renewable natural gas
also referred to as: rng
8 statements across 3 episodes · 1 bullish · 4 bearish · 3 people on the record · first statement Dec 9, 2021 by Andy Lubershane · across every show →
Everything said about renewable natural gas, oldest first
Dec 9, 2021 bearish
Lubershain: Biomass gasification for RNG costs 5x to 10x fossil gas
“Now, even, even that pathway can't scale to fully supply or even really nearly fully supply or replace the methane that we're using today, but it could take a more significant chunk out of it.
It's generally at least today, a far more expensive pathway.
You kn…”
Dec 9, 2021 bearish
Jun 23, 2022 bearish
Mar 23, 2023
Mar 23, 2023 bearish
Moffat: RNG sector will see buyer attrition due to operational complexity
“Other ones is going to be an entirely new kettle of fish that's going to be really hard for them to be able to figure out because you've got to go manage this, these facilities, and there are smaller volumes, and they require more attention, and so I would say…”
Mar 23, 2023
Mar 23, 2023
Moffat: Unsubsidized landfill RNG sells for $10 to $20 per MMBTU
“What we've seen from the revenue side or what that gas sells for, it will be anywhere from 10 dollars to 20 dollars a MMBTU is what that gas sells for in the non
LCFS RIN markets. So if this is going to utilities or voluntary buyers, typically you're seeing t…”
Mar 23, 2023 positive
Moffat: Stacking RINs and LCFS pushes dairy RNG to $70–$90/MMBtu
“Where landfill RNG to the utility market may move for 10 to 20 dollars in MMBTU. They can be north of 50 dollars in MMBTU by the time they take the RIN and the LCFS credit in consideration, so they get in a transportation setting, and so the same for dairy. Li…”