offtake contracts

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 4, 2025 by Mario Fernandez · across every show →

Everything said about offtake contracts, oldest first

Jun 4, 2025 positive
Assertion Not checkable as stated
Fernandez: Customers accept offtake pricing tied to final CapEx and project returns
“We've seen projects pricing this either of the final capex number or of a margin or of a return for the project. So we have seen customers be willing to use those structures, right? You say, hey, we're going to make X, let's agree that this project will make X…”
Mario Fernandez Jun 4, 2025 ▶ 26:19 FOAK tales
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