$NuScale Power(SMR.US) dipped slightly, $FuelCell Energy(FCEL.US) fell by over eight percent.
Both are categorized under new energy. One relies on approval milestones for small modular reactors, while the other depends on orders and subsidies for hydrogen fuel cells. The nuclear sector is supported by uranium prices and electricity demand, resulting in a restrained decline; whereas the hydrogen sector lacks near-term catalysts, causing its drop to amplify quickly.
The stratification within clean energy is now very clear—those with a narrative around computing power electricity consumption versus those without receive vastly different levels of market patience. Is this pullback in hydrogen fuel just squeezing valuation bubbles, or has the narrative truly been replaced? 😥
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