We could see a 500MW run rate if ExxonMobil builds it. $50 Billion goes a long way.....little FCEL has facilities now that could handle a 100MW run rate if/when they choose to ramp up to it.
Things with FCEL are changing fast....people were giving ITC's for fuel cells a 20% chance two months ago! And now we also have 100% write off for capital investments in the first year and a $35-50 a ton credit for Carbon Capture good for 12 years that also goes back 7 years for ExxonMobil.
Get financing for LIPA, Pittsburg, Toyota, and the 7.4MW submarine base in place and secure Beacon Falls awards in September and all of us will be having a totally difference conversation while we are counting our money!