August 2, 2007 – The market is starting to reward the non-hydrogen powered fuel cell companies with increased valuations.  Of the top ten public fuel cell companies hydrogen companies now represent less than 1/2 the market cap:

Fuel Market Cap (million USD) %
gas/liquid 1,790.74 56
hydrogen 1,430.07 44
total 3,220.81 100

Note that we have excluded Hoku from this analysis since Hoku’s push into solar PV takes them out of the pure play fuel cell segment.   

The top ten fuel cell companies can be located by searching the company database for firms where “product = fuel cells” and setting “size = large or medium or small or micro”.