Stacked area chart showing BOP costs vs. capacity for a water electrolysis plant; costs rise to about 900–1000 (2020$) as capacity is low and decrease as capacity increases, with stack costs forming the lower bands labeled by component colors. X-axis: annual capacity (MW/yr); Y-axis: system manufactured cost (2020$ per kW). Legend lists BOP components and stack components by color.

Supercritical Hydrogen 2026, $18.8M Shell Investment

AEM Electrolysis Scale-Up, Versogen's 250 MW In Solare Factory, Horizon 5 MW…


Industrial control room with large electrical transformers, cooling fans, and yellow safety railings around a platform]} {

Plug Power Hydrogen 2026, 5 MW Namibia Project

Plug Power PEM Electrolysis, 275 MW Hy 2 gen Deal, 100 MW Galp Project, and 3…


Peric Hydrogen 2026, 6.5 GW Capacity with LONGi

Top 10 Chinese Alkaline Electrolysis Firms, Sungrow's 3 GW Capacity & 60% Cost…


Infographic comparing four electrolyzer technologies: Alkaline, PEM, AEM, and SOEC, with cost ranges and strategic verdicts (India flag shown).

Plug Power Hydrogen 2026, 275 MW Hy2gen Deal

Alkaline Electrolysis Costs, $108/k W Chinese Systems vs $750 M US DOE Funding…


Electric Hydrogen Hydrogen 2026, 100 MW Plants for Infinium

Top 10 US Electrolyzer Startups Scaling with $100 M Deals from Partners Like…


Stacked bar chart of LCOH (€) per kg by tech group (PEMEL, AEL, SOEL) showing CAPEX (orange), OPEX (blue), electricity consumption (green) over time.

Topsoe Hydrogen 2026, 100 MW First Ammonia Deal

SOEC Commercialization Risk: Topsoe's 100 MW First Ammonia Deal Collapse, 200…


Thyssenkrupp Hydrogen 2026, ITM Power's 100 MW for Shell

Top 10 European Alkaline Electrolysis Makers: Thyssenkrupp's 5 GW Capacity and…


Industrial factory interior with large electrical transformers, metal walkways with yellow guardrails, and control cabinets.

Plug Power Hydrogen 2026, 100 MW Galp Project, Topsoe

PEM Electrolysis Bankability, Plug Power's 275 MW Hy 2 gen Win and Hydrogen…


Pie chart titled 'Situational Awareness Fund' showing investment shares; segments labeled CoreWeave, Intel, Lumentum, Iren, Applied Digital, Sandisk, Other with percentages; center photo of a smiling person amidst logos.

Bloom Energy Fuel Cell 2026, $7.65B in 90-Day Pacts

Bloom Energy SOFC Deals, 2.8 GW Oracle Agreement, $2.65 B AEP Pact, and 11 Data…


Table of partners and deal sizes: Brookfield Asset Management—$5B Bloom SOFC partnership for AI data centers; AEP—up to 1 GW, $2.65B value; Equinix—100+ MW across 19 data centers in 6 states; Core Weave—AI cloud data center powered by Bloom fuel cells; Intel—Silicon Valley fuel‑cell data center installation.

Bloom Energy Fuel Cell 2026, 1 GW AEP Supply Pact

Bloom Energy SOFC Manufacturing, 2.8 GW Oracle Deal, $5 B Brookfield Financing,…


Privacy Preference Center