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⚡ Fuel Cells are Booming – and That Means Huge Demand for Hydrogen! 🚀💚

https://fuelcellsworks.com/2025/08/05/hydrogen-economy/bloom-energy-reports-record-q2-revenue-targets-2gw-fuel-cell-expansion-amid-ai-data-centre-boom

💥 Fuel Cell Boom: Data Center Surge to AI-Era Power

• Bloom Energy just posted record Q2 revenue of $401M, a 19.5% increase year‑on‑year, and plans to double factory capacity from 1 GW to 2 GW by 2026 in response to hyperscale AI data centre demand. 

• Their SOFC systems are poised to power up to 40% of data centres onsite by 2030—a 3× jump in just one year. 

🔋 Why Hydrogen is the Fuel Cell Supercharger

• Fuel cells like Bloom’s can operate on clean hydrogen, offering stable, scalable power where grid constraints are mounting. These systems are modular, fast to install, and avoid extensive grid upgrades. 

• The global hydrogen-to-power market is forecasted to soar from $8.5B in 2024 to $66B by 2032—a CAGR of ~29%. ITM Power is already named among leading OEMs in this space. 

🏭 Where ITM Power Comes In

• ITM Power is a global leader in PEM electrolyser tech, producing units from ~2 MW up to tens of MW, scalable to 100 MW deployments. 

• Its Bessemer Park gigafactory in Sheffield delivers up to 1 GW/year, the largest PEM electrolyser capacity worldwide, with plans to expand further. 

•

📈 Fuel Cells Need Hydrogen—And ITM is Supplying It!

• As Bloom and others scale up fuel cell power systems, demand for green hydrogen is exploding.

• ITM Power’s high-efficiency PEM electrolysers are ready to supply that hydrogen, turning renewable energy into usable fuel at industrial scale.

Do the 🩳 really want to

hang around and let this hydrogen economy explode?

£2++ soon 🚀🚀🚀💚

Lucky 🍀💚 🚀

The H2 pipes are being planned and built, the end is bright green everyone.

High volumes happening, mass staff hiring ..World leading products, 200 Million in the bank 🏦, cash generating 🚀🚀 £2++ soon

🚀💚 The UK is charging ahead as a green hydrogen powerhouse! 💚🚀

We’re thrilled to see National Gas appointing WSP to steer the design of Project Union East Coast—a pivotal step in creating a 1,500-mile hydrogen backbone across Great Britain. 🇬🇧🔧 This major collaboration marks the beginning of FEED (Front-End Engineering Design) for connecting industrial clusters in Humber and Teesside with strategic hydrogen supply and storage sites.

 

Project Union is central to developing a hydrogen transmission network that will:

• Repurpose existing gas pipelines and build new infrastructure where needed

• Deliver low-cost, clean hydrogen to power industries, storage facilities, and communities

• Unlock access to 10 GW of low‑carbon hydrogen production capacity by 2030, with at least half as green hydrogen

 

Meanwhile, the FutureGrid programme at DNV’s Spadeadam facility is validating the UK network’s readiness—scaling hydrogen blends from 2% up to 100%, showing safe and resilient operation on current assets. 🌬️🧪



👉 With this technical groundwork + collaboration across National Gas, WSP, Cadent, Northern Gas Networks, DNV, and more… the UK is fast becoming a global leader in hydrogen transmission innovation. 👏

It’s been a long journey, the hydrogen moment is happening, buckle up 🚀 and enjoy it!!

🩳 must be closing very soon 💩!

🚀💥 ITM POWER: THE GREEN ENERGY FUTURE IS HERE! 💥🚀

Massive respect to everyone holding strong! 💪🌱 ITM isn’t just another stock — it’s a vision for a clean, hydrogen-powered future. With green hydrogen gaining serious momentum globally, ITM Power is uniquely positioned to LEAD the energy transition. 🌍🔋

🌟 New partnerships ✅

🌟 World-class tech ✅

🌟 A government backing net-zero ✅

🌟 Demand for electrolyzers rising by the minute ✅✅✅

The fundamentals are stacking up 📈 and patience is starting to pay off. Institutional investors are watching. 👀 Big moves are coming. The runway is LONG — and we’re just warming up the engines. ✈️🚀💨🚙🔋🛥️🔥

💚 To the ITM community: Stay informed, stay confident, and keep your eyes on the horizon. The future is GREEN, and it’s ELECTRIFYING! ⚡🌿

🩳💩 you stink now, use Andrex 🤢 🏃and the exit is the buy button 21million presses 🤣!

🔵 ITM Power = Linde’s PEM Division in Disguise

📅 Updated: 1 August 2025

💥 This isn’t a hydrogen hype stock. This is Linde’s PEM electrolyser engine, trading at a fraction of its industrial value.

⸻

🔗 Linde Didn’t Just Invest — They Took Over (Quietly)

The integration is strategic, not symbolic:

• 💰 £38 million investment from Linde

• 🤝 Co-founded ITM Linde Electrolysis GmbH (50/50 JV)

• 🧠 Jürgen Nowicki, ITM Chair — ex-CEO of Linde Engineering

• 👨‍💼 Dennis Schulz, CEO — former Managing Director at Linde plc

• 🧑‍💼 Johanna Leisling, incoming VP Commercial at HydroPulse — previously at Linde and bp, global hydrogen operator

Linde hasn’t just partnered — they’ve embedded. The people, product, and pipeline all point one way.

⸻

🏗️ Working with Tier-1 Energy Infrastructure Players

This isn’t a lab project. These are active industrial deployments:

• ✅ Shell – Refhyne PEM electrolyser deployment

• ✅ Linde – Joint venture and engineering backbone

• ✅ National Grid – UK grid-scale hydrogen planning

• ✅ Cadent Gas – Hydrogen blending trials in UK distribution

• ✅ ScottishPower (Iberdrola) – Renewable hydrogen integration

• ✅ Gasunie – Cross-border hydrogen infrastructure initiatives

These are deep commercial integrations — not “letters of intent.” ITM is plugged directly into Europe’s hydrogen buildout.

⸻

📉 Mispriced? It’s a Joke at This Point

• 💼 ~£200M cash

• 🔋 HydroPulse commercial PEM systems now rolling out

• 🐻 22 million shares shorted

• 📉 Share price: 59p

Yes — you can buy Linde’s PEM electrolyser business for 59p a share. 😅🚀

Stains are showing on those 🩳💩.. they need the exit quick!!

🔍 ITM Power Is Hiring (Sheffield, UK) 🧪

🎯 Open Roles (Few days old !!!) something big is happening!🚀🚀

• 🏭 Production Operative

• 👷 Production Team Leader

• 🧪 Test & Development Technician

• 🧑‍🔧 Principal Engineer of Manufacturing Systems (Neptune Platform)

• ℹ️ Product Process Safety Officer

• 👨‍💼 Head of Manufacturing Finance

• ⚙️ Senior Process & Systems Engineer

• ⚡ Electrical Engineer

• 🛠️ Senior Mechanical Design Engineer

• 🧰 Piping & Layout Design Engineer

• 📦 Production Quality Manager

• 🔗 Category Manager (Indirect Procurement)

• 💼 Procurement Manager (Direct Procurement)

• ⚖️ Senior Legal Counsel

ITM are gearing up 🧐 one 🩳 has 💩 and done a runner 🏃

What’s people’s opinion on wind turbines?? I think he’s 10 years out of date on this..

https://youtu.be/1Ma0dXdKyBQ?si=q3nRrYoKD9feG1Bs

Europe now has 285 GW of wind power capacity, 248 GW onshore and 37 GW offshore. The EU-27 accounts for 231 GW of the total installed capacity, 210 GW onshore and 21 GW offshore. We expect Europe to install 187 GW of new wind power capacity over 2025-2030.

✅ Why Wind Power Matters for Green Hydrogen

1. Provides Clean Electricity

Wind turbines generate electricity without emitting CO₂. This clean energy can power electrolysers that split water into hydrogen and oxygen — making truly green hydrogen.

2. Abundant & Renewable

Wind is widely available, especially in coastal and offshore areas. The more wind energy we generate, the more potential we have to produce hydrogen without using fossil fuels.

3. Helps Balance the Grid

Wind energy is variable — sometimes there’s more than we need. That surplus electricity can be used to make hydrogen, storing energy for later use and preventing waste.

4. Offshore Wind = Big Opportunity

Offshore wind farms can generate massive amounts of power, making them ideal for large-scale hydrogen production, especially in Europe, the U.S., and parts of Asia.

Good Morning all 👋

Penguin 🐧 joke:

Why don’t hydrogen-powered ships ever get lost at sea?

Because they always follow the current! 🌊⚡🧭😅

Back to business:

🌊⚡ Floating wind. Green hydrogen. Clean shipping.

It’s not sci-fi — it’s the next energy frontier. And ITM Power could be right at the center of it. 🚢💨

Imagine this:

🌀 A floating turbine..

🔋 Powers an ITM Power electrolyser at sea

💧 Turns seawater into green hydrogen

⛽ Fuels clean ships, ferries & CSOVs right at sea

No port delays. No dirty marine fuel. No emissions.

Just wind → water → hydrogen → motion.

While the world talks about hydrogen on land, the marine sector is gearing up quietly. Offshore production hubs will be vital — and ITM’s modular PEM electrolysers are built for this kind of innovation.

The Viking Libra, the world’s first hydrogen-powered cruise ship, sets sail in 2026 — with zero-emission fuel cells and a 6 MW hydrogen system. Her sister ship follows in 2027.

💬 All these vessels need hydrogen fueling infrastructure — and that’s where ITM Power steps in.

With scalable electrolysers, ITM can power the ports, hubs, and bunkering stations these ships rely on.

🔋 Hydrogen at sea is no longer the future — it’s building now.

Let’s not forget the marine side of the hydrogen revolution. 🌍⚓

🌍 Big win for Europe 🇪🇺

The $750bn LNG deal with the U.S. isn’t just about energy — it’s about security, stability, and strategy.

✅ Europe has secured affordable energy for the next 3 years, giving countries time to:

🔧 Build out green hydrogen infrastructure

⚡ Expand renewables

🏗️ Scale electrolysis capacity

📊 Meet the 2030 net-zero and hydrogen targets

This deal is a bridge, not the destination. It’s a clear signal:

💬 “We’re buying time to get it right — and we’ll reassess in 2028-2029 as hydrogen scales up.”

Think long-term.

By 2030, Europe wants green H₂ to be central — and this short-term LNG deal helps keep the lights on while that future is built. 🔋💚

🧠 Smart energy policy isn’t about purity today — it’s about realistic pathways to a clean, secure future.

📉 Fossil fuels are being phased out — but phasing them correctly ensures resilience and peace.

The EU buying $750bn of U.S. LNG isn’t “insanity” — it’s strategy.

This is about cutting off Putin’s blood money 💰🛑 and saving lives!

⚡ Russian gas was funding missiles, tanks, and war crimes. Every dollar Europe sends to the U.S. instead is a dollar not used to bomb civilians.

📉 This deal chokes the Kremlin’s revenue stream, weakens their war machine, and strengthens Western alliances.

No one said LNG is green — but it’s a lifeline while we build the clean hydrogen economy. You can’t install electrolyzers in a blackout.

🕊️ Peace requires power — and this deal gives Europe the energy security to stand firm against aggression while the green infrastructure comes online.

💚 It’s not the death of hydrogen. It’s what lets green hydrogen scale safely and sustainably.

Hydrogen will thrive in a market with stable supply, not chaos.

So instead of posting doom-and-gloom takes, maybe take a moment to understand geopolitics. 🧠💥

This deal could literally save millions of lives — both from war and climate — if we get the transition right.

Anybody got more information regarding the “ biggest deal ever made “ - Trump

Trump said the EU will purchase $750bn (£558bn, €638bn) in US energy, in additional to increasing overall investment in the US by $600bn (£446bn, €510bn “

Big moves in geopolitics = BIG opportunities for green hydrogen ⚡💧

With the U.S. 🇺🇸 and EU 🇪🇺 locking in a new trade deal, here’s what it means for the hydrogen economy -

🔓 Tariff barriers dropped – Clean tech like electrolysers just got easier to trade 📦

💰 Billions in clean energy investment flowing on both sides of the Atlantic

📉 U.S. tax credits (IRA) + EU auctions = green hydrogen prices falling fast 💶➡️🟢

🌐 Cross-border hydrogen hubs are suddenly more realistic

🏗️ Opens the door for joint infrastructure, tech sharing & supply chains

THOSE 🩳 s MUST STINK !!

🔥 HAR1 Launched – HAR2/3 Incoming – It’s All Getting REAL! 😁

Now that HAR1 is officially live and projects are rolling out, I’m seriously feeling the buzz ⚡

Knowing that HAR2 is in progress, and **HAR3 is coming with a jaw-dropping 1.5 GW allocation 😳🤣…

Just WOW.

This is massive.

And remember — this is just the UK 🇬🇧

Over in the EU, it’s like they’ve unleashed the Hydrogen Hulk 💪🟢

The scale of what’s coming across Europe is next level — production, infrastructure, power generation, storage — it’s all going green and it’s all going fast 🚀🌍

We’re not just watching an industry grow — we’re witnessing a full-blown energy revolution 🔋🔧

For those of us backing hydrogen and companies like ITM Power, this is what we’ve been waiting for 🧪

Get ready — 2025–2027 is gonna be wild 🔥🔥🔥

🎉 ITM Power’s Nearly 1 GW Party! 🎉

951 MW and counting — the hydrogen future is bright 😎.

🎈 One last contract and it’s 1 GIGAWATT booked — that’s not hype, that’s hydrogen taking off 🚀

✅ The tech is real

✅ The units are delivered

✅ The orders are coming in hot

Hydrogen cars are now waiting / planned governments have been slow to implement fuel stations, but this is changing !!

🌍 Element 2 & Aegis Energy are building the UK’s hydrogen future — not just talking about it!

• Element 2: 50+ stations (~800 pumps) across major truck routes by 2027, starting with Teesside.

• Aegis Energy: 5 multi-energy hubs opening 2026–27 (Sheffield, Immingham, Warrington, Corby, Towcester), expanding to ~30 by 2030. Each hub supports H₂, EV charging, HVO, bio‑CNG—and cuts ~14,300 t CO₂/year.

• Together, they’re creating the backbone of a clean transport infrastructure. ITM Power electrolysers will be a critical part of scaling up UK hydrogen supply.

💥 Big companies are already paying silly £££££££ in carbon taxes or offsets… and it’s only going up 📈

Meanwhile, green hydrogen 💚 cuts emissions at the source AND builds real energy independence ⚡

🔹 Amazon 🚚

🔹 Shell ⛽

🔹 ArcelorMittal 🏭

…they’re all turning to #GreenH2—not just for credits, but for control.

Why pay to pollute when you can switch to clean?

With ITM Power, it’s possible. It’s scalable. It’s NOW. 🔋

🚨💥 ITM Power: This Is the AI Moment for Green Hydrogen 💧⚡

For years, AI was just hype… all talk, endless buzzwords…

Then suddenly — boom 💥 — it was in everything: phones, work, search, music, finance.

Soon something around you will have been made from green hydrogen

👀 Now look at this:

📢 The EU has just triggered RED III green hydrogen mandates.

These aren’t soft goals — they’re binding, and they’ll force countries to act fast. 🏃‍♂️💨

💧 That means:

🔋 Electrolysers getting deployed — at scale

📈 Billions in funding being activated

🌍 Industrial hydrogen demand going mainstream

And guess who’s been building electrolyser capacity and tech for this exact moment?

ITM Power.

🛠️ Quietly refining. Scaling. Aligning.

🎯 This is our AI moment — the shift from talk ➡️ mass adoption.

💥 One day it’s chatter… the next, it’s everywhere.

⚠️ Blink, and you’ll miss the breakout.

Bag secured in a flash.

Hydrogen projects are having the tap

turned on … and it will be flowing straight through Europe . 🚰🚀

🚨💚 BIG Green Hydrogen News! 🏭⚡

📢 Kimberly-Clark — the company behind Andrex and Kleenex — has signed groundbreaking green hydrogen deals to power its factories in Wales and Kent! 🇬🇧💨

🔋 Instead of paying hundreds of thousands each year in carbon credits, they’re switching to on-site green hydrogen to cut over 28,000 tonnes of CO₂ annually. That’s the equivalent of taking 6,000+ cars off the road! 🚗💨💨

🌿 Two key projects are leading the way:

• ✅ 35 MW green hydrogen plant in Barrow (in partnership with Carlton Power)

• ✅ More sites in Kent & Wales with HYRO (Octopus + RES)

💸 This is a clear sign: industry is turning to clean, efficient hydrogen as a long-term fix — not just a temporary carbon offset!

🔥 This could open the door for even more factories, supermarkets, and transport hubs across the UK to make the switch.

⚡ ITM Power & HAR1 — Which Projects Are They Involved In? Let’s Break It Down 🔍

With the UK kicking off 11 green hydrogen projects under Hydrogen Allocation Round 1 (HAR1), everyone’s asking: Which of these will ITM Power actually supply? 💧🔧

Here’s what we know so far:

⸻

✅ Confirmed ITM Involvement

1. Tees Green Hydrogen (EDF Renewables)

• ✅ ITM is confirmed to supply 4 x 2 MW Neptune II PEM units

• 🔧 Electrolysers reserved and delivery expected in 2025–26

• ✅ Part of EDF’s official announcement

2. Whitelee Green Hydrogen (ScottishPower / Green Hydrogen for Scotland)

• ✅ ITM is part of the delivery consortium

• 🏗️ Capacity reserved; ITM handled earlier FEED

• Likely supplier of full 7.1 MW PEM electrolyser system

⸻

🤔 Possible ITM Opportunities (Unconfirmed, but Potential Fits)

These projects haven’t publicly named their electrolyser suppliers — but ITM could be in the running, especially where:

• PEM tech is preferred

• UK-based supply is advantageous

• Prior partnerships exist

• Barrow Green Hydrogen (Carlton Power)

• Bradford Low Carbon Hydrogen (Hygen Energy)

• Cromarty Hydrogen (Storegga / ScottishPower – existing ITM ties?)

• Langage Green Hydrogen (Carlton Power again)

• Trafford Green Hydrogen (Carlton Power & Schroders)

• Green Hydrogen 3 (HYRO / Octopus Energy)

• HyBont (Marubeni – global links may favour tech leaders)

• HyMarnham (GeoPura – UK-focused, off-grid specialist)

• West Wales Hydrogen (MorGen / Trafigura – scalable, international backers)