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Unlocking the Potential of Platform Chemicals in Renewable Energy
When investors discuss green hydrocarbons, the conversation often centers on transport fuels. Sustainable aviation fuel (SAF), renewable diesel, and synthetic e-fuels dominate the discourse. This focus is logical. OBBBA tilts incentives toward liquid fuels. Mandates for aviation and shipping create predictable demand. However, hydrocarbons are not just fuels. They are also the platform chemicals that underpin plastics, packaging, textiles, and consumer goods. In the decarbon
Sep 73 min read


Patenting in Climate Tech: Investor Lens on IP Value Beyond Patent Counts
Strong patent portfolios turn climate tech innovation into investable, defensible assets Climate technology has no shortage of headlines...
Sep 74 min read


The Ocean as Balance Sheet: Why DOC May Leapfrog DAC in Post-Subsidy Climate Finance
As subsidies fade, oceans may become the hidden balance sheet of future climate finance. Climate technology has no shortage of headlines...
Sep 74 min read


The Hidden Cost Curve in Platform Chemicals: Who Really Wins on Drop-In Integration?
The real winners in drop-in integration are hidden beneath the surface of visible infrastructure and costs Platform chemicals...
Sep 73 min read


From Permit to Product: Why Execution, Not Technology, Decides Pyrolysis IRR
In pyrolysis projects, execution determines IRR — from permit approval to commercial production. Pyrolysis has long been pitched as a...
Sep 73 min read


Green Hydrocarbons vs Green Hydrogen: Portfolio Roles in OBBBA World
Balancing green hydrocarbons and green hydrogen is essential for portfolio strategy in the OBBBA era. The passage of OBBBA has redrawn...
Sep 74 min read


Electrolyzer Economics Beyond 45V: Where Efficiency Meets Bankability
Electrolyzer economics go beyond policy incentives, merging technical performance with financial viability Hydrogen investors once saw...
Sep 63 min read


Voluntary vs. Compliance Carbon Markets: ROI Implications for Biofuel Funds
Biofuel fund ROI hinges on balancing voluntary and compliance carbon market strategies. Why the Divide Matters Carbon credits are no...
Sep 64 min read


From Idle Biofuel Assets to Advanced Fuel Champions: A Turnaround Playbook
Strategic turnarounds can convert underutilized biofuel assets into thriving advanced fuel champions. The Graveyard of Biofuel Pilots:...
Sep 63 min read


De-Risking Fischer-Tropsch SAF at Scale: What Actually Moves IRR
De-risking SAF at scale requires balancing CapEx, OpEx, feedstock, policy, and offtake dynamics to optimize IRR Introduction: IRR as the...
Sep 64 min read


Margin Shields: Feedstock Optionality in HEFA, AtJ, PtL Plants
Flexibility across HEFA, AtJ, and PtL pathways shields SAF producers against margin volatility Why Feedstock Optionality Matters Now By...
Aug 254 min read


How to De-risk SAF Investments: A Financial & Tech Due Diligence Framework
The SAF investment cycle connects nature, production, and aviation, with rigorous due diligence driving scalable growth and value...
Aug 254 min read


Green Hydrogen Under OBBBA: What Still Clears IC in 2025 and Beyond?
From renewable resources to scalable hydrogen infrastructure, OBBBA determines which projects achieve true investment-grade viability The...
Aug 255 min read
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