May. 14 at 9:39 PM
$ADUR AI overview: "Heating Utah’s paraffinic crudes (known as yellow and black wax) during transport typically adds roughly
$0.30 to
$1.50 per barrel to overall operational costs. Rather than using external heaters, in-transit heat is generally achieved using the truck’s engine coolant and heavily insulated tanker trailers to maintain the necessary temperature"
So, what are Aduro's unit costs to process a barrel of paraffinic crude, especially since Aduro must heat the crude plus water to 350F to break C-C bonds?? Aduro has gone fifteen years without disclosing unit economics, but it seems extremely unlikely Adur can match current heating costs, especially when tanker trucks use waste heat from the truck's engine coolant.
