Apr. 17 at 5:50 PM
$PLUG $ITMPF $HPUR The EU is now finalizing the hydrogen framework (RED III, low-carbon rules, market mechanism starting 2026) – a real turning point. Until now, strict requirements like additionality, temporal matching, and geographic correlation have slowed projects down. These constraints are expected to be eased in the coming weeks. The real scale-up is about to begin.
Deals like Rheinmetall + ITM and early state-backed hydrogen projects were just the beginning.
On top of that, the game changer: the EU–US energy agreement from summer 2025 – around
$750B in energy imports. This brings massive capital flow, infrastructure build-out, and momentum into the entire energy transition.
Bottom line: Europe’s hydrogen story is just getting started – strong tailwinds for Plug Power, ITM Power, and Hexagon Purus 🚀💥🧨