Plenty of excitement building around metakaolin lately — and deservedly so. Green360 (ex-Suvo) just released promising results from their lab-produced metakaolin.
Their product shows good reactivity and high amorphous content (88%+), and they’re kicking off trials with PERMAcast. Positive stuff for the broader SCM market and low-carbon concrete space.
But here’s where ZEO stands apart — and why the market is starting to wake up to it:
No Intensive Pre-Processing Required
Unlike Green360, which needs to mill/process their kaolin extensively before calcination, ZEO’s Toondoon feedstock doesn’t require that step. That’s massive. Less CapEx, less OpEx, faster throughput = stronger margins and better scalability. This is why AusPozz™ is genuinely commercially viable.
More Advanced Commercial Pathway
ZEO isn’t just tinkering in the lab. They’re well ahead in serious commercial conversations with the likes of Holcim and other global cement majors. This isn’t a science project — it’s a business plan in motion, backed by years of groundwork.
Early Cash Flow via DSO
Let’s not forget — ZEO already has a non-binding offtake for its Direct Shipping Ore (DSO) kaolin/bauxite, unlocking early revenue before metakaolin volumes kick in. Green360 isn’t there yet.
Resource Advantage
Toondoon’s kaolin is high-purity, low-impurity, with a large JORC-compliant resource and exploration upside — and ZEO’s only drilled 5% of its land so far. Plenty of blue sky.
In short — Green360’s update is a great reminder that metakaolin has huge potential, but when you dig into the fundaments, ZEO is simply further ahead on every key commercial metric.
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