The Ledger
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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,…”
Reinhardt: Charm's capex per ton is under half of state-of-the-art pyrolysis plants
“If we look at the capex, for example, of our system today on a, Per dollars capex per ton basis, and compare it to, say, like, state-of-the-art pyrolysis facilities, we are already less than half of that cost on, on a dollar per capex basis, and that will decl…”
Reinhardt: Biomass is best utilized for carbon content, not energy
“What's interesting about it is that relative to almost everything else, it's very carbon rich. And so the use cases that rely either on the chemical availability of carbon or on, ah, the sort of physical availability of carbon, those, or like in the case of ca…”
Reinhardt: Removing carbon is cheaper than $2,000/ton building decarbonization retrofits
“It's gonna cost, like, 2000 dollars a ton for me to go, like, tear down a building and rebuild it with, like, a proper HVAC system that does, like, heat pumps, you know, it's like, and have clean concrete, like, you know, at some point you get down to this, li…”
Reinhardt: High EBITDA per ton companies will lead carbon removal adoption
“If you look at a sort of chart of, like, profitability per ton or EBITDA per ton, like, it's the companies that have a lot of EBITDA per ton that are going to lead the way on helping things down.”
Reinhardt: US corn generates roughly 400 megatons of unused stover annually
“There's about 90, ninety-five million acres of corn grown in the US every year. There's order magnitude four dry tons of stover per year on each of those on each of those acres, and so, you know, you're, Just on corn stover, you're looking at 400 megatons of a…”
Reinhardt: Charm plans to operate in-field to eliminate hauling costs
“Something that we're trying to invert, invert this at Charm by eventually Operating on field to cut this all out.”
Reinhardt: Abengoa Hugoton failed due to $120/ton biomass transport costs
“Abingoa Hugotin was a huge cellulosic ethanol plant that failed in Western Kansas because they were trans, transporting their biomass, 50 to a hundred miles. They expected to pay maybe 60 dollars a ton. They found, in fact, that they were paying, like, north o…”
Reinhardt: Corn stover transport cost is limited by volume, not weight
“When you're trying to transport Stover, you cube out, meaning volumetrically, you run out of space a lot faster than you weigh out.”
Reinhardt: Wildfire thinning wood biomass often has 50% water content
“Wood can easily be 50% water if it's young growth and, you know, hasn't aged for a year post cutting. So when you look at like wildfire thinnings, for example oftentimes we get wood that's in the 50% range. And there, yeah, it sucks, because half of what you'r…”