Demonstrate solid oxide electrolyzer at Idaho National Laboratory
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
- 15 Nov 2024
- Due
- 31 Oct 2025
- Delivered
- January 2025
- Deadline
- Met
- Late
- Not met
- Today
What the company said
“the demonstration of its solid oxide electrolyzer at Idaho National Laboratory in 2025 will be pivotal”
What we found
Evidence strength A What the grades mean
The company confirmed the solid oxide electrolyzer unit was shipped to, arrived at, and was fully installed at the Idaho National Laboratory in January 2025, with testing ongoing throughout the year.
-
A Fuelcell Energy Inc. 10-K filed 2025-12-18
“The demonstration unit was shipped to and arrived at INL in January 2025 and is fully installed. It is currently being tested by the Company and INL.” ✓ 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 -214 days
- 2 versions
-
Version 1 · original · stated 15 Nov 2024
Deadline 31 Oct 2025 (“in 2025”) · wording firm
-
Version 2 · stated 19 Dec 2024
Deadline 31 Mar 2025 (“early calendar 2025”)
“Expecting to demonstrate our solid oxide electrolyzer at Idaho National Laboratory in early calendar 2025”
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
- Demonstrate
- Deliverable
- solid oxide electrolyzer demonstration
- Where
- Idaho
- Language
- Firm (“will”, “on track to”)
- In the company’s control
- Medium
- Specificity
- Medium
- Depends on
- Partner
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: disagreesClaude (Anthropic) re-read the evidence blind and read it as “Not met”.
- Tie-breakA stronger model read the evidence and both earlier answers, without knowing which was recorded, and agrees with the recorded outcome.
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-2024-FCEL-002432 · Corrections policy