Raw biomass is cheaper. However, in urban areas, where biomass is not available, I can see how fuel oil substitutes are realistic.
In regards to the article, every biodiesel is made from waste of some kind of waste unless they crush grain to get the oil. I see no relation between this article and XPGH, because every biodiesel company can produce products for these markets. An example of another company is NGBF, which is producing a truly unique fuel for industrial applications, and I know that their fuel is unique because the specs are public.
It's not the markets that we need to be focused on, it's the process. Their markets are not unique, turning the crude glycerine into a fuel, now that is unique. Expecting a premium is not the way to improve margins, but using a readily available feedstock that no one else wants and having an efficient process is.
We need them to open the doors and let us see what they have and what they are doing.
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