krays, of the 4 big players, looks like ExxonMobil is the key...collaborating with POSCO Steel in 2012 for enhanced pipe and with FCEL in 2012 for carbon capture. FCEL and Alberta Innovates are "party's by association" for the oilsands according to the timeline.
What's interesting is the POSCO 59MW Fuel Cell Energy facility in South Korea began construction in 2012....which means they entered into agreement in 2011 about the same time Exxon approached FCEL for collaboration on MCFC carbon capture. Alberta Innovates comes into the picture through Exxon's oilsands connection and with FCEL through the POSCO/Exxon/FCEL collaboration with MCFC's for electricity generation (POSCO) and (Exxon) carbon capture.
The Kearl oilsands in Canada is Exxon's, and this high manganese pipe co-developed with POSCO is 5X more resistant to abrasion than ordinary steel which is needed for the oilsand slurry. POSCO will mass produce the pipe for Exxon....their collaboration began 5 years ago according to the article below.
Where it becomes interesting is FCEL's SOFC's benefit is electricity, heat and steam, which is paramount for oilsands, and MCFC's for electricity, heat and carbon capture. Recall MCFC's are the only fuel cell that can accept CO2 input. What we have is Exxon/FCEL testing MCFC's for coal and gas fired electricity generation at Southern's Barry simultaneously....and I bet the engineering study in Canada is for a combination of SOFC's and MCFC's working in union for the oilsands. Alberta Canada is sitting on one of the largest oil reserves in the world and at the same time is big on reducing GHG Green House Gases. As I connect the dots, what we are seeing is convergence, a concerted effort to get to commercialization as soon as possible.
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