The U.S. Green Hydrogen Market for Mobility is experiencing a significant surge, driven by federal policy support, including measures like the Inflation Reduction Act, and expanding investments in hydrogen fueling infrastructure. Key advancements in electrolyzer technologies are enabling increased production of green hydrogen from renewable sources such as wind and solar. The adoption of fuel cell electric vehicles (FCEVs) is accelerating across various sectors, including passenger cars, trucks, buses, and even marine and aviation applications. Although infrastructure challenges remain, developments in regional hydrogen hubs and commercial fleet deployments are expected to facilitate broader adoption, contributing to the drive for a zero-emission transportation ecosystem.

In other trading, Delta Electronics (Thailand) was trading firmly up 5% and ending the day at THB73.50. Meanwhile, HD Hyundai Electric softened, down 8.4% to end trading at ₩305,000.

Tesla's pursuit of revenue streams through unsupervised FSD service is time-sensitive. Click here to explore this investment narrative further.

Also, revisit our recent Market Insights article, "Sectors And Industries To Watch In 2025," where we urgently highlighted renewable energy's evolving landscape amid significant US headwinds.

Best Energy Transition Stocks

• First Solar settled at $126.34 down 3.9%, hovering around its 52-week low.
• Tesla settled at $272.06 down 5.6%.
• Vistra closed at $124.01 down 5.9%.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Sources:

• Simply Wall St
• "U.S. Green Hydrogen Mobility Market Set to Surge with Federal Backing and Infrastructure Growth" from Research and Markets on GlobeNewswire (published 25 March 2025)

Companies discussed in this article include SET:DELTA NasdaqGS:FSLR NasdaqGS:TSLA NYSE:VST and KOSE:A267260.

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