mobile form factor
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 25, 2025 by Peter Reinhardt · across every show →
Everything said about mobile form factor, oldest first
Sep 25, 2025 negative
Reinhardt: Fixed pyrolysis facilities break unit economics compared to mobile units
“When you start moving away from a mobile piece of equipment into a fixed facility, You do get some economies of the construction, but you actually take on a lot more risk in every facility that you build. You have all the balance of plant, you have permitting,…”