Pedestal customer mainittu! Oliko tämä nyt se kaivattu…?
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Tämäkin asia kehittyy. Ei ole kauan kun ketjussa vielä linjattiin, ettei Plugi tule koskaan valmistamaan autoja. Tuo Hyzon-kuvio kuitenkin istuisi siihen aika mainiosti, että Plugi on puskemassa infraa Usaan ja varmasti Plugin intresseihin voisi sopia myös infraa käyttävien ajoneuvojen tuotantokuviot. Sekä alan murroksen vauhdittamisen että yhtiön tukijalkojen kannalta.
Raskas kalusto on se osasto, jolle vedyn edut ovat kaikkein suurimmat ja se olisi luonnollinen segmentti, jolla vetyinfran kysyntää saisi ajettua ylös.
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Elkää unohtako Totalin roolia kun puhutaan Hyzonista niillä on pakka kunnossa 
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Heh, täältä sitä ittensä löytää. Ehkä nopein vaan kysyä, @Meri, onko total mukana hyzonin omistuksessa, vai millainen kuvio.
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Kannattaisi kysyä FCEL-ketjussa?
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Elkää myöskään unohtako Piechin perhettä (Porsche) joilla myöskin pinkkaa riittää.
Mutta tuleeko Plugi koskaan valmistamaan omia raskaita ajoneuvoja? Tavallaan näen kolikon molemmat puolet, ehkä mielummin haluaisivat toimittaa kennoja OEM-valmistajille ja vetyä tankkausinfran omistajille.
Mutta kun voisi myös itse tehdä kaiken?
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Total on tehnyt strategisen sijoituksen Hyzoniin.
The size of the investments in Hyzon were not disclosed, but Bloomberg reports that they’re relatively small. The funding round “totaled more than $15 million and valued Hyzon at around $200 million,” it reports.
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Yahoo financessa pohtivat että nyt tulee rahaa:
Automakers aren’t the only ones benefitting from the electric vehicle hype, either. Billionaires couldn’t keep their hands off of Plug Power ( NASDAQ:PLUG ) last year, with giant BlackRock’s Larry Fink piling in heavily, among other heavy hitters. Why? Partly because Plug Power is already providing its hydrogen-powered tech solutions to big-name retailers, but overall, because the green revolution is clearly happening and unfolding as we speak. It helps that Plug’s full-year guidance implies year-on-year sales growth of around 35%, even if profit won’t come for a while.
Morgan Stanley’s Stephen Byrd believes green hydrogen will become economically viable quicker than investors appreciate saying Plug Power’s deal with Apex Clean Energy to develop a green hydrogen network using wind power offers a chance to tap into “very low cost” renewable power and helps accelerate the shift to clean energy. Plug has a goal for over 50% of its hydrogen supplies to be generated from renewable resources by 2024.
The company has also just announced a partnership with Universal Hydrogen to build a commercially-viable hydrogen fuel cell-based propulsion system designed to power commercial regional aircraft. The initiative will help bring Plug’s proven hydrogen ProGen fuel cell technology to new markets
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The three largest additions to the MSCI World Index measured by full company market capitalization will be Roche Holding Inhaber (Switzerland), Airbnb A (USA) and Plug Power (USA).
All changes will be implemented as of the close of February 26, 2021.
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Huhupuheitahan nämä on, mutta laitetaan nyt kuitenkin. Syytä suhtautua suurin varauksin toki näihin huhuihin!
Edit: Ja syytä mainita, että nihkeästi löytyi tietoa kun pikaisesti googlaili
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Plug Power fireside chat luvassa huomenna. Liian aikaisin minulle tosin, mutta käykäähän kuuntelemassa. Passelisti klo 18 Suomen aikaa.
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Olisi aika messevä uutinen toteutuessaan, vaikka henkilökohtaisesti pidän kyseisten yritysten brändejä vähän eri suuntaisina, Rellu - Apple, ihan Ok 
Löytyy historiaa mm. Bloomilla
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She was also responsible for Bloom Energy’s entry into maritime transport markets. 
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Laitetaan myös tänne kun backup hommista kyse.
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[Andy Marsh] left Plug Power headquarters around 6 p.m. and drove north toward his condo in Saratoga Springs. The chief executive had one goal — find a way for his business to survive the year.
It was Feb. 14, 2013, and Plug Power just completed a stock sale, raising $2.5 million by selling shares for 15 cents apiece. Walmart, Marsh’s largest customer, called the deal the “Valentine’s Day massacre.”
Plug was running out of cash. Software and design flaws delayed shipments to several customers. The company had less than $700,000 in the bank. And Marsh figured the day was coming when he’d be forced to write a personal check to cover payroll.
Those weren’t the only problems Plug was facing. Nasdaq was threatening to kick the company off the stock exchange because shares had traded for well under $1 for six consecutive months.
“We were probably a month away from disappearing,” Marsh said.
As he drove up Interstate 87, crossing over the Mohawk River to spend what was left of the evening with his wife, Marsh’s cell phone rang. Eric Prades, an executive with Air Liquide, one of the world’s largest industrial gas suppliers, was calling from France.
It was after midnight in Paris but Prades had heard Plug was in trouble and he wanted to know how Air Liquide could help.
“I told him we needed $5 million,” Marsh said.
Air Liquide came up with $6.5 million.
The story of how Marsh and a lifeline from investors pulled Plug Power back from the brink is as unlikely as the meteoric rise the fuel cell manufacturing company has taken over the past 12 months.
During a year when the Covid-19 pandemic wiped out restaurants, grounded airlines, emptied arenas and forced department stores J.C. Penney and Neiman Marcus into bankruptcy, sales skyrocketed for Plug Power and many of its customers.
Many of the companies that buy Plug’s forklift-powering fuel cells — Walmart, Amazon and Kroger — saw huge spikes in revenue as the pandemic prompted consumers to change their habits. Instead of going out to dinner and catching a movie, consumers spent much of the year cooking and entertaining at home. That translated to more revenue for Plug.
“Was I expecting it? The honest answer is no,” Marsh said. “When everybody is eating at home and 30% of the food on peoples’ shelves is moving through Plug Power’s equipment, and people like Walmart are seeing they really couldn’t get the work done they wanted to get done unless they use Plug fuel cells in their operations, that was a big factor.”
Eight years after Plug survived its brush with death, the company is on much different trajectory.
Marsh just completed Plug’s largest capital raise in its 24-year history, netting close to $2 billion selling shares at $65 apiece. A manufacturer that had less than $700,000 in the bank eight years ago is sitting on more than $5 billion in cash today.
Plug Power is leading the push to create what Marsh calls a “hydrogen economy,” tapping into the government- and corporation-motivated goal of reducing the reliance on fossil fuels by using hydrogen-fed fuel cells to power everything from forklifts and delivery trucks to data centers, drones and power plants.
Over the past year alone, Plug has signed joint ventures with South Korean energy and chemical giant SK Group and French automaker Renault.
By building an international sales pipelines and preparing to open factories in Rochester, New York, and eventually South Korea and France, Marsh is constructing a global market that he believes will propel Plug to $1.7 billion in annual revenue by the end of 2024.
That is more than seven times higher than its 2019 sales total of $230 million.
“There is no place else in the world but Albany, New York, where you can get all of your hydrogen and fuel cell solutions in one place, and that’s not an exaggeration,” Marsh said. “That made the Renault deal happen. It made the SK deal happen.”
The company whose stock hovered between pennies and $3 for the past decade saw a steady uptick in share price starting in January 2020. Since then, the stock is more than 20 times more expensive, trading for anywhere from $60 to $75 a share.
Plug Power chief executive Andy Marsh, right, with Craig Guynup, center, and Jason Mallory.
ARRAY
The rise in share price has been fueled by earnings growth and Plug’s goal of transforming hydrogen into a fuel of choice for forklifts. And Marsh believes forklift customers soon will be followed by manufacturers of delivery trucks, cars, ammonia, steel and concrete.
Marsh spent $123 million last June to purchase hydrogen electrolyzer maker Giner ELX in Massachusetts and United Hydrogen Group in Pennsylvania. The acquisitions gave Plug the ability to start making its own hydrogen without the use of fossil fuels. The company plans to build two hydrogen generation plants, at a cost of about $100 million each, by the end of next year.
Even as Plug’s fortunes have turned and its value or market capitalization soared from $1 billion at the end of 2019 to more than $30 billion today, the company still has its critics.
Chief among them is Manhattan money manager and stock short seller Kerrisdale Capital, which refers to Plug fuel cells as “fool cells.” It is worth noting that short sellers make money when the stock price falls.
Kerrisdale analysts issued a report in January warning that Plug’s elevated stock price is due to “naïve excitement of uninformed investors over the prospects of the hydrogen economy or the idea that hydrogen and the fuel cells it can power will be a critical part of the transition from fossil fuels to green energy.”
“It’s all just a pipe dream, because ‘green” hydrogen is too expensive and too inefficient to produce, store, transport and burn,” Kerrisdale analysts wrote.
Kerrisdale took a similar position in 2020 with stocks connected to U.S. sports streaming company FuboTV and plant-based food company Tattooed Chef.
Senior research analyst Craig Irwin of Roth Capital Partners in New York City looks at Plug Power differently.
Irwin, a managing partner who oversees Roth’s cleantech business group, said one of the biggest changes for Plug came when chief strategy officer Sanjay Shrestha mapped out the company’s hydrogen strategy.
That gave Plug the ability to sell customers “completely carbon-neutral” hydrogen, Irwin said.
“That is the real seismic event for Plug in the last year, executing on their hydrogen strategy,” Irwin added. “Now, they have one of the big global automotive [manufacturers] tying with them, saying, ‘We need your technology, we want to be a leader in fuel cells for consumer vehicles globally. Can we be your partner?’ ”
Irwin, who also covers Tesla, Cree and electric bus maker GreenPower Motor Co., has tracked Plug for seven years. But he became familiar with the fuel cell maker two decades ago while working for investment bank First Albany Cos., which at the time was chaired by George McNamee, the only chairman Plug Power has ever known.
Irwin knows Plug has had its ups and downs. But the company has grown rapidly since it changed its philosophy in mid-2019.
“It all goes back to a mantra which shifted 18 months ago,” Irwin said. “Do exactly what you say you are going to do — and think big.”
As of August, when Plug surpassed 35,000 fuel cell-powered forklifts in the field, mostly in large distribution centers, it gave the company the credibility and a track record to venture into other markets that will generate higher demand for fuel cells than forklifts, Irwin said.
Plug Power’s goal is $1.7 billion in annual revenue by the end of 2024.
DONNA ABBOTT-VLAHOS | ALBANY BUSINESS REVIEW
Although Marsh is more bullish on Plug than at any time since he took over, it is no surprise to him that the company continues to have its share of critics even as the business attracts attention around the world.
When he became CEO in April 2008, Marsh knew right away there was a problem. As he walked onto the factory floor for the first time, it was silent. Employees weren’t making anything.
“Plug Power, at that time, was not a product company. There really wasn’t business DNA, it was more of a research and technology house,” Marsh said. “There was really no such thing as a fuel cell with hydrogen industry then. It was kind of a bunch of ideas on pieces of paper.”
The company started in 1997 as a joint venture of Mechanical Technology Inc. of suburban Albany and DTE Energy of Detroit. Plug went public two years after it began and took a wild ride with shares trading for anywhere from $140 to nearly $1,500 in 2000 before a steady decline that culminated in Marsh’s arrival eight years later.
The electrical engineer with degrees from Temple, Duke and Southern Methodist universities, was recruited after 25 years developing products in the telecommunications industry with Lucent Bell Laboratories and Valere Power, a Dallas company he co-founded in 2001.
Marsh also realized quickly how many people in the Albany region were angry about money they lost investing in Plug stock. The excitement surrounding fuel cells — and the potential for changing the way people power everything from homes to office buildings — had worn off.
Even outside of work, Marsh bumped into people who would complain about Plug. It didn’t matter if he was house shopping or picking up a prescription at the drug store.
When the pharmacist complains, Marsh said, it makes you think twice about what kind of medication they are putting in the bottle.
Twelve years later, Marsh remains uncertain if Plug’s recent success has changed the perception of the company around Albany.
But it has become easier to recruit talent to work at the company. A prime example was the decision by engineering directors Mani Ramani and Chuck Carlstrom to return to Plug after stepping away for several years. Vice president of Human Resources Tammy Kimble also came back.
“It’s gone from people in the Albany area who know us to people around the world,” Marsh said.
He expects that trend to continue.
With President Joe Biden in the White House and the recent decision by the United States to rejoin the Paris climate agreement, there is a lot of opportunity for Plug.
The macro conditions are all well positioned for Plug to grow, Marsh said. Even Europe is allocating a piece of its economic recovery money toward hydrogen and fuel cells.
“I always knew with the right macro conditions, we kind of had infinite possibilities,” Marsh said.
E. tuosta uutisen kuvasta, mikähän lista tuo on 
Stihl pisti silmään
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Prestigious customer list? Nimet taitavat olla kuitenkin jo tiedossa kuten IKEA, DHL, BMW, Procter&Gamble…
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Kovat on tavoitteet
“The goal is to reach a 20% market share of the green hydrogen business in Spain and Portugal by 2030, which will entail an initially planned investment of over €2 billion.”
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