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@MichaelMcCausland-pg6qs 11 сағат бұрын
Absolutely beautiful, and don’t forget that large plant of hydrogen being built by Chevron after the plant burnt down
@janverstraeten3305 Күн бұрын
Hi Paul, great podcast. When do you think that companies like Plug Power, being a world leader, will create its first profits ?
@Thejacyking Күн бұрын
They have no money left
@davidli1331 Күн бұрын
And the stock steadily crashing.....
@attaist Күн бұрын
Great job, just concerned about hydrogen under the Trump administration but pleased about Chevron and Exxon pipeline.
@MichNL-j4o 2 күн бұрын
Look at China and AGAIN China is leading in Hydrogen.. . an Hydrogen future is possible but some leaders sees only Dollars signs in oil.
@AK-fr5jm 2 күн бұрын
Great interview! Proactive approach to share price would be appreciated! Insider buys etc.. Be active on social media about what is happening day to day with the company.> Paul Please make sure he gets the comments for the interview.
@LJLion 2 күн бұрын
Hydrogen strategy deployment should veer more towards localized power production to curb the demand charges on the grid which are astronomical. Imagine generating clean electricity for a fleet of Amazon EDVs ( Rivian vans ) at the warehouse level instead of using the grid or a polluting diesel generator, imagine powering a data center, Bitcoin mining warehouse, an EV recharging station or EV truck depot...all these applications would significantly curb the strain on the grid and would allow for faster power deployment that the current grid can't meet. There's a great TAM out there. Just got to do the work.
@Sheegog1972 2 күн бұрын
New lawsuit today too! Way to go Plug directors.
@cuneight8 2 күн бұрын
Andy should resign asap, cos they can’t deliver what he has promised in the past, he is kind a old fashion for the industry he should leave and let the company Run by new blood, also they are sucking investor almost 5 years. We trust the company and they screwed us…
@Sheegog1972 2 күн бұрын
You can play every interview, symposium, and earnings call from the past 3 years and they sound all the same. Does anyone remember the symposium from 2022 when they had an exec from Microsoft attend and speak? It got everyone excited they would be inking a deal with Microsoft for green hydrogen or electrolyzers in the near future. The company has been out "lobbied" by the fossil fuel industry and lied to by government. It has almost brought the company to it's knees (or did) and they continue to get pushed around insisting that good times are just around the corner. Fact: During the construction of the Georgia plant the project manager resigned because he did not like how the company was conveying the progress and timetable for completion. Essentially he felt they were being deceitful.
@NickGj-k7v 3 күн бұрын
Clean energy generation or storing stories that the cost is coming down will be trusted from consumers only when the prices they pay are low. This has not happen so consumers do not see these and do not believe what media try to spread. Peoples see the market and the market talks.
@makeitcold6649 4 күн бұрын
Awesome! Very informative interview with a very knowledgeable individual
@BoBo-SpackleMunkey 5 күн бұрын
Great interview!🫡
@joescott6469 5 күн бұрын
Thank you
@nancysmith9189 7 күн бұрын
no technology, no credit. Just a stunt company.
@teemueramaa5040 8 күн бұрын
Aaaand the loan is in! Congrats to Plug and Andy!!
@realmrpoopybutthole7587 2 күн бұрын
And the stock was dumped
@SkashKItsune 8 күн бұрын
OK, but query, how is the hydrogen made, the actual major method that hydrogen is manufactured in the quantities that is required for the steel manufacturing. If it's through electrolysis then you might as well replace the furnaces with arc furnaces they are getting cheaper and much more acceptable to making steel from either recycled or virgin materials. If it's through oil then Australia's not really set up for long term oil production considering that it doesn't have very many oil refineries if any, we have our fuels imported by foreign countries that proccess the oil that we have purchased. In short, Australia is not a great fit for hydrogen gas by any means other than "stumbled upon a pocket of hydrogen, took it to work"
@arturczarnecki4602 8 күн бұрын
I just love Plug Power. ❤❤❤
@senpai8435 9 күн бұрын
Andy should already step down, he's either a habitual liar or just that incompetent.
@유명한-h3j 10 күн бұрын
알았으니 이제 돈좀 버세요 사장님
@scratchi1840 10 күн бұрын
he laughs in a completely stupid way while ripping off shareholders
@KrSa-w5h 11 күн бұрын
Please stop taking a look back and look forward and see what you can deliver to the shareholders. We have been waiting patiently for you guys to overcome your sloppiness and incompetence in management. Stop kicking the bucket of profitability down the road. Now that 45 v is much more favorable please go out and sell all the back logged inventory that has accumulated and please sell it at a profit. And stop saying learning, you are leader of the industry, you should have learned all your lessons by now.
@scottkolaya2110 11 күн бұрын
Here's a good review ;-)
@Shalomon-y2m 11 күн бұрын
Why is Plug finally firing Marsh and bringing in a competent CEO?
@scottkolaya2110 11 күн бұрын
Great interview, although it always rubs me wrong when Andy talks about Green Hydrogen by buying green energy credits or PPAs. I know the ideal green hydrogen would be to use excess green energy, but we keep building plants that produce H2 at a constant rate 24x7 and just hooking them to the grid regardless of its energy make up. By just using the same power from the grid 24x7, you're just using more fossil fuels to power the grid when inconstant green power isn't available which defeats the whole purpose of calling it green. For example GA's grid is over 60% natural gas and coal. We need a plan to install and run electrolyzers that are variable with the supply of green energy.
@KrSa-w5h 11 күн бұрын
What you are suggesting is not viable before the industry as a whole becomes viable. There are journal articles which show the exact same thing. In order to make it viable the current situation is necessary.
@scottkolaya2110 11 күн бұрын
@@KrSa-w5h It certainly is viable to stop calling it "green hydrogen" until it's green. If it ever becomes economical enough to run it only when there's a surplus of green electricity, then sure.
@KrSa-w5h 11 күн бұрын
In my book it is green as long as the input is electricity. The source of electricity should not be plugs problem or the problem of green hydrogen industry. May be government should regulate and charge carbon emissions, then the source of electricity will be cleaned up. Then they might install cryogenic carbon capture tech on the coal/gas fired power plants. The tech is viable and captures over 99% of emissions.
@scottkolaya2110 11 күн бұрын
@KrSa-w5h Not caring where the energy comes from is called greenwashing, not green.
@mulone214 12 күн бұрын
Great interview. I wish you had asked Andy, when are shareholders going to see a dividend? I think the stock price would be more stable if the company showed that it is not only a good technology but a good investment.
@scottkolaya2110 11 күн бұрын
That's a touchy subject. After paying Amazon to use their forklifts, then loosing all that money with an unattainable low H2 price to supply them, it'll be a while. Even if they were able to eventually sell them electrolyzers to make their own H2, it'll be a while to dig out. Investors are more wise and the hint of giving away cheap warrants with a sale will scare them off and with a stock price below $3, they have little wiggle room. You can't pay dividends if you don't have the cash to hand out. They need to be in the black for some time before paying out dividends.
@KrSa-w5h 11 күн бұрын
There is a better chance of pigs flying than Plug paying dividends in the next decade.
@jeffweingarz2697 11 күн бұрын
Plug cannot pay a dividend. They are not even profitable - how could they pay out to investors when they don't make money?. The only way that will occur is if and when Plug can generate and deliver a consistent quarterly profit (assuming that would come from green H2 plants consistently generating product and delivering guaranteed revenues) - and that is not going to happen for at least the next 5 - 10 years, if not longer.
@Sheegog1972 2 күн бұрын
@@scottkolaya2110 It isn't about having cash on hand it's about making a profit. Look at companies that paid dividends. They are established, profitable, mature, and not unprofitable and still in a major growth phase. You don't understand what has to be in place for a company to pay a dividend.
@antobecerra127 12 күн бұрын
This might be our break from the Chinese EV market. This allows our gas producers to stay upfloat and stimulatize the American petro dollar. Dont understand why people are pushing so much for EVs when america depend on petro dollar. We really just shooting ourselves on the foot. Hydrogen is the way to go to help our economy.
@shubhamsaxena9976 14 күн бұрын
Keep up the great work
@BoBo-SpackleMunkey 16 күн бұрын
Keep up the great work & research🫡
@davefenelus7754 16 күн бұрын
Another reason to be bullish in hydrogen even in a red wave
@scottkolaya2110 16 күн бұрын
25:40 I'm glad he's talking about the levelized cost. That needs to go way down, by an insurmountable amount to make hydrogen feasible at all. Of course, he ends it with massive subsidies to make the levelized cost lower. It would be nice if we still didn't need those 2 decades later, but here we are.
@scottkolaya2110 16 күн бұрын
23:20 "new administration" Oh you mean the guy that was tapped on the shoulder to run the DOGE calling fuel cells, "Fool Cells;" that guy? Good luck convincing him that losing 75% of the input energy is efficient.
@scottkolaya2110 16 күн бұрын
9:54 "we really didn't raise hydrogen prices to our customers" That's leadership speak for: we negotiated a stupid contract for cheap hydrogen so that Amazon would advertise that they bought our product and hopefully boost share prices so that Amazon could make a $billion on warrants we gave them.
@scottkolaya2110 16 күн бұрын
2:40 OMG, most efficient liquification. Yeah, you spent ten years to get liquefaction from 12kWh/kg to your "ultra-efficient" 11kWh/kg. Imagine spending almost the same energy to just liquify a kg than the electrical output of a kg from one of Plug Power's fuel cells. Plug said a decade ago, we be at 8kWh/kg by now.
@scottkolaya2110 16 күн бұрын
6:20: How does hydrogen power for a land-based data center do anything but emit more emissions, not less?
@vernowen2083 17 күн бұрын
Hydrogen is a joke! Per liter, gasoline delivers five time the torque for 1/4 the cost of engine upgrades.
@D-stut 17 күн бұрын
As an engineer for one of the world's best electrolyzer producers, this is always great news to hear!
@simaobonvalot9141 18 күн бұрын
the Hydrogen economy is starting to grow
@shubhamsaxena9976 18 күн бұрын
Thanks Paul
@LarryShuler-p5b 18 күн бұрын
Thanks Paul, valuable information as always....
@estradacg 19 күн бұрын
Thanks for a new update. Always looking forward to news on H2.
@BoBo-SpackleMunkey 19 күн бұрын
Can't wait til we kick this economy into overdrive!
@lanep2023 22 күн бұрын
SHOW ME THE NUMBERS! 1,806 mi. w Xkg H2 @Y$?
@scottkolaya2110 16 күн бұрын
175 kg (386 lb). At the US average of $33/kg, that's $5,775 for a fillup or $3.19/mi. It was a special built box truck with half the bed taken up by the storage tanks.
@shubhamsaxena9976 22 күн бұрын
Please get some design information of making hydrogen enclosure safe to build
@FlameofDemocracy 25 күн бұрын
Hydrogen pipelines could connect Mexico and Canada to the US. Easy money. Further, Mexico can make quite a bit of cash via its wastewater treatment plants, by using a portion of its treated water streams to produce hydrogen, and in the production of biogas.
@terryturner7634 26 күн бұрын
If trump dis not back u you are bust😂
@JungleJargon 26 күн бұрын
Hydrogen will come down in price.
@aacowboy12 27 күн бұрын
heppolt wind $1.00 per kg with no government support
@ArdonCarmín 29 күн бұрын
Appreciate the detailed breakdown! A bit off-topic, but I wanted to ask: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How should I go about transferring them to Binance?