FuelCell Energy Inc (FCEL)

[Hoghead7]

Correct in my opinion, however, Exxonmobil was pushing testing and improvements throughout the entire process, because they also knew they needed the policy support in order to make the technology profitable. I'm confident they will get better than 90% but if they get 88 or 89% and they're on budget it will still be considered a success. However, I think your facts on mobile thought they were going to fall short of 90%. They would not have moved forward with the project. Last night I was thinking about all this As I was watching a very recent video from Vijay Swarup with ExxonMobil. In his 17 minute video of his lecture, He reiterated a couple different points numerous times, scale and collaboration. A huge light bulb turned on. Licensing! FCEL is never going to be able to get to 300-400MW production prior to 2030 because they won't even get a green light for commercialization until 2026. If this is in fact the best or 1 of the few proven options to affordably and efficiently capture carbon, we can, and I believe should license the tech to others that can bring scale to 1,000MW a year more quickly. FCE can potentially get up to 200MW without buying more land or massive increase in capex within 1 year from go. But beyond that is a different ball game.