offtake agreement
also referred to as: offtake agreements
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Nov 18, 2021 by Nan Ransohoff · across every show →
Everything said about offtake agreement, oldest first
Nov 18, 2021 positive
Ransohoff: Carbon removal startups need customer offtakes to secure bank financing
“This field is going to benefit from a very similar construct of offtakes right? So these companies need, need to de-risk, especially in carbon removal when there, you know, isn't an intrinsic use like there is with energy. Banks want to understand that there r…”
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…”