Member Info for expatbrat

Yawn indeed Sense. They currently do not have a working MSW gasification system. Anyone can pitch what they like in a sales brochure.

Keep trying.

As you know, VLS don’t have a gasifier of their own.

Just here to ensure facts are correctly respresented - seem like I need to keep correcting yours.

How that mandate coming on?

Nice try Sense. Unfortunately, the EQT gasifiers are very small and only work on straw/woodchips. waste fed versions are under development.
Gasification does work and has been in use for many years in Japan. However, its how well they work and if they meet EU environmental requirements, which most do not.

Yes, there are several gasification projects underway in the UK - unfortunately, none are really working well.

the AP project was in 2 phases. TV1 and TV2. TV2 was built with only a small lag between it and TV1. The small lag was due to Management looking to expedite the projects as a whole to maximize the policy opportunity. The original intent was to build and commission TV1, and once this is operating satisfactorily, read across any changes to TV2. Unfortunately, Management underestimated the difficuties and commenced the build of TV2 too quickly. A typical trait of too big too soon. As a result, euipemtn was ordered for TV2 that was not proven to operate in TV1. This theme continued, even tho TV1 needed redesigning (as no demo scale operations were carried our prior) , hence the money pit deepened and widened simultaneously.
As with Air Products, VLS core business is not gasification. Its FT. In addition, VLS is not directly involved in the developing the system and has subcontracted the entire design job to a third party - just as AirProducts did. Now, the difference is that AirP has endless cash at hand to throw at this and even after $1bn spent, still couldn't make it work as a system (and the AirP plant was far LESS complex than the proposed VLS plant). So many similarities, but the main difference being that AirP was well funded, unlike VLS.

If you need other examples, google these:

GAIA report reveals billions wasted on gasification over 30 years of failures
and...
UKWIN highlights ‘litany of gasification failures’

Que the "But VLS will be different as they have Shell and BA". Okay....

Out of date stats. More like 2025 for VLS to be producing. Good chart tho.

catch the flu?

Thurg. So a company wrote off its $1bn project to claim tax breaks? Are you serious? I know the reasons behind the cancelling of the project and the decision to do so had zero to do with tax breaks! But thanks for pointing out that a company with a MCap of $65 billion (OK thats today, nut im sure it was healthy in 2014) and unlimited resources couldn't make is gasification project work. Puts some nice perspective on a loss making start up with a $60MCap...

Nice try.

?
pioneer (in/of something) a person who is the first to study and develop a particular area of knowledge, culture, etc. that other people then continue to develop synonym trailblazer.

Hmm.....

I don't think the Chief Technical Officer of Rolls-Royce would be calling a company with no proven process, a pioneer. However John Holland-Kaye might, as its in his interests to do so.

'John Holland-Kaye, CEO of Heathrow said that “the key change is switching to SAF, and we really need to have a massive injection of energy and investment if we are going to reach net zero by 2050.” He went on to call Velocys a “pioneer” in the sector.'

Not at all. Let’s just mention AirProducrs UK failed waste gasification project that was written off to the tune of $1bn. Air products - you know, one of the worlds most advanced industrial gas companies.. That’s probably the best example of too big, too soon.

Nice clean wood, not filthy dirty bin waste. Totally different animal.
I do expect the Red Rock plant to be a success, but unlikely in 2021.

Just a realist and a veteran in the waste to energy (electricity) space who has been through the perils of gasification first hand, seen the way senior management gloss over the fundamentals of basic engineering and testing whilst hoping they can win over the investors.
Seen it many times.
Other that that ‘technicality’ no experience in this game...

More nonsense from Sensetalka.
“The process is proven at scale”....is it? Please point us all to a fully operating waste to jet fuel project. I think you’ll find (if you care to look) that no such plant is operating.
To add, if someone else manages to make one work, that doesn’t automatically mean the VLS project will work.
Note these comments are all from the angle of a financier. Given VLS’s core expertise is technology development and not building half billion pound plants, said financier will be skeptical of their ability to pull it off.

Norfolk. I can’t tell if you’re being facetious or not! On the assumption that you genuinely think that not proving a process at small scale, before jumping to large scale is a ‘minor technicality’ then you need to ready yourself for some serious set backs.
Not having proven the full waste to fuel process at small scale will be a huge hinderance to VLS when it comes to financing a commercial project.

Renewable hydrogen and electricity. Both technically demonstrated and proven. Just the commercials to figure out.

Jet fuel from waste unproven. So just need to prove it, then work the commercials out.

Lanzatech are the other widely known SAF producer planning for the UK.
Globally, the big hitters are Neste, Fulcrum, World Energy, but I dont think any of these guys are in the UK. So until one of these 3 arrive and wipe the floor with VLS and its unproven process, VLS have the market to themselves.

https://www.velocys.com/2020/09/16/cbi-backs-500m-investment-in-saf/

same author?

World Energy?

mid to late November. And for once, I agree with you that SAF will most likely be on the agenda.

Love you too SB.

Sean you make me sound so important! Thanks for giving me so much of your attention. See you shortly Sense.

ps - Why would anyone want to ignore the facts? Speaking of which, there are several on this board looking to be enlightened on your 2025, 10% mandate. Or is that just ramping?