Entropy gives go ahead to Glacier Phase 2 CCS project

Jul 13 2024


Entropy Inc. has made a final investment decision (FID) at Glacier Phase 2 and announces its first investment into the clean power generation market.

Entropy has announced FID of its second post-combustion carbon capture and storage project, with an onstream date expected in the second quarter of 2026. Highlights of the project include:

• All material unabated emissions sources at the Glacier Gas Plant will be captured using Entropy’s industry-leading modular CCS technology, targeting over 90% efficiency.

• Total CO2 capture capacity will be 160,000 tonnes per annum, from nine gas-fired engines plus one gas-fired power generation turbine. This is in addition to the existing Phase 1 capacity of 32,000 tpa.

• Total cost of Glacier Phase 2 capture equipment, compression, transportation and storage wells is $127 million, resulting in a capital efficiency of $800/tpa, or $600/tpa for capture only excluding compression, transportation and storage.

• All capital expenditures are expected to be eligible for the recently legislated federal investment tax credit of up to 50%, plus the upcoming Alberta carbon capture incentive program of 12%.

• All CCS process heat will be supplied from waste heat recovery (0 GJ/tonne external heat). • Parasitic power load is expected to be 10% for capture and 10% for disposal compression.

• All CO2 will be permanently disposed of into a saline aquifer approximately two kilometers below the surface, strictly regulated by the Alberta government.

• Revenue from the project is contractually underpinned 75% by a 15-year Carbon Credit Offtake (CCO) agreement with Canada Growth Fund (CGF”) and 25% by a 15-year Power Purchase Agreement (PPA) with Advantage.

Glacier Phase 2 technology integrates multiple industry-first innovations developed since 2022 while operating Glacier Phase 1, including process design refinements, standardised procedures, enhanced operational strategies identified using EntropyIQ data analysis, solvent enhancements, and customised original equipment facilitated by manufacturers.

To achieve commerciality, Entropy has advanced several carbon policy and revenue models including contractually guaranteed offtake via the world’s first 15-year CCO. Entropy’s investment in Glacier Phase 2 will have no material exposure to potential changes in federal and provincial carbon pricing.

Entropy has also announced its first investment in clean power generation. In conjunction with the Glacier Phase 2 CCS project, Entropy will repower Advantage’s Glacier Gas Plant by installing a 15 MW gas-fired turbine and selling power to Advantage via a 15-year PPA while capturing approximately 90% of the CO2 emissions from the turbine.

Details of the project include the following:

• Entropy will install the modular power plant at a cost of $47 million, providing power and heat for the Glacier plant and Entropy’s CCS equipment.

• Advantage will receive higher-reliability base-load power at a cost below or equal to the existing on-site generators.

• Entropy will install one iCCS Turbine module on the gas turbine, capturing CO2 from its exhaust (3.5% CO2 concentration) at no cost to Advantage.

• With the more efficient turbine power source, the existing generators will be shut-in, eliminating prior CO2 and methane emissions.

• Entropy will compress, transport and dispose of the captured CO2 in an Entropy-owned disposal well.

Injectivity testing at the recently-drilled Glacier 16-15-076-12W6 CO2 disposal well has been completed, indicating an initial capacity of up to 3 million tpa. The well was drilled to 2,115 meters vertical depth with a horizontal length of 2,700 meters for a total cost of $6.7 million. All Glacier Phase 1 CO2 volumes are currently being sequestered in the well, operating at 18% of allowable injection pressures, and Entropy expects the well will accommodate Phase 2 CO2 volumes once commissioned.

Clean Power Data Center Project

Entropy has signed an agreement to jointly develop a data center powered by gas-fired turbines and decarbonised by iCCS Turbine technology. The project involves construction of base-load power generation for the data center, while capturing and storing CO2 at an Entropy-developed CO2 storage hub.

Current Outlook for Remaining Unallocated CCO Volumes

With the advancement of Glacier Phase 2, Entropy will allocate approximately a quarter of CGF’s initial 600,000 tpa commitment (please refer to Entropy press release dated December 20, 2023). For the remaining offtake volumes, Entropy will seek to optimize the allocations by selecting the highest quality projects with the lowest cost structures and the most committed emitting partners. Engineering design work continues to advance on several projects in Alberta as well as two projects in the United States, although projects which are outside of Canada are unable to benefit from the CCO structure.

Entropy Inc.


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