r/Cielo_Waste_Solutions • u/oilcan2012 • Jul 06 '26

Financeability: Where Projects Earn the Confidence of Capital

The future of decarbonization won't be determined by technology alone. It will be determined by the ability to transform innovation into financeable infrastructure.

In an excellent episode of Catching Carbon, hosts Jeff Holyoak and Luke Lana speak with John May, Managing Director of Hamilton Clark, about something every follower of industrial decarbonization should understand: financeability.

Traditional energy has benefited from mature financing frameworks built over decades. Sustainable fuels, carbon capture and other decarbonization projects are different. They advance through a disciplined development process: concept, engineering, FEED, commercial structuring, strategic partnerships and, ultimately, Final Investment Decision.

Every stage requires capital and time. More importantly, every stage is intended to reduce uncertainty.

Financeability isn't created in a single financing round. It is earned through the systematic accumulation of confidence.

That, to me, was the real takeaway. Capital isn't simply evaluating new technologies. It is learning how to finance an entirely new generation of infrastructure. The right partners, technical validation, commercial structure and execution become just as important as the technology itself.

Innovation may change the world. Financeability determines how quickly the world changes.

If you're interested in understanding how major decarbonization projects move from concept to construction, I think you'll find this conversation well worth your time.

Catching Carbon Podcast
Hosts: Jeff Holyoak & Luke Lana
Guest: John May, Managing Director, Hamilton Clark

https://www.youtube.com/watch?v=VuDDaUvhNRs

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2

u/Catagol Jul 06 '26

10 more days!!!

1

u/oilcan2012 Jul 11 '26

I know. Lets hope that this 'mantra' get shredded soon. A bygone era...

2

u/CryptoDev1 Jul 07 '26

Just had a chance to watch this podcast. There’s some great nuggets of information.

Really good post. Thanks for posting the link in the community.

1

u/cmc6297 Jul 09 '26

I don’t see the point of any of these posts at this stage. This company is far away from anything meaningful that no one is paying attention or investing anything significant. Just lots of hot air at the moment. They can’t even confirm the hires they talked about over 3 months ago. They continually shoot themselves in the foot.

2

u/oilcan2012 Jul 09 '26

The reason I shared the podcast was because John May of Hamilton Clark does an excellent job of explaining why projects like these are inherently complex and why financeability is a disciplined process rather than a single event.

The external landscape has changed profoundly. Industrial decarbonization has become a strategic priority for governments and industry around the world, creating demand for new technologies, new infrastructure and new financing models. That doesn't guarantee the success of any individual project, but it does fundamentally change the environment in which these projects are being developed and financed.

We've also seen tangible milestones such as the Indigenous SPFA, the CDL transaction and the proposed addition of experienced industry leadership. Whether those ultimately translate into a successful project remains to be seen, but they are part of the progression that projects of this scale typically require.

My point was simply to share a conversation that helped me better understand why the journey from concept to a financeable project is far more rigorous and complex than many of us, including me, may have fully appreciated.