diesel
3 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Aug 27, 2026 by Richard Wang · across every show →
Everything said about diesel, oldest first
Aug 27, 2026 bullish
Wang: Voya achieves direct fully delivered cost parity with diesel
“With U.S. Scrap, you're already at diesel parity when it comes to fuel costs. Which is a critical thing for us. We're not commanding a green premium or any other sort of premium. Direct cost parity with diesel for fully delivered cost, including all the proces…”
Aug 27, 2026 neutral
Wang: CapEx dominates backup power economics, making diesel the cheapest solution
“Honestly, CapEx is the most important cost metric when it comes to backup systems, because they're not used very often. You don't care that the fuel is more expensive. It's really about how cheap is your generator, and diesel is by far the cheapest solution ou…”
Aug 27, 2026 positive
Wang: Aluminum fuel is twice as energy-dense by volume as diesel
“In fact, is from a volume basis, about twice as energy dense as diesel on an as-converted basis. So come at the amount of electricity you're getting out per, you know, liter per gallon of fuel. And then even on a weight basis, you are a little bit better than …”