•
22
•
@Keineui I also think it's good, but after 50% last week I think it's a suboptimal time to enter the market.
•
22
•
@Keineui But BE has already had a good run. Do you still see so much potential? Why?
•
11
•@TradingHase just look at my last comment on the title. They are just starting out in Europe and are the only ones who can provide energy capacity quickly and at scale. Now the fuel cells run on natural gas, but that doesn't matter to $BE because they don't pay for it. In the future, biogas or hydrogen can be used. And there is currently no other source of electricity for data centers.
•
11
•
@Keineui Biogas will never even begin to work on this scale. And whether hydrogen will ever establish itself sustainably as an energy source is absolutely written in the stars in my opinion. The infrastructure for this is still in its infancy.
Conversely, the fuel cell as the savior is anything but set in stone. And you mustn't forget: the USA clearly has the cost advantage when it comes to fuel. In Europe, the cost level for today is absolutely insane to operate fuel cells with gas...
I honestly don't see that yet.
Conversely, the fuel cell as the savior is anything but set in stone. And you mustn't forget: the USA clearly has the cost advantage when it comes to fuel. In Europe, the cost level for today is absolutely insane to operate fuel cells with gas...
I honestly don't see that yet.
•
22
•@Get_Rich_or_Die_Tryin I mainly wanted to say that they can be powered by anything. I didn't realize that for a long time, for example, I always thought that only hydrogen would work. They also have the advantage that "only" CO2 is produced as an emission and not all kinds of other pollutants.
I'm with you on the skepticism about hydrogen. It will never be an energy source on a large scale. Cars with fuel cells, forget it. But it can be used in special situations. Steel production, for example.
I have never claimed that fuel cells are the savior. But name me a technical solution that can supply a new hyperscaler DC with capacity in a TIER I market by the end of the year and that is not called $BE (Katharina Reiche would now say gas-fired power plants). I'm assuming that the discussion about nuclear power is over.
I'm with you on the skepticism about hydrogen. It will never be an energy source on a large scale. Cars with fuel cells, forget it. But it can be used in special situations. Steel production, for example.
I have never claimed that fuel cells are the savior. But name me a technical solution that can supply a new hyperscaler DC with capacity in a TIER I market by the end of the year and that is not called $BE (Katharina Reiche would now say gas-fired power plants). I'm assuming that the discussion about nuclear power is over.
•
22
•@Keineui Of course, there is certainly no alternative in the short and medium term. And it will probably be some time before we reach the DC levels seen in the USA here in Europe.🤷🏼♂️😂 Thanks to regulation and bureaucracy.😅
But this was a question about buy and hold basic investments, and in my view $BE is less suitable. Too much hype due to the circumstances you mentioned and too volatile.
But this was a question about buy and hold basic investments, and in my view $BE is less suitable. Too much hype due to the circumstances you mentioned and too volatile.
•
11
•@Get_Rich_or_Die_Tryin I'm afraid I'm going to have to interject again.
Precisely because BE's solution produces no emissions other than CO2, i.e. not even much noise (they have already installed it next to terraces on office buildings, so you can have lunch next door and hear nothing), no BimSch permits are required here in Germany, for example. That's what makes them so alternative-free compared to on-site generation with a gas turbine.
Regulatory requirements and bureaucracy do not stand in the way, but on the contrary are a case FOR BE's fuel cell solution.
Precisely because BE's solution produces no emissions other than CO2, i.e. not even much noise (they have already installed it next to terraces on office buildings, so you can have lunch next door and hear nothing), no BimSch permits are required here in Germany, for example. That's what makes them so alternative-free compared to on-site generation with a gas turbine.
Regulatory requirements and bureaucracy do not stand in the way, but on the contrary are a case FOR BE's fuel cell solution.
•
22
•@Keineui Hydrogen as a vehicle drive is currently not an option.
But its not dead, I read today that Merz could bring a nuclear power plant back online for a few billion 😂
But its not dead, I read today that Merz could bring a nuclear power plant back online for a few billion 😂
•
11
•@Keineui don't know if you won't be drawn back into the BimSch due to CO2 emissions 🤔
•
11
•@TradingHase The federal government is completely lost on the subject of
••