Domain: tiger-web1.srvr.media3.us Spec Play - HGRAF | Page 66 | Money Talk
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re: Spec Play - HGRAF

Posted on 9/10/25 at 9:15 am to
Posted by Dock Holiday
Member since Sep 2015
1887 posts
Posted on 9/10/25 at 9:15 am to
quote:

greenhouse gas emissions (GHG)

and
quote:

CO


are not the same thing.


quote:

methanol production


The industry standard and cheapest way to produce methanol is to crack nat gas to form a syngas (H2 and CO mixture) with some back-end synthesis to give you CH3OH
Carbon monoxide (CO) is not factored in as a feed stock.


Posted by masoncj
Atlanta
Member since Jun 2023
618 posts
Posted on 9/10/25 at 9:32 am to
Was anything announced ?

Up 12% today
Posted by MekaWarriors
Member since Aug 2025
214 posts
Posted on 9/10/25 at 9:37 am to
quote:

greenhouse gas emissions (GHG)

and
quote:
CO


are not the same thing.


This is true, however CO is a precursor to both CO2 and NOx when vented to atmosphere, so it will contribute to GHG inventories when oxidized.


quote:

The industry standard and cheapest way to produce methanol is to crack nat gas to form a syngas (H2 and CO mixture) with some back-end synthesis to give you CH3OH
Carbon monoxide (CO) is not factored in as a feed stock.


I will bow to your experience and knowledge here, I searched industrial uses for CO and it returned methanol as one of them.
Posted by MekaWarriors
Member since Aug 2025
214 posts
Posted on 9/10/25 at 9:40 am to
quote:

Was anything announced ?

Up 12% today


I have not seen any additional news. Hopefully some news is imminent! I would love to see this go above $2.50 again!
Posted by Guntoter1
Baton Rouge
Member since Nov 2020
1587 posts
Posted on 9/10/25 at 9:49 am to
quote:

This is true, however CO is a precursor to both CO2 and NOx when vented to atmosphere, so it will contribute to GHG inventories when oxidize


H2 and C4 are the stated emissions
. Therefore NO or very limited
CO emissions
H2 is hydrogen C4 is carbon.
This is NOT a normal acetylene, oxygen reaction. The temp reaches 2400 degrees
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27233 posts
Posted on 9/10/25 at 9:54 am to
quote:

this suggests they capture/collect the CO instead of venting it to atmosphere. This would be great news for permitting, it would also create an additional value-add if the CO was pure enough to sell as a feedstock for other processes (acetic acid or methanol production are examples).


I believe they have stated that the by-product is syngas that they intend to use as feedstock for other commercial applications.
Posted by MekaWarriors
Member since Aug 2025
214 posts
Posted on 9/10/25 at 9:57 am to
quote:

Therefore NO or very limited
CO emissions


Ms. Breure mentioned in the last interview that CO was an emission, however would not go into the mass balance specifics. I have a meeting here shortly but I will rewatch the interview later and provide the timestamp that it was mentioned.

The reaction requires O2 and so the oxygen must go somewhere...
This post was edited on 9/10/25 at 10:00 am
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27233 posts
Posted on 9/10/25 at 10:09 am to
quote:

The reaction requires O2 and so the oxygen must go somewhere...


Some of the oxygen is bonded in the graphene.

IIRC, 99.8% pure graphene, with the 0.2% being oxygen.
Posted by MekaWarriors
Member since Aug 2025
214 posts
Posted on 9/10/25 at 10:12 am to
quote:

Some of the oxygen is bonded in the graphene.

IIRC, 99.8% pure graphene, with the 0.2% being oxygen.


That's right, I know it is proprietary but I would like to see the mass balance.
Posted by igoringa
South Mississippi
Member since Jun 2007
12279 posts
Posted on 9/10/25 at 10:24 am to
quote:

Was anything announced ?

Up 12% today


traveling today but havent seen anything - I will take it. lol
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19620 posts
Posted on 9/10/25 at 10:28 am to
Just background noise.
Posted by MekaWarriors
Member since Aug 2025
214 posts
Posted on 9/10/25 at 11:36 am to
First-off, I want to thank the folks on this board for their contributions on this company. I am on several different platforms and this board has been surprisingly the best source of information and accountability out of any of the others I am a part of.

I just rewatched Kjirstin Breure's interview with Radius Research and I must say Ms. Breure's knowledge and pose is more impressive the second time. I will breakdown timestamps for different topics below:

@14:23 Ms. Breure discusses the difference between pristine graphene and graphene oxide and how their product has minimal oxygen content while graphene oxide has 20% to 30%

@18:52 discussion about potential health risks and environmental concerns. She stated that graphene can not puncture cell walls like a carbon nanotube (this was a concern of mine and I missed this the first time around). She did state that they are currently working through permitting and regulatory concerns and they anticipate permits to be issued next quarter.

@21:47 Their product contains no PFAS while some of their competitors products do.

@24:27 Ms. Breure stated that an announcement of their large scale production facility should be announced soon. That it is a greenfield facility and they are awaiting regulatory approvals.

@32:15 Pricing of product was discussed with their flagship graphene is their electrical grade with a higher oxygen content.

@40:11 Additional question regarding significant hurdles. Ms. Breure again mentioned permits and regulatory considerations.

@43:28 Major obstacles to overcome would be the industry perception from the previous company's poor and inconsistent products giving the overall industry a negative reputation.

@45:38 Question regarding what keeps Ms. Breure up-at-night. She stated nothing currently, however if she had to pick something it would be properly timing the market.

@51:02 Waste and emissions generated. This was the comment I remembered. She stated that the emissions are a (Hydrogen/Carbon monoxide) syngas. They are looking into membrane separation, however currently they do not know if that would be financially viable. They are also looking into using the syngas to generate electricity that they could then sell back to the grid or power their own facility, however they are still reviewing their options.

This post was edited on 9/10/25 at 11:44 am
Posted by dstone12
Texan
Member since Jan 2007
39285 posts
Posted on 9/10/25 at 11:50 am to
quote:

@51:02 Waste and emissions generated. This was the comment I remembered. She stated that the emissions are a (Hydrogen/Carbon monoxide) syngas. They are looking into membrane separation, however currently they do not know if that would be financially viable. They are also looking into using the syngas to generate electricity that they could then sell back to the grid or power their own facility, however they are still reviewing their options.


Watch pristine graphene be the best material to filter out…..graphene by-product.
Posted by MekaWarriors
Member since Aug 2025
214 posts
Posted on 9/10/25 at 12:22 pm to
quote:

Watch pristine graphene be the best material to filter out…..graphene by-product.


I have seen graphene enhanced membranes for reverse osmosis systems, it would be something if they developed something similar to economically separated syngas!
Posted by bayoubengals88
LA
Member since Sep 2007
23750 posts
Posted on 9/11/25 at 7:01 am to
I’m down to 2,500 shares as I see more immediate potential in NBIS.
Time is ticking before people get antsy about the new facility announcement.
Posted by SquatchDawg
Cohutta Wilderness
Member since Sep 2012
19620 posts
Posted on 9/11/25 at 7:12 am to
Even an update citing delays due to permitting, etc. would be nice.
Posted by MekaWarriors
Member since Aug 2025
214 posts
Posted on 9/11/25 at 10:06 am to
quote:

Hydrograph Clean Power deepens U.S commitment with larger Austin hub for graphene innovation
Last month, HydroGraph Clean Power announced a strategic relationship and plans for a new Texas production facility. Now, the company has shared further updates on its U.S. expansion with the signing of a lease for a new 20,000-square-foot headquarters in Austin, Texas.

This facility—located at 2101 East St. Elmo Road—will nearly double the company’s previous operational space and is slated to be fully operational by February 2026. The Austin headquarters will serve as HydroGraph’s central hub for both production and commercialization activities across the United States.

The company plans to employ 30 staff at the facility by 2027, enabling closer collaboration with customers in industries such as aerospace, defense, energy storage, and advanced materials.

This expansion not only positions HydroGraph closer to strategic partners and leading talent, but also reinforces its commitment to scaling U.S. operations and accelerating the commercial adoption of high-purity graphene produced through its patented detonation synthesis process.


Source
Posted by MekaWarriors
Member since Aug 2025
214 posts
Posted on 9/11/25 at 10:09 am to
That is in Austin... I got excited when I saw a new article and posted it without reading it fully.
This post was edited on 9/11/25 at 10:11 am
Posted by Jax-Tiger
Vero Beach, FL
Member since Jan 2005
27233 posts
Posted on 9/11/25 at 10:54 am to
From what I've read, it sounds like they are planning on building Hyperion units near their larger customers. That could be a strategic decision, or an excuse on why their production facility won't be as large as what might appear to be needed for the volume they are touting.
Posted by MekaWarriors
Member since Aug 2025
214 posts
Posted on 9/11/25 at 12:55 pm to
I actually like this strategy, it would reduce logistical headaches. It would also ease the permitting.
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