TheHydrogenBull
@thehydrogenbull.bsky.social
Managing Member at KV Catalyst. Former portfolio manager for the Resource Real Estate Diversified Income Fund. Previously with Merrill Lynch and Lazard.
The #hydrogen truck market shifted into reverse in 2024 with the failure of upstarts like Hyzon, Quantron and Nikola last year and earlier this year. But there are signs of a very gradual…(1/9) $BLDP $TM $HMC $DTG #hyundai #fuelcells #FCEV #EnergySky #GreenSky
www.just-auto.com/news/honda-d...
www.just-auto.com/news/honda-d...
Honda, Dongfeng deploy hydrogen-powered light trucks in China - Just Auto
Honda Motor Company Ltd announced it has deployed a fleet of hydrogen fuel cell powered trucks in China on a trial basis.
www.just-auto.com
October 29, 2025 at 1:46 PM
The #hydrogen truck market shifted into reverse in 2024 with the failure of upstarts like Hyzon, Quantron and Nikola last year and earlier this year. But there are signs of a very gradual…(1/9) $BLDP $TM $HMC $DTG #hyundai #fuelcells #FCEV #EnergySky #GreenSky
www.just-auto.com/news/honda-d...
www.just-auto.com/news/honda-d...
PEM #fuelcell manufacturer #PowerCellSweden is up around 17% since announcing solid Q3 results yesterday. Sales still weighted to first-of-a-kind and other episodic projects but those episodes are accelerating as a wider array...(1/4) $PCELL $BLDP $PLUG $BE #hydrogen #EnergySky #GreenSky
October 24, 2025 at 3:56 PM
PEM #fuelcell manufacturer #PowerCellSweden is up around 17% since announcing solid Q3 results yesterday. Sales still weighted to first-of-a-kind and other episodic projects but those episodes are accelerating as a wider array...(1/4) $PCELL $BLDP $PLUG $BE #hydrogen #EnergySky #GreenSky
Hexagon Purus is typically among the first small #hydrogen oriented companies to report earnings in each quarterly cycle and the Company's report validates some trends seen elsewhere in the market. Specifically...(1/5) $HPUR $APD $LIN $NFI $CAF $BLDP #Solaris #FCEV #EnergySky #GreenSky
October 22, 2025 at 3:01 PM
Hexagon Purus is typically among the first small #hydrogen oriented companies to report earnings in each quarterly cycle and the Company's report validates some trends seen elsewhere in the market. Specifically...(1/5) $HPUR $APD $LIN $NFI $CAF $BLDP #Solaris #FCEV #EnergySky #GreenSky
Another remarkable story today reinforcing the theme of an insatiable appetite from #datacenters for behind-the-meter (#BTM) power solutions. A company called #ProEnergy is refurbishing old airplane...(1/4) $BE $GEV $ENR $BKR #hydrogen #fuelcells #EnergySky
spectrum.ieee.org/ai-data-cent...
spectrum.ieee.org/ai-data-cent...
Data Centers Turn to Aviation Engines for Power Solutions
Repurposed aircraft engines are powering AI data centers amid delays for grid hookups. They're an efficient and innovative solution to bridging the power gap.
spectrum.ieee.org
October 21, 2025 at 6:58 PM
Another remarkable story today reinforcing the theme of an insatiable appetite from #datacenters for behind-the-meter (#BTM) power solutions. A company called #ProEnergy is refurbishing old airplane...(1/4) $BE $GEV $ENR $BKR #hydrogen #fuelcells #EnergySky
spectrum.ieee.org/ai-data-cent...
spectrum.ieee.org/ai-data-cent...
As highlighted by the Life Cycle Power deal announcement below (~900MW fleet of mobile generators) as well as #BloomEnergy’s soaring stock price, “Behind the Meter” (BTM) electricity...(1/10) $BE $CWR $FCEL $CMI $CAT $BKR #fuelcells #hydroogen #EnergySky
www.partnersgroup.com/en/news-and-...
www.partnersgroup.com/en/news-and-...
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<h1>Partners Group to acquire Life Cycle Power, a leading provider of mobile generation solutions in the US
www.partnersgroup.com
October 20, 2025 at 3:21 PM
As highlighted by the Life Cycle Power deal announcement below (~900MW fleet of mobile generators) as well as #BloomEnergy’s soaring stock price, “Behind the Meter” (BTM) electricity...(1/10) $BE $CWR $FCEL $CMI $CAT $BKR #fuelcells #hydroogen #EnergySky
www.partnersgroup.com/en/news-and-...
www.partnersgroup.com/en/news-and-...
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 #EnergySky #GreenSky
fuelcellsworks.com/2025/10/15/f...
fuelcellsworks.com/2025/10/15/f...
Hydrogen Tank Trucks to Support Fuel Cell Buses in Italy - Fuelcellsworks
Tender issued for hydrogen transport tankers to move green hydrogen from production site to refueling stations for South Tyrol's public transit fleet.
fuelcellsworks.com
October 16, 2025 at 6:07 PM
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 #EnergySky #GreenSky
fuelcellsworks.com/2025/10/15/f...
fuelcellsworks.com/2025/10/15/f...
The extreme difference in market caps for #Bloom and #Ceres given similar product profiles is notable to me (I am long both shares). Bloom is clearly MUCH further along in its commercialization strategy. Not only...(1/6) $BE $CWR #hydrogen #fuelcells #datacenters #EnergySky #GreenSky
October 14, 2025 at 3:58 PM
The extreme difference in market caps for #Bloom and #Ceres given similar product profiles is notable to me (I am long both shares). Bloom is clearly MUCH further along in its commercialization strategy. Not only...(1/6) $BE $CWR #hydrogen #fuelcells #datacenters #EnergySky #GreenSky
While Bloom Energy’s solid oxide #fuelcells have garnered significant attention as a potential power solution for #datacenters, commercialization of solid oxide #electrolyzers… (1/8) $NESTE $BE $CWR $FCEL $BKR #Neste #Sunfire #hydrogen #elcogen #EnergySky #GreenSky
www.h2-view.com/story/worlds...
www.h2-view.com/story/worlds...
‘World’s largest’ solid oxide electrolyser starts hydrogen production at Neste refinery
The 2.6MW Sunfire-made electrolyser operates at up to 850ºC to produce over 60kg of green hydrogen per hour, making it what project partners call the “world’s largest” multi-megawatt high-temperature ...
www.h2-view.com
October 9, 2025 at 3:40 PM
While Bloom Energy’s solid oxide #fuelcells have garnered significant attention as a potential power solution for #datacenters, commercialization of solid oxide #electrolyzers… (1/8) $NESTE $BE $CWR $FCEL $BKR #Neste #Sunfire #hydrogen #elcogen #EnergySky #GreenSky
www.h2-view.com/story/worlds...
www.h2-view.com/story/worlds...
After bottoming out in May and June this year at $1.78, the average Wall Street analyst target price for #PlugPower has gradually recovered to $2.33 based on 17 data points that I can see. The highest estimate...(1/3) $PLUG #hydrogen #fuelcell #datacenter #electrolyzer #EnergySky #GreenSky
October 8, 2025 at 3:07 PM
After bottoming out in May and June this year at $1.78, the average Wall Street analyst target price for #PlugPower has gradually recovered to $2.33 based on 17 data points that I can see. The highest estimate...(1/3) $PLUG #hydrogen #fuelcell #datacenter #electrolyzer #EnergySky #GreenSky
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...(1/9) $TM $ISUZY $BLDP $NFI $APD #fuelcells #EnergySky
www.electrive.com/2025/09/29/i...
www.electrive.com/2025/09/29/i...
Isuzu and Toyota announce fuel cell bus for 2026 - electrive.com
Isuzu and Toyota plan to launch a fuel cell bus in the coming financial year and manufacture it at their Utsunomiya plant in Japan. J-Bus, a 50:50 joint
www.electrive.com
October 7, 2025 at 5:05 PM
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...(1/9) $TM $ISUZY $BLDP $NFI $APD #fuelcells #EnergySky
www.electrive.com/2025/09/29/i...
www.electrive.com/2025/09/29/i...
Hydrogen-oriented ETFs are significantly outperforming broader based ETFs year-to-date thru 10/3, largely on the back of heavy weightings to Bloom Energy (+306% YTD) and Plug Power (+79% YTD) shares. $BE $PLUG $HYDR $HTWO $HDRO #fuelcells #electrolyzers #hydrogen #EnergySky #GreenSky
October 6, 2025 at 2:22 PM
Hydrogen-oriented ETFs are significantly outperforming broader based ETFs year-to-date thru 10/3, largely on the back of heavy weightings to Bloom Energy (+306% YTD) and Plug Power (+79% YTD) shares. $BE $PLUG $HYDR $HTWO $HDRO #fuelcells #electrolyzers #hydrogen #EnergySky #GreenSky
Two recent articles help explain growing interest in Bloom Energy’s #fuelcell offering. First, Bloomberg explains why the shortage in utility scale gas turbines is unlikely to resolve quickly; and…(1/10) $BE $ENR $GEV #hydrogen #datacenter #EnergySky #GreenSky
www.bloomberg.com/features/202...
www.bloomberg.com/features/202...
AI-Driven Demand for Gas Turbines Risks a New Energy Crunch
Orders for turbines to power natural gas plants are vastly outpacing supply, threatening the world’s ability to keep pace with rising electricity demand.
www.bloomberg.com
October 2, 2025 at 5:30 PM
Two recent articles help explain growing interest in Bloom Energy’s #fuelcell offering. First, Bloomberg explains why the shortage in utility scale gas turbines is unlikely to resolve quickly; and…(1/10) $BE $ENR $GEV #hydrogen #datacenter #EnergySky #GreenSky
www.bloomberg.com/features/202...
www.bloomberg.com/features/202...
More progress on large scale green #hydrogen in Europe as #Repsol becomes the latest to announce final investment decision (FID) for a 100MW or greater green hydrogen plant. This Cartagena…(1/6) $REP $ENG $TTE $ENR $PLUG $RWE $AI #electrolyzer #EnergySky
fuelcellsworks.com/2025/09/30/n...
fuelcellsworks.com/2025/09/30/n...
Repsol to Build Renewable Hydrogen Plant in Cartagena - Fuelcellsworks
Repsol, in collaboration with Enagas Renovable, to build a 100 MW electrolyzer in Cartagena, Spain, with an investment of over €300 million.
fuelcellsworks.com
September 30, 2025 at 4:19 PM
More progress on large scale green #hydrogen in Europe as #Repsol becomes the latest to announce final investment decision (FID) for a 100MW or greater green hydrogen plant. This Cartagena…(1/6) $REP $ENG $TTE $ENR $PLUG $RWE $AI #electrolyzer #EnergySky
fuelcellsworks.com/2025/09/30/n...
fuelcellsworks.com/2025/09/30/n...
#SiemensEnergy $ENR shares are up ~200% over the past year due to strong growth in gas #turbines and electric #grid equipment as well as a recovering #wind turbine business. The Company's #electrolyzer business…(1/6) $PLUG $ITM $AI #hydrogen #EnergySky
fuelcellsworks.com/2025/09/24/e...
fuelcellsworks.com/2025/09/24/e...
Siemens Energy Delivers to Air Liquide's Hydrogen Plant - Fuelcellsworks
Siemens Energy has supplied the first electrolysers to Air Liquide’s green hydrogen project in France, promising reduced CO₂ emissions.
fuelcellsworks.com
September 29, 2025 at 4:15 PM
#SiemensEnergy $ENR shares are up ~200% over the past year due to strong growth in gas #turbines and electric #grid equipment as well as a recovering #wind turbine business. The Company's #electrolyzer business…(1/6) $PLUG $ITM $AI #hydrogen #EnergySky
fuelcellsworks.com/2025/09/24/e...
fuelcellsworks.com/2025/09/24/e...
Ceres Power stock sold off this morning after a subdued FY2025 H1 earnings call that highlighted strong potential but was short on demonstrated results. A quote from #Ceres CEO Phil Caldwell shows the extent to which...(1/7) $CWR $BE $FCEL #fuelcell #hydrogen #datacenters #EnergySky #GreenSky
September 26, 2025 at 5:49 PM
Ceres Power stock sold off this morning after a subdued FY2025 H1 earnings call that highlighted strong potential but was short on demonstrated results. A quote from #Ceres CEO Phil Caldwell shows the extent to which...(1/7) $CWR $BE $FCEL #fuelcell #hydrogen #datacenters #EnergySky #GreenSky
A fierce debate is playing out among Wall Street analysts regarding #BloomEnergy. Over the past 2 weeks, analysts have set price targets as high as $105 (UBS) and as low as $24 (Merrill). …(1/8) $BE $CWR $FCEL #fuelcell #datacenter #hydrogen #EnergySky
www.datacenterdynamics.com/en/news/aep-...
www.datacenterdynamics.com/en/news/aep-...
AEP, Hope Utilities to build natural gas pipeline to serve fuel cell facility at Ohio data center
Expected to be in service by October 2026
www.datacenterdynamics.com
September 25, 2025 at 4:28 PM
A fierce debate is playing out among Wall Street analysts regarding #BloomEnergy. Over the past 2 weeks, analysts have set price targets as high as $105 (UBS) and as low as $24 (Merrill). …(1/8) $BE $CWR $FCEL #fuelcell #datacenter #hydrogen #EnergySky
www.datacenterdynamics.com/en/news/aep-...
www.datacenterdynamics.com/en/news/aep-...
For the second consecutive day, an underperform rating for Bloom Energy with a price target far below the average. The Jefferies analyst is highlighting similar themes to the Merrill report yesterday...(1/3) $BE $CWR $FCEL #fuelcell #hydrogen #datacenter #EnergySky #GreenSKy
September 24, 2025 at 3:09 PM
For the second consecutive day, an underperform rating for Bloom Energy with a price target far below the average. The Jefferies analyst is highlighting similar themes to the Merrill report yesterday...(1/3) $BE $CWR $FCEL #fuelcell #hydrogen #datacenter #EnergySky #GreenSKy
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 #EnergySky
www.chemanalyst.com/NewsAndDeals...
www.chemanalyst.com/NewsAndDeals...
Technip Energies to Acquire Ecovyst’s Advanced Materials & Catalysts Business for $556 Million
Technip Energies has announced the signing of a definitive agreement to acquire the Advanced Materials & Catalysts division of Ecovyst Inc. for US$556 million.
www.chemanalyst.com
September 23, 2025 at 4:42 PM
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 #EnergySky
www.chemanalyst.com/NewsAndDeals...
www.chemanalyst.com/NewsAndDeals...
Merrill Lynch is an outlier on #BloomEnergy with a report today that maintains their "underperform" rating while raising the Company's PT to $24, well below the Street average of ~$55. Based on publicly available sources, the...(1/2) $BE $CWR $FCEL #fuelcell #datacenter #hydrogen #EnergySky
September 23, 2025 at 1:44 PM
Merrill Lynch is an outlier on #BloomEnergy with a report today that maintains their "underperform" rating while raising the Company's PT to $24, well below the Street average of ~$55. Based on publicly available sources, the...(1/2) $BE $CWR $FCEL #fuelcell #datacenter #hydrogen #EnergySky
BIG September rally in #fuelcell stocks relative to benchmarks. Investors are clearly focused on the #datacenter opportunity. One catalyst was Bloom Energy signing a 100MW deal with #Oracle in July combined with... (1/4) $BE $FCEL $CWR $PLUG $BLDP $GRID $ICLN #hydrogen #EnergySky #GreenSky
September 22, 2025 at 5:02 PM
BIG September rally in #fuelcell stocks relative to benchmarks. Investors are clearly focused on the #datacenter opportunity. One catalyst was Bloom Energy signing a 100MW deal with #Oracle in July combined with... (1/4) $BE $FCEL $CWR $PLUG $BLDP $GRID $ICLN #hydrogen #EnergySky #GreenSky
FuelCell Energy $FCEL is trying to follow in the footsteps of Bloom Energy $BE by focusing its strategy more narrowly on #DataCenters. $FCEL employs “carbonate” #fuelcell technology versus BE’s “solid oxide” technology. Critically, both technologies run at…(1/8) $CWR #elcogen #hydrogen #EnergySky
September 19, 2025 at 2:24 PM
FuelCell Energy $FCEL is trying to follow in the footsteps of Bloom Energy $BE by focusing its strategy more narrowly on #DataCenters. $FCEL employs “carbonate” #fuelcell technology versus BE’s “solid oxide” technology. Critically, both technologies run at…(1/8) $CWR #elcogen #hydrogen #EnergySky
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 #EnergySky #GreenSky
September 17, 2025 at 3:07 PM
Morgan Stanley (MS) now has the highest price target for Bloom Energy $BE on Wall Street. According to publicly available sources, the MS analyst highlighted Bloom's relationship with Oracle, a company that is experiencing a surge...(1/2) $BE $CWR $FCEL #fuelcell #hydrogen #datacenter #EnergySky
September 16, 2025 at 1:11 PM
Morgan Stanley (MS) now has the highest price target for Bloom Energy $BE on Wall Street. According to publicly available sources, the MS analyst highlighted Bloom's relationship with Oracle, a company that is experiencing a surge...(1/2) $BE $CWR $FCEL #fuelcell #hydrogen #datacenter #EnergySky
On the back of #BloomEnergy’s Oracle deal (announced 7/24) followed by very bullish backlog disclosure from #Oracle (announced 9/9), investors seem to have increased confidence that Bloom’s #fuelcells will play an important role in…(1/5) $BE $CWR $FCEL #datacenters #EnergySky #GreenSky
September 15, 2025 at 3:06 PM
On the back of #BloomEnergy’s Oracle deal (announced 7/24) followed by very bullish backlog disclosure from #Oracle (announced 9/9), investors seem to have increased confidence that Bloom’s #fuelcells will play an important role in…(1/5) $BE $CWR $FCEL #datacenters #EnergySky #GreenSky
In an attempt to reduce frictions for green #hydrogen projects, #electrolyzer manufacturers such as #ElectricHydrogen, #PlugPower and #ITM are following the lead of incumbent hydrogen producers such as...(1/7) $PLUG $ITM $APD $LIN $AI #Linde #EnergySky #GreenSky
www.h2-view.com/story/electr...
www.h2-view.com/story/electr...
Electrolyser OEM Electric Hydrogen moves into project development with acquisition
CEO Raffi Garabedian said the deal would allow the firm to serve a wider base of customers, from those buying electrolyser plants to others needing financing and development partners.
www.h2-view.com
September 11, 2025 at 8:39 PM
In an attempt to reduce frictions for green #hydrogen projects, #electrolyzer manufacturers such as #ElectricHydrogen, #PlugPower and #ITM are following the lead of incumbent hydrogen producers such as...(1/7) $PLUG $ITM $APD $LIN $AI #Linde #EnergySky #GreenSky
www.h2-view.com/story/electr...
www.h2-view.com/story/electr...