00:03 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 Avatar @thehydrogenbull on X 2025-07-18 14:33:27 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 @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 Avatar @thehydrogenbull on X 2025-07-22 16:00:03 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 Avatar @thehydrogenbull on X 2025-07-23 22:09:23 UTC XXX followers, X 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 @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 Avatar @thehydrogenbull on X 2025-06-04 19:20:25 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 Avatar @thehydrogenbull on X 2025-06-11 16:59:42 UTC XXX followers, XXX 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 Avatar @thehydrogenbull on X 2025-06-11 16:59:43 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 @thehydrogenbull on X 2025-07-01 18:54:38 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 Avatar @thehydrogenbull on X 2025-07-10 17:17:32 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 @thehydrogenbull on X 2025-07-16 15:23:18 UTC XXX followers, XXX engagements

creator/x::thehydrogenbull
/creator/x::thehydrogenbull