Jan. 21 at 8:03 AM
$BE RBC note drawing attention (11:33am)
RBC flags a new air permit filing tied to a 1.5 GW datacenter campus in Texas, indicating Bloom Energy fuel cells will be used for on-site power generation.
The application from Hedgehog USA seeks approval to build a 1.5 GW power plant in Navarro County, TX, powered by
$BE fuel cells — a strong signal of datacenter-scale adoption.
🔹 Key takeaway: This reinforces the behind-the-meter opportunity for Bloom.
🔹 Why it matters: Faster time-to-power, high reliability, flexible deployment, and lower emissions vs the grid in many U.S. regions.
Another proof point that
$BE is becoming a go-to solution for co-located datacenters at scale. Shares likely to react favorably as this theme gains visibility.