uncle 29

🌈 🏳️‍🌈

[9 Ventures @ThematicTrader]

This article from December 2025 outlines a $XOM partnership with $NEE to develop a 1.2 gigawatt natural gas power plant equipped with carbon capture, aimed at serving future U.S. data center demand tied to artificial intelligence $FCEL : https://t.co/ec656gKez4

"For Exxon, the project is a chance to commercialize years of investment in carbon capture technology by selling lower carbon electricity rather than just fuels. For NextEra, the risk is reputational and financial. It must show that gas fired, carbon capture equipped plants can deliver acceptable returns while fitting into its long stated decarbonization narrative. Early critics question whether carbon capture will consistently achieve high capture rates at reasonable cost."

The carbon capture technology with the highest capture rates and the best cost structure per ton?

MCFC Carbon Capture. Validated by a decade of studies. The image below is from my paywalled report evaluating the carbon capture market opportunity and cost structure for $FCEL.

[uncle 29 @rainbowHAN4]

V.F.9 Smart Matrix Development for Direct Carbonate Fuel Cell

[uncle 29 @rainbowHAN4]

$FCEL MCFC powe output durability lifespan for 7 years

US department of energy through the smart matrix program (contract number: de-ee0006606)

US11431016B1

[uncle 29 @rainbowHAN4]

@candy98451237 And CCS in Rotterdam with XOM.
It is Big things

[uncle 29 @rainbowHAN4]

@21mattsmith1998 @Wolfex_Yeat @UncleAlpha007 @ThematicTrader Yep Rotterdam

[uncle 29 @rainbowHAN4]

@joejo2038 감사합니다 6개월뒤 ㅎㅎ
산화스칸듐

[uncle 29 @rainbowHAN4]

6개월뒤 ㅎㅎ

[RedHotChillyPeppers @joejo2038]

장담컨데 Fit Energy USA는 거의 사기 당한거랑 마찬가지라 생각합니다 ㅎㅎㅎ 과거 포스코에너지가 이 회사랑 협업을 하다가 대규모 손실을 냈는지 조사해봤는지 모르겠네요. 정말 미안한 이야기지만 SOFC빼고는 다른 기술들은 스캠 수준입니다. 절대 이런 기업을 병목 핑계로 매수할 일은 없을 것 같네요.

$FCEL
B. 라일리의 Ryan Pfingst 애널리스트는 퓨얼셀 에너지(NAS: FCEL)가 데이터센터 고객을 확보하면서 성장 전망이 밝아졌다고 언급했다.

"미국 수출입 은행이 퓨얼셀 에너지에 대해 4,900만 달러의 금융 패키지를 승인했다. 동사는 또한 에너지 인프라 개발업체인 ▲ Fit Energy USA와 협력하여, 데이터센터에 최대 380MW 규모의 연료전지발전기를 설치하게 된다"고 전했다.

"인공지능 데이터센터는 최근 에너지/유틸리티 섹터에서 가장 각광받는 고객이다. Fit Energy와의 제휴는 퓨얼셀 에너지가 데이터센터를 고객으로 확보하면서 그 시장이 커지고 있음을 보여준다"고 분석했다.

"퓨얼셀 에너지는 ‘27년 하반기부터 EBITDA 흑자를 창출하기 시작할 것이다"고 예상했다.

투자의견을 중립에서 매수로, 목표주가를 13달러에서 32달러로 상향 조정했다.

[uncle 29 @rainbowHAN4]

@ThematicTrader Perfect. Bro
Question: current FCEL capability is 300MW?or 100MW?

[uncle 29 @rainbowHAN4]

@BSacamanoV Already done in the korea.
KGREEN ENERGY for 7 years.

[uncle 29 @rainbowHAN4]

@candy98451237 Yep next BE

[uncle 29 @rainbowHAN4]

Fcel https://t.co/JHn0HNepF5

[uncle 29 @rainbowHAN4]

@ThematicTrader Scandium oxide is not easy to increase product. Hyperscaler also know that and. $FCEL's new mcfc ultilty has upgraded for KGREEN ENERGY.

[uncle 29 @rainbowHAN4]

체킹 필요

[9 Ventures @ThematicTrader]

$FCEL the Fairfax County Data Center built by T5 Data Centers that will contain a 60 MW fuel cell yard is using Fuel Cell Energy and it's hidden on a government filing website!

T5 is one of the largest data center operators in the world and operates 4 GW today, so that stamp of approval is game changing.

The Baby $BE thesis just improved 10x. Fuel Cell Energy has officially entered the data center market with a massive initial client.

See the below photos included in the filing. @peonyKingOF

Link: https://t.co/9bViSBF5Qx

[9 Ventures @ThematicTrader]

$FCEL the Fairfax County Data Center built by T5 Data Centers that will contain a 60 MW fuel cell yard is using Fuel Cell Energy and it's hidden on a government filing website!

T5 is one of the largest data center operators in the world and operates 4 GW today, so that stamp of approval is game changing.

The Baby $BE thesis just improved 10x. Fuel Cell Energy has officially entered the data center market with a massive initial client.

See the below photos included in the filing. @peonyKingOF

Link: https://t.co/9bViSBF5Qx

[uncle 29 @rainbowHAN4]

Scandium oxide(Sc₂O₃) lack
WW can supply 40T only.
$BE need 1T Sc₂O₃ per 10MW.
1GW need Sc₂O₃ of 100T.
$BE can do 200MW per year.
$SRL us trying to supply scandium oxide,but not now , can do that in 2028.
$FCEL has a big chance.
$FCEL no Sc₂O₃.

[uncle 29 @rainbowHAN4]

@21mattsmith1998 @lxjourney_ @Yeah_Dave Yes key point is scandium supply issue. It is chance to FCEL.

[uncle 29 @rainbowHAN4]

@realvestorx @ThematicTrader $BE need a Scandium, but it is rare metal. So I think there are benefits in the $fcel.

[uncle 29 @rainbowHAN4]

@JCanNuSH Very high bioavailabilty

[uncle 29 @rainbowHAN4]

@JCanNuSH Really? Survodutide completed?