Graphitic Energy

“So we think that based on conversations we've had with specific customers that we have demand for 300,000 tons a year as produced from our process going directly into their processes and their customers end uses downstream. First of a kind plant will produce a…”

“I mean, it's still, even without any carbon value, if you build a big plant, this is still, we think, the cheapest sort of non-SMR-based hydrogen that you're going to be able to produce.”

“We remove the carbon As a graphite powder, and for the markets that we have lined up for that, it's worth 20 times its BTU value, so 20 times the amount of money you'd get just for burning that carbon and making CO₂ when we extract it as graphite.”

“And so, Technib completed their FEL-I studies of our technology at both the minimum efficient scale, which is about six tons of hydrogen a day, and also the maximum efficient scale, which is 270 tons of hydrogen a day, which is a world-scale hydrogen plant.”

“We feel really confident that that will give us all the scale-up data we need. It isn't a, well, we built this pilot because this is what we could kind of get done, and then we kind of have to go build a second one that goes and de-risks these other things. It…”

“You know, I thought that decarbonized hydrogen had to come from an electrolyzer and cost, you know, six or nine dollars a kilogram. You guys can do this for two to three?”

“You need a strong technical leader who can go toe to toe with PhDs or has a PhD themselves to be able to explain this is why we're solving problems in, in this order. And you don't need to worry about that. Until the second of a kind commercial unit. Like, we'…”

“There's carbon that goes into the steel-making process, into lubricants, into refractories, and so Stephen's really been instrumental in building out what we think is a, you know, three million ton a year total addressable market for our carbon in, in North Am…”

“And out of that, Came an idea by our technical director of R&D, Sam Shainer, that solved all the challenges of this in a way that required no firsts from a balance of plant perspective.”

“Yeah, I think we had to make the decision as a company that we were going to own and operate that first facility because we had some LOIs on the licensing side, and we spent a lot of time having conversations about, well, somebody else is going to go build thi…”