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Re: A deleted message

Wednesday, 05/03/2023 9:48:57 PM

Wednesday, May 03, 2023 9:48:57 PM

Post# of 27213
I have reached out to both of them a number of times.

Pyrolysis to electricity, tank ready synthetic fuels or hydrogen requires scale to get the capital, variable and fixed costs to the point that it matches the handling problems. 100 TPD is not big enough to drive the costs down and the volume of output high enough to become a market leader. At 500 TPD, it becomes optimal unless you have excess capital to invest in handling equipment. A slow build up to higher volume is a costly use of capital. The sales side is a challenge. Electricity is generally profitable in lower GDP countries. Pyrolysis oil sells to a discount to WTI. A FT clean up unit changes the revenue per ton of input to a much higher value. This is the best short to medium term output. Hydrogen still has issues on how to ship it and once to the final destination how does it get from the city gate to the retail user. We are about 10 years out to get the distribution problems solved.
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