RE:Some Great Points on Fumed Silica https://m.youtube.com/watch?v=iP8Nt-lCfFU&t=2109s
$1.3B Mkt growing 5%/yr => $65M/yr => 7 1000 tpy reactors
Incumbents are at full capacity, carbon taxes to much to expand
Jan 31/24 signs nda with industrial group, not an existing fumed silica manufacturer
50 tpy pilot plant 30’ x 50’ in Pyrogenesis facility, commissioning q2 2024