One of the big fears of an upstart company is that one of the established giants of the industry will take a stab at it themselves. So when General Electric (NYSE:GE) said that it isn't interested in building fuel cells, both Ballard Power Systems (NASDAQ:BLDP) and FuelCell Energy (NASDAQ:FCEL) should be jumping for joy, right? 

Not having to compete with a well-financed giant like GE certainly will make it easier to sell their products. Long term, though, GE's reason for not embarking on fuel cells -- not enough global platinum or palladium supply for large-scale production -- might raise a couple flags of caution to the wind. Find out why these two precious metals could be the crux of fuel cell's future by tuning into the video below.

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Tyler Crowe has no position in any stocks mentioned. You can follow him at under the handle TMFDirtyBird, on Google+, or on Twitter @TylerCroweFool.

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