interessantes post - habt ihr wahrscheinlich schon gelesen:
Has anyone actually READ the GE release and understood it?
Here are the KEY sentences from the article. Read them and think about them:
General Electric Co. is touting an improved natural gas fuel cell that IT HOPES ONE DAY will provide low-cost electricity to commercial and industrial plants.
A new company spun off from technology created at GE's Global Research Center in Niskayuna IS POISED TO START A DEMONSTRATION MANUFACTURING PROJECT this month in a leased building at Saratoga Technology + Energy Park in Malta, said Johanna Wellington, general manager and CEO of GE fuel cell operations.
So far ABOUT 20 WORKERS, many from the Niskayuna research center, are at the FLEDGLING FACILITY, with a total of 30 expected to be there by the end of the year, she said. (NOTE: from annual report 10/31/2013 FCEL had 298 employees in Torrington and 267 in Danbury.)
LESSONS LEARNED BY GE - which use stainless steel and other materials, rather than more-expensive metals like platinum used in current fuel cell technology — will be applied when the company moves to build a full-scale manufacturing plant in the region, said Wellington.
"THIS SHOULD HELP US LEAR QUICKER and get the technology to the field faster ... WE ARE STILL A COUPLE OF YEARS AWAY from commercial production," she said.
My take on this article is that when they say they are a couple of years away from a commercial product, they are probably more like 4 years or more away. They must build a commercial manufacturing plant which normally is far more complicated to build and get high quality cells without excess waste. And do it at a respectable run rate. My guess is that when they get that plant operating, it will probably put out no more than 40mw or 50mw/yr. FCEL will be years ahead with hundreds of DFCs in the field.
So I would look at this more as confirmation of the concept that this is a growing market that GE wants to participate in rather than worry that this is competition.
Ralph