摘自公司给投资者的信
1.Transformational Event and Accelerates Plug’s Fuel Margin Expansion
Plug’s first generation of green hydrogen plants have paybacks between 8 to 12 years. Now with $3/kg PTC for green hydrogen and as we continue to optimize plant design and reduce capital costs, we expect these paybacks will improve for these plants to four to five years.
2.Focused on Converting Substantial Backlog into Revenue
Plug’s electrolyzer backlog currently stands at 1.5GW, with a sales funnel of over $25B. This substantial sales funnel represents multiple end market applications with green ammonia as the largest applications at around 50%, followed by eMethanol and power-to-gas.
3.Large-Scale Stationary Application: $350B TAM in the US
4.Europe: Building a Hydrogen Ecosystem and Accelerating Expansion
5.$2.1B Portfolio Sale Opportunity with Amazon Reinforces Strength of Plug’s Vertically Integrated Model
6.Building World-Class Global Manufacturing and Supply Chains
哈哈感觉还挺有看头的。