Brandon Moffat, co-founder of StormFisher, explains the commercial trade-off between volatile merchant subsidies and long-term utility offtake agreements for RNG developers.
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“I actually am totally fine with moving gas to a utility at a lower price, because they're usually willing to sign terms, so 10 or 20 years, and so that just makes lots of logical sense versus a highly volatile LCFS and RIN market.”
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More from Brandon Moffat
AssertionSupported
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AssertionSupported
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PredictionNot checkable as stated
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AssertionSupported
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AssertionPartly supported
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AssertionSupported
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“And so I think you're probably two-ish percent penetration Of the 10 to 15 we talked about, ah, and really the wastewater treatment side and the food waste side is largely untapped, ah, right now”
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