FuelCell Energy Inc (FCEL)

[JohnnyHydrogen]

My point about the 90% capture rate:

I understand that FCEL and Exxon have both said 90% capture is possible. Therefore I wonder why if FCEL/Few have not been forthcoming with information about the project. From what I understand the modules are currently under construction so why should we have to guess as to how many modules this will entail? Will it be one 2.8 MW module or will it be more like 35 such modules? And if it is 35 modules, which from what I understand is necessary to capture 90% at a 500 megawatt power plant, then will they basically be giving them away for free to Exxon for 11 million dollars? Or are the terms something much different than that?

Why do we need to debate this here why do we need to ask ourselves what's going on? why is neither Exxon nor FCEL forthcoming with the information which apparently has already been determined because the modules are apparently under construction? Why are the analysts not asking these questions?

This is a huge issue because not only has Biden mandated that future new gas plants will need 90% capture rate but the G7 countries and soon probably the rest of the world will be moving that way. And there is serious doubt whether anybody can provide 90% carbon capture at scale (meaning for real at a 500 mw plant) to do this. So one would think under normal business conditions if a company like fuel cell is the first to be able to do this, then they would be singing the praises so high and yelling that they have a project which will soon deliver on the 90% capture rate. And the financial terms would not be a secret. But it is the opposite. There is no clarity. Why?