None of the above, however in my past life the firm I was working for provided engineering, design, and grant application services for some of the companies you mentioned. So I am very familiar with the process. As you know this is not new technology, however 2008 crash did sideline a lot of the momentum.
Yes there are other revenue streams, Covanta is a great example. $$ is where the rubber meets the road.
What I like about blue sphere is they get it…they are providing a high demand service and then using that service to produce a high demand commodity…they understand you need more than farm waste for feedstock and you can’t live or die based on government funding (direct or indirect, we will save that conversation for another day).
Ok…so who is managing the other feedstock? For the most part, landfills and biodiesel…cheap cheap cheap and subsidized. This makes securing the PROPER feedstock at a competitive price not an easy nut to crack….
IMO blue sphere understands that and is focused on the back door first, focusing on system that is efficient & cost effective...if done right you, you can competitively, while being selective, obtain the most suitable feedstock.
As far as compost, IMO, depends on your feedstock, but is a waste…so if you can move it from COG to AR great. I don’t know much about the fertilize market, it does sound interesting. Plastics…not when the cost of the barrel is this low and companies like shell are dropping $$$$$$$$ into cracker plants, ha.
Again…just my opinion.
