feed
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jan 16, 2025 by Mario Fernandez · across every show →
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Jan 16, 2025 negative
Fernandez: Startups lock in offtake prices before engineering reveals 2x CapEx
“We find that many times off-takes are priced in a way before engineering, you know, failed one, failed two, engineering have been done, and it's based on optimistic CapEx assumptions. Now, when the companies go through the engineering process and they actually…”