If you are looking at fuel cell stocks and wondering whether FuelCell Energy (NASDAQ:FCEL), Ballard Power Systems (NASDAQ:BLDP), or Plug Power (NASDAQ:PLUG) will come out on top, just remember this: FuelCell Energy is the only one in this group that is betting solely on fuel cells as a means of power generation rather than energy storage.

While this does have some advantages for FuelCell, especially considering its molten carbonate technology -- efficient, but big and runs at very high temperatures -- it also means that FuelCell Energy has a rather complex relationship with its biggest competitor, natural gas turbines. 

Tune into the video below to find out why FuelCell Energy needs to be more competitive than traditional natural gas combustion technology but at the same time be reliant on cheaper natural gas.