FuelCell Energy Inc (FCEL)

[OrizG]

I'll discuss that gladly.

From your text: "FuelCell Energy’s solid oxide electrolysis platform operates at much higher efficiency, producing more hydrogen for a given amount of power input".

And that's ok. Question is... where do you get the power from to make the electrolysis to happen?

Until we reach extremely cheap ways to produce green hydrogen, current ways of producing zero emission power like nuclear will always win.
But nuclear has critical waste issue, plants are expensive and take several years to build.
Nuclear fusion won't be around for several decades due to its complexity, although latest news claim it will by 2035.

Hydrogen is very interesting because is abundant and when it's employed produces no pollutants.

We certainly are able to generate hydrogen in many ways but they are still not very efficient because economically speaking we need to subtract the energy employed from one process from the power we generate.

Also, Fuel cell themselves have a shelf-life. While it's true that they can be recycled easier than Lithium batteries ultimately we'll have to deal with waste as well.