Ship the first two carbon capture modules to Rotterdam
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
- 5 Sep 2024
- Due
- 31 Oct 2025
- Checked
- 1 Oct 2026
- Deadline
- Met
- Late
- Not met
- Today
What the company said
“First 2 units are scheduled to be shipped to Rotterdam in fiscal year 2025”
What we found
Evidence strength A What the grades mean
The company stated in its 2025 10-K that it expects to ship the modules to Rotterdam in calendar year 2026, missing the fiscal year 2025 deadline.
-
A Fuelcell Energy Inc. 10-K filed 2025-12-18
“We expect to ship the fuel cell modules to Rotterdam and expect that this pilot plant will be completed and commissioned in calendar year 2026.” ✓ confirmed on the page
Market reaction: the shares moved +8.6% against the S&P 500 over the three sessions around the disclosure (17 Dec 2025 to 22 Dec 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 +181 days
- Language weakened: firm → expected
- 2 versions
-
Version 1 · original · stated 5 Sep 2024
Deadline 31 Oct 2025 (“in fiscal year 2025”) · target 2 units · wording firm
-
Version 2 · stated 19 Dec 2024
Deadline 30 Jun 2025 (“mid-2025”) · wording expected
“expected to ship mid-2025”
-
Version 3 · stated 9 Mar 2026
Deadline 30 Apr 2026 (“Q2 FY2026”) · target 2 modules · wording expected
“FuelCell Energy is expected to ship to Rotterdam two carbon capture modules in Q2 FY2026.”
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
- Ship
- Deliverable
- two carbon capture modules
- Target
- 2 units
- Where
- Rotterdam
- Language
- Firm (“will”, “on track to”)
- In the company’s control
- High
- Specificity
- High
How this entry was checked
- Commitment recordedThe company's words were matched word for word against the filing.
- First checkAn AI model, Gemini (Google), read the company's later filings and recorded the outcome with a quoted passage.
- Second check: agreesA different AI model, Claude (Anthropic), re-read the evidence without being told the outcome and reached the same answer.
- 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
Are you Fuelcell Energy Inc.? You can publish an official statement next to this entry, free. Add a statement.
Is something here wrong or out of date? Companies and readers can ask us to check it. Please bring a link to a public source.
Report an error in this entry Reference: KI-C-2024-FCEL-002431 · Corrections policy