Posts on BE

Latest ideas and analyses related to Bloom Energy Corporation Class A Common Stock

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BE

+53 pts



Supply Chain Improves in 2Q; Pending Tax Credit Set to Boost U.S. Electrolyzer Demand

By P on Aug. 11, 2022, 9:30 a.m.
Tagged topics: clean energy , renewables

Views: 9, Votes: 4, Responses: 0, Attachments: 1
ITM , PLUG , BE , 3899

+34 pts



Takeaways from JPM Global Hydrogen Week

By realjoe on June 10, 2022, 1:19 p.m.
Tagged topics: hydrogen fuel cell

Views: 16, Votes: 3, Responses: 0, Attachments: 1
PLUG , BE , BLDP

+47 pts



Renewables initiation

By josiebe on June 8, 2022, 1:30 p.m.
Tagged topics: initiation report

Views: 42, Votes: 6, Responses: 1, Attachments: 1
BE , CEQP , EE

+64 pts



Raymond James Energy Daily Update

By toastcrunch.info on May 29, 2022, 10:41 p.m.
Tagged topics: INDUSTRY BRIEF

Views: 25, Votes: 4, Responses: 0, Attachments: 1
ITM , PLUG , BE

+34 pts



EMEA Hydrogen Highlights H2 Transition accelerating with improved economics

By labjordan on April 8, 2022, 12:41 p.m.
Tagged topics: hydrogen

Views: 31, Votes: 2, Responses: 0, Attachments: 1
RUN , SPWR , PLUG , FSLR , AES , BE , NEE , SEDG

+44 pts



MS Energy & Power Conference - Takeaways for Clean Tech

By realmomobags on March 9, 2022, 8:10 a.m.
Tagged topics: clean energy , clean tech , renewables

Views: 69, Votes: 5, Responses: 0, Attachments: 1
BE , FSLR , RUN

+37 pts



$BE $FSLR $RUN earnings show strong fundamental demand growth, potential benefits from legislation, but supply chain stresses

By josiebe on Nov. 5, 2021, 11:05 a.m.
Tagged topics: secular growth , clean energy , solar power

Views: 550, Votes: 6, Responses: 0, Attachments: 1
BE

+32 pts



$BE - Morgan Stanley estimates expanded partnership with SK ecoplant accelerates revenues by $300m/year

By cassie on Oct. 27, 2021, 1:23 p.m.
Tagged topics: partnership , hydrogen fuel cell , electrolyzer products

Views: 37, Votes: 2, Responses: 0, Attachments: 2
PLUG , FCEL , BE , XBC

+60 pts



$PLUG - Canaccord expert panel says Plug's $5/kg cost for green hydrogen is a surprisingly 'aggressive number'

By cassie on March 9, 2021, 9:30 a.m.
Tagged topics: electric vehicles , clean energy , hydrogen fuel cell , Canaccord Genuity , decarbonization , expert panel

Views: 159, Votes: 1, Responses: 0, Attachments: 3
NKLA , BE , PLUG , FCEL

+74 pts



$NKLA, $PLUG - JP Morgan says the hydrogen revolution is 'in need of realism' to separate the opportunity from the optimism, prefers NKLA over PLUG (deep dive)

By mooreideas on Feb. 24, 2021, 3:25 p.m.
Tagged topics: deep dive , JP Morgan , hydrogen fuel cell , ESG investors , H2 policies , EMEA

Views: 262, Votes: 3, Responses: 0, Attachments: 150
BLDP , BLDP , AEIS , AQN , AY , BE , BEP , GTLS , ERII , AQUA , FSLR , GPP , ITRI , LTHM , PRMW , TPIC , XYL , Clean Energy

+66 pts



Deep dive reference report by RayJay on renewable energy and clean tech from Oct 2020 (as requested)

By cassie on Feb. 16, 2021, 10:56 a.m.
Tagged topics: electric vehicles , Raymond James , hydrogen fuel cell , solar power , wind power , biopower , power storage , smart grid

Views: 75, Votes: 1, Responses: 0, Attachments: 99