The U.S. House passed the Ratepayer Protection Act, requiring data center operators to cover their own power generation and infrastructure costs instead of spreading them to utility customers. This policy shift boosts the appeal of on-site power solutions, causing fuel cell stocks like FuelCell Energy to jump 13%, Plug Power 7%, and Bloom Energy 3%. The bill still needs Senate approval, so the rally reflects future potential rather than current contracts. Investors should watch for Senate action and actual contract wins to confirm the policy's impact on these companies.
As of Sep 17, 2026 23:01 WIB, FuelCell Energy (FCEL) surged 13.29% to USD 17.56 on Pluang, still well below its 52-week high of USD 36.01 but far above its low of USD 6.00. Plug Power (PLUG) also rose 7.67% to USD 2.17, closer to its 52-week low of USD 1.80 than its high of USD 4.14, despite 90% of Pluang orders being sells. Bloom Energy (BE) gained 4.01% to USD 280.85, trading nearer to its 52-week high of USD 345.85 than its low of USD 68.69, with strong buying interest at 99% of orders. This shows varied investor reactions across the fuel cell sector on Pluang amid the policy news.
