The Climate Cycle

Low-Carbon Fuels Without the Green Premium ft. Secant Fuel


Listen Later

The green fuels transition has a cost problem. Mandates are arriving, corporate targets are being set, but sustainable aviation fuel and renewable diesel keep stalling on the same issue: price.

Jochem Kamstra is the founder of Secant Fuel, a Canadian startup turning CO2 into syngas, the building block for low-carbon fuels like methanol and sustainable aviation fuel. Secant Fuel uses heat - not electricity - to create its fuels, allowing them to better compete with fossil fuels on price, and a distributed production model that integrates with industry.

That's the threshold that has eluded this space for decades. Hit it, and the addressable market is measured in trillions.

In this episode:

  • Why Secant can hit fossil fuel price points when green hydrogen couldn't
  • The surprising challenge of finding CO2 feedstocks, and it’s scarcer than you’d expect
  • How carbon utilization changes the project economics of carbon capture
  • The case for distributed, smaller-scale production and selling direct
  • Why picking the right markets is key to success - and where Secant Fuel is finding traction
  • What Europe's SAF mandate and Canada's Clean Fuel Regulations mean for the market
  • Why investors now demand cheaper-than-fossil, not just greener-than-fossil
  • What the Hard Climate venture builder model gave Secant that a traditional incubator couldn't

Links:

Subscribe to our weekly newsletter for Canadian climate tech funding, news, and trends

→ Full show notes and resources

→ Enjoying the show? Leave a review on Spotify or Apple Podcasts

→ Feedback or guest ideas: [email protected]

...more
View all episodesView all episodes
Download on the App Store

The Climate CycleBy Climate Tech Canada