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Gold/Mining/Energy : Global Thermoelectric - SOFC Fuel cells (GLE:TSE) -- Ignore unavailable to you. Want to Upgrade?

To: Gulo who wrote (5733)	11/14/2002 3:47:26 AM
From: Gulo	Respond to of 6016

For the record, there are about 400 companies and labs working on fuel cell technologies. An inaccurate list can be found at europa.eu.int Fuelcells.org tracks fuel cell companies that plan to market cogen or primary gen fuel cells and tracks their commercialization process. fuelcells.org fuelcells.org There are 36 companies listed, of which perhaps 3 can be considered serious players in the SOFC residential cogen sector: Sulzer Hexis (Switzerland) hexis.com Global Thermoelectric McDermott Technologies SOFCo mtiresearch.com Of these, only Global is directly publicly traded. Hexis is a year or two ahead of Global in the commercialization curve (i.e., have seals that work and units being distributed) but it is not clear that the units are long-lived or efficient enough to be commercially viable. SOFCo is behind in almost all areas, but is competent. There are others, of course, (e.g. Fuel Cell Technologies with Siemens Westinghouse tubes) but they seem unlikely to be able to meet the magical $1000/kw & 20,000h mark with natural gas. A wild card is the possibility that the big companies like Mitsubishi, General Electric, Siemens and Delphi will be able to crack the market. And who knows? Maybe some clever grad student at the University of Saskatchewan will come up with a 10W/cm2 cell that works at room temperature and can be injection molded. -g

To: Gulo who wrote (5733)	11/14/2002 10:23:54 AM
From: ddl	Read Replies (1) \| Respond to of 6016

I guess I'll have to wait for the proof, seeing as they are going to do all the prototyping "inside". It just burns my butt to have jumped back in at $7.00 and watched it drop to this for no reason. You appear to be very knowledgeable on this subject and somehow, I get the feeling that you might be connected to the GLE in some capacity. To compare costs, Ontario has just announced the expansion of the Beck hydro-generating station at Niagara Falls. The estimated cost is $500MM to $700MM for an additional 700 megawatts of power. Am I correct in calculating this works out to $1,000 / kw capital costs? regards