potentially in the backup/microgrid market there is but FCEL don't seem to be able to sell anything unless it is DoD, Connecticut or funded by the govt. There only hope is carbon capture with Exxon. A market PLUG isn't in.
Ballard should be worried since the Renault deal and BAE systems are in their markets
Bloom should be worried as we hired one of their top execs and entered the back Up market - they sort of owned data centers
In Europe NEL will be worried if we can ramp up production of electrolyzers as I am sure demand is out pacing supply so those who can ship will get orders
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