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Solazyme, Inc. Message Board

longbiosilver 100 posts  |  Last Activity: 10 hours ago Member since: Feb 29, 2012
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  • longbiosilver longbiosilver 10 hours ago Flag

    Making Sucrose
    While the race is on for companies to produce simple fermentation-ready sugars from biomass,
    companies like HelioBioSys and Proterro are fast moving to makes sucrose instead of extracting
    it from crops or deconstructing cellulosic materials.

    HelioBioSys:
    Technology: Seawater, Sunlight, N2, CO2 -- Sugar Feedstock
    Where sugarcane production is sucrose at 5 tons/acre,
    HelioBioSys can produce 100 tons/acre.

    HelioBioSys claims to have a pilot partnership with Solazyme, with plans of commercial relationship with both Solazyme and SABIC.

    Proterro
    Using waste CO2, sunlight and water, Proterro lowers the cost of sugar production to around $0.05/lb., unleashing the economic value of biofuels and biobased chemicals for industry partners. The company has functioning, highly productive, patented, sucrose-producing microorganisms and a patented, novel photobioreactor system.

    Proterro is currently at its pilot scale. Our greenhouse trial showed our process is 30 times more productive per acre of land than producing from common feedstock such as sugarcane. Right now, Proterro has capacity for up to four photobioreactors at its pilot plant and is expected to scale up to 100 similar photobioreactors in its demonstration plant next year. The company plans to scale up by putting independent photobioreactors in arrays without significantly increasing the size of a single reactor. This modular approach will let Proterro avoid the scale-up hurdles faced by much of the biofuel industry. The ultimate goal for Proterro is to commercialize within several years.

    Proterro's advisory board includes Solazyme founder and Ph.D. Harrison Dillon.
    Equity investments made into Proterro from Solazyme investors Battelle Ventures, Braemar Energy Ventures

    Relationships are in place. This is why it's so important for Solazyme to keep expanding capacity. Get steel in the ground. Be the first mover. Build! As first mover, when 5-cent sugars arrives Solazyme oil becomes the end game.

  • longbiosilver longbiosilver 11 hours ago Flag

    Pre-treatment and Hydrolysis
    After mechanical separation and milling, lignocellulosic biomass must be hydrolyzed to break the
    cellulose and hemicellulose down into simple sugars. Although hydrolysis technologies such as
    concentrated acid and dilute acid have long industrial histories, recent government and industrial
    focus has been on adding enzymatic hydrolysis to the process as the most promising method for
    reducing costs while improving yields. Research continues on methods for improving dilute-acid
    and other hydrolysis techniques.

    The paper industry has developed numerous, effective thermochemical approaches for
    separating lignin, hemicellulose, and cellulose. For the biorefinery, one may start with dilute-acid
    (using

  • longbiosilver longbiosilver 11 hours ago Flag

    Producing commercial products through fermentation of lignocellulose is a multi-step process:
    pre-treatment and hydrolysis of the lignocellulose to release fermentable simple sugars,
    fermentation of simple sugars by living microorganisms to produce hydrocarbons such as organic
    acids or alcohols, recovery from the fermentation broth of the desired fermentation products, and
    utilization of the byproducts.

    Solazyme's technology and three plants are already managing the fermentation, recovery of the oil and utilization of the by-products. For the input (the feedstock), Solazyme requires a 2nd gen partner to deliver the simple sugars to them at a low cost which would deliver economic benefit resulting in higher margins, while also making Solazyme a pure play non-food source 2nd gen oil producer for chemicals, fuels, cosmetics/personal care and food.

  • Reply to

    Honeywell Green Jet Fuel

    by longbiosilver 21 hours ago
    longbiosilver longbiosilver 11 hours ago Flag

    FACT: Most all of Honeywell's research, refining and product demonstration of their "Green Jet Fuel" based on algae to date has been based on Solazyme's algae crude oil.

    From Honeywell: "Our Green Jet Fuel has successfully powered a number of biofuel demonstration flights proving that this fuel meets all aircraft specification without any aircraft modifications".

    Now go look at this list of their demonstration flights and you'll soon realize that Honeywell's Green Jet Fuel in in fact Solazyme's Solajet fuel.

    The link: goo [dot] gl/mDJMl

    Note: 100% of the Navy testings and the commercial airlines you see here on the Honeywell page that have used algae crude oil as the feedstock was through a partnership with Solazyme. Honeywell was the refining agent finishing the product as the jetfuel.

    Is Honeywell getting with another aglae partner? Yes.
    Has their algae refining and demonstration work to date been primarily with Solazyme? Yes.
    Can we expect Honeywell and Solazyme to continue a partnership together? Conjecture*

    * It is my opinion that all of the demonstration work that has been done with The Navy, including the technology partnership to finish a product with specific performance characteristics, the relationship built with the DOD, the investment put forth by all three entities, this is a partnership that will continue.

    In light of the latest DOD biofuel bid, which has widespread speculation of Solazyme's participation, I believe we'll see the Solazyme/UOP partnership take a giant leap for mankind.

  • longbiosilver longbiosilver 11 hours ago Flag

    For those on the board new to lignocellulose, take a look at the following:

    The structural materials that plants produce to form the cell walls, leaves, stems, stalks, and
    woody portions of biomass are composed mainly of three biobased chemicals called cellulose,
    hemicellulose, and lignin. Together, they are called lignocellulose, a composite material of rigid
    cellulose fibers embedded in a cross-linked matrix of lignin and hemicellulose that bind the fibers.
    Lignocellulose plant structures also contain a variety of plant-specific chemicals in the matrix,
    called extractives (resins, phenolics, and other chemicals), and minerals (calcium, magnesium,
    potassium, and others) that will leave ash when biomass is burned.

    Lignocellulose material is by necessity resistant to physical, chemical, and biological attack, but it
    is of interest to biorefining because the cellulose and hemicellulose can be broken down through
    a process called hydrolysis to produce fermentable, simple sugars. Lignocellulosic biomass is
    often a waste material of the food processing and forest products industries that may be locally,
    readily available at low cost.

    Lignocellulose materials vary in their proportions of cellulose, hemicellulose, and lignin. Typical
    biomass contains 40% to 60% cellulose, 20% to 40% hemicellulose, and 10% to 25% lignin.

    Extractives and minerals generally account for less than 10% of the dry biomass weight. The
    sugar and ash composition of various biomass feedstocks (weight percent) for Ag Residues is as follows:

    Six-Carbon Sugars: 30-42%
    Five-Carbon Sugars: 12-39%
    Lignin: 11-29%
    Ash: 2-18%

  • Union of Concerned Scientists says US could provide 2nd gen feedstocks
    Meghan Sapp | July 22, 2014

    In Washington, U.S. agriculture could provide up to 155 million tons of crop residues and 60 million tons of manure to produce clean fuels and electricity in 2030 that would help cut the nation’s oil use and phase out the use of coal, according to a new analysis by the Union of Concerned Scientists (UCS).

    The UCS research found that the top 10 states with the potential to use the residues left behind from crop harvest and livestock production, such as plant materials and manure, to create low-carbon fuels and electricity are: Iowa, Illinois, Nebraska, Minnesota, Arkansas, Texas, California, Indiana, South Dakota and North Carolina. Together, these states can provide about two-thirds of total projected U.S. crop residues and manure in 2030.

    Why this is good news
    - A feasibility study by the US government (they paid for it) and scientists is further proof that this 2nd gen is coming.
    - 155 million tons of crop residue coming available is a huge number.
    - The technology to affordably unlock these sources is becoming more established by the day.
    - Solazyme has already successfully evolved strains to tolerate some of the most abundant inhibitors present in
    cellulosic feedstocks and developed methodologies to remove those same compounds from cellulosic sugars. Solazyme's initial results have already been applied to larger‐scale fermentations during research using these new strains grown on a variety of cellulosic feedstocks, producing oil‐rich biomass.
    - Finally, Solazyme researchers have already produced and purified algal oil derived from cellulosic feedstocks.

    Read about Solazyme's research here: goo [dot] gl/Klsmve

  • The futures market in Chicago, the center for U.S. grain trading, has already priced in an expected record crop harvest this year as temperate weather triggers high yields from corn and beans planted on more acres than ever.

    "For corn, it is going to be the largest crop I have ever had and when guys, 20 years, 30, 40 years older than me are saying the same thing, it really perks up my ears," said Cory Ritter, a farmer in central Illinois. "We are not used to seeing the numbers that we are seeing."

    Ritter is expecting to harvest 250 bushels per acre of corn this fall, up from typical yields of 195-200 bushels per acre.

    Those kind of forecasts have helped push corn futures down 29 percent from 2014 highs to hit four-year lows while soybeans hit 2-1/2 year lows earlier this month. Wheat futures have also tested four-year lows

  • Reply to

    Honeywell Green Jet Fuel

    by longbiosilver 21 hours ago
    longbiosilver longbiosilver 20 hours ago Flag

    Here's the UOP brochure: goo [dot] gl/O4RRsx

    Solazyme is the (algae) cruide oil producer.
    Honewell is the (algae) refiner into jetfuel and diesel.

    Honeywell’s UOP, a leader in refining technologies
    for nearly a century, is leading the path to new
    sources of energy and cleaner skies.

    Second Generation Feedstocks
    Second-generation feedstocks are non-food
    natural materials that do not interfere with
    valuable food, land or water resources.
    They are exponentially more efficient and
    sustainable sources of energy. Examples
    include camelina, algae and jatropha.

    The UOP process successfully converts
    any of these inedible feedstocks and many
    others to produce on-spec jet fuel. This
    flexibility gives fuel producers the ability to
    choose the biofeedstock that best suits
    their location and operating goals.

    I repeat:
    Solazyme doesn't make fuel, they make oil.
    Just like Saudi Arabia doesn't make fuel either, they export oil.
    Honeywell UOP is the value-added service. Honewell turns Solazyme's oil into the best fuel (and cleanest) fuel the DOD can find.

  • longbiosilver longbiosilver 20 hours ago Flag

    I too would like an update on Mitsui sometime soon.

  • Reply to

    Honeywell Green Jet Fuel

    by longbiosilver 21 hours ago
    longbiosilver longbiosilver 20 hours ago Flag

    Exactly.

    The shift from toll manufacturing to full partnership with Solazyme.

  • Reply to

    Honeywell Green Jet Fuel

    by longbiosilver 21 hours ago
    longbiosilver longbiosilver 20 hours ago Flag

    From Honeywell: "Our Green Jet Fuel has successfully powered a number of biofuel demonstration flights proving that this fuel meets all aircraft specification without any aircraft modifications".

    [Now go look at this list of their demonstration flights and you'll soon realize that Honeywell's Green Jet Fuel in in fact Solazyme's Solajet fuel]

    The link: goo [dot] gl/mDJMlT

  • There seems to be some confusion about Honeywell's Green Jet Fuel including,
    1. Their relationship to Soalzyme.
    2. Their feedstock agnostic approach
    3. Their algae based fuel

    On-spec, flight proven & available today

    UOP has developed and commercialized technology that converts non-edible, second-generation natural oils and wastes to Honeywell Green Jet Fuel™ that meets all critical specifications for flight and reduces your greenhouse gas emissions.

    Developed under a grant from the U.S. Defense Advanced Research Projects Agency, now the U.S. Defense Logistics Agency-Energy, our process to produce Green Jet Fuel is a feedstock-flexible solution that converts a wide range of sustainable feedstocks like algae or camelina into high-quality, on-spec renewable jet fuel.

    Honeywell Green Jet Fuel offers several advantages:

    Drop-in replacement fuel at a 50% blend requires no changes to fleet technology or fuel infrastructure
    Made from non-food, second generation feedstocks that don’t interfere with food, land or water resources
    Meets or exceeds all critical jet fuel specifications
    Has shown higher energy density in flight, which will allows aircraft to fly further on less fuel
    Can offer a 65 to 80% reduction in greenhouse gas emissions relative to petroleum-based fuels
    Our Green Jet Fuel has successfully powered a number of biofuel demonstration flights successfully proving that this fuel meets all aircraft specifications without any aircraft modifications. In each demonstration, the engine with Green Jet Fuel performed just as well, and in some cases better than, the engines with petroleum-based fuel.

    Today, UOP produces green fuels from a variety of second-generation, biological feedstocks at a toll manufacturing facility to support product testing and certification.

    [What's interesting is the similarity of Honeywell's Green Jet Fuel advantages to Solazyme's fuels. If you want to know why, simply take a look Honeywell's biofuel demonstration flights list]

  • longbiosilver longbiosilver 22 hours ago Flag

    Honeywell has their hands in multiple sustainable feedstock arenas including animal fats, algae and camelina. . With algae the partnership has been with Solazyme. These two may partner up again for the future algae fuel deals (when they arrive).

    Check me out: goo [dot] gl/Ii1UTj

  • longbiosilver longbiosilver 22 hours ago Flag

    Why isn't the stock moving? Because the dots haven't been connected for those who have massive purses.

    For these investors (funds/institutions), they buy on inside information if they have it, or they wait for the press release.

    This is the luxury that smaller retail guys have. It's easier for us to take a punt on loosely linked data points and info. We don't have a list of stakeholders to report to. Maybe our one stakeholder is the wife.

    When the information rolls, the big players will be in. When that happens I'll be able to say I go in before most of them, and at a much lower price.

    It's coming.

  • longbiosilver longbiosilver 22 hours ago Flag

    One may infer (snicker snicker).
    This is the news that will create massive short cleaning.

    I have a hunch we'll see some serious covering in the next week.

  • longbiosilver longbiosilver 22 hours ago Flag

    Some longs here hate biofuel. But don't hate it. It's what will drive SZYM back to $15 by the time the conference call concludes (perhaps $20).

    Protein Powder, Moisturizer and Metal lubricants may have higher margins, but biofuel is sexy (also represents massive volumes, which means massive capacity coming).

    Enjoy the next month longs!

  • For those needing specific references to Solazyme, I've marked up the article with [SZYM] to indicate the missing reference.

    July 16, 2014
    U.S. Navy: Biofuel Costs Comparable to Conventional Fuels

    McGinn said high-priced biofuels were worth it for testing purposes in the past [SZYM].

    The U.S. Navy expects to get bids for biofuels for ships and aircraft that don't add up to more than what it pays for conventional fuels, Platts reports.

    "We've got a very, very good set of analysis that shows us that it's going to be coming in under $3.50 a gallon," said Dennis McGinn, assistant secretary for energy, installations & environment.

    "We are absolutely confident, and we are moving forward based on that assumption that it is going to be competitive with petroleum."

    The Navy is looking for at least 37 million gallons of drop-in biofuels that can be blended with F-76 marine diesel and JP-5 jet fuel [SZYM].

    McGinn said the service typically pays more than $3.60 per gallon for the F-76 and JP-5 fuels.

    At times, the Navy has paid up to $30per gallon for biofuels, but that was for use in tests of ships and planes [SZYM].

    We are moving forward based on that assumption that it is going to be competitive"
    Dennis McGinn, Assistant Secretary, US Navy

    "That was money well spent that proved at the operational level that we could in fact operate our helicopters, our jets,our ships on bio-blends of up to 50% [SZYM]," McGinn said.

    He added that, despite the current boom in U.S. oil and gas production, the abundance of those fuels will not last forever. "In the national security business,we get paid for looking years down the road. And we see an environment globally where there's going to be increasing competition, increased cost for pulling petroleum out of the ground."

    The costs of the biofuels, which will be delivered starting in April of 2015 [SZYM], may be partially defrayed with funding from the U.S. Department of Agriculture if they contain certain domestic feedstock.

  • longbiosilver longbiosilver 22 hours ago Flag

    It's a trend article. Big picture industry insight piece.
    You should see something on SZYM.

  • goo [dot] gl/Y7JaHj

    Some gems in this article, most of which Yahoo won't let me re-post.

    By the way, I also like the thought of the Energy Department's strategy which emphasizes bringing more local and regional alternative fuel sourcing into the grid, along with centralized power plants.

    While still a ways of for Solazyme given the margin matrix, as Solazyme scales on a grand level we should also be seeing the realization of 5-cent sugars come to fruition (Proteerro, HelioBioSys, others) This cost basis would then allow Solazyme's fuels to connect into the grid. $100 Billion Market Cap for SZYM if we ever get there.

  • longbiosilver longbiosilver Jul 22, 2014 8:42 AM Flag

    For those paying attention, the 624 Million figure was in Euros.
    It's 2014 and Yahoo is still unable to publish the Euro symbol, and instead it comes out as #$%$

    Wake up Marissa.

SZYM
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