# Betting big on renewable natural gas

- Show: [Catalyst](https://hardwarepodcasts.com/podcast/catalyst)
- Published: 2023-03-23
- Length: 43m
- Page: https://hardwarepodcasts.com/podcast/catalyst/2023-03-23-betting-big-on-renewable-natural-gas

## Summary

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.

## Chapters

- [2:11](https://hardwarepodcasts.com/podcast/catalyst/2023-03-23-betting-big-on-renewable-natural-gas#t=131) Introduction: Shell Khan and the RNG Market Boom
- [4:34](https://hardwarepodcasts.com/podcast/catalyst/2023-03-23-betting-big-on-renewable-natural-gas#t=274) Defining RNG: Feedstocks and Carbon Intensity
- [7:30](https://hardwarepodcasts.com/podcast/catalyst/2023-03-23-betting-big-on-renewable-natural-gas#t=450) Landfill Gas vs. Dairy Waste: Production and Emissions
- [16:53](https://hardwarepodcasts.com/podcast/catalyst/2023-03-23-betting-big-on-renewable-natural-gas#t=1013) Market Penetration and Feedstock Availability
- [21:01](https://hardwarepodcasts.com/podcast/catalyst/2023-03-23-betting-big-on-renewable-natural-gas#t=1261) Food Waste Logistics and Wastewater Potential
- [27:14](https://hardwarepodcasts.com/podcast/catalyst/2023-03-23-betting-big-on-renewable-natural-gas#t=1634) Policy Drivers: RINs and LCFS Economics
- [35:24](https://hardwarepodcasts.com/podcast/catalyst/2023-03-23-betting-big-on-renewable-natural-gas#t=2124) M&A Activity and Market Maturation
- [38:57](https://hardwarepodcasts.com/podcast/catalyst/2023-03-23-betting-big-on-renewable-natural-gas#t=2337) Bottlenecks: Capital and Expertise
- [40:29](https://hardwarepodcasts.com/podcast/catalyst/2023-03-23-betting-big-on-renewable-natural-gas#t=2429) Future Tech: Synthetic Methane and Hydrogen

## Topics

- [Energy & climate tech](https://hardwarepodcasts.com/topic/energy-and-climate-tech)
- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)
- [Scaling production](https://hardwarepodcasts.com/topic/scaling-production)

## Most relevant to

early-stage companies

## Mentioned

- Stormfisher (company)
- BP (company)
- Archaea (company)
- Shell (company)
- Nature Energy (company)
- NextEra (company)
- Energy Power Partners (company)
- Low Carbon Fuel Standard (other)
- Renewable Identification Numbers (other)
- RINs (other)
- LCFS (other)

## Related episodes from other shows

- [The Future of Energy: Generating Sustainable Natural Gas with Casey Handmer of Terraform Industries Part 2](https://hardwarepodcasts.com/podcast/hardware-to-save-a-planet/2024-12-19-the-future-of-energy-generating-sustainable-natural-gas-with-casey-handmer-of-te) (Hardware to Save a Planet)
- [Clean Hydrogen on Demand with Max Mankin, CTO and Co-founder of Modern Electron, and Mothusi Pahl, Vice President of Business Development at Modern Electron](https://hardwarepodcasts.com/podcast/hardware-to-save-a-planet/2022-10-27-clean-hydrogen-on-demand-with-max-mankin-cto-and-co-founder-of-modern-electron-a) (Hardware to Save a Planet)
- [Putting Oil Back Where It Belongs with Peter Reinhardt, CEO & Co-Founder of Charm Industrial](https://hardwarepodcasts.com/podcast/hardware-to-save-a-planet/2022-06-09-putting-oil-back-where-it-belongs-with-peter-reinhardt-ceo-co-founder-of-charm-i) (Hardware to Save a Planet)

## Citing this page

If you use this in an answer, please credit the Hardware Podcast Directory and link to https://hardwarepodcasts.com/podcast/catalyst/2023-03-23-betting-big-on-renewable-natural-gas. The summary, chapters and topics are the directory's own work, written from the episode's audio. The episode itself, its title and its audio belong to Catalyst.