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.

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

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