Dec. 5 at 9:44 AM
$FCEL
Fuel cell rally looks like it’s just getting started —
$BE $FCEL $PLUG $BLDP all curling up on volume. What most traders still don’t realize is how “real”
$FCEL’s molten carbonate fuel cell (MCFC) platform already is. ExxonMobil is building a CCS pilot in Rotterdam using FCEL’s MCFC tech to capture CO₂ while generating extra power and hydrogen, cutting the usual parasitic cost of carbon capture.
$FCEL’s Tri-gen plant with Toyota at the Port of Long Beach is the world’s first system making power, ~1,200 kg/day of H₂, and ~1,400 gallons/day of water for port ops — and it just picked up a 2025 DOE “Better Project” award. In South Korea, Gyeonggi Green Energy is upgrading 42 MCFC modules at the world’s largest fuel cell park, backed by repeat EXIM financing and already being pitched for data-center use.
If this fuel cell rally in
$BE $FCEL $PLUG $BLDP keeps building into FCEL’s Dec 18 earnings, a lot of people will be “discovering” tech and partners that have been in place for years.
