From mid 2017:
Yes, I guess we are keeping an eye on Enirgi, in so much that they seem to be progressing, but noting that the proof will be in their proof of successful commercial steady state production.
I think most in the industry are aware of this technology, as it has been around for a while, but it is very energy intensive and most likely costly, which I’m sure will be a concern over the longer term if supply does increase and prices do stabilise.
Saying that, I don’t think the technology is specifically unique, in that the technology can (attempt to) be replicated if ever proven??
General Comments & Banter, page-11859
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