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A German co gas done a similar deal with SIRC / Saudi PIF for waste to hydrogen earlier in 25.. HUI won’t be far behind

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The Public Investment Fund firm inked the memorandum of understanding with the engineering company for the first phase of the development, whereby the plant will use Concord Blue Reformer technology to develop sludge treatment projects resulting from sewage and other organic waste, according to a statement.

Concord Blue Reformer’s non-combustion reforming process uses the principles of staged reforming to efficiently and cleanly recycle waste into energy.

https://www.arabnews.com/node/2589242/business-economy

Not really a nothing release, it’s an offtake that covers the whole projected CBS output of phase 1 and more

Few nibblers getting stuck in around 8 here

Ticking up a little 🙌

Hyperscale data centers use massive amounts of power, typically ranging from 20 megawatts (MW) to over 100 MW per facility, with some large AI-focused centers potentially requiring 100-150 MW or even up to a gigawatt (GW) for massive new projects, consuming energy equivalent to tens of thousands of homes and placing significant strain on local grids.

Blue tick up returns.

Sustainable air fuel

nice direction !

Please make it stop 🤣

Great posts thank you.

I watched a video early last year, it was aimed at usa markets.. but the guy basically saying Ai co’s are now high, investors have missed the big gains it’s time to invest into the power and grid infrastructure needed for Ai.

When you think about it, it’s like investing in picks and shovels during the gold rush.. Ai industries cannot function without stable power..

And…

“The UK government has reclassified data centers as Critical National Infrastructure, which is accelerating

these developments around the M25 corridor.”

Don’t be late 👀

Orcadian Energy Plc (LSE:ORCA), in partnership with The Independent Power Corporation Plc (IPC), showcased their Earlham gas field initiative at the Abu Dhabi International Petroleum Exhibition & Conference (ADIPEC). The project aims to supply natural gas to a dedicated power station that will generate clean electricity for UK data centers, integrating carbon dioxide reinjection to enhance gas recovery and reduce emissions.

Do some googling .. Read some RNS..

Think 🤔

Bring Your Own Power (BYOP) for data centers means operators generate their own electricity, often on-site or nearby, to bypass strained grids, accelerate AI infrastructure deployment, and ensure reliable energy.

Grid Overload: Public grids can't keep up with the massive, fast-growing energy needs of AI data centers, causing significant delays.

Who’s building M25 Data Centres?

Several companies are actively developing new data centres in and around the M25 area (Outer London), including major players like Equinix, Google, Microsoft, and Digital Realty.

It’s honestly the biggest no brainer I’ve seen, when the funding is firmed up or offtake lands. Get your calculator out.. the carbon black substitute was an added value .. unbelievable..

FAR is not a single commodity story:

Phase 1:

Expected vanadium pentoxide production - 8,500 tonnes per annum

Expected carbon black substitute (CBS) production - 247,000 tonnes per annum

A quick Google;

Ferro-Alloy's CBS: Estimated around $500/tonne (tyre) to $550-$600/tonne (non-tyre)

Insane numbers

20p plus on news.. which is.. probably due any time now

Heating up.. these critical minerals and metals situations are only going to intensify when China fully blocks exports on many things by November.. Vanadium isn’t in there (yet) but it’s highly likely being monitored closely considering China position in the market.

“China is by far the largest producer and consumer of vanadium. Its policies and demand trends set the pace for the entire global market.”

Handbags for everyone

Bluer, dip is finishing

The dump has cleared, can buy now

You might want to google

which company is building m25 data centres now

and

byop data center

(bring your own power)

I’ll help you;

https://ibb.co/bRzKf9MV

https://ibb.co/b5TYGwTY

Don’t be late..

The UK government has reclassified data centers as Critical National Infrastructure, which is accelerating these developments around the M25 corridor. 

Orcadian and IPC intend to develop Earlham to supply gas to a power station to be constructed by Marine Low Carbon Power Ltd ("MLCP") and located adjacent to the field. The generated power can be exported to data centres located on the M25 corridor, where demand for clean, dispatchable electricity has risen beyond the grid's current capacity. Carbon dioxide produced from the reservoir and from the combustion of gas is intended to be reinjected into the Earlham field to maintain reservoir pressure and enhance gas recovery.