▲ 12 r/bloomenergycorp
Bloom Scandium Analysis
The scandium short thesis had me nervous when it came out; appreciate the discussions about it on this subreddit. I didn’t see a technical analysis on here, so wanted to share this post from Fuel Cell Works explaining the reasons why scandium is most likely a non-issue (looks like Bloom might have much newer manufacturing tech based on newer patents…). https://fuelcellsworks.com/2026/07/28/clean-energy/opinion-is-bloom-energy-running-out-of-scandium-why-the-short-thesis-misses-the-engineering-reality
u/trakstocks — 7 days ago