FuelCell Energy Inc (FCEL)

[uksausage]

Yes, biogas can be used to create energy - you don't need tri-generation and all the delays that had. Can they deliver Tri-generation in the same timeline as a standalone SureSource 3000? What is the value to California for tri-generation? There are cheaper ways to generate water (which they dont need now) and energy and Hydrogen. Toyota was IMHO unique in needing all three and certainly FCEL deserve the awards they got for it.

just use MCFC and get your electricity from Nat gas / Bio Gas etc. thats been FCELs business for years and they seem to have stopped selling it. Any news from Malaysia yet? Any new installations in Korea?

In the USA there are too many influencers and no strong leadership to get hydrogen production ramped up just look at PLUG and the status of the 45V “incentives”. Hopefully FCEL are just focused on the nuclear/pink hydrogen opportunity as their solution best fits that, but should by now have a pilot in place.

At the moment Ballard has the cleanest business strategy although they need more, cheaper, H2 available so customers can commit the size of roll out they need for coach, buses, trains. At least they arent trying to solve the H2 shortage themselves...