Lets see I can make the point clear again. It has nothing to do with the difference in methods. That being, any innovative new method of reducing or eliminating carbon, adds to the competitive landscape FCEL has in attracting new customers. As the field widens, the pie for FCEL shrinks.
If the argument is BECCS is not proven then the same argument applies to FCEL's unproven work to net ZERO. True?
While BECCS may not be proven to usual standards it does appear to have engendred interest and capital from parties who see promise. The Exxon relationship with FCEL has been going on for what....8 years with nothing to show for it. That's why Exxons isn't waiting and is moving forward with new relationships and investments.
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