Post by
Uncleron on Aug 15, 2024 11:51am
Evonik must love this
no wonder they signed the LOI with HPQ...
The 1,000 tpy pilot plant is inches away from production..
Then we'll see a big move by Evonik to either become a JV partner with HPQ or the 1st big chemical giant to contract to buy all of the FSR production....
Canada uses 24,000 tpy of fumed silica..
Europe uses 96,000 tpy..
America & the rest of the world ???...
We know the total market is $2 + billion per year and is
constantly increasing...
I'm predicting this market will grow bigger & faster once
there is a supply that is 99% less carbon footprint...
and is much more cost effective than today's fumed silica..
These same reductions are going to be applied to the Si metal production...which is a way bigger market than the fumed silica market....by many $ billions per year...
Like I've been predicting all along, HPQ and Pyrogenesis are going to dominate these markets....
and become big blue chip behemoths in the process....
Then we have the hydrogen fuel market...
and the battery powders market....
blue chip behemoths in the making $$$$$
uncleron is always right !..cheers
Comment by
Mostlyserious on Aug 15, 2024 12:11pm
Not to comment on all the gibberish, but right now we are waiting for the 50 tpy pilot plant to start producing. That's just a comment on your first statement, and last statement that I read. Just making sure that people that care don't believe the misinformation you are spreading.
Comment by
BCONTVentures on Aug 15, 2024 4:33pm
Great breakdown of the Fumed Silica market, by company player. Gives a very good picture of how disruptive HPQ/PYR's Fumed Silica Reactor and technology is:
Comment by
Mostlyserious on Aug 15, 2024 5:59pm
BCONT, HPQ had in their press release that the fumed silica market was about US $2 billion market in 2023. So, how do you reconcile this size of the market with just Evonik having more than 4B Euro revenue. Are we talking something other than "fumed silica"? Looking forward to the clarification of the info you posted. Thanks.