BankableYou watched the verdict.
Here's the whole teardown.
The video gives you the call and the numbers that matter. This is the work behind it — the full research report and the editable financial model. Free.
Verdict: overhyped as grid power · a clever, narrow bolt-on for desalination
The report
The full research report
- 0–10 scored verdict across 5 gates
- The power-density gap, derived (2.8 vs 56.4 W/m²)
- LCOE range + the verdict-flip thresholds
- The niche, the capital map, the "372M" catch
- 16 verified sources, original-language
The model
The editable financial model
- The actual spreadsheet — every cell live
- Every assumption sourced + flagged
- CAPEX / OPEX build → LCOE
- Sensitivity: membrane price, power density, discount rate
- Swap your own inputs, run your own scenarios
Where should I send it?
It's free. I just ask what you're working on — so I know who's out there and what to tear down next.
Here you go. 🎉
Both are yours — open the report in your browser, the financial model in Excel or Google Sheets (every yellow cell is an input).