Full build sequence · 840,000 t/yr biogenic CO₂ input · C2CNT primary process with UP Catalyst secondary track · 180 kt/yr GNC nameplate at full scale · Imperial Valley, CA
| Phase | Timing | Potlines + | Kilns + | Kilns Cum. | GNC + (kt/yr) | GNC Cum. | CO₂ Consumed | Electrical |
|---|---|---|---|---|---|---|---|---|
| Phase 1 | Y1-2 | 1 | 2,000 | 2,000 | 50 | 50 | 183 kt/yr | 34 MW |
| Phase 2 | Y3-4 | 2 | 2,000 | 4,000 | 50 | 100 | 367 kt/yr | 67 MW |
| Phase 3 | Y5-6 | 3 + UP | 3,200 | 7,200 | 80 + 20 | 180 | 660 kt/yr | 125 MW |
| Full Scale · Y6+ | 6 + alt | 7,200 Genesis kilns | 180 kt/yr GNC | 210 MW total | ||||
| Role | P1 | P2 | P3 | Full |
|---|---|---|---|---|
| Plant management | 6 | 2 | 2 | 10 |
| Process engineers | 8 | 6 | 6 | 20 |
| Electrolysis operators (4-shift) | 24 | 24 | 48 | 96 |
| Capture / compression ops | 12 | 4 | 8 | 24 |
| Maintenance & instrumentation | 16 | 10 | 18 | 44 |
| Lab / QC / R&D | 8 | 4 | 6 | 18 |
| Logistics · rail · warehousing | 10 | 4 | 6 | 20 |
| EHS · security · admin | 10 | 4 | 6 | 20 |
| Total FTE | 94 | 58 | 100 | 252 |
Thesis: Restart the 100 MW biomass plant. Burn Imperial Valley ag residue. Sell power under a bundled PPA. Stack every credit and incentive that requires zero additional capex, zero new equipment, and zero new business lines. Vent the biogenic CO₂; it is net-zero on lifecycle.
What we're NOT doing: No carbon capture unit. No graphene plant. No CO₂ utilization. No dairy digester consortium. No Class VI sequestration. No 250-person industrial complex. Just a biomass power plant with a clean credit stack.
What we ARE stacking: Bundled PPA (REC embedded) + Federal §45Y PTC + Ag-residue tipping fees. Optional LCFS pathway if we structure end-use around H₂/EV/biofuel, evaluated separately as an upside case.
| Revenue Stream | Rate | Annual ($M) | Applies? | Basis |
|---|---|---|---|---|
| Bundled PPA (Energy + RA + REC embedded) | $60–85/MWh | $45–$63M | Yes | CCA or IOU offtake. REC value ($30–$40/MWh) is inside this rate. Do not double-count. PCC-1 RECs $73–$83/REC in 2024–25 |
| Federal §45Y PTC (open-loop biomass, PWA) | ~$28/MWh × 10 yr | $21M/yr | Yes | Post-IRA rate w/ prevailing wage compliance. Statute secure through 2033 construction start. |
| Ag Residue Tipping Fees | $30–$50/ton | $11–$19M | Yes | 380k BDT/yr. Farmers pay us; Imperial + SJV ag burning is banned as of Jan 2025. |
| LCFS Pathway (upside, requires end-use structuring) | $20–$35/MWh | $15–$26M | Only if structured | Applies only if power feeds H₂ production, EV charging dedication, or biofuel synthesis, not straight grid delivery. Evaluate separately. CARB Nov 2025 monthly report |
| Realistic Base Case (no LCFS) | $105–$135/MWh | $77–$103M/yr | — | Bundled PPA + PTC + tipping fees. This is what we count on. |
| Upside Case (with LCFS pathway) | $125–$170/MWh | $92–$129M/yr | — | If LCFS end-use structuring is executed. Requires legal + CARB pathway work. |
| Program | Nominal Rate | Applies? | Why Not |
|---|---|---|---|
| BioRAM (Bioenergy Renewable Auction Mechanism) | $119/MWh | No | Requires 80% forest sustainable + 60% High-Hazard-Zone fuel. Mesquite is 500+ mi from Sierra Nevada HHZ. Our feedstock is ag residue, not forest waste. PG&E Advice Letter 5955-E |
| BioMAT Category 3 (Sustainable Forest) | $199.72/MWh | No | 5 MW capacity cap. Plant is 100 MW. Program also ended Dec 2025 (extended by CPUC decision but still 5 MW cap). |
| BioMAT Category 2 (Dairy/Ag Digester) | $187.72/MWh | No | 5 MW cap. Also requires digester feedstock, not direct combustion. |
| BioMAT Category 1 (Biogas) | $127.72/MWh | No | 5 MW cap. Not applicable to 100 MW biomass power. |
| §45Q Sequestration Credit | $85/tCO₂ | No | Requires CO₂ capture unit ($200M+ capex) and Class VI injection well within pipeline range. We are explicitly NOT building capture. Rail/truck to distant pipeline destroys economics anyway. |
| §45Q Utilization Credit | $60/tCO₂ | No | Requires CO₂ capture AND audited utilization end-use. We are not building either. |
| SGIP (Self-Generation Incentive) | Various | No | Behind-the-meter storage program. Not applicable to grid-export biomass. |
| Voluntary Carbon Market (VCM) offsets | $5–$50/tCO₂ | No | Would require CO₂ capture. We are not building capture. |
Every capture project faces the same three-way choice: pipe it into the ground, truck it to whoever buys gas, or turn it into products. The first two put a hard ceiling on what a tonne can ever be worth. The third turns a waste stream into a manufacturing business, and the material it makes is one of the most broadly useful substances ever characterized. This tab lays out the comparison, then catalogs what graphene actually becomes.
One more property matters commercially: the molten-carbonate route is tunable. The same electrolysis cell can be steered toward graphene platelets, carbon nanotubes, battery-grade graphite, or carbon black substitute by changing operating parameters. One reactor, many products, which is what lets a single plant serve markets that have nothing to do with each other.
Filter by sector. Every entry lists the mechanism, the form and dose, the price tier, and where it stands commercially. Entries marked shipping have product in the field today.
Nanoplatelets seed cement hydration and bridge microcracks. Documented gains of about a third in compressive strength at doses under 0.1 percent of cement weight, and blended designs cut the concrete's own carbon footprint by up to half. The world places 14 billion cubic meters a year, so this is the one end market bigger than any plant.
Graphene-modified bitumen resists rutting and fatigue cracking, extending pavement life. Already down on high-traffic public roads and an international airport runway apron in Europe; the first flash-graphene public road went in during 2025. Roads are bought by specification, which makes a state paving spec the reference contract that turns a plant into a company.
Graphene-reinforced polymer composites offer corrosion-free reinforcement and lighter structural sections for bridges, precast elements, and marine structures where steel rusts. The same mechanism strengthens wind turbine blades and modular building panels.
Partial replacement of carbon black at 5 to 15 percent loading improves wear, grip, and rolling resistance together, a combination rubber chemists usually trade off. One major tire maker reports 9 percent better rolling performance, 32 percent better grip, and 21 percent better puncture resistance, and now runs graphene compounds in every road tire it sells. Carbon black itself is a 14 million tonne a year market, which makes this the volume endgame.
In carbon-fiber laminates and engineering plastics, graphene raises interlaminar strength, adds lightning-strike and EMI protection, and sheds weight. Aerospace grades command the highest prices in the entire catalog and carry the longest qualification cycles, including defense standards work.
Every 100 kWh battery pack carries roughly a tonne of graphite, and nearly all of it is refined in one country. A CO₂-derived, domestically produced graphitic carbon tuned to anode morphology walks into a supply chain actively looking for exactly that. The anode market is about a million tonnes a year and growing with every gigafactory.
At half a percent to two percent in electrode slurries, graphene cuts cell resistance measurably. The richer prize is silicon: silicon anodes swell and crack on cycling, and a graphene coating at 20 to 30 percent by weight is what holds them together. Silicon-graphene composite anodes are the highest-value near-term battery product in the catalog.
With 2,630 square meters of surface per gram, graphene electrodes store charge at the surface rather than in chemistry, charging in seconds and cycling millions of times. The fit is grid smoothing, regenerative braking, and backup power where batteries wear out.
The candid tiering: what ships today is thermal films inside flagship phones, printed conductive inks, and EMI shielding. What is in the lab is the bigger story, with electron mobility far beyond silicon, wafer-scale growth demonstrations, graphene interconnects, and photonic modulators. Silicon replacement is a long horizon; sitting inside the package, moving heat and blocking interference, is now.
Graphene films and pastes spread heat several times faster than copper at a fraction of the weight, which is why phone makers already laminate them over processors. The same physics serves GPU thermal interface materials and AI accelerator packaging. For SAVRN this is the adjacency that closes a loop: the carbon our power infrastructure captures can cool the compute it feeds.
Every atom of a graphene sheet is surface, so anything that touches it changes its conductivity. That makes the most sensitive practical strain, gas, and biosensor platform known, printable as ink on flexible substrates for structural health monitoring, wearables, and industrial IoT.
Spun into polymer yarn or coated onto fabric, graphene spreads body heat evenly, dissipates static, blocks UV, and suppresses bacterial growth without silver. Commercial apparel lines already ship graphene-treated jackets, activewear, and workwear membranes. Add conductivity and the fabric itself becomes the sensor, which is the entry point for clothing that monitors heart rate or posture without wires.
Rackets, skis, bicycle frames, running-shoe plates, and golf shafts already use graphene for stiffness-to-weight the customer can feel. Small tonnage, strong margins, and consumer-visible branding that pulls the rest of the catalog along.
Graphene platelets in epoxy and polyurethane form an impermeable barrier that multiplies corrosion life three to five times. Pipelines, ships, offshore wind towers, and storage tanks are the buyers, and corrosion costs the global economy trillions a year, so the pull is structural.
Conductive graphene films, foils, and adhesives block electromagnetic interference for 5G and 6G equipment, radar, drones, and satellites, replacing heavier metal shielding. Defense and telecom spend is pulling this segment faster than most.
Atom-thin sheets shear past each other almost without resistance, so trace graphene in oils and greases cuts friction and wear in bearings, gearboxes, and engines. A small-tonnage market with immediate, measurable payback for industrial operators.
Graphene oxide membranes pass water while rejecting salts and contaminants, promising desalination at lower pressure and energy than polyamide membranes. The same selectivity is being engineered for gas separation, including membranes that pick CO₂ out of mixed streams, a neat closing of the loop for a capture site.
Graphene biosensors detect disease markers at vanishing concentrations; graphene oxide carries drugs to targets; antibacterial wound dressings and implant coatings exploit the same surface chemistry. Volumes are tiny, margins are the highest in the catalog, and the regulatory road is measured in years, which is exactly why it belongs at the end of the roadmap rather than the start.
Graphene-coated fertilizers release nutrients slowly, cutting runoff; carbon soil amendments improve water retention and lock carbon in the ground as a working input rather than buried waste. Low price, unlimited volume, and a second carbon-removal story on the same molecule.