Another excellent post Grog - thanks for the info and keep it coming!
On a side-note, is anyone concerned that when we reach the 2p level, chunky sells turn up as did yesterday with 700k shares - it's not the first time...I would have thought everyone would be holding onto their shares at this pivotal time..not offloading.
Strides, the syngas produced has five market choices for PHEG in order of value, hydrogen but it is niche market and needs to go through the established players, syndiesel using a Fischer-Tropes or similar back end but broad market, electricity using a number of commercial generation products broad market, syngas direct use as offset to natural gas/propane in industrial process again niche market and finally methane injection as wholesale avoided cost pricing with compression and oderization.
Truck transportation of waste, liquid fuel or hydrogen have a fully loaded cost of about £2/km (tractor, trailer, driver, fuel, insurance, etc. The modular size of PHEG equipment allows it to be strategically located to adopt the best economic situation for the situation. It minimizes the carbon footprint of diesel fuel use driving things around and is a good neighbor as a non-combustion gasifier.
I see the best play is following the renewable electricity play of solar and wind that are well established business models and having a baseload generation that utilities need, avoiding the storage issues the others now face. It complements the other renewable technologies. Hydrogen is straight forward play once the syngas is proven, a water gas shift reacto is added to a pressure swing absorption unit that are readily available on the commercial market. Syndiesel is going through the same development as the gasifier so identifying a leader to team up with in a few months following the gasifier is a next step. Fortunately, LINC Energy has technology here that may be applicable. PHEG class 101 over for the day.
AFAIK , the Air Products Tees Valley facility has contracts for taking waste from the other side of the Pennine's - like 100 miles away . Some will be railed rather than trucked .
Certainly that is an improvement to stuffing it in a 40' container (which might otherwise be shipped empty back to the far east) and shipping it to the far east .
Still one has to ask why transport waste 100 miles rather than process it locally ?
I'd always though it was councils taking the easy option - let somebody else deal with the protests against a gasifier/incinerator .
If Powerhouse's process does not consume all the syngas the gasifier produces , would the big four commercial gasses suppliers be interested in hydrogen from local town scale 10-50tpd MSW/RDF waste destruction plants ?
The fuel cell industry has been in development mode for the last 35 years and all the way it has bee five years to commercial products. During this time engines and turbines have continued their development as well, rising to the occasion to meet efficiency and environmental needs. Fuel cells are an emotional energy play versus a true replacement technology today. Don't get me wrong they are great, but at the total installed cost followed by replacement maintenance they are still in the future. When you get development technologies chained together the weakest link will break the chain for the others. If you want to go to market go with the proven go to generation technologies.
If you want to generate hydrogen and can prove the product go to BOC Gases, Air Liquide, Air Products or Praxair, the big four internationally that will be interested in renewable hydrogen to off set their natural gas carbon footprint.
Datafeed and UK data supplied by NBTrader and Digital Look.
While London South East do their best to maintain the high quality of the information displayed on this site,
we cannot be held responsible for any loss due to incorrect information found here. All information is provided free of charge, 'as-is', and you use it at your own risk.
The contents of all 'Chat' messages should not be construed as advice and represent the opinions of the authors, not those of London South East Limited, or its affiliates.
London South East does not authorise or approve this content, and reserves the right to remove items at its discretion.