$NLLSF https://finance.yahoo.com/energy/articles/latest-global-green-hydrogen-market-043000024.html
Future is looking good and on track with the green deals around the world.
$NLLSF people have completely forgotten about the licensing agreement with reliance industries. the gigagactory is on track to start operating by end 2026 and upfront licensing payments will be due, while reliance has already signed huge offtake agreement with samsung for green amonia startin 2028.
$NLLSF Short sellers are getting increasingly squeezed by the rising stock price.
Argonaut Capital is in the worst position with an entry price of 2.18 NOK, now sitting on a -12.3M NOK loss.
Meanwhile, exactly what was expected happened at Tages Capital: they reacted to the price surge and trimmed their short position from 0.73% to 0.59%.
While Tages Capital is already starting to cover and exit, Argonaut’s losses keep piling up. It is becoming highly likely that Argonaut will soon have to give up and buy back their shares to close the position.
The total short interest has dropped from 1.27% to 1.13% yesterday.
It’s an interesting spectacle. If one panics, it triggers panic in the other. Both end up driving each other's losses higher.
$NLLSF Okay, my last two posts explains how Nel can defeat PLUG and BE with some timeline in there as well. Hope this helps old and new investors and as always, double check the info!
$NLLSF Nel can defeat Bloom Energy (BE) by winning the "Green-Only" war. While BE leads today by using natural gas to power AI data centers, Nel is the gold standard for Zero-Emission hydrogen.
1. The Carbon Wall: Giants like Google and Microsoft have "Net-Zero" deadlines. BE’s gas-powered cells create CO2; Nel’s electrolyzers use water and renewables for 100% clean power. As carbon taxes rise, BE becomes a liability, and Nel becomes the necessity.
2. Samsung's "Muscle": Samsung E&A provides the global engineering and "bankability" Nel lacked. They can build massive "turnkey" hydrogen factories that are cheaper to finance than BE’s standalone units.
3. Cost of Fuel: With US and EU subsidies ($3/kg tax credits), green hydrogen is becoming cheaper than natural gas. Once the "green fuel" is cheaper than "dirty fuel," BE’s head start disappears.
Nel wins by being the sustainable long-term infrastructure, while BE is currently a fossil-fuel bridge.
$NLLSF If Nel and Samsung become the "Apple and Foxconn" of hydrogen—where Nel designs the tech and Samsung builds it everywhere—then yes, they could outcompete Plug and see that massive valuation growth you are looking for. Samsung can build the turn-key solutions cheaper and already have other contracts with the big tech leaders as they are one of them too. This is what I'd like to see for the future forward.
$NLLSF Hydrogen is viewed as the "infrastructure play" specifically for heavy-duty and long-range applications where battery weight and charging times are prohibitive.
Forklifts: Already a mature market; thousands are in use in warehouses (e.g., Amazon and Walmart) because they refuel in minutes and maintain power better than batteries in cold storage.
Trucks and Trains: Fuel cell trucks are projected to be more cost-effective than battery-electric versions for long-haul routes due to shorter refueling times and higher payload capacity. Hydrogen-powered trains are already in commercial service in countries like Germany.
Boats and Shipping: Hydrogen and its derivatives (like ammonia or methanol) are lead candidates for decarbonizing international shipping, where batteries are currently too heavy for transoceanic travel.
Industrial Power: Beyond vehicles, hydrogen is expected to power "hard-to-abate" industries like steel and chemical manufacturing.
