- Analyst Insight

Plug Power Sells Green Hydrogen Site in Texas to Data Center Developer

Plug Power said July 13 it has agreed to sell its planned Graham, TX, green hydrogen project (#9 in map below) to Stream Data Centers for up to $76.5 million. As noted in this week’s Hydrogen Billboard, the transaction represents a growing trend in hydrogen and related clean-energy projects, as industrial sites with substantial power access are increasingly being redirected toward data centers because those projects can often generate higher and faster returns than energy-transition infrastructure.

- Analyst Insight

AirPlant One, First U.S. Facility to Produce Sustainable Aviation Fuel at Commercial Scale, Comes Online

Twelve’s AirPlant One, which it bills as the first commercial-scale facility in the U.S. to produce sustainable aviation fuel (SAF), has begun operations in Moses Lake, WA, the company said June 10. Referred to by Twelve as E-Jet fuel, it is an alternative to traditional jet fuel made from carbon dioxide (CO2), renewable electricity and water.

- Analyst Insight

SunZia, Largest U.S. Wind Farm, Starts Commercial Operations

The SunZia Wind Project, the largest wind farm in the U.S., began commercial operations this month. The wind farm, located in New Mexico, has a total net summer generating capacity of 3,650 megawatts (MW) and is composed of 916 wind turbines. Its capacity is more than three times larger than the next two largest wind farms, Alta Wind in Southern California (1,098 MW) and Great Prairie in northern Texas (1,027 MW). 

- Analyst Insight

Plug Power Sells $39.2 Million in Federal Tax Credits from Louisiana Hydrogen Facility

Plug Power said June 2 it has closed on the sale of a federal Investment Tax Credit (ITC) for ~$39.2 million associated with its hydrogen liquefaction facility in St. Gabriel, LA, (operated through Hidrogenii, its joint venture with Olin Corp. The St. Gabriel facility was commissioned in April 2025 and can liquefy up to 15 tons of hydrogen per day.

- Analyst Insight

EVREC Green Hydrogen/Ammonia Project Advances in Central Newfoundland

Exploits Valley Renewable Energy Corporation (EVREC) said May 18 that it filed the Environmental Impact Statement (EIS) for its project in Central Newfoundland. The project would reuse brownfield lands, repurpose the Port of Botwood (the closest deepwater port in North America to Europe) and harness the region’s wind resources to produce green hydrogen and ammonia.