Eight Rivers

4 statements across 1 episodes · 2 bullish · 1 bearish · 1 people on the record · first statement Sep 10, 2025 by Damien Beauchamp · across every show →

Everything said about Eight Rivers, oldest first

Sep 10, 2025 positive

What-if

Beauchamp: 8 Rivers needs $100M to reach FID on two major projects

“With that hundred million, we would achieve FID on both Cormorant and one of our AFCC projects that we've announced with ENTEC or Pacific Corp. So with that, we would achieve FID and break ground on both of those projects.”

Damien Beauchamp Sep 10, 2025 ▶ 31:10 The sunk cost dilemma

Sep 10, 2025 neutral

Assertion Not publicly verifiable

Beauchamp: 8 Rivers has secured 18% offtake for Project Cormorant

“You know, the project is structured to produce 900,000 tons of ammonia, and we've, we found offtake for about 18% of that 900,000, and we're working on, on getting the rest of that ammonia offtake secured.”

Damien Beauchamp Sep 10, 2025 ▶ 12:31 The sunk cost dilemma

Sep 10, 2025 positive

Assertion Not checkable as stated

Beauchamp: 8 Rivers is Siemens Energy's largest external partnership in history

“Internal, To Siemens Energy, this is the largest development program they've ever done in their history in partnership with an outside group. So they have over 200 engineers working on this program. I would say about a hundred of those are full-time.”

Damien Beauchamp Sep 10, 2025 ▶ 27:33 The sunk cost dilemma

Sep 10, 2025 negative

Assertion Not checkable as stated

Beauchamp: 8 Rivers panicked when SK offtake contract timelines shifted

“There wasn't a firm off-take contract in place, but that moment was one of kind of panic and a feeling of desperation and devastation because of the amount of time, energy, and money that had been put into that particular project because we were trying to do i…”

Damien Beauchamp Sep 10, 2025 ▶ 15:41 The sunk cost dilemma

Eight Rivers

Everything said about Eight Rivers, oldest first

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