Voya Energy

10 statements across 1 episodes · 9 bullish · 0 bearish · 1 people on the record · first statement Aug 27, 2026 by Richard Wang · said 23 times in 2 episodes since 2026 · across every show →

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brought up most by Shayle Kann (14), Richard Wang (9)

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2026 23 mentions in 2 episodes 12 per episode

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Everything said about Voya Energy, oldest first

Aug 27, 2026
Disclosure
Wang: Voya will rely on scrap aluminum for its first five-plus years
“So our primary strategy, the first, let's say, quite a few five-plus years of the business is based on scrap aluminum.”
Richard Wang Aug 27, 2026 ▶ 35:20 The rise of metal fuels
Aug 27, 2026 bullish
Assertion Open · timeframe Aug 2029
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…”
Richard Wang Aug 27, 2026 ▶ 38:09 The rise of metal fuels
Aug 27, 2026 bullish
Assertion Supported
Wang: Electrochemical aluminum conversion outperforms combustion efficiency without NOx emissions
“You can really design electrochemical systems that are incredibly cost-effective and capable, and ultimately able to convert that energy from its raw thermodynamic form in aluminum out to electricity with far higher efficiency than combustion, without any of t…”
Richard Wang Aug 27, 2026 ▶ 18:59 The rise of metal fuels
Aug 27, 2026 bullish
Assertion Open · timeframe Aug 2029
Wang: Voya starts instantly unlike diesel's 5-10 second cold start
“Basically instant cold start, just like a battery, whereas a diesel generator often will take five to 10 seconds to get to Full power from a cold start”
Richard Wang Aug 27, 2026 ▶ 25:49 The rise of metal fuels
Aug 27, 2026 bullish
Assertion Supported
Wang: Voya achieves 100 MW per acre, quadrupling diesel density
“Per in terms of megawatts per acre, the power density, how much power you can pack in per acre, we are approximately a hundred megawatts per acre in our high density configuration, which is about four times higher than a diesel generator installation”
Richard Wang Aug 27, 2026 ▶ 25:01 The rise of metal fuels
Aug 27, 2026 bullish
Assertion Open · timeframe Aug 2029
Wang: Voya cuts front-line fuel shipping volume by roughly 70%
“And then in terms of fuel logistics, especially for the military use cases where they're using the fuel so inefficiently, we have a substantial energy density benefit, about 20 to 30% Less mass and about 70% less volume shipped to the front lines for a typical…”
Richard Wang Aug 27, 2026 ▶ 30:45 The rise of metal fuels
Aug 27, 2026 positive
Assertion Not checkable as stated
Wang: Impurities in low-grade aluminum scrap improve Voya's electrolyte stability
“We just had a nice breakthrough a couple days ago, I don't think you've heard about this yet, where some of the common impurities found in the lowest grades of scrap actually have a significant beneficial impact on the stability of our electrolyte.”
Richard Wang Aug 27, 2026 ▶ 37:35 The rise of metal fuels
Aug 27, 2026 bullish
Disclosure
Wang: Voya's generator runs indefinitely via continuous aluminum refueling
“And so with this, you can basically continuously refuel the cell as frequently as you need. So if you need to run continuously for a hundred hours or a thousand hours, you could do that with this design because it's a continuously refuelable system.”
Richard Wang Aug 27, 2026 ▶ 20:54 The rise of metal fuels
Aug 27, 2026 positive
Disclosure
Wang: Voya Energy's metal fuel cell uses no platinum or rare earths
“Our version of it doesn't have platinum or any other rare earths. It's a very low-cost, commonly available air cathode”
Richard Wang Aug 27, 2026 ▶ 19:57 The rise of metal fuels
Aug 27, 2026 bullish
Assertion Supported
Wang: Battery and EV innovations make metal fuel systems cost-competitive
“Things like just basic breakthroughs in power electronics with Tesla and with battery energy systems all driving power electronics and inverters to record low cost levels now makes a system like this very affordable, whereas 10 years ago it would have been muc…”
Richard Wang Aug 27, 2026 ▶ 32:24 The rise of metal fuels
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