FormerXBC Inc XEBEQ

Interviews and Process Streams

[iiioiii]

Overall, I found Kurt's stint on BNN to be a great introductory interview to new investors to the space. I'm a bit disappointed however that Kurt didn't take the opportunity to extoll the carbon negative benefits of using RNG in the SMR process to produce green hydrogen, given the disparity between CO2 and CH3 as greenhouse gases, in addition to the current cost and transportation drawbacks inherent in large scale commercial electrolysis.

Now I would have been surprised if he mentioned it in this interview, but the process of gas separation after SMR invariably means you'll have a waste CO2 stream to contend with which could be problematic for local carbon emissions. However, I don't think that Xebec's partnership with CarbonQuest, which was always a bit of an outlier prior to the HyGear acquisition, was really just about reducing carbon emissions of buildings in New York; I'm expecting this was more about determining the potential synergy and compatibility between the two product lines. While it hasn't been mentioned yet, and I could be reaching here, CarbonQuest's 4-step carbon capture process presents an unique solution to Xebec's SMR/CO2 issue. Further to that, an important amount of design consideration must have gone into ensuring the footprint of CarbonQuest's carbon capture equipment was as small as possible; nobody designs and builds a skyscraper with a large empty boiler room for all that pie-in-the-sky carbon capture equipment to be installed at some point in time in the distant future. If the whole package (SMR, PSA, and carbon capture) is small enough to say fit in a seacan, and I can think of another recent Xebec product offering that fits a similar bill, that makes it modular which brings down production costs, installation times, streamlines system operation, and removes any plant idiosyncrasies which ensures you're burgeoning maintenance teams are even more efficient at on-site service. Something to think about...

GLTA Longs

[tamaracktop]

Sorry Kurt can't talk 800 words a minute?

[iiioiii]

I agree, the interview was always going to be light on specifics; it is BNN after all. But there is alot of pushback in the green energy space against RNG specifically relating to the CO2 released by the burning of RNG by proponents of full electrification. Hydrogen production via SMR appears to be just 'blue hydrogen' unless that direct connection to RNG, and its carbon negative effects

[iiioiii]

Derp, a correction is in order: I said 'blue hydrogen' but I meant 'grey hydrogen'. Night shift is long and full of terrors...