|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
26.08.26 - 18:12
|
Plug Power Sinks 5%, Bloom and FuelCell Slip: Is the Hydrogen Trade Narrowing to One Name? (24/7 Wall St.)
|
|
|
Plug Power (NASDAQ:PLUG) stock is down 5% to $2.16 in midday trading Wednesday, leading a pullback across the fuel cell pure plays. There's no fresh company release driving the slide, and Plug Power's official news wire sits empty today. Meanwhile, Bloom Energy (NYSE:BE) shares are down 1% to $214.97, thus holding up better than PLUG ... Plug Power Sinks 5%, Bloom and FuelCell Slip: Is the Hydrogen Trade Narrowing to One Name?...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
26.08.26 - 14:18
|
Why Data Centers Favor On-Site Gas Power (ZeroHedge)
|
|
|
Why Data Centers Favor On-Site Gas Power
Most data center developers opting for on-site gas power say that they see it as a “bridge” solution until a grid connection is secured. Yet economics may favor keeping those assets running even after grid power becomes available.
A recent BloombergNEF analysis shows the marginal cost of operating an on-site gas plant may be below industrial electricity tariffs, making continued generation from on-site assets the cheaper option in many cases.
Marginal generation costs depend on fuel prices and variable operating expenses. BloombergNEF modeled the marginal cost of operating engines, turbines and fuel cells at a mid-scenario gas price of $3.97 per million British thermal units. Gas engines, such as ones manufactured by Wartsila and INNIO, have the highest marginal cost, at $43.2 per megawatt-hour (MWh). Fuel cells, most prominently procured from Bloom Energy, are the cheapest to continue running, at $21.5/MWh, benefiting from high thermal effici...
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
