Project Cormorant

3 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Sep 10, 2025 by Damien Beauchamp · said 11 times in 1 episodes since 2025 · across every show →

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brought up most by Lara Pierpoint (10), Damien Beauchamp (1)

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2025 11 mentions in 1 episode

The sunk cost dilemma Sep 10, 2025 · 11 mentions · from 0:48
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Everything said about Project Cormorant, 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 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

Project Cormorant

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Everything said about Project Cormorant, oldest first

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