Member Info for Willswag

Oh no surely it’s;

If Carlsberg did decarbonisation agreements. . . .

Good question

I would want to ensure that the start-up vendor was financially as well as intellectually secure.

So I would want to see a deal to finance the short to mid term before the product is self funding,

I would also want security regarding its patents as well as first mover incentives.

We know that the company is in discussions with investment entities in order to facilitate evolution. But you make a good point about how the cake is sliced up for the partners.

Then there is price premiums re Bio over MSAR and zero as top of the range. They should be concerned with all of these aspects.

It’s a fair old agreement to undertake!

Indeed

And the BioMSAR glycerin option is not really established as a marketable commodity yet.

Article this week on this is money site had MSAR going into immediate commercial production (after the MSC trial) but no mention of BioMSAR production.

Powder, dry, cost premium = 💥

CSO evolution = 💥 💥

Jackg123

I looked at the Vertoro partners pages and the SOL project (it’s about emulsions of Residue and CSO so it’s us)

Interesting read if it’s not already been discussed

https://vertoro.com/wp-content/uploads/2023/10/SOL-FICHE.pdf

Great articles have an effect on new money methinks

Dustofnations

All the variants need to be bunkered separately so I can’t see them being looked at as ‘the same’.

If a customer is paying a premium for top of the range, that’s what the bunker partner needs to deliver.

I think there will be horses for courses.

Whole ‘middle service’ supply chains will need to be set up and managed to keep the specifications apart.

If I’m buying zero I won’t want 70%HFO contaminants from a rogue barge.

There’s plenty of scope for MSAR

It utilises residue effectively replacing the current expensive viscosity regulator used to make HFO with water and chemicals, so freeing up the 30% distillates. It reduces carbon andNox emissions and saves money. The industry will be queuing up to get hold of it to use on existing scrubbed ships in the fleet.

Fabulous article

Timing? Perfic!

Price up tomorrow with or no news on the back of this 👏

Stock exchange is open 2.5 days between Christmas and New Year 😊

Indeed jackg123

Someone take note. . .

“Signatories have pledged to 'contribute... to transitioning away from fossil fuels in energy systems in a just, orderly and equitable manner'.”

World leaders speaking The language of both MSC and QED recently

Here we are with Transition fuels that we are proving up to be both sustainable and available at scale.

Just in time. I love it!

Thanks Wolferlaf and Crownos for the excellent updates 😊

Our time is here methinks

Helping to transition marine with b30’s and then introducing one of the planets first sustainable b100 molecules at commercial scale.

Blue-chip or buy-out?

Bring it on!

But. . . . There isn’t a new sustainable fuel available at scale worth talking about, yet!

Our upcoming work with MSC (and others in midstream services 😉) on the trial, will prove our fuel up, and allow those discussions. We will be rewarded for staying this course!

Our other work with Vertoro and BTG will prove up capacity and sustainability and we will all be rich!

Bud Darr earlier talked about up to ten techs/ designs being tested across the MSC fleet

I think we are one of them but I don’t see it as a competition

I guess some of them will be taken up in tandem after all Bud has stated that there will be many transition fuels used by his fleet in the evolution to net zero. Not just one solution.

Well the dampest of squibs

Let’s face it COP28 is about the end game, net zero, the likely ultimate fuels

No one is going to talk about local strategies for how they’re going to manage their businesses before they all get there.

Nods and winks to our kids (who won’t pay for it) is all we’ll get at top level I’m guessing.

I’m thinking that where we come in will be helping MSC (and others that will clamour for it later) to transition in reality a part of the way along the route whilst making serious profit and USP’s over their competitors.

Ours will be a private revelation

But I’d love to be wrong at 11:30am

Or better still here it is;

Here's a link, if you want to get updates or follow and includes a link to stream the event.

https://www.linkedin.com/posts/bud-darr-87088319_this-promises-to-be-an-exceptional-event-activity-7138761395818360833-MzX4

AKHM

Si_Derman posted a link in COP28 thread

Pleasure!

“Happy Christmas to all our Shareholders” . . .!

Here we go!

I’ve just SHELLed out for some more

I’ll take odd!

Might he be a contractor doing work on a project involving both?

Pharaoh Rocher

Stop it!

Your 08:02 post had me wetting mesen! 🤣