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Fuelcell Energy Inc.

Complete the carbon recovery demonstration plant

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
19 Dec 2023
Due
31 Dec 2024
Checked
1 Oct 2026
  • Deadline
  • Met
  • Late
  • Not met
  • Today

What the company said

“Carbon recovery demonstration plant to be completed in 2024”

What we found

Evidence strength A What the grades mean

The company did not complete the carbon recovery demonstration plant in 2024; filings indicate the Rotterdam pilot plant is expected in 2026, and the Torrington facility addition was completed in 2025.

  • A
    Fuelcell Energy Inc. 10-Q filed 2025-03-11 Regulatory filing · published 11 Mar 2025 · retrieved 1 Oct 2026 · kept permanently by the SEC · fingerprint 7dfe0c0a60f2
    “During fiscal years 2023 and 2024, the Company made investments to add engineered carbon separation capability to the onsite SureSource 1500. This addition is expected to be completed in the first half of calendar year 2025.” ✓ confirmed on the page
  • A
    Fuelcell Energy Inc. 10-Q filed 2025-06-06 Regulatory filing · published 6 Jun 2025 · retrieved 1 Oct 2026 · kept permanently by the SEC · fingerprint 8a333e63a81a
    “The Company expects that this pilot plant will be completed and commissioned in calendar year 2026.” ✓ confirmed on the page

Market reaction: the shares moved +4.2% against the S&P 500 over the three sessions around the disclosure (10 Mar 2025 to 13 Mar 2025). What this measures

Checked 1 Oct 2026.

Commitment lineage

Every time the company restated this commitment. The original is never changed, and the outcome is always measured against version 1.

  • Deadline drift -61 days
  • 2 versions
  1. Version 1 · original · stated 19 Dec 2023

    Deadline 31 Dec 2024 (“in 2024”)

  2. Version 2 · stated 10 Jun 2024

    Deadline 31 Oct 2024 (“FY 2024”)

    “Carbon recovery demonstration plant to be completed in FY 2024”

    Source for this version

Commitment DNA

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

Event type
Project other
Indicative materiality
Low rules
Action
Complete
Deliverable
Carbon recovery demonstration plant
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-2023-FCEL-002405 · Corrections policy

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