Plug Power Inc (PLUG) Options

$PLUG Another $PLUG Customer : https://www.hamburg-airport.de/de/unternehmen/presse/wasserstoff-gepaeckschlepper-im-realbetrieb-88042

“provide two-years worth of hydrogen at a fixed price.”

I doubt plug wants to continue supplying them for more years at a loss…

I think every past contract ended being fulfilled at a loss…

“Plug Power has the contract to deliver and set up an interim fueling system for the buses and will also provide two-years worth of hydrogen at a fixed price. SamTrans also negotiated an option to extend that contract after two years if the district’s permanent fueling stations aren’t yet ready for operation.”

Billy - PLUG is the interim supplier (10+ busses) .

PLUG is NOT the permanent supplier or building out the infrastructure. ...

Why not ?

$PLUG : those buses will need fuel https://www.samtrans.com/news/samtrans-gearing-operate-its-first-zero-emission-buses

NOPE !
Trillium ... NOT Plug !
Why NOT Plug ?

$PLUG : Business for PLUG : https://fuelcellsworks.com/2025/07/11/fuel-cells/samtrans-approves-20m-hydrogen-fueling-station-to-support-118-units-h2-bus-fleet

Skeet - No Mention of PLUG !

Fake News.

I told you the goverment is the new contract. The US Air Force is developing a new manned fighter jet known as the Boeing F-47, which is part of the Next Generation Air Dominance (NGAD) program, according to Wikipedia. This is intended to be a sixth-generation air superiority fighter, but it's not specifically designed as a hydrogen-powered aircraft.

$11 trillion in infrastructure and $150 bil in free cash within the next 5 years to kick start the process…and MAYBE the cost for hydrogen drops a buck in 25 years?…will hydrogen even be profitable at that point?…

Long before those 25 years are up, nuclear fusion will be ready for prime time…no one will need hydrogen…but the oil companies, who will be in control of hydrogen, will insist that so much money has been spent on hydrogen that we can’t possibly abandon it…that’s why they want trillions spent on it now…or as soon as possible…

How about spending a few trillion now on nuclear and get it online sooner…

$PLUG has nearly 1 Billion of Debt $986.72M

'Hydrogen could meet quarter of world's energy needs – at $11 trillion cost' https://www.rechargenews.com/transition/hydrogen-could-meet-quarter-of-worlds-energy-needs-at-11-trillion-cost/2-1-784290 $PLUG

It's enough to get people interested in transporting hydrogen.

JB, I registered for the webinar, but I couldn't figure out how to listen to it. It has been a while since the last time I listened to one, the process changed completely, not sure if I was doing something wrong, or if I was denied access to it. About yourself?

rick - NOTHING BURGER .

$3.9 million doesn't go very far when your talking maritime .

$3.9 Million Is Now Available To Support Innovative Maritime Solutions To Transport Clean Hydrogen

https://www.nyserda.ny.gov/About/Newsroom/2025-Announcements/2025-07-09-NYSERDA-Announces-3-Million-To-Support-Maritime-Solutions-To-Transport-Clean-Hydrogen

Steve - Even with a Reverse Split , Plug will have difficulty ever seeing $75 again.

Plug went to $75 on HYPE & FROTH, and the same is true now.

Plug remains a struggling, poor run, very speculative stock worth about $2.00's.

Gee, when have I heard that nonsense before? Yes, when it was $75 and dropped under $1. The only way it gets that high is a RS.

WTM - Did you listen to this Webinar yesterday ?

Is anyone making money with natural hydrogen, yet ?

Is anyone making money with Green Hydrogen, yet ?

WHY NOT ?

Plug Power meaning hydrogen was listed in the Big Beautiflu Bill as a reliable fuel source for the country, water is eveywhere that's why they are building plants all over the country to fule america and other countries there is know telling how high these shares will go.

We haven't seen nothing yet plug will hit $500 to a $1000 per share, that US company is the Govorment it will be used in Trains/ Big Rigs/ Farm equipment and all Industrial equipment in the United States.

I do recall! I will say DJT isn't for me but I wish you the best on that.

The best advise you've given me is to target $200-$300 profit a trade. It's working out well. Better than swinging for the fence and whiffing.

Hydrogen in long haul transport

https://powertorque.com.au/hydrogen-in-long-haul-transport/

Another beautiful day. The trend is on the bull side. Next leg.$ 2,3,4,5.

I guess you are pretending you now own plug again?…lmao

“Spuds McKenz66
Re: Jack_Bolander post# 60623
Monday, 06/02/2025 7:30:15 PM
OUT @ 85 MARSH is scum who wanted 50 will get after split , made some into DJT now PLUG”

cool u remembered as well DJT I'm calling 30 PLUG 2.25

$1.80

Hey Spuds! Good to see your PLUG play is paying large from that .89c spot....HUGE! Congrats!

Yes, I know, but cannot figure out why. Still no DOE money released. 45V got 2 years versus 5 but still exist. Maybe, the expensing rule over 1 year helped? Plug still losing million and revenue only slated at 750 million that was to be what $3 billion by now. Cash will be gone by year end and more dilution and a RS on the horizon. All I can think is the shorts are getting out and setting up another downdraft.

Hundreds of millions of dollars have been responding positively since its low of $ 0.69 on May 15th

Not seeing the big deal here as their H2 supplier will continue to sell to them until I'm guessing they no longer need them? Was this even a question? I wonder how much this saves Plug and if makes much of a difference in their losses.

Plug Power Extends Strategic Hydrogen Supply Agreement with Multi-Year Contract and Improved Economics with Key Hydrogen Supplier
New Deal Strengthens Domestic Hydrogen Supply, Reduces Cost Structure and Supports Continued Growth of Plug Applications
SLINGERLANDS, N.Y., July 09, 2025 (GLOBE NEWSWIRE) -- Plug Power Inc. (NASDAQ: PLUG), a global leader in comprehensive hydrogen solutions, today announced a new multi-year enhanced supply agreement with a leading U.S.-based industrial gas company and longtime hydrogen partner through 2030. The agreement extends the companies’ current strategic relationship through 2030, securing reliable hydrogen supply for Plug’s growing applications business while significantly reducing the cost structure and improving cash flows.

As part of the extension, the strategic partner will continue to supply Plug with liquid hydrogen while immediately reducing the cost and collaborating on improved network efficiency. The extension aligns with Plug’s strategic objectives to strengthen margins, enhance operational flexibility and support customer demand across a growing base of over 275 hydrogen-consuming customer sites and growing.

“This expanded agreement supports our mission to build on our already robust and resilient hydrogen network in the U.S.,” said Andy Marsh, CEO of Plug. “As we continue to scale our applications business and build long-term partnerships with customers, reliable supply and cost efficiency are critical. This contract is a win for Plug, our customers, our suppliers and our margin profile. The immediate cost reduction complements our progress this year with Project Quantum Leap, focused on cost optimization and cash flow improvement.”

Plug’s diverse and growing customer base, along with the continued rollout of new sites, demands the ongoing expansion of its hydrogen solutions and supporting network. While Plug continues to scale its own hydrogen production capacity, current market dynamics and anticipated growth necessitate a mix of hydrogen solutions and strong partnerships to advance the industry. Strategic supply agreements like this one allow Plug to meet growing application demand while preserving resources and strengthening partnerships across the value chain.

Plug is rapidly expanding its generation network to ensure a reliable, domestically produced supply, with hydrogen plants currently operational in Georgia, Tennessee and Louisiana. Together, these facilities represent 40 tons per day of liquid hydrogen production capacity, with additional plants under development to further increase Plug’s footprint and support national infrastructure needs. Plug is launching over 40 new sites in 2025 and anticipates continued growth in the industry in 2026 onward, expanding the need for more ubiquitous and cost-efficient hydrogen supply.

This announcement follows the recent passage of energy and tax legislation supporting U.S. clean hydrogen development. This legislation will provide strong tailwinds in the near and mid-term for additional market growth. Plug’s expanded agreement with this partner highlights how strong U.S.-based industrial partnerships are advancing a domestic hydrogen economy to support this ongoing growth.


About Plug Power
Plug is building the global hydrogen economy with a fully integrated ecosystem spanning production, storage, delivery, and power generation. A first mover in the industry, Plug provides electrolyzers, liquid hydrogen, fuel cell systems, storage tanks and fueling infrastructure to industries such as material handling, industrial applications and energy producers—advancing energy independence and decarbonization at scale.

With electrolyzers deployed across five continents, Plug leads in hydrogen production, delivering large-scale projects that redefine industrial power. The company has deployed over 72,000 fuel cell systems and 275 fueling stations and is the largest user of liquid hydrogen. Plug is rapidly expanding its generation network to ensure reliable, domestically produced supply, with hydrogen plants currently operational in Georgia, Tennessee and Louisiana, capable of producing 40 tons per day.

Today is just the beginning of what will be a epic turnaround for plug
Enjoy your ride! 

PLUG...................................................https://stockcharts.com/h-sc/ui?s=PLUG&p=W&b=5&g=0&id=p86431144783

Three Washington transit agencies test out hydrogen-powered buses
https://www.knkx.org/environment/2025-07-09/thurston-lewis-snohomish-county-public-transit-agencies-test-hydrogen-powered-buses-zero-emissions

crazy hows Mojack doing ? getting rich thank you PLUG

How can someone be so wrong….PLUG up about 20% so far today.

Mission Hydrogen webinar, starts in 10 min. "Natural Hydrogen Exploration" with Christophe Hecker from NaturalHy.

Join now for free: https://events.ringcentral.com/events/natural-hydrogen-exploration

sort of like you, interesting with no real / usabale information.. Bias everywhere is useless

Yet another Plug PR, with no real / usabale information.

more the delay in the NY. plant.

Need production facilities closer to the midwest transport / storage hubs

so not a surprise but I wonder what the price/commitment is and how much better than before?

Good News for Air Products ?

Godd News for Linde ?

I guess we need to keep buying third-party hydrogen because of the delays with the Texas Plant.

The DOE Loan Guarantee to Plug is SOLYNDRA Redux.

The French government in a hydrogen 180, has stated that government funding for hydrogen is a waste of money and resources.

i wonder how long the DOE will allow that money to languish unused while plug tries to get its crap together...i imagine the DOE can simply rescind that loan guarantee...

City of Fresno to Join First Public Hydrogen Authority
https://www.prnewswire.com/news-releases/city-of-fresno-to-join-first-public-hydrogen-authority-302500346.html

$PLUG Found this 1 on another board : Rapid Refueling . Zero Emission
https://fuelcellsworks.com/2025/07/08/fuel-cells/cenntro-develops-second-generation-hydrogen-fuel-cell-class-8-semi-tractor-and-receives-epa-certification

The loan guarantee is a firm contract and has been since January. It would be very hard for any politician to get in the way of it.

Meeting the conditions to free money from it to allow the actual loan company to lend the money is what delays things.

Also PLUG needs to be sure thy will go ahead, issues with the volume of water required for example are holding things up at the moment as they require 3 times the amount initially permitted. If they cant get the water, they cant generate 45 TPD and the whole viability of the plant comes under review.

At least they were honest (for a change) when the loan guarantee was secured. Expect real construction (not site clearing) to start at the end of the year when these things will have been resolved.

I think the DOE loan guarantee will go through. If, not, as you've said they can partner with some other company.

If not, Plug Power can survive without it.

How are they even going to get this going without the DOE funds. Trump is trying to block these funds from ever getting disbursed. The only way it happens is for Exxon or AirLiquide to partner or buy Plug since they have the deep pockets to do a project like this.

$PLUG : Saw This 1 posted on another Message Board : PLUG in the new BIG-LY
https://www.hydrogenfuelnews.com/texas-pushes-to-lead-in-hydrogen-production-with-massive-gulf-coast-investments/8571649/?awt_a=1jpsU&awt_l=HXpyh&awt_m=iNUGb6RU6u5DlsUSaw