The big Q IMO is the economics of bio-methanol for bunker fuel. Why go to the extra costs of converting bio-methane to a 'lower value' fuel when you can sell all you can produce as a bio-LNG/CNG for high value clean truck/van fuel?
I was heavily involved with the first green LNG/CNG from landfill 20 yrs ago. Interesting choice for plant in Philippines. Landfill is "clean" due to to pickers (kids) who spend each day extracting tin cans, glass batteries etc to resell. The opp IMO is from Malaysia + Indonesia from palm oil waste (POME). Higher energy, clean + volume.
Just revisited this one again OB. Great research from you as usual. What an unbelievable discount and value here. Talk about flying under the radar! 😲
Whoops! I spoke too soon. To be fair I don't blame them
The big Q IMO is the economics of bio-methanol for bunker fuel. Why go to the extra costs of converting bio-methane to a 'lower value' fuel when you can sell all you can produce as a bio-LNG/CNG for high value clean truck/van fuel?
I was heavily involved with the first green LNG/CNG from landfill 20 yrs ago. Interesting choice for plant in Philippines. Landfill is "clean" due to to pickers (kids) who spend each day extracting tin cans, glass batteries etc to resell. The opp IMO is from Malaysia + Indonesia from palm oil waste (POME). Higher energy, clean + volume.
Buffet's grandson was one of the founders, which probably explains the aviation link