Scott Rackey

Serial entrepreneur, passionate technologist, and now founder of ReMo Energy - renewable molecules, at industrial scale. Opinions are my own.

[Scott Rackey @ScottRackey]

@ctindale Sulfuric acid is expensive to move. Instead companies move elemental sulfur, which weighs only a fraction, is much safer, and is produced in huge quantities by most refineries. Making sulfuric from sulfur is a standard process. China's restriction is not that scary.

[Scott Rackey @ScottRackey]

@wolfejosh Makes you wonder how long they have been doing this on other more traditional channels.

[Scott Rackey @ScottRackey]

@tihoma @JLinvilleFert In theory, it would not be too hard to restore to farmland. However, a fully developed PV site is FAR more valuable. Once they have the grid interconnect, permits and the substation, the cost and time of repairing (and maybe even upgrading) the site is modest.

[Scott Rackey @ScottRackey]

@JLinvilleFert @tihoma Civil work adds huge cost to project. The goal is to move zero dirt if possible. Ideal situation is to have sheep graze to keep the plants down. No concrete either, just posts.

Repaneling this site will be relatively cheap and quick. All these sites are insured for this.

[Scott Rackey @ScottRackey]

@Helion_Energy The thing about neutrons is that they are hard to stop. Therefore, most of the ones that get to the camera sensor travel right through it! Not so easy to calculate neutron flux without knowing that detection fraction.

[Scott Rackey @ScottRackey]

@benedictevans Yes

[Scott Rackey @ScottRackey]

https://t.co/1kXMKKJhVc

ReMo is proud to announce our first MOU with Trammo. We expect to build our first green ammonia plant at Trammo's ammonia terminal in Meredosia, IL. I would like to sincerely thank Trammo "leaning in" to the green economy.

[Scott Rackey @ScottRackey]

@JesseJenkins Most green H2 will be used to replace conventional H2 used today in industrial chemical processes. Namely, for green ammonia, and green methanol. Those applications make thermodynamic sense. Heating and transportation, not so much.

[Scott Rackey @ScottRackey]

@ramez Iowa farmland now going for about $15k/acre. That's about $0.34/sqft. Large greenhouse cost today is $2-$4/sf. If you get the yields up by 2x (doable), lower nitrogen input costs (doable), eliminate herbicide/pesticides. Maybe only need 2X lower costs? Scale alone maybe enough?

[Scott Rackey @ScottRackey]

@NiyerClimate So, in your view, is there any way to procure unbundled RECs that would comply? Wouldn’t it be possible to procure RECs in the region?

(I appreciate this dialog btw)

[Scott Rackey @ScottRackey]

@NiyerClimate In practice, the electrolyzers will preferentially run when power prices are low, which tends to be when renewables are producing a larger portion of the supply anyway. Conversely, they will idle when power prices spike and the CO2-intense peakers are running.

[Scott Rackey @ScottRackey]

@NiyerClimate I may disagree with you on the spirit. The subsidy is as much about getting the green hydrogen industry down its cost curve as it is about reducing CO2. Allowing unbundled RECs helps get you there. I think this was explicitly discussed during senate debate.

[Scott Rackey @ScottRackey]

@NiyerClimate Not that easy. If you do BTM, you have lower CF (thus lower IRR) and you have to co-develop with the RE developer, which adds deal complexity. Moreover, the H2 demand is almost never co-located with where RE project economics are good.

[Scott Rackey @ScottRackey]

@JLinvilleFert @pgoehaus33 Depends on the fertilizer as well. Refusing to move anhydrous is not a big deal because most railroads have already made it so expensive that not much is moved that way. Not moving urea or UAN, which are not nearly as hazardous, would be a huge deal.

[Scott Rackey @ScottRackey]

@cody_a_hill Or Texas has lost...

[Scott Rackey @ScottRackey]

@cody_a_hill @TimMLatimer Not so easy to switch the existing plants over. New plants, IF they have access to low cost RE, can sell at below the fossil price. Plus, they can locate closer to the end user. This dynamic will result in more fossil ammonia being exported.

[Scott Rackey @ScottRackey]

I did a Podcast with Raj Daniels. If you want to learn more about ReMo, you can check it out here:
https://t.co/CyAG3itu2V

[Nexus PMG @Nexus_PMG]

New on @TheBTUPod 🌎🎧 Host @Raj_Daniels interviews @ScottRackey, founder and CEO of @ReMoEnergy, where they are harnessing local #renewableenergy to make green chemicals. Listen wherever you get your podcasts: https://t.co/9XxFD1VIUI

#greenammonia #renewables