On Friday, the U.S. Treasury Department issued new rules for companies trying to get tax breaks for clean hydrogen fuel. Clean hydrogen fuels could “green” some of the world’s most polluting industries. At the margin, the new rules could help some players in the emerging industry, such as Plug Power and Bloom Energy, but they are also vulnerable to rule changes under the incoming Trump administration. On Friday, Plug shares were up 10 percent. Bloom shares were up 8 percent.