Clean Vision Corp (CLNV)

[old man river]

The science is proven. The technology has been developed. The business model has demonstrated a degree of financial viability. This is true for many of the players in the WTE space. Success will depend on whether an operator can extract the most revenue per ton of waste input on a sustainable basis.

Oil and its derived fuels are overly high now courtesy of the Russian invasion of the Ukraine. The EU is weaning off oil and gas from Russian which should depress future prices on the Chinese and Indian markets. Canada and the US have enough reserves and capacity to meet their needs.

Hydrogen can easily be produced for fuel cells but bulk distribution does not exist in most markets. This is perhaps the reason why domestic car maker prefer BEV over FCEV. It places the capacity and distribution problem on an existing grid. The gas companies would not need to modify their system of outlets. As for buses and trucks, fuel cells make sense and Ballard is the lead manufacturing firm in that arena.

The trick for CLNV is to find a niche market where they can deliver a cost of energy for transportation which is less than what they pay now. This is where LCFS fuels make a lot of sense. They generally do not need to change their vehicles or driving habits and they can improve the environment. If they need to make a outlay on the account of capital, the desired outcome will not be as advertised.