You’re out of free articles.
This Halloween, get 20% off using code ADVANCED
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Sign In or Create an Account.
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Welcome to Heatmap
Thank you for registering with Heatmap. Climate change is one of the greatest challenges of our lives, a force reshaping our economy, our politics, and our culture. We hope to be your trusted, friendly, and insightful guide to that transformation. Please enjoy your free articles. You can check your profile here .
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Subscribe to get unlimited Access
Hey, you are out of free articles but you are only a few clicks away from full access. Subscribe below and take advantage of our introductory offer.
subscribe to get Unlimited access
Offer for a Heatmap News Unlimited Access subscription; please note that your subscription will renew automatically unless you cancel prior to renewal. Cancellation takes effect at the end of your current billing period. We will let you know in advance of any price changes. Taxes may apply. Offer terms are subject to change.
Create Your Account
Please Enter Your Password
Forgot your password?
Please enter the email address you use for your account so we can send you a link to reset your password:
Can a kit you buy at the hardware store really save your home from a Palisades Fire-sized blaze?

Nicholai Allen, a Southern California wildland firefighter, opened his Instagram DMs this summer to find a photo of a beautiful A-frame home set against a backdrop of mountains and pine forests. At first glance, it looked almost like an advertisement for a vacation rental. But the amazing thing about the picture was not the cozy mountain scene, but the fact that the house was still standing. “Very thankful this product works,” read the accompanying text. “Saved our house and all our outbuildings. Little Giant Fire.”
Allen is a firefighter — he was on the scene when the Pacific Palisades burned in 2025 — and a wildfire survivor, having evacuated his family from the deadly Woolsey Fire near Malibu in 2018. He’s also the founder of Safe Soss, a home-hardening company advertising a “three-step supplemental wildfire defense system,” which includes a carbon filter ember guard, ember tape, and the company’s marquee product: an ammonium phosphate-based wildfire risk-reduction spray. They’re all sold at Lowe’s, where you can get the whole kit for less than $200.
“In the aftermath [of the Woolsey fire], I kept asking: How come some homes survived, and some didn’t?” Allen recounted to me. “Some get retardant dropped on them, and some don’t. I thought, ‘Why don’t homeowners just do their own fire‑retardant drops so we’re not leaving that to chance?’”
The Little Giant Fire was Washington’s biggest fire of the 2026 season, and hearing from the homeowner who made it through intact “made my whole year, frankly,” Allen told me. But one happy customer doesn’t settle the lively and ongoing debate in the fire safety world about the effectiveness of wildfire mitigation products, which can range from lumber and vegetation treatment sprays to rooftop sprinkler systems and mesh vent covers. Some products — like a Class A metal roof resistant to ordinary combustible material like wood — are widely agreed to be effective, but can cost $10,000 or more. An off-the-counter mesh vent, spray, or treated wood is vastly cheaper — and certainly less overwhelming to install — but also a grayer area in terms of efficacy.
“To me, the concept of treating wood because you think it’s going to be fire-resistant or not ignitable is fooling yourself,” Beth Burnam, the Firewise USA Regional Coordinator for California’s Mono and Inyo counties, told me.
No single certification, organization, or agency vets new home-hardening treatments and systems before they hit the market, even as that market continues to grow; one estimate puts the wildfire home retrofit industry at $4.8 billion by the end of 2033, up from $2.1 billion in 2024. The stakes are high for homeowners, too, who not only put their faith in the hands of such products to protect what’s likely their largest asset, but who might spend $2,000 to $87,000 on a full hardening retrofit, a 2025 study by Earth Economics found.
Burnam’s assessment of the burgeoning home hardening market was blunt. “There’s a lack of knowledge base, and then there’s all the shysters out there trying to sell you the next best, greatest product that will let people pretend to sleep at night,” she said.
At the same time, it’s not the Wild West for home hardening products. The California State Fire Marshal tests wildfire-resistant building products and publishes a handbook of approved materials. The Insurance Institute for Business & Home Safety, a scientific research group that operates a large-scale ember lab for lighting things on fire, has also published a series of white papers on mitigation product categories, including one on flame retardant coatings.
In that report, the IBHS found that sprays and paints could potentially provide “enhanced protection to buildings during a wildfire” — but its researchers also raised concerns about the products’ durability. “It’s really hard to have something that you spray or paint onto a wooden surface maintain its fire-resistant or retardant capacity in a period that’s longer than a year,” Spencer Eusden, the curriculum developer of Living With Fire, a wildfire preparedness and education program based out of the University of Nevada, Reno, explained to me. “There’s so much UV exposure; there’s moisture. Wood contracts and expands as it changes temperature, so it’s hard to maintain a treatment.”
That conclusion is consistent with similar research by the U.S. Forest Service around flame-resistant paints. Laura Hasburgh, a materials research engineer at the Forest Service’s Forest Products Laboratory in Madison, Wisconsin, and one of the authors of that study, told me in an email that while flame-retardant vegetation treatments fell out of the scope of that particular research, she’s skeptical about them, too. “A vegetation spray might temporarily alter fuel moisture or flammability under particular conditions, but its performance could be affected by time since application, rainfall, irrigation, heat, wind, plant growth, uneven coverage, and the intensity of an approaching fire,” she said.
“In general, a product’s marketing claims should not be treated as proof that it can protect a home or stop a wildfire,” Hasburgh added. In general, she encouraged customers to “look for independent test results” and find out whether a company’s claims are “supported by a recognized testing organization or fire-safety authority.”
That doesn’t mean all sprays and foams are worthless, though. Stuart Mitchell, the founder of Wildfire Mitigation Advisors, a Santa Rosa-based home hardening consultancy, told me they have a time and place. “A simple example is: I would say, don’t have a fence connected to your home,” he said. “But if you say, ‘Well, my dad made that fence and gate, and it’s really dear to me,’ I’d say let’s keep it. Let’s go to plan B: Give that fence or gate defensible space, and then coat it in a long-lasting flame retardant coating.” Eusden, the Living With Fire curriculum developer, likewise said vegetation treatments can be useful when done by professionals, though he echoed Hasburgh’s urging that most homeowners are likely to find their time and energy better spent on other treatments such as moving vegetation back from a house.
Safe Soss’ spray, notably, is intended as a temporary treatment rather than a long-term solution. It’s designed to be applied during a red flag warning or when a home is under a pre-evacuation notice, which Allen said means it doesn’t need to last as long as a once-a-decade paint job. (He told me that a single application can last up to three months.) The product was self-certified by its Japanese manufacturer in a standard UL crib test, which is used to test fire extinguishers against a standardized pile of burning sticks (a “crib”) in a lab. But it also means it was only formally lab-tested as a “wetting agent,” i.e. basically a fire extinguisher, rather than as a retardant used to treat wood or vegetation before a fire. It’s a distinction that Allen is conscious of, since he doesn’t want Safe Soss to encourage people to stay behind and use it to fight fires themselves.
Instead, Allen told me he’s field-tested Safe Soss by using it himself on prescribed burns — that is, to help contain controlled intentionally set fires ignited by other fire professionals, sans the chaos of an actual wildfire but under real world conditions in a forest or field, rather than in a lab. The results were enough to give him the confidence to launch the product for commercial sale. “I can pursue more certifications as time goes on,” he told me. “But if I can help people right away, I’m not going to hold it up until I get some arbitrary number.”
Another company, CitroTech, produces what it boasts is the “only long-term fire inhibitor recognized by the EPA Safer Choice program,” a voluntary certification that is focused not on fire resistance but on the use of safe chemicals. While the company also makes an outdoor vegetation treatment spray, its chemicals are primarily designed for treating interior lumber, where concerns about weathering are less of a factor, Aaron Good, the company’s director of sales, told me. (California State Fire Marshal has not certified CitroTech, but the company is working to get it onto the Forest Service’s Qualified Products List.)
CitroTech also installs rooftop sprinklers on homes, which can activate during a wildfire to saturate a roof and surrounding vegetation with, in this case, CitroTech's proprietary fire inhibitor. But many home-hardening experts I spoke with expressed doubt about sprinkler systems more generally, which often rely on water mains and electrical grids that are prone to fail during major disasters. “After you’ve done all your other home hardening and defensible space work that you need to do, if you still have money left over, go ahead and buy a sprinkler system,” Burnam said. “But understand, it probably won’t work.”
Other experts warned that the water or chemical treatment likely won’t go where you need it to, could be blown away by the high winds that often accompany major conflagrations, or cause water damage to the home. Good himself acknowledged that fires can burn for weeks, offering the example of the 2025 Palisades fire, which burned for 28 days. “If you’re trying to protect a home or a property, that means you need access to water and power for the full 28 days throughout.” CitroTech’s chemical applicant uses no water, insulating it from the water failure problems its competitors face in a disaster like Palisades, though it still relies on working electricity.
Burnam told me that one of the fundamental problems with home hardening is a misunderstanding of how homes actually ignite. For too long, she said, experts — and firefighters in particular — have focused on direct flame contact as a source of ignition, such as when a bush or tree alongside an exterior wall of a home catches fire, and it spreads to the house. Direct flame contact makes creating a defensible space important — that is, the all-important buffer zones around your home where vegetation is removed in order to slow the progress of a wildfire. But it’s also why sprays and plant treatments can be so seductive to a concerned homeowner browsing the shelves of their local hardware store: It’s probably how you’d imagine a home catching in a wildfire, but you’d mostly be wrong.
Homes can also ignite from radiant heat, when materials exposed to a nearby fire get so hot they combust. But it’s the third ignition pathway, embers, that causes an estimated 90% of housing loss and damage during wildfires. Embers can travel two miles or more from the main fire front and drift into garages and attics through vents, igniting a house from the inside out. They also tend to accumulate in gutters or at meeting points between materials, such as an angle on a roof or at the edge where a house meets a deck. This is why roof replacements and covered gutters, while extraordinarily costly, are some of the best money you can spend to protect your home.
In fact, when Allen received the DM about the home in the Little Giant Fire, the homeowner didn’t credit the company’s smoke-filtering vent cover or its wood- and vegetation-treatment spray directly. Rather, they sent photos of the company’s “ember tape,” which the homeowner used to keep flammable material out of potential access points as the fire encroached.
Along with vent covers featuring eighth-of-an-inch holes of noncorrosive metal mesh — such as those sold by Wildfire Defense Mesh, which Burnam called “absolutely the gold standard” — it is the nitty-gritties of stopping embers from entering or accumulating on a house that seem to be the best hardware store-derived trick to preventing your house from burning down.
The risk, according to many of the researchers I spoke with, is that off-the-shelf or unvetted products could lull homeowners into a false sense of security. Allen, the Safe Soss founder, said his primary goal is the exact opposite: He wants people to leave their homes as early as possible. “I’ve witnessed loss of life from people staying behind during active evacuation orders because they had a trash pump and a fire hose from their pool,” he told me.
“If you don’t feel like you can evacuate because you haven’t given your home that fighting chance,” he added, “I’m hoping that these tools will provide you enough comfort to leave and save your life.”
This Halloween, get 20% off using code ADVANCED
Log in
To continue reading, log in to your account.
Create a Free Account
To unlock more free articles, please create a free account.
Ford reveals a promising tidbit about its upcoming electric pickup.
When the Ford Fathom debuts in 2027, much of the attention will focus on its size and its price. As it should: The all-electric mid-size truck is promised to start under $30,000, and the success or failure of that car at that price will tell us a lot about the future of Ford, as well as mainstream America’s true appetite for EVs.
While we wait for our first real look at the truck and the full list of its specifications, Ford just revealed a promising tidbit. The automaker has been working in the background to make it simpler and cheaper for Fathom drivers to use bidirectional charging: the ability for power to flow both ways so that EV drivers can use the energy stored in the vehicle battery to power secondary loads, to back up a home power supply during a blackout, or even to feed back onto the power grid.
Specifically, Ford announced on Tuesday that the Fathom will be the first EV from a U.S. automaker with a starting price below $30,000 that does not need a separate wall-mounted inverter — the piece needed to transform the DC power stored in the car’s battery to the AC power used in the house. Instead, engineers built one into the truck’s “e-box” module that houses much of its electronics. That on-board unit is good enough to supply more than 10 kW of AC power to a home, Ford says.
Bidirectional charging isn’t new to American EVs or to Ford. The F-150 Lightning EV got this feature when it debuted five years ago. The trouble is that this game-changing technology doesn’t come cheap: The Lightning — now discontinued, soon to be revived as an extended-range EV — was an expensive ride starting above $50,000. The electrical hardware needed to connect the truck to one’s home power supply added thousands of dollars on top of the truck’s price.
The same was true for other EV makers. Two years ago, when I interviewed EV pickup drivers after Hurricane Helene hit North Carolina, I found F-150 Lightning and Tesla Cybertruck owners alike who hadn’t forked over more money for the extra tech needed to hook directly into the home. They got themselves through the blackout the Macgyver way, plugging the refrigerator and other critical appliances right into the power outlets in the back of the truck.
Ford’s Fathom, though, comes closer to giving the best of bidirectional charging to the masses. In addition to installing an on-board inverter, Ford says it will make the Ford Home Power Station and Home Backup Panel — the hardware that drivers will need to connect to the house — cost at least 60% less than the brand’s first-generation tech. The Detroit giant also says it’s working with a consortium of utilities, including American Electric Power, BC Hydro, Consumers Energy, Exelon, and Pacific Gas and Electric Co., to iron out how Fathom owners across the country will connect to their homes and the grid.
As Ford notes in its release: “There are more than 3,000 utilities across the U.S. and Canada with largely unique interconnection processes. Interconnection processes were primarily written for rooftop solar and stationary battery storage, which are fixed assets. Bidirectional EVs bring new considerations since they are vehicles first, not stationary equipment.”
Indeed, cooperation between car companies and utilities is suddenly a pressing matter as more EVs hit the roads, and the grid. Rivian and other electric car makers are trying to make their vehicles play nice with the power grid as a way for their customers to save money and reduce grid strain by having EVs charge when demand is low and electricity is cheap. And at some point, electric cars will become a major cog in virtual power plants — the ability of the power grid to pull energy from sources like EVs, backup batteries, and homeowner solar in times of need.
That day is finally approaching. Although bidirectional charging is a striking bonus feature for EVs, something so much more interesting and sophisticated than what a fossil fuel car can accomplish, the tech has flown fairly under the radar in the U.S. One could blame not only the lagging pace of EV adoption here, but also the fact that Tesla, far and away the market leader, has been slow to get on board. Just this month, it finally said that Model Y and Model 3 vehicles, the two best-selling electric cars in America, would get bidirectional capability.
The Ford Fathom, then, may do more than revitalize the lagging fortunes of Ford, which lost billions upon billions in its first forays into electrification and started up a skunkworks team to design the new truck in a totally different way. Their creation might also show Americans the EV’s enormous role in the home, and the grid, of tomorrow.
Current conditions: Tropical Storm Olana is headed for Hawaii with yet more flooding and powerful winds as the state continues to recover from previous storms • Tropical Cyclone Arnab is strengthening into a “severe” storm as it approaches the northern coast of India’s Andhra Pradesh state near the port city of Visakhapatnam • In-fa has become a typhoon, en route by the end of this week to the Northern Mariana Islands, the U.S. territory that took the brunt of this month’s Super Typhoon Champi.
Call it Anthropic’s magnum Opus 5.5. The Claude maker filed its public paperwork Monday ahead of its planned stock market debut. Aside from the basic details of how the company makes money and what risks its technology may pose to humanity itself, Anthropic mentions the word “energy” at least 14 times in the section of the document outlining the risks to its business. “Climate” and “climate change” are mentioned just four times. The overarching concern, per my colleague Matthew Zeitlin’s rundown of the S-1 filing, is that the company “might not get enough power for data centers running its large language models,” and that “the pace of the energy infrastructure build-out “is generally behind the need.
Brazil’s national oil company, meanwhile, had a brutal day of trading on the stock market following left-wing Brazilian President Luiz Inácio Lula da Silva’s surprise surge to reelection in Sunday’s runoff. Shares of Petrobras plunged 14% on the New York Stock Exchange by the time trading ended Monday evening. While conservative candidate Flávio Bolsonaro had promised more privatization and fewer environmental regulations, Lula has ramped up drilling, particularly offshore, as he seeks to capitalize on South America’s oil boom.

EQT Corporation bills itself as “America’s only large-scale, vertically integrated natural gas producer.” Soon it will also be the largest gas company in the nation. On Monday, the company announced plans to acquire Range Resources Corporation in a deal to create a North American gas giant worth more than $50 billion. The all-stock transaction would also establish the biggest gas producer in the U.S. by output. Combined, EQT and Range pump out 9 billion cubic feet of natural gas equivalent per day. The next largest shale gas producer in the U.S. is Expand Energy, at 7.5 billion cubic feet per day. The merged company would also command a network of pipelines and other midstream infrastructure that tops 3,700 miles. “This transaction brings together two of the highest-quality, longest-duration asset bases in North America and creates a company uniquely positioned for the next era of natural gas,” EQT CEO Toby Z. Rice said in a statement. “We believe this combination creates a must-own energy company capable of generating durable, through-cycle free cash flow while compounding value for shareholders for decades to come.”
The deal is a sign “U.S. gas consolidation is accelerating,” Salih Yilmaz, a senior oil analyst at the consultancy Bloomberg Intelligence, wrote in a post on X. “The bigger theme is consolidation: scale, concentration, and infrastructure control are becoming increasingly important in US gas, especially as LNG exports and power demand grow.”
U.S. orders for wind turbines vaulted to 2.8 gigawatts in the second quarter of this year — the highest since the end of 2023 — as developers scrambled to meet the deadlines to qualify for expiring tax credits, according to a new market analysis by the consultancy Wood Mackenzie. New Mexico saw the biggest surge as the SunZia megaproject, the largest wind farm ever built in the U.S., came online, raising the state to the top of the list of capacity additions. Despite the Trump administration’s efforts to kill or slow walk permits for wind projects, the industry is on track to add 39 gigawatts of new onshore wind farms by 2030. More than half the projects set to come online over the next two years are already under construction, meaning there’s little risk of disruption. Offshore wind, by contrast, tops out at 5 gigawatts, all of which is on course to be delivered in the next two years. “Policy is the variable with the greatest impact on wind installations,” Wood Mackenzie analyst Tyler Gifford said in a statement. “With tax credit expirations on the horizon, developers are prioritizing projects that can be operational by 2030, so the five-year onshore wind installation outlook remains stable.”
On the other side of the Atlantic, exports of wind turbines are booming. While Europe is still debating how to deal with the sudden rise of China’s wind companies, as I told you last week, the European Union's exports of wind turbines spiked by nearly 11% to $3.4 billion last year, Renewables Now reported.
Sign up to receive Heatmap AM in your inbox every morning:
The climate movement, as virtually anyone involved will tell you, is broken. Even those who are part of it want to stop talking about “climate change,” according to the results of this year’s Heatmap Insiders Survey. Clean Air Task Force, one of the more pragmatic groups in the policy arena fighting for clean energy, is out with a new memo detailing the strategy it plans to use through the end of the decade. Dubbed CATF Forward, the plan is “designed to drive the global adoption of climate solutions, orienting around three clear impact priorities and rooted in the attributes that have made” the group “uniquely effective” since its launch 30 years ago. “The world’s increasingly complex climate and energy challenges require sober thinking and sharper focus,” Armond Cohen, CATF’s founder and executive director, said in a statement. “How do we protect climate in a world turned upside down?”
His answer:
All of that seems fairly straightforward. But the document is defined as much by what it omits as what it includes. Amid a growing debate over whether climate activists should keep targeting fossil fuel infrastructure, which my colleague Robinson Meyer aired out nicely on a recent episode of our podcast Shift Key, CATF isn’t pushing for boycotts of fossil fuels or, you know, committing crimes in the name of saving the planet.
India’s solar factories have boomed in recent years as the world’s most populous country turns to photovoltaics to meet surging domestic electricity demand and supply overseas buyers looking for alternatives to China. But the subcontinent has struggled to take on China’s dominance of the solar supply chain’s upstream elements. On Monday, Noida-based Jakson Solar announced plans to invest over $525 million into manufacturing solar cells, ingots, and wafers. The company plans to commission a 3-gigawatt cell factory by the end of next year, managing director Ivan Saha told Reuters on the sideline of a conference. The company then plans to stand up a 3-gigawatt ingot and wafer plant by the third quarter of 2028. That will all feed into Jakson’s existing 1.2-gigawatt module-making factory.
Indonesia and Malaysia have launched more than 100 cloud-seeding missions this year in an attempt to engineer rain to quench parched lands as El Niño worsens droughts. The worst wildfire season in decades has shrouded the region in devastating toxic smog. But the high cost of the effort, including using dry ice to break up warm air that traps smog on the ground, “have so far brought little in the way of lasting results,” Bloomberg reported. “Sometimes, there’s a lot of political pressure to do things that may not be really well-founded scientifically,” Steven Siems, a professor at Monash University in Melbourne and the co-chair of an expert team on weather modification at the World Meteorological Organization, told the newswire.
It’s amazing what you can do with a repurposed car engine.
Venture capitalists love a system that fits inside a shipping container. But that kind of modularity has been hard to pull off in the low-carbon fuels industry, where producers have generally remained yoked to the prevailing wisdom of economies of scale as the key to profitability. That’s led to enormous, capital-intensive facilities packed with complex, custom-built machinery churning out fuels and chemicals like hydrogen, methane, and ammonia.
But Massachusetts-based startup Emvolon thinks it can upend this model with its compact, prefabricated chemical plants powered by the likes of repurposed car engines. Its modular systems convert methane captured from landfills and other sources into energy-dense liquid methanol on-site, making it easier to transport to customers. On Tuesday, the company announced $22 million in new funding — an undisclosed mix of Series A equity and non-dilutive federal and state grants — to build its first commercial-scale system at a landfill near Houston, in partnership with biogas company Montauk Renewables.
The approach aims to solve a persistent logistics problem. Economics dictate that commodity producers typically locate near a high-volume source of feedstock or a pipeline that can deliver it. But for captured methane — a potential feedstock for lower-carbon fuels, chemicals, and fertilizers — that’s often not an option. The potent greenhouse gas escapes from geographically dispersed landfills, farms, and wastewater treatment plants, many of which are too small to support a large gas-to-liquids facility and too far from existing pipelines. Trucking the gas to a centralized plant is generally prohibitively expensive, often leaving operators to either flare it or let it escape unabated.
“We are really kind of burning money, creating a lot of emissions when we could be capturing this and making high-value products,” Emmanuel Kasseris, Emvolon’s CEO, told me in an August conversation about the company’s technology, which it spun out of MIT.
“We really try to flip the script completely,” Kasseris said of the startup’s modular approach. Rather than one large facility, the company aims to produce “a few tons to maybe tens of tons per day” of methanol for the $40 billion global market. For comparison, conventional gas-to-liquid facilities can produce hundreds of times more product daily.
Emvolon’s technology is “engine agnostic,” running on repurposed engines from used cars and diesel generators as well as new builds modified for the startup’s purposes. The engines take in captured methane from landfills, farms, or gas-flaring sites. But instead of burning the fuel completely like a standard combustion engine, Emvolon limits the oxygen supply, triggering only partial combustion of the methane to produce a mixture of hydrogen and carbon monoxide known as syngas. The company then feeds that mixture into a conventional reactor, where a catalyst converts it into liquid methanol that can be shipped in standard tanker trucks.
The process requires relatively few modifications to standard internal combustion engines, Kasseris told me, thereby bringing the economics of mass production to small-scale chemical production. “You’re taking something that comes from an assembly line, you repurpose it — changing sensors, controls, simple things that require a lot of [intellectual property] but are not expensive — and you build the plant around it,” he explained. The goal is to offer customers a four-year payback period sans low-carbon fuel subsidies.
Emvolon is now attempting to push that logic a step further. For the second stage of the conversion process, the company is working to swap out its conventional reactor with another modified engine in order to “replace even more one-off process equipment” with mass-produced components. The Department of Energy’s Advanced Research Projects Agency–Energy awarded Emvolon a $2.3 million grant to develop this part of its system.
But the startup doesn’t need to have this additional piece of technology dialed in to start securing customers. In August, global commodities merchant Freepoint Commodities signed on as the startup’s primary buyer, securing priority rights to purchase at least $450 million worth of Emvolon’s biomethanol for use across maritime shipping, aviation, heavy transport, and specialty chemicals. The agreement also gives Freepoint priority rights to invest in or lend to future Emvolon projects, a provision Kasseris described as the anchor for the startup’s project financing platform.
The company’s first commercial projects are designed to produce up to 50,000 metric tons of biomethanol annually across multiple sites, with the Freepoint agreement structured to scale that output to 300,000 metric tons per year. Because each plant should cost only “a few million dollars,” Kasseris said, the company can spread out its risk rather than bet on “the half a billion dollar e-fuels plant” common to the alternative fuels industry. If one plant runs into trouble, the setback should be manageable, and the company can keep churning out and deploying its modular units elsewhere.
“This is great for scaling,” Kasseris told me. “It’s just very different. It’s just more boxes.”