Fuel inventories have fallen to a record low, and diesel levels in Europe are "very concerning," Dangote Petroleum Refinery and Petrochemicals CEO David Bird says 

“Fuel is definitely something we're all closely monitoring. Jet fuel is about $182 today. About 90% increase from Feb 28th,” says @qatarairways CEO Hamad Ali Al-Khater. But he says “We're not passing that cost to our customers at this stage in time.”

FUELCELL ENERGY $FCEL Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $33.0M (Est. $41.3M) 🔴; -29% YoY 🔹 Adj. EPS: -$0.64 (Est. -$0.41) 🔴 🔹 Committed Backlog: $1.3B; +4.1% YoY 🔹 Committed + Awarded Backlog: $3.6B 🔸 Signs first data center power agreement (75 MW) Segment Revenue: 🔹 Product: $18.0M 🔹 Generation: $8.8M 🔹 Advanced Technologies: $3.8M 🔹 Service: $2.4M Other Q3 Metrics: 🔹 Gross Loss: -$24.5M; +377% YoY 🔹 Adjusted EBITDA: -$36.7M; +124% YoY 🔹 Loss from Operations: -$46.7M; -51% YoY 🔹 Net Loss: -$45.3M; -51% YoY 🔹 Cash & Restricted Cash: $737.3M Targets: 🔹 Annualized Production Rate: 100 MW by Oct 2026 🔹 Positive Adjusted EBITDA: targeted Q4 FY27 🔹 Torrington Capacity: 500 MW by June 2028 Key Updates: 🔸 First data center power deal (post-quarter): Capacity Reservation Agreement with a major data center operator for a planned 75 MW project in Texas (six 12.5 MW units), supported by an upfront reservation payment 🔸 Fit Energy CEPA: up to 380 MW across four phases for data center baseload power; Phase 0 (30 MW) deliveries begin Q4 FY26; the $2.4B added to Awarded Capacity Backlog covers Fit Energy’s option on a further 350 MW — not contracted, outside Committed Backlog 🔸 Gross loss widened on inventory and purchase-commitment charges tied to Phase 0 of the CEPA — costs at the current ~37.1 MW annualized production rate exceed CEPA pricing 🔸 Cash rose to $737.3M ($658.1M unrestricted) after the July offering at $21.00/share and ATM sales at a $13.31 average ($52.9M net) 🔸 Siemens MOU for faster, lower-cost 100+ MW projects; first two carbon capture modules delivered to ExxonMobil