Low-Carbon Fuels Without the Green Premium ft. Secant Fuel
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概要
The green fuels transition has a cost problem. Mandates are arriving, corporate targets are being set, but sustainable aviation fuel and renewable diesel keep stalling on the same issue: price.
Jochem Kamstra is the founder of Secant Fuel, a Canadian startup turning CO2 into syngas, the building block for low-carbon fuels like methanol and sustainable aviation fuel. Secant Fuel uses heat - not electricity - to create its fuels, allowing them to better compete with fossil fuels on price, and a distributed production model that integrates with industry.
That's the threshold that has eluded this space for decades. Hit it, and the addressable market is measured in trillions.
In this episode:
- Why Secant can hit fossil fuel price points when green hydrogen couldn't
- The surprising challenge of finding CO2 feedstocks, and it’s scarcer than you’d expect
- How carbon utilization changes the project economics of carbon capture
- The case for distributed, smaller-scale production and selling direct
- Why picking the right markets is key to success - and where Secant Fuel is finding traction
- What Europe's SAF mandate and Canada's Clean Fuel Regulations mean for the market
- Why investors now demand cheaper-than-fossil, not just greener-than-fossil
- What the Hard Climate venture builder model gave Secant that a traditional incubator couldn't
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