Betting big on renewable natural gas

Catalyst · 23 Mar 2023 · 43m

What this episode covers

Brandon Moffatt, cofounder of Stormfisher, an RNG and hydrogen producer, explains the complex landscape of renewable natural gas, detailing feedstocks like landfills, dairy waste, and food waste, and their varying carbon intensities. He discusses how policy mechanisms like the Low Carbon Fuel Standard (LCFS) and Renewable Identification Numbers (RINs) drive economics, with prices ranging from $10 to $90 per MMBTU depending on credit stacking. The conversation highlights recent major acquisitions by BP, Shell, and NextEra, signaling a shift in market maturity, while identifying development capital and operational expertise as key bottlenecks for scaling. Finally, Moffatt outlines the potential for synthetic methane using green hydrogen and biogenic CO2 as a transitional technology to leverage existing gas infrastructure.

Mentioned

Companies
Stormfisher, BP, Archaea, Shell, Nature Energy, NextEra, Energy Power Partners
Also
Low Carbon Fuel Standard, Renewable Identification Numbers, RINs, LCFS

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