http://carbonremoval.wordpress.com/2014/10/21/are-loan-guarantees-the-right-answer-for-catalyzing-development-of-cdr-solutions/

Are loan guarantees the right answer for catalyzing development of CDR
solutions?

OCTOBER 21, 2014

The USDA recently announced a $91M loan guarantee for Cool Planet’s biofuel
and biochar facility in Louisiana. Loan guarantees from the US government
are a critical way for early stage companies to reduce their cost of
capital for capital-intensive projects. Without loan guarantees, private
banks would charge high premiums on debt to compensate them for the
technology and scale-up risks inherent in first-of-a-kind project — and
these capital costs can ruin project economics.

So on the one hand, Cool Planet’s loan guarantee is fantastic news for the
CDR field. Cool Planet’s proposed facility will provide enormous help in
learning how to make biochar at industrial scales in a way that could help
make a material impact on removing carbon from the atmosphere. If Cool
Planet is able to sell their biochar as a fertilizer additive, for example,
they could help sequester considerable amounts of carbon in soils.

On the other hand, loan guarantees like the one Cool Planet has received
are not without their risks. The collapse of Solyndra in the DOE’s loan
guarantee program provides an important lesson: that even though well over
90% of the DOE’s projects in their loan guarantee portfolio fully repaid
their loans, the failure of a single company (i.e Solyndra) had incredibly
damaging effects to the public perception of government support for the
entire field clean energy. If unexpected challenges confront Cool Planet
and they have to default on their loan, the entire biofuels and biochar
field risks getting unfairly tarred with the same brush. Further loan
guarantee funding opportunities could then lose political support,
holding back the industry unfairly.

That said, Cool Planet is primarily a biofuel play, so any potential
failure might not reflect entirely on the biochar field. And success of the
facility could do wonders for the biochar industry. But it is important to
understand the downside risk of failure of this particular loan to the CDR
field. Loan guarantees could become a useful and pervasive tool for
catalyzing the development of large scale CDR projects at some point in the
future. So it is important to develop the business and scientific case for
CDR as much as possible now so as to defend against any potential loan
defaults early in the development cycle for CDR approaches

-- 
You received this message because you are subscribed to the Google Groups 
"geoengineering" group.
To unsubscribe from this group and stop receiving emails from it, send an email 
to [email protected].
To post to this group, send email to [email protected].
Visit this group at http://groups.google.com/group/geoengineering.
For more options, visit https://groups.google.com/d/optout.

Reply via email to