Particle.news
Download on the App Store

Plug Power Begins NASA Hydrogen Deliveries as Shares Slide and Legal Scrutiny Grows

Ongoing losses, dilution worries, and DOE loan uncertainty keep pressure on the stock.

Overview

  • Plug Power started a multi-year liquid hydrogen supply for NASA on December 1, covering up to about 480,000 pounds through November 30, 2030, for roughly $2.8 million.
  • Deliveries serve NASA’s Glenn Research Center in Cleveland and the Neil A. Armstrong Test Facility in Sandusky, using Plug’s cryogenic fleet and U.S. production sites in Georgia, Tennessee, and Louisiana.
  • The company installed a 5 MW GenEco electrolyzer at Cleanergy Solutions Namibia’s Walvis Bay project, described as Africa’s first fully integrated commercial green hydrogen facility supporting off-grid hydrogen mobility.
  • Shares closed near $2 this week and have fallen roughly 99% from peak levels, with Tuesday’s session logging a further decline despite the Namibia deployment.
  • Law firm Bronstein, Gewirtz & Grossman opened a probe tied to Plug’s suspension of green hydrogen plant development, a move reported as potentially jeopardizing a $1.7 billion DOE loan, while recent financing includes $375 million in convertible notes and about $370 million from warrant exercises as the company posted a $785.6 million nine-month net loss.