Air Products Shares Decline Amid Ongoing Negotiations with Yara
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 08 2025
0mins
Source: Benzinga
Collaboration Overview: Air Products and Yara International are partnering to supply low-emission ammonia from projects in Louisiana and Saudi Arabia, with key decisions expected by 2026, focusing on European demand.
Louisiana Clean Energy Complex: Air Products is developing a facility in Louisiana to produce low-carbon hydrogen and capture CO2, with an estimated project cost of $8-9 billion and a completion target of 2030.
NEOM Green Hydrogen Project: The NEOM project in Saudi Arabia is nearing completion and aims to start commercial production in 2027, with Air Products set to purchase renewable ammonia.
Stock Performance: Air Products' shares have dropped 9.36% to $236.30, reflecting market reactions to the collaboration and ongoing projects.
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Analyst Views on PLUG
Wall Street analysts forecast PLUG stock price to fall
15 Analyst Rating
4 Buy
8 Hold
3 Sell
Hold
Current: 2.640
Low
0.75
Averages
2.46
High
7.00
Current: 2.640
Low
0.75
Averages
2.46
High
7.00
About PLUG
Plug Power Inc. is engaged in providing an end-to-end hydrogen ecosystem, from production, storage, and delivery to energy generation. The Company is focused on delivering hydrogen solutions. Its vertically integrated, end-to-end hydrogen solutions are designed to fit customer needs, including hydrogen production equipment and the delivery of hydrogen fuel, including fuel cells, proton exchange membrane (PEM) electrolyzers, hydrogen liquefiers, liquid hydrogen cryogenic solutions, and hydrogen production. Its product and service portfolio includes GenDrive, GenFuel, GenCare, GenKey, GenEco Electrolyzers, Liquefaction Systems, Cryogenic Equipment, GenSure, and Liquid Hydrogen. GenDrive is a hydrogen fueled PEM fuel cell system, providing power to material handling electric vehicles (EVs), including Class 1, 2, 3 and 6 electric forklifts, automated guided vehicles, and ground support equipment. GenFuel is a liquid hydrogen fueling, delivery, generation, storage, and dispensing system.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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- Repeated Profit Forecast Failures: Management has repeatedly predicted profitability, such as forecasting EBITDA breakeven in 2014, only to end that year with a $33.6 million loss, leading investors to approach future profitability projections with caution due to this historical track record.
- Diverse Profitability Plans: In an April 2026 investor presentation, Plug Power outlined various measures to achieve profitability, including raising prices in its material handling business and consolidating operating sites; however, the success of these initiatives remains uncertain.
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See More
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