This company is working to produce a machine that produces methane from waste electricity, water, and atmospheric air.
I searched for this company and only found a few references from several years ago.
I'm always skeptical of these bold claims, and my skepticism for something useful is still here with this company.
That said, from all of their public press and their description of their approach and goals, there could be something here. Time will tell.
The most important aspect of their approach is that they make no claim of this being energy efficient. Quite the opposite. They say it takes about 300% more energy input into their process than results from the energy in the methane that comes out.
Why this still looks like a possible viable path, is that they are building this to consume overproduced electricity that cannot otherwise be used or stored. As in, put it at a solar farm where the utility is rejecting more energy at the height of a sunny day (because of overcapacity).
I like how they've broken the technological challenges down into three main parts:
- input CO2 source
- input H2 source
- methane formation step.
Further, they're building out their product to ship on container skids, so deployment (or redeployment) doesn't have the same permanent infrastructure requirements a virgin build might (such as pouring concrete, etc). They also claim to not require any exotic materials for any of their steps.
Lastly, what give me the most confidence is in April 2024 they have already built a working prototype of their tech and produced synthetic methane from it and sold it to a utility company! I fully recognize that have a working prototype doesn't mean that that their approach can scale to anything useful, but I give them credit for recognizing the shortcomings of their approach while still producing a prototype that does what it claims to do: Produce methane from waste electricity, water, and atmospheric air.
First, that is a great link. I don't follow biodiesel efforts very closely and always appreciate the data from a real world execution perspective.
That said, while the article contains a number of criticisms you're pointing out, the article is mostly focused on biodiesel and not necessarily SAF, and even less applicability to California where the majority of North American SAF is produced. The article even called this out with the distinction that biofuels (SAF in this case) from virgin feedstocks doesn't qualify for the Low Carbon Fuel Standards (LCFS) laws in California that make SAF economically viable. Meaning there is far lower incentive to try to produce SAF from virgin feedstocks, which I believe is your primary criticism of SAF.
"Additionally, the Producer’s Tax Credit, coupled with the California LCFS, will heighten the demand for lower carbon-intensity feedstocks like tallow, UCO, and corn oil. Under the LCFS, west-coast market demand is stronger for feedstocks that provide greater carbon-emission reductions than virgin vegetable oils like canola and soybean oil. These policies will continue to pull available global feedstocks into the California renewable diesel market, and boost U.S. import demand for feedstocks that make lower carbon-intensity biofuels that generate additional credits in the California market."
from your provided source
The other point your article highlighted was the bottleneck to using less virgin sources was the need to increase the non-virgin sources of feedstocks. As in, the market is demanding more biofuel from non-virgin feedstock than can supplied. This is important as it goes back to the work identifying and introducing further non-virgin feedstocks that I linked in my other post on this topic here.