Ballard Power Systems Inc. BLDP

Ballard Power Systems Inc. es una empresa con sede en Canadá que se dedica al diseño, desarrollo, fabricación, venta y servicio de productos de celdas de combustible de membrana de intercambio de protones (PEM) para una variedad de aplicaciones. La compañía se enfoca en los mercados de productos de energía de Motivación de Servicio Pesado (que incluye aplicaciones de autobuses, camiones, ferrocarriles y marinos), Manejo de Materiales y Energía de Respaldo, así como en la entrega de Soluciones Tecnológicas, incluyendo servicios de ingeniería, transferencia de tecnología y la licencia y venta del portafolio de propiedad intelectual de la compañía y conocimientos fundamentales para una variedad de aplicaciones de celdas de combustible PEM. La celda de combustible de la compañía es un dispositivo electroquímico ambientalmente limpio que combina combustible de hidrógeno con oxígeno (del aire) para producir electricidad.

• GlobeNewswire Inc. 9 jul

  [Latest] Global Green Hydrogen Market Size/Share Worth USD 188.9 Billion by 2035 at a 31.2% CAGR: Custom Market Insights (Analysis, Outlook, Leaders, Report, Trends, Forecast, Segmentation, Growth Rate, Value, SWOT Analysis)

  The global green hydrogen market is projected to grow from USD 12.5 billion in 2025 to USD 188.9 billion by 2035, driven by demand from carbon-intensive industries seeking low-carbon alternatives and increasing adoption of hydrogen fuel cells in transportation. Major players include Siemens Energy, Nel ASA, ITM Power, and others, with recent developments including Nel ASA's USD 50 million PEM electrolyzer contract in Norway.

  

• The Motley Fool 10 jun

  Forget the SpaceX IPO. This Stock Is a Better Bet for Long-Term Investors.

  The article argues that Bloom Energy (BE) is a better long-term investment than the upcoming SpaceX IPO. Bloom Energy manufactures solid oxide fuel cells for onsite power generation and has demonstrated strong financial performance with 130% YoY revenue growth and a move to profitability. While trading at a premium valuation of ~60x forward earnings, the company's growth trajectory and the expanding fuel cell market justify the price for long-term investors. In contrast, SpaceX's IPO is viewed as overhyped, with Morningstar valuing it at roughly half the IPO price, and recent IPOs have historically underperformed after initial enthusiasm fades.