Plug Power - konspirativ und informativ

ich habe deine Aussagen über den Kursverlauf und die Entwicklung der Aktie gelesen. Es scheint, als würdest du ein ziemlich pessimistisches Szenario aufstellen. Kannst du mir bitte erklären, warum du gerade solche Horrormeldungen verbreitest? Was genau ist die Grundlage deiner Annahmen, dass der Kurs so stark sinken könnte?
Interessanterweise hat die Aktie ja gerade einen Anstieg erlebt auf $2,47, und es stellt sich die Frage, warum du in diesem Zusammenhang von einem besonders negativen Ausblick sprichst. Es gibt sicher viele Faktoren, die den Kurs beeinflussen, und es wäre hilfreich zu verstehen, welche Argumente du für deine pessimistische Sichtweise anführst.  

Warum auch nicht? Ich glaube Business ist Business. Allerdings werden auch die USA einen hohen Bedarf haben an H2. Vermutlich weit höher als Europa, weil die Entfernungen für den Schwerlastverkehr viel größer sind. Wir wissen, dass Trump damals aus dem Weltklimagipfel ausgestiegen ist, aber an den Realitäten (inkl. der bereits entstandenen Arbeitsplätzen) wird auch ein Trump nicht vorbeikommen. Anders sein "Schattenmann" Musk, der sein eigenes Spiel betreibt.  

Jemand, der angeblich mit Verlusten aus seinem Invest ausgestiegen ist und sich jetzt die Finger wund schreibt, um vor einem Invest in Plug Power zu warnen?! Sorry, aber solche Selbstlosigkeit nehme ich niemandem ab. Das ist reines Short Interest, bitte ins Nachbarforum schreiben!
 

2,53$  !  

für Investierte ,aber nur die wo ganz unten gekauft haben, also alle hier ! Topp

$2.545
+0.245
+10.65%
Dec 20, 2024 10:56 AM ET


nasdaq.com  

Shutdown.

Billions of dollars in federal loans to Rivian Automotive Inc., Plug Power Inc., PG&E Corp. and other companies are under threat because of a potential US government shutdown.

The Biden administration’s Energy Department has been racing to cement more than $41 billion in conditional financing before the Jan. 20 inauguration of Donald Trump, who could block closing the loans. But work to finalize deals could grind to a halt if Congress isn’t able to agree on a plan to fund the government.

“A federal government shutdown will turn off the taps,” said Peter Davidson, who previously served as executive director of the Loan Programs Office. “Both the federal work force and the contractors are not allowed, by law, to work, even out of the office — so all loans, conditional commitments and due diligence in process will come to a full stop.”

An Energy Department declined to comment and instead referred to the agency’s shutdown plan, which noted that most of the agency’s funding is “multi-year or no-year.”

“Each office that has prior year balances will continue to operate as long as those balances remain available, but operations under those circumstances will be somewhat modified,” the document said.

The office, which has about $400 billion in spending authority after receiving an infusion through President Joe Biden’s signature climate law, has been churning out financing commitments and closing deals at a record pace following the election of Trump. Among the conditional commitments it has made is a record $15 billion loan commitment announced Tuesday for Californian utility PG&E Corp., a $6.6 billion commitment to Rivian Automotive Inc. and an offer of almost $1.7 billion in financing for hydrogen maker Plug Power Inc.

Other deals the office has yet to close on include a $4.9 billion loan guarantee to Invenergy LLC for the construction of a high-voltage power line, $1.4 billion for a biofuel plant being constructed by a Calumet Inc. subsidiary and $671 million to battery materials company Aspen Aerogels Inc.

Time is of the essence. Any deal that isn’t closed by the time Trump takes over could be in jeopardy. The president-elect proposed eliminating the Loan Programs Office during his first administration, and conservative opponents of the program, along with the Heritage Foundation’s Project 2025, are seeking to have it killed. It’s also possible Trump opts to keep the program, but uses it to finance fossil fuels and other projects favored by Republicans.

The Trump transition team didn’t immediately respond to a request for comment.

Kennedy Nickerson, who formerly worked as a policy adviser in the Loan Programs Office, said it’s possible some work could be done behind the scenes — paid for with user fees from loan applicants. But since the office coordinates with other agencies that could be completely shuttered, a sustained government shutdown could affect the agency’s ability to close on the conditional deals, Nickerson said.

“It’s definitely not good,” said Nickerson, who now serves as a vice president at Capstone, a Washington-based research group. “For the loans that are more at risk under Trump, that definitely adds a layer of concern to them never getting to financial closing.”  

tradegate.de

 

Sorry, aber welcher Route folgt das? Ist das relevant?  

 

Dann bleib bitte als Auslandsrentner einfach neutral! Es geht nicht an, dass hier aktuelle Tagesthemen diskutiert werden, wie einen Anschlag in Magdeburg.
Gerne per PM, wenn es auch etwas abseits erscheint, aber bitte nicht in einem Forum, das davon lebt, Informationen zu Plug Power auszutauschen. Deal?  

 

 

Washington – Der Senat hat am frühen Samstagmorgen mit überwältigender Mehrheit einen Gesetzentwurf zur Abwendung eines längeren Regierungsstillstands angenommen, nur wenige Stunden nachdem das Repräsentantenhaus die Maßnahme mit breiter überparteilicher Unterstützung verabschiedet hatte. Die Abstimmung im Senat erfolgte kurz nach Ablauf der Freitagmitternachtsfrist, die den Beginn des Shutdowns markiert hätte.
https://www.cbsnews.com/news/...nt-shutdown-congress-trump-elon-musk/
Das dürfte evtl. der Auslöser für den gestrigen Kursanstieg gewesen sein! Damit darf man jetzt wieder weit optimistischer in die Zukunft von Plug Power blicken. Noch wichtiger bei der ganzen Sache erscheint mir, dass nicht alle Republikaner hinter den Vorhaben von Trump stehen!  

Direkt hat das nichts mit PP zu tun. Aber das DoE wäre Dienstfrei gewesen und damit hätte der Biden-Plan, soviel wie Möglich Geld in den Umweltsektor zu pumpen, kein Erfolgreiches Ende gehabt.
Mal sehen, was jetzt noch kommt :-).
Nur meine Meinung

LG

Der Wallnuss

Ich wünsche allen eine schöne Weihnachtszeit und allen Betroffenen in Magdeburg viel Ruhe und bessere Tage.
 

https://www.marketbeat.com/instant-alerts/...-street-corp-2024-12-20/  

Quelle @ https://www.hydrogen.energy.gov/docs/...ydrogen-program-plan-2024.pdf  

"LPO provides loans and loan guarantees to finance and de-risk high-impact, commercial-scale projects that will help the United States reach its decarbonization goals. Over the past decade, LPO has closed more than $30 billion across innovative clean energy, advanced transportation, and Tribal energy projects. LPO serves as a bridge to bankability for first-of-a-kind deployments in order to render the project or underlying technology ready for commercial financing on the next deployment. LPO has issued two conditional loan guarantees in the clean hydrogen space that produce hydrogen via electrolysis and methane pyrolysis, respectively: Plug Power ($1.66 billion, May 2024)92 and Monolith ($1.04 billion, December 2021).93 The ACES Delta project, which represents a $504.4 million loan guarantee, reached financial close in June 2022."

Also, vllt. ist PLUG noch nicht aufgegeben...!?!?

 

https://www.insidermonkey.com/blog/...-ev-stock-to-invest-in-1411820/  

https://www.insidermonkey.com/blog/...-ev-stock-to-invest-in-1411820/

Warum ist Plug Power (PLUG) die beste Small-Cap-EV-Aktie zum Investieren?  

 

 

for Decades.

The gas will fail to reach price parity with conventionally made hydrogen in most regions, according to research firm BloombergNEF.

Green hydrogen has been touted by politicians and business leaders alike as a key fuel for a carbon-free future. But it will remain far more expensive than previously thought for decades to come, according to a new estimate from BloombergNEF.

Hydrogen companies worldwide are already struggling with canceled projects and sluggish demand. In the US, billions of dollars of projects have been stalled waiting for President Joe Biden’s administration to issue final rules for a tax credit meant to spur production.

BNEF had in the past forecast steep declines in the price of green hydrogen, which is made by splitting it from water with machines called electrolyzers running on renewable power. But in its forecast published Monday, the firm more than tripled its 2050 cost estimate, citing higher future costs for the electrolyzers themselves. BNEF now forecasts green hydrogen to fall from a current range of $3.74 to $11.70 per kilogram to $1.60 to $5.09 per kilogram in 2050.

For comparison, the most common form of hydrogen used today — stripped from natural gas, with the carbon emissions vented into the atmosphere — costs from $1.11 to $2.35 per kilogram, according to BNEF. The research firm expects prices for such “gray” hydrogen to remain largely the same through mid-century.

“The higher costs for producing green hydrogen without any subsidies or incentives means it will continue to be challenging to decarbonize hard-to-abate sectors, such as chemicals and oil refining, with hydrogen produced via electrolysis powered by renewables,” said BNEF analyst Payal Kaur.

Those industries along with steel mills and power plants have been tagged as possible end users of the gas. But doing so would require expensive new equipment, which has stunted demand.

Only two markets — China and India — are likely to see green hydrogen become cost-competitive, according to BNEF. There, the cleaner fuel will reach a comparable price to gray hydrogen by 2040.

The forecast puts Biden’s goal of driving US hydrogen costs down to $1 per kilogram by 2031 out of reach. Many analysts consider that price essential to convincing potential customers to start using the fuel. BNEF took an in-depth look at how green hydrogen will fare in New York, Texas and Utah. The report found that Texas will create the cheapest green hydrogen but costs will only fall from $7.22 per kilogram today to $4.82 in 2030. If Biden’s planned tax credit of $3 per kilogram is included, Texas hydrogen costs could fall below $1 by 2040, according to the forecast.

The fate of US hydrogen policies remains uncertain, with President-elect Donald Trump set to take office in January. Although industry executives remain hopeful he will continue many of Biden’s initiatives — in part because oil companies are interested in hydrogen — Trump has said little about it. His threatened tariffs on imported products could boost the price of foreign-made electrolyzers, but BNEF’s price forecast did not take tariffs or subsidies into account.

Slow hydrogen demand growth, meanwhile, has forced companies worldwide to scale back their ambitions. Equinor ASA, Shell PLC and Origin Energy Ltd. all canceled hydrogen production projects this year due to a lack of buyers.
 

Bloomberg (Bloomberg is a global leader in business and financial information) herausgegeben werden, dann sollte man das immer mit einer notwendigen Skepsis betrachten. Wird hier etwa versucht grünen gegen grauen Wasserstoff abzuwerten? Es mutet schon etwas seltsam an, wenn in solchen Vergleichen nur die Endverbraucherkosten ansetzt und nicht die Gesamtkosten bis hin zu den Umweltschäden. Es ist eine Argumentation der Ölindustrie, um deren Geschäfte noch weiter am Laufen zu halten. Nicht grüner Wasserstoff sollte billiger werden, sondern grauer Wasserstoff teurer!
Nachteile des grauen H2:
- starke Umweltbelastung
- Abhängigkeit fossiler Energiequellen
- energieintensive Herstellung
https://www.ewe.com/de/zukunft-gestalten/...stoffs/grauer-wasserstoff