In the last few months Doosan Fuel Cell American announced a 30.8 MW deal in South Korea, Bloom Energy inked a 40 MW deal with Constellation, and FuelCell Energy continued to ramp up the MWs on order from POSCO. Then just last week little known SOFC Dominovas Energy announced the signing of a $1.2 billion deal stating that “Financing will fund the initial phase to manufacture, produce, and deploy Dominovas Energy's proprietary RUBICON SOFC systems, pursuant to signed and executed guaranteed Power Purchase Agreements (PPAs)”.
When you add in deals from Intelligent Energy in the telecoms sector and Acumentrics and SFC in the oil and gas industry you can start to see a picture developing of a growing stationary fuel cell sector.
At a recent Hydrogen London event, which I had the pleasure of chairing, the consensus in the room was there a need for four areas that need more work before the industry could start to normalise. These were: we needed more work on policy, the finance angle, data and education. These were all interdependent of each other, and none were only relevant to London. The graphic below is what my company 4th Energy Wave, had done as a wrap up. Instead of death by report a short infographic (the full size version can be sent to anyone who wants it).
Stationary Fuel Cells Needs List - 4th Energy Wave Inforgraphic
What you can hopefully see from this is that none of these points are so critical that they can stop the sector in its tracks. None of them are impossible and none of them preclude working with other sectors, such as the battery industry. It’s just that it is now more imperative than ever that we roll up our sleeves and get on with the job at hand.