For those of you new to the categorisation of fuel cell stocks, this Wall Street transcript interview with Pearce Hammond published yesterday is an excellent start.

Hammond points out that if you look at Ballard, Plug Power and Fuel Cell Energy, they are 3 completely different business models. Ballard is fuel cells for automobiles, Plug Power for the backup battery market and FCE for the stationary base load power plant. He then further discusses each company and fuel cells in some detail.

As discussed earlier in these posts, there are also mobile micro fuel cells which we are likely to see shortly from Medis Tech.

Fuel Cell stocks had a huge following in the late 90s and then crashed spectacularly - admittedly along with many others. Now though, record oil prices, better technology and renewed investor interest all point to considerable growth potential for this sector.