NLC Energy

The changing of the Guard, Monday marks a new Administration. Like it or not. The recent week has been a flutter with Treasury guidance that have been a big Nothingburger.? ?? Both 45Z and 45V PTCs are tied to a -31 CI score that does not appropriately reward the full environmental benefits of our Ag biogas projects. Food Waste as a category was not separately spelled out in the 45V guidance so calculating CI on food waste projects will continue to be on a project-to-project basis and have its challenges and thus quantifying the true environmental value of food waste biogas. There seems to be an RNG offtake crisis.??Where best to send our precious RNG? ·??????The California LCFS market is still standing.?That said, the pipes in CA are full of -191 CI gas so any gas one plans to send to the West has to be at least that or better. ·??????The Canadian market is a patient on life support.?The latest Administration had upheld their CFR (Clean Fuel Regulation) as a model legislation but there’s talk that the CFR is in political jeopardy. ·??????The voluntary market is a little scary.?With the new Administration being on record as saying that Climate Change is a hoax will the SEC require big companies to report Scope 3 emissions any longer? ·??????What will the fate of the D3 and D5 credits be with an incoming EPA administrator that has previously come out against the RFS.?The D3 painful nosedive of 2018 in the previous Trump administration is not that long ago when they went from $2.60 to $0.70. Some signs of hope: ·??????Big Global Multinationals – European based multinationals like AstraZeneca have made strict commitments to their shareholders that they will decarbonize their supply chains and see biogas as a core part of that decarbonization ·??????Gas utilities are looking and into the thermal market by trading Renewable Thermal Credits thus showing a move away from the transportation niche. ·??????Flexibility.???By moving offtake from quarter to quarter depending on what brings the best price at any given quarter.? ·??????Early stirrings of ITC Tax Extender - Now that the ITC / Inflation Reduction Act has closed it’s door at the end of 2024 we are starting to see tax extenders gathering sponsors.?Fingers crossed that this package eventually gets to the President’s desk. Hug your big global multinational next time you see them. Let them know we have plenty of carbon friendly RNG for them. #rng #biogas #anaerobicdigestion

We've had a productive time at BUSINESS OF BIOGAS--learning, networking, and sharing knowledge! Hundreds of industry professionals are leaving today with the connections to keep powering the biogas industry after another day of important sessions. Here's what was on tap last night and today-- ??Rooftop Mixer presented by McLanahan Corporation ??Strategies for managing financing and risk management were shared by Todd Taylor of Avisen Legal, Jon Ellis of Pathward, Mike Land at Virentis Advisors, LLC, Payson Davis of Marsh McLennan Agency and Alfred Johnson of Crux Climate at “Managing Risk and Current Financial Strategies.” ??At “Symbiotic Solutions: Harmonizing Biogas Systems and Farm Operations,” Andrew Wedel, P.E. and Zach Settje of Settje Agri-Services and Engineering, Inc., Lynn Boadwine of Boadwine Farms Inc and Tom Oesch of SWISSLANE DAIRY FARMS INC dove into where integration is needed most and mitigating risks to maximize the operations of both the farm and biogas system. ?? “Monetizing Biogenic CO2: Market Dynamics, Opportunities and Producer Prerequisites” explored the current market dynamics, new opportunities for biogas producers, and the pre-requisites for producers to meet important quality and certification targets with Robert Yeoman of Spectrum Carbonics, Brad Petersen of NLC Energy, Jerome Brenneman of Archaea Energy and consultant Bruce Woerner. What a lineup to wrap up these few days of learning and sharing with the best and brightest in biogas in St. Louis! #BUSINESSOFBIOGAS

We were on Capitol Hill this morning providing a Congressional briefing on biogas systems and how they can deliver enormous economic and clean energy opportunities. Biogas project development is a win for people in rural communities and big cities alike. These systems capture methane emissions and make #renewable energy from organic waste wherever it can be found--at farms, landfills, wastewater reclamation and recovery plants, and food processing facilities--and bring clean energy jobs. Our panel of experts was led by our Policy VP Heather Dziedzic and included Andrew Cassilly of Bioenergy Devco, Kevin W. Bradley, ASQ-CQE of NLC Energy, Daniel Gage of The Transport Project, Michael Jensen of WM, and Brian Vanderbloemen of Bloom Energy. Thanks for sharing information about your successful projects and the #BenefitsofBiogas! #biogas #AnaerobicDigesters #methanecapture

?? Network with 400+ #biogas professionals in just 3 weeks at BUSINESS OF BIOGAS in St. Louis! Join us for 3 #industryexpert led sessions on Thursday, covering #riskmanagement, biogas on farms, and monetizing #biogenicCO2. Get practical takeaways and actionable insights for your business. ?? Ready to start #networking today? Register, then use our Biogas Connect app to message attendees and set up meetings before the event! Register now: https://lnkd.in/e-TaKk63

USA Top 50! GreeneTec Tracking: 2024 – Top 50 Developers/ Investors in Digester Biogas RNG Business Aemetis AgGrid ·Ally Energy Ameresco AMP Avolta/ Nacelle BerQ Bioenergy Devco BiogasCo BioStar Black Bear Environmental bp Brightmark Burnham C2NC Cal-Bio Chevron CH4 Biogas Clean Energy CR&R Divert DTE Vantage Dynamic Renewables Entech Solutions ESG Generate Upcycle Global Common Green Era Green Gas USA Harbour/ Jerome Resources Iogen Kinetrix LF Energy Long Island Compost Maas Energy NLC Energy Northern Biogas Novilla Opal Fuels Progressive Energy/ Aerogy Purpose Energy RevLNG/ SJI RNG Energy Solutions Roeslein Sevana Bioenergy SJI SKS Star Bio Sustain RNG Synthica Trenton Renewables Trillium UGI US Energy Vanguard Renewables Viridi It's a busy year! #rng #anaerobicdigestion #biogas

June is #NationalDairyMonth! Did you know: In the U.S., 370+ dairy farms have operational anaerobic digesters—that represents 11% of American dairy farms that have at least 500 cows. ?? ? Anaerobic digesters are more common at larger dairies, simply because there needs to be enough waste for the investment in a digester to make economic sense. (No, farmers don’t add cows to their farms just so they can build digesters.) That’s why small and mid-sized farms sometimes take in waste from cheesemakers and other food processors. The combined total of waste is then enough to make a digester investment pay off. When two different types of waste are digested together?(food + manure) it’s called co-digestion. This reduces greenhouse gas emissions from food processing facilities as well as farms. ? Biogas systems offer huge environmental and economic benefits to all of us—cutting methane emissions, recycling manure and killing odors and pathogens—all while producing renewable energy and natural fertilizer. They are yet another way that America’s dairy farms are becoming more and more sustainable. ? #BenefitsOfBiogas #Biogas

40%?— A new study shows that landfills in the United States are emitting methane at levels at least?40% higher than previously reported, with leaks accounting for 90% of all measured methane emitted from landfills. We can do better - for starters let's stop sending food waste to landfills and divert to digesters to capture and use the methane for the good, eliminate the emissions and turn this waste into a resource. #zerowaste #zeroemissions