Just read the Genesis Energy call transcript. Thanks for the reference. Very helpful. Looks like soda ash supplies remain tight through at least 2025-2026, in which case I am very happy to own SIRE regardless of the deal going through. And would also buy more if it dips on an announcement that the deal is not happening.
Thanks Matt. You might also enjoy reading the OXY call transcript. In it, they refer to the 65,000 acre deal with NRP:
"We recently secured two new locations for the large-scale development of sequestration hubs. The first location covers 65,000 acres in Southeast Texas with up to 1.3 billion tons of CO2 sequestration capacity that could support up to 20 DACs."
Just read the Genesis Energy call transcript. Thanks for the reference. Very helpful. Looks like soda ash supplies remain tight through at least 2025-2026, in which case I am very happy to own SIRE regardless of the deal going through. And would also buy more if it dips on an announcement that the deal is not happening.
Thanks Matt. You might also enjoy reading the OXY call transcript. In it, they refer to the 65,000 acre deal with NRP:
"We recently secured two new locations for the large-scale development of sequestration hubs. The first location covers 65,000 acres in Southeast Texas with up to 1.3 billion tons of CO2 sequestration capacity that could support up to 20 DACs."
Thanks for the update.