". . . if the price of oil remaining above X ppb for X no. of months was one of the conditions in place .. "

I think that would be especially true if these are standalone projects, not vertically integrated with a Waste Mgmt, for example.

The switch to P2O from Agilyx, given the heavyweight backing they had, has to scare the piss out of the naysayers, regardless of what they say. What about the rest of the potential competitors who are struggling to figure this out? And their backers who are looking for this tech in their companies now? Oh my!!