Hydrogen
Nel ASA Faces Critical Test as Orders Collapse and CEO Vacancy Clouds Pre-Results Silence
The Norwegian electrolyser maker has entered its statutory quiet period ahead of half-year results due on July 15, locking out...
From Heavy Industry to National Security: ITM Power Forges a New Identity
Shares of ITM Power have endured a wild ride this year. The stock closed at €1.65 on Tuesday, having surged...
Bloom Energy’s Oracle-Powered Growth Story Is Clear — But Index Flows and Rival Pricing Are Clouding the Picture
Bloom Energy investors have been on a white-knuckle ride that perfectly captures the tension between operational brilliance and market mechanics....
Plug Power’s Brutal Sell-Off Masks a Real Turnaround: The Profitability Clock Is Ticking
The stock has shed more than a third of its value in a month, dragging the share price to around...
Plug Power’s Margin Gains Are Real, but the Clock to June 30 Is Louder
The arithmetic at Plug Power is growing more contradictory by the day. Revenues climbed 22% year-on-year to roughly $164 million...
Nel ASA’s Washington State Deal Offers Rare Bright Spot as Stock Hovers at Decisive Level
The Douglas County Public Utility District in Washington State doesn’t typically make headlines in the hydrogen sector. But when the...
With $132.5 Million at Stake, Plug Power Faces a Week of Reckoning — and a Shrinking Green Hydrogen Opportunity
The clock is not the only force pressing down on Plug Power. A policy shift enacted in July 2025 has...
Nebius Bets on Kilowatts and Code to Outrun AI’s Infrastructure Bottleneck
The conversation around artificial intelligence has shifted from "is the demand real?" to "is there enough power to sustain it?"...
Plug Power Faces a June of Reckoning: London Investor Pitch and $142 Million Asset Sale Hang in the Balance
The hydrogen sector's rally has been anything but uniform. While the broader industry surged roughly 200% over the past twelve...
Nel ASA Pays $7.5M to End a Lawsuit, but the Market Sees a Bigger Problem: No Orders
Nel ASA settled its legal dispute with Iwatani Corporation of America on June 7, agreeing to pay $7.5 million to...
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