The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: George Gianarikas - Canaccord Genuity - Analyst
: Maybe first just to ask about the Toyota project, any update there and any follow-on interest from other parties who have looked at the facility and
understood its performance.
Question: George Gianarikas - Canaccord Genuity - Analyst
: Actually, great segue to my follow-on question. One of your competitors had expressed a thought that we could see 45V codification relaxation
around the three pillars. Any thoughts on that and what the timing could be of any relaxation there?
Question: George Gianarikas - Canaccord Genuity - Analyst
: But you don't expect any clarity on that until after the election. Is that your thought?
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SEPTEMBER 05, 2024 / 2:00PM, FCEL.OQ - Q3 2024 Fuelcell Energy Inc Earnings Call
Question: Ryan Pfingst - B. Riley Securities - Analyst
: How are you thinking about manufacturing expansion for solid oxide in the US today? And are you still working with the DOE on potential funding
there?
Question: Ryan Pfingst - B. Riley Securities - Analyst
: For my second question, could you just talk a little bit about the eFuels projects in Canada where you announced a grant a couple of weeks ago
and if similar projects represent a meaningful opportunity for you guys.
Question: Saumya Jain - UBS - Analyst
: I was just wondering, do you guys have any updates on the data center front? I guess how fuel cell is playing out in regards to that.
Question: Noel Parks - Touhy Brothers - Analyst
: Just on a couple things. It was touched on indirectly a little earlier, but I just wondered if you could talk about what you're seeing specifically with
wastewater projects in your pipeline, just whether that's sort of on the increase in terms of the increase you're seeing or easing up a little bit or the
same.
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SEPTEMBER 05, 2024 / 2:00PM, FCEL.OQ - Q3 2024 Fuelcell Energy Inc Earnings Call
Question: Noel Parks - Touhy Brothers - Analyst
: And you mentioned in Rotterdam, for example, that there was site work going on there. I wonder if you could just maybe talk a little bit more about
progress there and maybe if you have any thoughts on what you might be seeing from the joint marketing agreement aspect of your partnership
with Exxon?
Question: Noel Parks - Touhy Brothers - Analyst
: Just one other sort of general question. Just wondering, since we finally reached the point that it looks like the interest rate environment could be
improving a bit. I just wonder if having reached that inflection point has done anything as far as financing discussions or other sorts of investment,
whether those parties -- any of those parties were waiting for this point to start thinking about reserving investment.
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SEPTEMBER 05, 2024 / 2:00PM, FCEL.OQ - Q3 2024 Fuelcell Energy Inc Earnings Call
Question: Jeffrey Campbell - Seaport Research Partners - Analyst
: I wanted to ask you if you could expand a bit on the co-electrolysis projects in reference to the Canadian Nuclear Laboratories project. It sounds
like an alternative approach to dealing with carbon emissions versus your concentration and sequestration efforts on the molten carbonate side.
Question: Jeffrey Campbell - Seaport Research Partners - Analyst
: Last quick one, just wondering what's the initial response you're receiving from the food grade CO2 effort? I've seen the unit going up myself and
it's pretty impressive and I think you recently had a presentation for the World Brewery Association. So just wondering what sort of initial response
you're getting.
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SEPTEMBER 05, 2024 / 2:00PM, FCEL.OQ - Q3 2024 Fuelcell Energy Inc Earnings Call
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