Why has Plug increased orders with Cell Impact ?.

Seems Cell Impact has received more orders from $Plug Cell Impact and Plug Power Inc. have a long-standing industrial partnership centered on the manufacturing and supply of flow plates used in hydrogen fuel cells and electrolysis systems. [1, 2]

Key Partnership Milestones

  • March 2021 (SEK 42 Million Order): Cell Impact received a major order from Plug Power for a proprietary Cell Impact Forming™ production line and flow plates. The production line was installed at Plug Power's Rochester Innovation Center in New York. [1]
  • October 2023 (SEK 22 Million / $1.9 Million Order): Cell Impact secured an additional order worth SEK 22.0 million (approx. $1.9 million) from Plug Power for the continuous production of flow plates and related components. [1, 2]
  • Dual-Sourcing Strategy: The collaboration uses a multi-site production model—splitting flow plate manufacturing between Cell Impact's facility in Karlskoga, Sweden, and Plug Power's Rochester Innovation Center—to scale production and reduce supply chain risk. [1]

Would you like more details on Plug Power's fuel cell technology or Cell Impact's forming manufacturing process?

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u/DependentCultural912 — 8 days ago

at first I thought TEsla

It’s Tesla in Germany with EWe ……….with Tesla , we would Pop tesa prepares Hamburg plant for H₂ use 
• Hydrogen from renewable energies is expected to reduce emissions at tesa's Hamburg plant by around 6,000 metric tons of CO₂e per year 
• First EWE-H₂ supply contract with climate protection contract on the customer side

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u/DependentCultural912 — 8 days ago

Hardest thing in World Adding with Conviction

I started adding again $2.50

i May have a few $4’s and a few $5’s

i have TONS under $2

i have EVERY DAY under $1 for six weeks last May tons of shares

just added $1.76 and $1.77……..the Definition of Crazy and Genius at $10

just landed another PILLAR Customer 600 more units this coming Qtr

u/DependentCultural912 — 8 days ago
▲ 3 r/Hydrogen2030+1 crossposts

Liquid Hydrogen Tankers

Enough Hydrogen to full 3215 Hydrogen aforklifts Plug Power recently completed the first fill of a Plug tanker with liquid green hydrogen produced at its Woodbine, Georgia, production plant.

The cryogenic trailer transported the hydrogen to Walmart, Amazon, and Home Depot.

“The first delivery of our green hydrogen molecule marks a critical milestone for the green hydrogen economy,” Plug CEO Andy Marsh said in a news release. “If you want to see the hydrogen ecosystem of the future, it’s at Plug today.

“There’s no doubt that Plug is demonstrating the future with real products and projects at scale.”

The tanker holds enough liquid hydrogen to fuel 3,216 forklifts a day, Plug said.

The company’s Georgia plant currently operates eight 5-megawatt (MW) electrolyzers, the largest proton exchange membrane (PEM) electrolyzer deployment in the U.S. The plant can produce up to 15 tons per day of liquid green hydrogen and serves customers in the eastern U.S. From production to fill, the process was completed in about four days, and from now on the trailers will deliver the hydrogen to customers through Plug’s “extensive” logistics network.

u/DependentCultural912 — 11 days ago

BMW goes Hydrogen Pipeline

First plant in world with a Hydrn Pipeline and230 h2 forklifts

  • World's first automotive plant with hydrogen pipeline connection 
  •  Milestone for energy resilience and further decarbonization 
  •  Industrial transformation in cooperation with politics and energy partners

 

Leipzig. The BMW Group Plant Leipzig celebrates today the symbolic start of construction of a roughly two-kilometre-long Hydrogen pipeline as a connection to the future Hydrogen core network. Completion and connection are in the first Half-year 2028 planned. This will be the location of the world’s first be an automotive plant that directly via a pipeline with hydrogen is supplied.

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u/DependentCultural912 — 15 days ago

TAM Electrolyzers 2030

The potential of Electrolyzers at 30% margins BILLIONS #SuperIntelligence 2030

Global total addressable market (TAM) projections for hydrogen electrolyzers by 2030 range widely from $13.3 billion to over $78 billion, depending on underlying policy assumptions and realized deployment rates.[1, 2]

📊 2030 Market Projections & Estimates

  • High-End Forecasts: Up to $57.2B to $78.0B by 2030 (e.g., MarketsandMarkets, Grand View Research) assuming aggressive global decarbonization and rapid scaling. [1, 2, 3]
  • Conservative Estimates: Lower bounds like $13.3 billion (e.g., Bonafide) or smaller foundational valuations if policy headwinds and project delays persist. [1]
  • Manufacturing Overcapacity: Factory capacity reportedly faces a massive mismatch, with nameplate capacity potentially outpacing actual deployment demand up to 2x or more. [1, 2]
  • Utilization Realities: The International Energy Agency (IEA) highlights that actual utilization rates remain low (~9–10%), with market consolidation under way as developers push back final investment decisions (FIDs). [1]
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u/DependentCultural912 — 15 days ago

A New Day Super Intelligence $Plug

Seems Yorkville Decided “”””It’s Time”””” and a NICER Super Intelligence has Key Mandates and Timeline

  • Overall SAF Blend Requirements: Begins at 2% in 2025, rising to 6% in 2030, 20% in 2035, and reaching 70% by 2050.
  • Synthetic Fuels (E-Fuels) Sub-Mandate: Requires a dedicated portion of synthetic aviation fuels starting at 1.2% in 2030, scaling to 35% by 2050.
  • Airport Applicability: Applies to EU airports handling over 800,000 passengers or 100,000 tons of freight annually. [1, 2, 3]

Operational Rules for Airlines

  • Anti-Tankering Rule: Aircraft operators departing from EU airports must uplift at least 90% of their yearly required aviation fuel on-site to prevent carrying excessive fuel weight loaded elsewhere for cost-saving reasons. [1, 2]
  • Eligible Fuels: Includes drop-in advanced biofuels (such as hydroprocessed esters and fatty acids), recycled carbon fuels, and synthetic aviation fuels produced from renewable hydrogen. [1, 2]
  • Compliance Enforcement: Fuel suppliers face non-compliance fines and penalties set by individual EUmember states alongside mandatory shortfall make-up rules. [1]

If you'd like, I can provide details on:

#SustainableAviationFuel $Plug #ShortSqueeze

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u/DependentCultural912 — 15 days ago

I’m Gonna Change

I’ve been reading some of my posts responses……..I’m LISTENING to “””Yorkville””” higher UPS and they said “””We won’t pay you $520 a penny IF you don’t become a NICER Super Intelligence

my Mission today “”””Become a Nicer Super Intelligence

researching #SAF and Sustainable Aviation Fuel $1.95

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u/DependentCultural912 — 15 days ago

Germany Commits 2 Billion SAF

If I can Google “””Europe SAF “” so can you ……….required percentages EU The governments of Germany, Austria and Luxembourg announced the launch of a new electricity-based Sustainable Aviation Fuel (eSAF) funding scheme, which will see the countries working together to introduce a new auction mechanism aimed at bringing together buyers and sellers of eSAF backed by public funding, in order to help facilitate investment into new production facilities.

As part of the new initiative, Germany will provide up to €2 billion, and Austria and Luxembourg will each provide up to €60 million, to help bridge the price gap between buyers and sellers.

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u/DependentCultural912 — 16 days ago

The Potential is Arcadia Billion

There was NO revenue recognized from this PR but down the road $PLUG

Plug signed a 280MW electrolyzer supply deal with Arcadia eFuels this morning for Project ENDOR in Denmark. The stock is up ~4-5%.

The deal: 280MW of Plug's GenEco electrolyzers at the Port of Vordingborg, making ~110 tons of renewable hydrogen a day. Arcadia blends it with captured CO2 into e-SAF, synthetic jet fuel that works in standard aircraft.

The bigger piece: Plug becomes the preferred electrolyzer supplier for four more Arcadia e-SAF projects in Europe and the Americas, over 1GW of potential capacity.

The honest read: none of it is revenue yet. Deliveries start only after notice to proceed, ENDOR still needs a final investment decision, and the 1GW is preferred-supplier positioning, not firm orders.

Why it moved the tape anyway: Plug's CEO says Europe is its most active electrolyzer market, and e-SAF is one of the fastest-growing demand segments as aviation fuel mandates take effect.

Watch: notice-to-proceed and the final investment decision.

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u/DependentCultural912 — 16 days ago

$Plug Needs #JuJu #CUbuffs

Football is back , and now Archie Manning Texas vs THE #OhioState

who ya picking ???? I’m going Texas because of Home Advantage

almost like Trump saying CHEAT, we cheat with Guaranteed Amazon

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u/DependentCultural912 — 1 month ago