Bloom Energy Falls as Oracle Data Center Project Faces Another Setback

$BE shares are trading lower after New Mexico regulators rejected permits for a second time for the natural-gas pipeline intended to supply Oracle’s Project Jupiter data center.
The decision could delay the massive campus, which is expected to deploy up to 2.5 GW of $BE fuel cells for power generation.
Energy Transfer may now pursue an alternative pipeline route, but further delays would create uncertainty around the timing of one of $BE’s largest potential projects.