I listened to the interview to which you posted the link. The thing that struck me most was that "carbon capture" has been inhibited by this issue of "what can you do with the captured carbon?" It looks like the collaboration between Exxon and FCEL is a way of turning captured carbon into something profitable instead of something to be safely disposed of or buried. ( I remember stories years ago of proposals to try to find ways of story waste carbon dioxide underground! ) I agree with others here that it appears that 50 years of seemingly unprofitable work by FCEL is now preparing to pay off, and probably big time. I am trying to curb my enthusiasm and not put too large a portion of my portfolio into one stock, but this seems like a potential BIG winner. (of course everytime I have said something like that on a message board, I have looked stupid a few days or weeks or months later, so don't buy on my word without doing research on your owh.)