If they found a PO company willing to take the scale-up risk from pilot scale to industrial , then the PO company would be able to drive a very one sided deal .
I agree with what you say about a modular approach . Also if one module is offline for maintenance the others can continue working . Do we know for a fact that Leaf are not pursuing a modular approach or are we just assuming they would have told us if they were ?
If they had a 5,000t.p.a. module then the upfront capex would be much lower and it could be replicated a further 19 times to give the 100,000 t.p.a.
I have to say that I'm disappointed that we haven't heard anything about the other 4 projects which Claeris was meant to have identified by now .
You make a lot of good points . Have you contacted the company to discus them ? What do you make of Ken Richards being replaced . He always seemed to wear to much makeup in those videos .
Isn't the corollary that with Leaf's ownership of the I.P. and patent protection that the only option for the PO companies would be to deal with Leaf ?
If they found a PO company willing to take the scale-up risk...
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