Dec. 26 at 12:18 PM
$FCEL
AI power constraint is real: Sam Altman told the Senate (May 8, 2025) that making energy cheaper “in the short term… probably looks like more natural gas.” That’s the “now” fuel.
$FCEL): carbonate/MCFC = onsite, always-on baseload that can run on natural gas/biogas today, and it’s one of the few fuel-cell paths that also ties directly into CO₂ capture.
$XOM says it’s working with FuelCell Energy and plans to DEMO carbonate fuel cell carbon capture at its Rotterdam site starting in 2026 (their research indicates 90%+ capture).
Real-world proof points: Toyota + FCEL Tri-gen at the Port of Long Beach (opened May 2024) uses biogas to produce electricity + hydrogen + water while supporting processing ~200k Toyota vehicles/yr.
And
$BE showed the market “will pay” for firm MW: Bloom announced a gigawatt fuel cell procurement agreement with AEP (Nov 2024) to power AI data centers using gas-fired SOFCs deployed at customer sites.
$AMZN/
$GOOGL/OpenAI publicly confirming MCFC buys yet?