Ballard Power -world leader zero-emission PEM fuel cells Message Board

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Technology Stocks : Ballard Power -world leader zero-emission PEM fuel cells

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To: speculatingvalue who wrote (3031)	8/24/1998 4:15:00 PM
From: Sid Turtlman	Read Replies (2) of 5827

Steve: I am aware that solid oxide fuel cells, like molten carbonate ones, do not need external reformers to extract the hydrogen from natural gas. That may give them an edge over PEM and phosphoric acid ones, that do. Solid oxide runs a whole lot hotter than molten carbonate, and thus needs very expensive alloys and ceramics to handle the heat. As a result, they are considered most likely to be uneconomic unless one can successfully attach some sort of turbine to make use of the waste heat. That is the approach that the leader in solid oxide, Westinghouse (now owned by Siemens), has taken. Your outfit appears to be way behind Westinghouse, which is on its way to testing a 250 kW unit in the next year or so. GLE's website talks about testing a 1 kW unit in 1999; Westinghouse did that many years ago. Maybe GLE can catch up, but that will take a lot more money than it appears to have. I also noticed that the website talks about its technology's performance in terms of power density, but that is not a big issue for stationary power; high efficiency and low initial cost are much more important.

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