Plug Power (PLUG) Investor presentation summary

Strategic vision and business model

• Building a comprehensive hydrogen ecosystem covering production, storage, transport, and usage to support decarbonization goals and customer needs.

• Only global player supporting the entire hydrogen value chain, from production to end use.

• Focused on material handling, electrolyzers, and hydrogen plants as core business segments.

Market trends and growth opportunities

• Electric material handling equipment market projected to reach $14.43 billion, driven by sustainability and automation.

• Global installed electrolyzer capacity expected to reach 300 GW by 2030, with the industry valued at over $70 billion by 2034.

• Green hydrogen's share of global hydrogen capacity has risen to 1.6%, with costs narrowing compared to fossil-based hydrogen.

Operational achievements and deployments

• Over 72,000 GenDrive units installed at 275+ locations, with more than 1 billion operational hours and 45+ tons of hydrogen dispensed daily.

• 320 MW of GenEco electrolyzer deployments across 70+ units on six continents, supported by 258+ granted patents.

• Hydrogen plant network includes live capacities in Georgia (15 TPD), Louisiana (15 TPD), and Tennessee (10 TPD).