"Is hydrogen dead?" That has been the prevailing question for investors watching the renewable energy sector throughout 2025. After a year of brutal stock performance and retreating sentiment, the industry desperately needed a sign of life. It just got one from the most demanding customer in the solar system. NASA does not think hydrogen is dead. In fact, the agency is betting its mission-critical operations on it.
Plug Power (NASDAQ: PLUG) has officially commenced a contract to supply NASA with liquid hydrogen. This development comes at a critical juncture for the company. While Plug Power’s stock price has struggled significantly over the past year due to cash burn concerns and delayed profitability, this partnership offers something money cannot always buy: absolute validation.
