Hydrogen
ITM Power’s Calendar Clears: A £46.5m State Backstop Meets a Market Awaiting Hard Numbers
The hydrogen sector has never been short on narrative — the challenge has always been separating signal from subsidy. For...
Nel ASA’s Backlog Grows, But the Ledger Tells a Bleaker Story
The gap between Nel ASA's order intake and its bottom line has become the defining narrative for the Norwegian hydrogen...
Plug Power’s Balancing Act: Property Sales Fund the Present While Australia’s Hydrogen Hub Points to the Future
When Plug Power releases its second-quarter results after the US market close on Monday, management will face an audience torn...
Nel ASA’s Two-Speed Story: Orders Accelerate While the P&L Keeps Bleeding
The Norwegian electrolyser maker Nel ASA is living a split-screen reality. Its order intake just exploded by 224 percent year-on-year,...
Nel ASA: Hydrogen Orders Are Pouring In — So Why Is the Cash Pile Shrinking?
The Norwegian electrolyser maker Nel ASA is living a contradiction. Its order intake just exploded by 224 percent, its newest...
ITM Power: Insider Confidence Meets Analyst Disagreement as Shares Approach Critical Support
A pair of small insider purchases has injected a rare vote of confidence into ITM Power at a moment when...
ITM Power’s funding win has not yet answered the market’s bigger question
ITM Power now has a sizeable financial cushion for its next manufacturing step, but investors are still asking for something...
ITM Power: From Whitehall to NATO — The State’s Bet That the Market Can’t Yet Price
The British government and a German defence contractor have both placed their chips on ITM Power, yet the electrolyser maker’s...
Plug Power Unlocks $90.5 Million from Texas as New York Data Center Moratorium Stalls Larger Gateway Deal
Plug Power burned through $61.2 million in the second quarter of 2026, leaving it with just $162 million in cash...
Plug Power’s Non-Dilutive Cash Infusion and Record Short Interest Set Stage for August Showdown
Plug Power shares snapped a brutal losing streak on Tuesday, jumping 6% to 7% to trade near €2.01–€2.04, as investors...
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