Agree Coco. This technology ticks all the boxes. And it has an immediate huge market displacing dirty SMR hydrogen given those plants are located in suitable locations with available gas supply. A massive no-brainer market where we're either marginally more expensive or potentially cost competitive or cheaper with carbon and graphite credits, values of which will be location dependent. The level of "greenness" will depend on the input gas quality, but regardless it still eliminates the otherwise vented CO2.
While that is the best immediate use case, what's equally exciting is all the other use cases that emerge due to either "green premium" market demand, or market distortions through fiscal incentives where we will be clearly way ahead on costs of alterntive clean hydrogen for a long time yet. Not only is green hydrogen via electrolysis expensive, they need to overcome significant transport issues. Pending technology solutions to that issue, we can produce anywhere there is any form of methane available, so any points of demand along major gas pipeline routes, near LNG import terminals, or in proximity to bio methane sites provides opportunity.
Much hinges on a successful commissioning of our plant, but I believe most of the risk has now been removed. And the royalty model will allow rapid progress on multiple use cases simultaneously.
And the graphite remains an enticing long term money spinner. My personal view on this is that the graphite can be sold at multiple price points depending on the use. Sheer volume will require that we be in the high volume lower margin market, but that shouldn't preclude the lower volume high margin markets being develioped.
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