Jul. 4 at 7:53 AM
$FCEL
Globally roughly: 13,600 oil/gas power units, 14,500 coal units, 3,500 cement plants, 4,900 steel plants, 500+ refineries, and 250+ ammonia plants as potential CO₂ sources.
A portion would be economically and technically suitable.
Even 0.5–1% of large suitable industrial projects could mean dozens of installations long term. For a facility emitting around 1 million tons of CO₂ per year, with 90% capture, ~90–110 MW of FCEL capacity would be required.
At a conservative
$2–3.5 million per MW, one large project could represent about
$180–385 million in project revenue, plus long-term service revenue.
Even if only 10% of global large CO₂-emitting facilities were realistically suitable, and FCEL captured just 0.5–1%, that would still mean roughly 15–37 projects. At
$180–385 million per large facility, that would theoretically represent about
$2.7–14 billion in revenue potential, plus service revenue.
But Rotterdam, economics, and scaling still need to be proven first.
+KI, +Microgrid
