Here's Strathcona 2024 Major expansion plan:
One of their project is
"Orion Waste Heat Recovery" bolt-on has been funded
Total Capital: ~$50mm (~$25mm in 2024)
Capacity Added: ~16 MW
Capital Efficiency: ~$3mm / MW
Construction of organic-rankine-cycle to Orion
central processing facility, capture waste heat to
generate power
Expected to generate ~80% of required power
for projects
Expected to reduce Orion opex by ~$2 / bbl
20% of gross capital expenditures funded
through government grant
Opportunity to deploy at Tucker following Orion
Should do a comparative analysis of this real live $50mm project to reduce Orion opex by ~$2/bbl vs a hypothetical $50mm capital project using AXE CTI RFXL . My raise eye brows.