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Fuelcell Energy Inc.

Deliver the first demonstration solid oxide electrolysis platform

Not delivered by the deadline

AI-confirmed · human review in progress Independent AI checks agreed on primary SEC or regulator evidence. Records are now being reviewed by hand, starting with those our customers order.

Announced
21 Jan 2021
Due
31 Oct 2021
Checked
25 Oct 2026
  • Deadline
  • Met
  • Late
  • Not met
  • Today

What the company said

“In fiscal year 2021, we are focused on commercially advancing new applications of our technology, including working toward delivery of our first demonstration solid oxide electrolysis platform”

What we found

Evidence strength A What the grades mean

The company did not deliver the demonstration platform in fiscal year 2021; subsequent filings indicate the project was still under development and pushed to fiscal year 2022.

  • A
    Fuelcell Energy Inc. 10-K filed 2021-12-29 Regulatory filing · published 29 Dec 2021 · retrieved 25 Oct 2026 · kept permanently by the SEC · fingerprint d09bb323f61f
    “Solid oxide based long-duration hydrogen energy storage and electrolysis (under development)” ✓ confirmed on the page
  • A
    Fuelcell Energy Inc. 10-Q filed 2022-06-09 Regulatory filing · published 9 Jun 2022 · retrieved 25 Oct 2026 · kept permanently by the SEC · fingerprint 72c4c24d6c00
    “The Company continues to advance its solid oxide platform research, including the anticipated delivery in fiscal year 2022 of a high-efficiency electrolysis platform” ✓ confirmed on the page

Market reaction: the shares moved -11.0% against the S&P 500 over the three sessions around the disclosure (28 Dec 2021 to 31 Dec 2021). What this measures

Checked 25 Oct 2026.

Commitment DNA

The structured record of this commitment. Fields the company did not state are left blank rather than guessed.

Event type
Delivery
Indicative materiality
Medium rules
Action
Deliver
Deliverable
first demonstration solid oxide electrolysis platform
In the company’s control
High
Specificity
High

How this entry was checked

  1. Commitment recordedThe company's words were matched word for word against the filing.
  2. First checkAn AI model, Gemini (Google), read the company's later filings and recorded the outcome with a quoted passage.
  3. Second check: agreesA different AI model, Claude (Anthropic), re-read the evidence without being told the outcome and reached the same answer.
  4. Third check on a negative finding: agreesBecause a negative finding could harm a company if wrong, a stronger model re-read the evidence fully blind and reached the same answer.

Confirmed. This outcome counts towards the company's Kept Score. How verification works

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Report an error in this entry Reference: KI-C-2021-FCEL-022301 · Corrections policy

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