Member Info for bobbbyrash

Wild Assets Invests In Deep Mine Storage Credits By Rewind https://share.google/MPRhf4cbTCIe60U3M

So we have a global asset manager purchasing carbon credits in Georgia.... Interesting 🤔 are we next on the list for some major companies wanting carbon credits?? And it is Georgia btw not the US state.

2025: Taking carbon capture and storage from momentum to impact | ExxonMobil https://share.google/3F0vIEfr79dZuq0iw

Good that ExxonMobil are so upbeat about CCS. "It's here to stay" and Block is going to be a big part of it 👉

Https://bm.ge/en/news/levan-zhorzholiani-met-with-representatives-of-the-us-congressional-foreign-affairs-committee

Maybe more US investment in Georgia 👌 all good for Block and Aspect energy 💲

I've had to do a new AI input with 200m tonnes storage 😂 whichever way you look at it our CCS project is worth in the BILLIONS 😱 Note the last paragraph about official certification commanding top tier pricing 💲

"A carbon project with 200 million tonnes (Mt) of storage capacity represents a large-scale, industrial-grade operation (such as Carbon Capture and Storage/CCS or massive Bioenergy with Carbon Capture and Storage/BECCS). The total value depends on whether it is evaluated based on storage cost (expense to build), regulatory incentives (revenue), or voluntary market credit prices (revenue). 

Based on 2025–2026 data, a 200Mt storage project has a potential valuation ranging from $10 billion to over $100 billion in total lifetime revenue or investment capital. Valuation Drivers (Total Value = 200Mt \(\times \) Price per Ton) Policy/Compliance Storage Rates ($10–$100+ per ton): If operating in jurisdictions like the US (45Q tax credits) or the UK, storage can be worth roughly $50/tonne for geological storage, potentially valuing a 200Mt project at $10 billion in direct incentives.High-Durability Removal Credits ($100–$500+ per ton): If the project is a Carbon Dioxide Removal (CDR) project (e.g., BECCS or DAC) providing permanent storage, the carbon credits can command premium prices. At a conservative $200/tonne, 200Mt is worth $40 billion.Total Project Capital Expenditure (CapEx): Large-scale CCS projects can have high capital costs. For example, some studies suggest total costs across the value chain (capture, transport, storage) can be in the $100–$250/tonne range. 

Key Scenarios for Value Industrial CCS (Medium Value): If the 200Mt is captured from industrial exhaust and stored, it is likely worth $10–$20 billion (based on 45Q rates of $50–$85/tonne for storage or enhanced oil recovery).Engineered Removal/DACCS (Highest Value): If the 200Mt is removed directly from the atmosphere (Direct Air Capture), high-integrity credits can exceed $300–$500/tonne.

A 200Mt project in this scenario could be worth over $60–$100 billion over its lifetime.Nature-Based/Storage Hybrid (Lower Value): If it involves biochar or enhanced weathering, prices may range between $90–$300 per tonne, making it a $18–$60 billion project. Crucial Factors Affecting Worth Permanence:

Storage that guarantees permanence for 1,000+ years attracts much higher prices ($300-$500+ per ton) than projects with shorter-term storage risks.Location/Regulation: Projects in the US benefit from 45Q ($180/t for DAC, $85/t for industrial).

European ETS prices (around €70-€80/tonne in 2025) also drive high values.

Verification: Third-party certification (e.g., ISO standards) is essential to achieve top-tier pricing". 

Https://rustavi2.ge/en/news/338263

All good for Georgia 👍 not only Block need to re finance 🧐

Just ran a quick question in AI.... Answer looks good to me 💪 🤯

A carbon storage project with a 150 million tonne (Mt) capacity is a major industrial-scale endeavor, representing a potential asset worth billions of dollars in valuation, though its revenue depends heavily on the price of carbon (which ranges from $20–$150+ per tonne for CCS).

Based on current market trends and cost estimates:

Total Potential Value: A project of this magnitude (150 Mt) is of significant scale, similar to major regional infrastructure, with some large-scale, long-term infrastructure projects in the sector being valued in the high billions, such as the £17.7 billion ($22+ billion) Acorn project in the UK.

Revenue Generation (Storage Fees): If storing carbon at a rate of $15–$40 per tonne (typical for storage in depleted oil and gas fields), 150 Mt of storage capacity could generate $2.25 billion to $6 billion in revenue over its lifetime.

Total Capture & Storage Cost: If this is an end-to-end project (capture, transport, and storage), the cost of carbon removal can range from $110 to over $300 per tonne.

Carbon Credit Value (2025): The price varies wildly based on technology. While nature-based credits are lower, high-quality, durable engineered removal credits (like CCS) are valued at over $300 per tonne.

Key Factors Affecting Value

Storage Site: Onshore storage is cheaper ($2–$15/t), while offshore storage is generally more expensive ($5–$31/t, up to $147/t in tight, complex settings).

Source: Capturing from high-concentration sources (ethanol, gas processing) costs less ($15–$25/t) than capturing from dilute sources like cement or power plants ($40–$120/t).

Government Incentives: Policies like the US Inflation Reduction Act provide up to $180/ton for direct air capture.

Summary Table of Potential Values

Metric Value

Total Storage Capacity 150 Million Tonnes (Mt)

Storage Fee (Depleted Oil/Gas) $2.25B – $6B (150 Mt x $15-$40)

Full Chain CCS Cost ($58/t avg) ~$8.7 Billion (150 Mt x $58)

High-Durability Credit Value >$45 Billion (150 Mt x $300+)

Indorama Corporation https://share.google/OZely4HjZklEctfCl

Just for the newbies. Indorama's Decarbonisation plan. Click on 'plan detail' at the bottom of the page to read the report. The CCS with Block Energy is mentioned 💰😉

Https://www.linkedin.com/posts/indoramacorp_cleanenergyday-energytransition-decarbonization-activity-7421410596035747840-YjdD?utm_source=share&utm_medium=member_android&rcm=ACoAAAT1Pr0B1Mj9pTP8A5JY1b1dBUfw5mw12l4

Good to be reminded of Indorama and their 'Decarbonisation plan'. Serious company with a serious goal of reducing CO2 emissions 👍 Block Energy will help you with that 👌 onwards and upwards.

It feels like the keys are in the ignition and we are about to start the engine 😉💰

EU-India FTA leaves CBAM untouched | Latest Market News https://share.google/xBjLx5rmJKfAdCOVO

Maybe India will want to buy some of our storage 👍

My chart is saying 15p by the end of the year 🤔🧐👌

One thing that broke from the norm yesterday was the amount of large buys. We haven't seen that for a while and by the looks of it that buying is continuing 🤫 Blue finish anyone? 💲

Https://opc.co.uk/news/opc-supports-block-energy-in-landmark-co%e2%82%82-injection-project/

Just a little reminder for the newbies of what OPC said about the project last year and below what Max Richards had to say about the results of the pilot injection 👌

https://www.linkedin.com/posts/max-richards-6a09b3157_georgia-ccs-activity-7409194281162412033-3sfy?utm_source=share&utm_medium=member_android&rcm=ACoAAAT1Pr0B1Mj9pTP8A5JY1b1dBUfw5mw12l4

I've just been doing some basic maths. If our CCS has minimum 150m tonnes storage capacity and if we say each tonne is worth £1 net profit to Block then I make it £150m (15p share price) if we say £5 per tonne profit then that's £750m (75p share price) I'm not good at maths so I struggle to calculate any higher 😉💲💲💲💰💰💰🤫😁

The fact is the CCS alone is worth 20 times our current market cap, forget everything else 💰

The only word for the CCS is ENORMOUS 👍

Thanks for your reply Heps 👍 I suppose it depends on what Indorama contribute to the 'set up' as to what Block offer them for their help. If the article is talking about 300k tonnes of CO2 from Indorama per year (and no other companies at this stage) then I presume Indorama would have to pay the $70 a tonne carbon tax? So I can understand them getting some benefit from Block to mitigate their own costs. However if we can add another 300k tonnes from another heavy industry then surely we will keep the whole profit?

In any case we are entering exciting times for sure with the project 4 farm out completed and project 3 pending and further news on the CCS.

Thanks for that Hepseal! It was definitely a cracking article yesterday.

Regarding your numbers. They all look good in my view. One question I have is about your thinking about the JV with Indorama. It has been stated many times that they are our partner on the project. It seems to be a good relationship indeed. They have supplied the CO2 , I presume OPC have provided the knowledge (which I presume Block have paid for). As OPC have referred to Block as their 'client'.

So my question is if Rustavi Azot are going to benefit massively from storing their CO2 with us and presumably we will add further companies wanting to do the same in the way of purchasing storage or whatever then why are you assuming that we only have 50% of the revenue? We own the licence, we own the storage, Indorama are going to be a customer themselves not co owner of the licence? Genuine question, look forward to your thoughts, and others?

My theory is that Indorama might receive discounted storage or a certain amount of free storage in return for whatever they have contributed so far but Block will have 100% of any revenue from any other deals they do?

Thailand Advances Net-Zero Goals with Carbon Capture and Storage (CCS) https://thailand.prd.go.th/en/content/category/detail/id/2078/iid/468763

Thailand joining the party 🥳 Block Energy ahead of the game 😉

Https://youtu.be/VbxJv8MGCbc?si=RTL1jZwMQegfFYMw

😜