Stonk Research

2.5 Fertilizer and CleanTech

If the technology is as good as advertised, perhaps it just was not applicable until now, but given the latest new releases and their ability to generate green hydrogen. I believe its worth holding until 0.90 cents and forever in the tsfa accounts. Expected to hit a high amount under tax exemption, I believe with the canada water agency in 2022 good things are ahead for water investments.

Also trudeau pumping 12 billion into the ”cleantech” space, there are not that many cleantech companies out there, but who wants to partner with the government, they have too much say in how things are run, and have their own agency that can change every 5 years.

Customers prefer our regenerative products because they are made from natural mineral sources which are essential to the plant but do not leach into groundwater like conventional products. KSPC’s potash is an integral part of our blends and this LOI further establishes our long-term relationship and commitment to building the best soil health products possible - commented EarthRenew’s CEO, Keith Driver.

More research from the government of Canada’s [6] indicates support for fertilizer management which includes using organic and mineral fertilizer, EarthRenew fertilizer counts as organic which should be a huge plus. Also with the $170 per ton carbon tax, Earthrenew should be able to grow faster by leveraging waste product, they should have a more friendly process.

“M”oving towards a circular economy can also increase the value of waste emissions through transforming raw material into fertilizers and renewable energy [6]. EarthRenew plan to take waste and convert it to tangible fertilizer is incredible, aiming to hold for 5 years.

The climate report from government of canada suggests that hydrogen production plants are similar in nature to oil refineries [6]. Earthrenew having plants in Alberta is excellent.

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Figure 2.2: Growth plan for earth renew

Selling their fertilizer along with the planned reduction of 30% of emissions of fertilizer production in canada [6], it is very likely earth renew will get a lot of government support and do quite well. Based on their new releases they seem to be on track if not slightly behind.

“T”he Government of Canada will continue to drive climate innovation by providing additional funding to trial pre-commercial clean technologies and de-risk large-scale pilot projects critical to net-zero transitions. Actions will be taken to enhance the Canadian climate innovation ecosystem to promote the scale-up of clean tech companies and to coordinate efforts in strategic areas where it can yield major emissions reduction [6].