feed
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Sep 15, 2022 by Tamar Haspel · across every show →
Everything said about feed, oldest first
Sep 15, 2022 neutral
Jun 4, 2025 negative
Fernandez: Startups risk failure by fixing offtake prices before FEED engineering
“Many times Off-takes are priced in a way before engineering, you know, failed one, failed two, engineering have been done, and it's based on optimistic CapEx assumptions. Now, when the companies go through the engineering process, and they actually get to a fe…”