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Proof-of-Concept Plan — The First Dollar Spent

Draft Unverified Research 4,810 words Created Mar 4, 2026

Proof-of-Concept Plan — The First Dollar Spent

> Status: Research complete > Last updated: 2026-03-04 > Core question: What does the $2-5M bench test look like, and what does it prove?

The Claw's entire $122M investment thesis rests on one unproven claim: plasma gasification works on wet, salty, biofouled ocean plastic and produces net energy. Nobody has ever tested this. Before spending $100M+ on a vessel, a focused proof-of-concept campaign must validate or kill this assumption. This document specifies exactly what that campaign looks like.


Table of Contents

1. What the PoC Must Prove 2. What the PoC Does NOT Need to Prove 3. Phase Structure — Three Stages 4. Stage 1: Feedstock Characterization ($50K-$120K, 2-3 months) 5. Stage 2: Bench-Scale Plasma Testing ($300K-$800K, 4-8 months) 6. Stage 3: Extended Pilot Campaign ($1-3M, 6-12 months) 7. Feedstock Sourcing — Getting Real GPGP Plastic 8. Where to Run the Tests 9. What Gets Measured 10. Kill Criteria — When to Walk Away 11. Parallel Workstreams During PoC 12. Budget Summary 13. Timeline 14. What Success Unlocks 15. Risk Register for the PoC Itself


1. What the PoC Must Prove

These are the existential questions. If any answer comes back negative with no engineering workaround, The Claw is dead.

#QuestionWhy It Matters
1Does ocean plastic produce usable syngas in a plasma reactor?If syngas yield or quality is too low, the energy loop fails
2Is the energy balance net-positive?If the reactor consumes more energy than the syngas produces, the vessel cannot self-sustain
3What does salt contamination do to the reactor and syngas?Salt could corrode equipment, poison catalysts, or produce toxic HCl at dangerous levels
4Can biofouled, UV-degraded plastic be pre-processed into viable feedstock?If pre-processing costs more energy than the feedstock contains, the economics collapse
5What are the actual emissions?If emissions exceed MARPOL Annex VI or London Protocol thresholds, the project has no regulatory pathway
6What is the slag composition?Must be inert and non-leaching for ocean disposal or port offloading

2. What the PoC Does NOT Need to Prove

Equally important — keeping the PoC focused prevents scope creep and cost blowout.

Not RequiredWhy Not
Marine operation (ship motion)That's a Phase 2 engineering problem. Land-based testing is sufficient for PoC
Collection system designThe PoC tests processing, not collection. Feedstock arrives pre-collected
Full-scale throughput (100 TPD)The PoC runs at 1-5 TPD. Scale-up engineering comes after validation
Methanol synthesisA downstream optimization. Syngas quality data from the PoC informs methanol feasibility, but synthesis isn't tested here
Long-term reliability (10,000+ hours)The PoC runs hundreds of hours, not thousands. Reliability is a Phase 2 concern
Commercial revenue generationNo credits are sold during PoC. Revenue model validation is separate
Regulatory approvalThe PoC generates data FOR regulatory submissions, but doesn't seek approval itself

3. Phase Structure — Three Stages

The PoC is deliberately staged so each gate validates the next investment. Money is spent incrementally — if Stage 1 reveals a showstopper, Stages 2 and 3 never happen.

Stage 1: Feedstock Characterization          $50K-$120K     2-3 months
    ↓ GO/NO-GO gate
Stage 2: Bench-Scale Plasma Testing          $300K-$800K    4-8 months
    ↓ GO/NO-GO gate
Stage 3: Extended Pilot Campaign             $1M-$3M        6-12 months
    ↓ GO/NO-GO gate
→ Phase 2: Vessel acquisition & conversion engineering

Total PoC budget: $1.35M-$3.92M Total PoC timeline: 12-23 months


4. Stage 1: Feedstock Characterization

Purpose: Understand exactly what the reactor will be eating. Ocean plastic is not a uniform industrial feedstock — it's a heterogeneous mix of polymers, salt, marine organisms, UV-degraded fragments, fishing line, and mystery debris. Before firing a plasma torch, we need laboratory analysis of the actual material.

What Gets Tested

AnalysisWhat It Tells UsMethod
Proximate analysisMoisture, volatiles, fixed carbon, ash contentASTM D3172
Ultimate analysisC, H, N, S, O, Cl elemental compositionASTM D3176
Calorific valueEnergy content per kg (MJ/kg) — the fundamental input to energy balanceBomb calorimetry (ASTM D5865)
Chlorine contentHCl risk in syngas — drives gas cleaning requirementsASTM D4208
Salt concentrationNaCl, MgCl₂, CaCl₂ levels after various rinse treatmentsICP-OES / ion chromatography
Heavy metalsCd, Pb, Hg, Cr from marine absorption — affects slag and emissionsICP-MS
Polymer identificationPE, PP, PS, PET, PVC, nylon ratios in the sampleFTIR spectroscopy
Biofouling mass fractionHow much of the "plastic" is actually barnacles, algae, biofilmManual sorting + gravimetric
Moisture retentionHow much water remains after mechanical dewatering vs. thermal dryingControlled drying experiments
Rinse effectivenessSalt removal at various rinse durations and water temperaturesConductivity testing of rinse water

Feedstock Batches

Test at least three distinct batches representing different GPGP debris categories:

BatchCompositionWhy
A: Hard fragmentsPE/PP bottles, containers, rigid plastic piecesDominant by mass in GPGP macroplastic
B: Film and sheetBags, packaging film, degraded sheetsDominant by count, low density, UV-degraded
C: Fishing gearNylon net, monofilament line, rope, buoys~46% of GPGP mass (Ocean Cleanup data), very different polymer chemistry
Each batch tested raw (as-collected), after freshwater rinse, and after extended soak + rinse. This gives 9 data points per analysis — enough to understand the feedstock envelope.

Sample Requirements

  • Minimum 500 kg total (150-200 kg per batch)
  • Must be sourced from the actual GPGP or verifiably ocean-origin Pacific plastic
  • Chain of custody documentation for credibility with future investors and regulators
  • Stored in sealed containers to preserve moisture and salt content as-collected

Cost Breakdown

ItemCost
Sample procurement (see Section 7)$15,000-$50,000
Shipping and handling$3,000-$8,000
Laboratory analysis (commercial lab, all tests × 3 batches × 3 treatments)$20,000-$40,000
Data analysis and reporting$10,000-$20,000
Stage 1 Total$48,000-$118,000

GO/NO-GO Gate

PROCEED if:

  • Calorific value ≥ 25 MJ/kg (dry basis) for at least 2 of 3 batches
  • Chlorine content manageable (< 2% by weight after rinse) — standard acid gas scrubbing handles this
  • Salt reducible to < 0.5% by weight with practical rinse treatment
  • No showstopper heavy metal concentrations that would make slag hazardous waste
KILL if:
  • Calorific value < 20 MJ/kg across all batches (energy loop cannot close)
  • Chlorine > 5% even after treatment (HCl destruction of downstream equipment)
  • Salt irreducible below 2% (reactor corrosion and syngas contamination beyond engineering solutions)
Expected outcome: GO. Literature data on PE/PP calorific values (46+ MJ/kg dry) and GPGP composition (predominantly PE/PP) strongly suggest the feedstock is excellent. But we must verify with actual ocean-sourced material — UV degradation, salt impregnation, and biofouling could reduce effective energy content.


5. Stage 2: Bench-Scale Plasma Testing

Purpose: Feed real ocean plastic into a real plasma reactor and measure everything. This is the core experiment — the one that validates or kills the entire project.

Test Facility

Primary option: PyroGenesis Montreal facility

PyroGenesis operates a 2 TPD prototype PRRS system at their Montreal headquarters. This is the same technology architecture planned for The Claw — graphite arc primary furnace + air plasma torch secondary gasifier. Using PyroGenesis's own facility provides:

  • The actual reactor technology (not a proxy)
  • Their engineering team operating the system (institutional knowledge)
  • Direct comparison to Hurlburt Field MSW data
  • Relationship building with the sole-source supplier
Cost estimate: $300,000-$800,000 based on:
  • PyroGenesis's recent EUR 379K (~$600K) contract for plastic waste "engineering and testing" with a European client (July 2025)
  • Hurlburt Field's original $7.4M included construction; a test campaign at an existing facility is much cheaper
  • Scope: engineering preparation ($50-100K) + test campaign ($150-400K) + analysis and reporting ($100-300K)
Alternative option: Independent facility

If PyroGenesis is unavailable or The Claw wants independent validation:

FacilityLocationCapabilityEstimated Cost
Fraunhofer UMSICHTGermanyGasification testing infrastructure, commercial test campaigns$500K-$1.5M
Advanced Plasma PowerUKGasplasma process, bench-to-pilot capability$500K-$1M
InEnTecOregon, USAPEM technology (different architecture but comparable data)$400K-$1M
University partner (Southampton, McGill)UK/CanadaAcademic plasma labs, lower cost but slower$200K-$500K
Recommendation: Run Stage 2 at PyroGenesis Montreal. The cost is lower, the technology matches, and the relationship is strategically valuable. Commission independent verification of results from a third-party lab — don't rely solely on PyroGenesis's own measurements.

Test Campaign Design

Duration: 4-8 months (including setup, calibration, testing, analysis)

Test matrix: Each feedstock batch (A, B, C from Stage 1) tested at three conditions:

ParameterRangeWhy
Feedstock moisture5%, 15%, 30%Bracketing the expected range after pre-processing
Feed rate0.5, 1.0, 2.0 TPDMapping throughput vs. efficiency curve
Torch power80%, 100%, 120% of nominalFinding the optimal power/throughput ratio
That's 3 batches × 3 moisture levels × 3 feed rates × 3 power levels = 81 test conditions. In practice, a fractional factorial design reduces this to ~25-30 test runs of 4-8 hours each, plus 3-5 extended runs of 24-72 hours at optimal conditions.

Instrumentation

Continuous monitoring during every test run:

MeasurementInstrumentFrequency
Syngas composition (CO, H₂, CO₂, CH₄, N₂)Online gas chromatographEvery 5 minutes
Syngas flow rateMass flow meterContinuous
Syngas calorific valueCalculated from compositionContinuous
Syngas temperatureThermocouple arrayContinuous
Acid gases (HCl, HF, SO₂)FTIR continuous emissions monitorContinuous
Particulate matterIsokinetic samplingPer test run
Dioxins/furansEPA Method 23 sampling3 extended runs minimum
Heavy metals in emissionsEPA Method 293 extended runs minimum
Torch power consumptionPower meterContinuous
Total facility power consumptionPower meterContinuous
Feedstock mass flowBelt scaleContinuous
Slag production rateGravimetric (weigh each tap)Per tap event
Slag temperatureOptical pyrometerEach tap
Electrode consumptionMeasure before/after each campaignPer batch
Reactor internal temperatureMultiple thermocouples + opticalContinuous
Post-run analysis:

SampleAnalysisPurpose
SlagTCLP leaching test (EPA Method 1311)Must pass to confirm inert disposal
SlagElemental composition (XRF)Understand what's in the slag
SlagCrystallography (XRD)Confirm vitrification (glassy = inert)
Condensate waterHeavy metals, organics, pHWastewater characterization
Electrode stubsWear measurement, weight lossConsumption rate calculation
Reactor interiorVisual inspection, photos, measurementsCorrosion/erosion assessment

Key Data Products

At the end of Stage 2, The Claw will have:

1. Energy balance sheet — for each feedstock batch and condition: energy in (feedstock calorific value × mass) vs. energy out (syngas calorific value × volume) vs. energy consumed (torch + auxiliaries). The single most important number: net energy ratio.

2. Syngas quality profile — composition, calorific value, contaminant levels. This determines whether the syngas can run a gas engine directly or needs additional cleaning.

3. Emissions profile — complete stack test data meeting regulatory standards. This becomes the basis for MARPOL compliance arguments.

4. Slag characterization — leaching results, composition, vitrification confirmation. This determines disposal options (ocean-safe? construction aggregate? hazardous waste?).

5. Salt impact assessment — corrosion observations, acid gas levels vs. salt content, equipment condition after campaign.

6. Throughput-efficiency curves — how feed rate affects energy balance, syngas quality, and emissions. This informs optimal operating parameters for the vessel.

7. Electrode consumption rate — graphite electrode wear per tonne of ocean plastic processed. This is a major recurring cost and must be quantified.

Cost Breakdown

ItemCost
PyroGenesis engineering preparation$50,000-$100,000
Test campaign (facility time, operators, consumables)$150,000-$400,000
Instrumentation and monitoring$30,000-$80,000
Independent laboratory analysis (slag, emissions, condensate)$40,000-$100,000
Third-party verification of results$20,000-$50,000
Data analysis and reporting$30,000-$70,000
Stage 2 Total$320,000-$800,000

GO/NO-GO Gate

PROCEED if:

  • Net energy ratio > 1.0 (energy out > energy in) at ≥ 15% feedstock moisture for at least one batch
  • Syngas calorific value ≥ 8 MJ/Nm³ (minimum for gas engine operation, after Hurlburt's proven 420 kW ICE)
  • Dioxin/furan emissions < 0.1 ng TEQ/Nm³ (EU WID limit, 10× stricter than what PyroGenesis achieved with MSW)
  • Slag passes TCLP leaching test (non-hazardous)
  • No catastrophic equipment failure from salt or chlorine
KILL if:
  • Net energy ratio < 0.7 across all conditions (even optimistic engineering improvements won't close the gap)
  • HCl levels so high that gas cleaning costs exceed the value of the syngas
  • Slag is classified hazardous waste (no ocean disposal, creates an intractable waste stream)
  • Reactor shows severe corrosion after < 100 hours (salt destroying the system faster than it can process)
CONDITIONAL PROCEED if:
  • Net energy ratio between 0.7-1.0 — the energy loop doesn't fully close but is close enough that diesel supplementation or pre-drying improvements could bridge the gap. Worth investigating but flags a risk for investor pitch.

6. Stage 3: Extended Pilot Campaign

Purpose: Move from "it works in a test" to "it works reliably." Stage 2 proves the chemistry; Stage 3 proves the engineering by running continuously for weeks at a time.

What Changes from Stage 2

Stage 2Stage 3
Short test runs (4-72 hours)Extended continuous operation (2-4 weeks per campaign)
Manual feedstock preparationSemi-automated pre-processing line
Focus on chemistry/thermodynamicsFocus on reliability/maintainability
Clean laboratory conditionsSimulated operational conditions
Individual test conditionsOptimized single operating point

Test Campaign

Run three extended campaigns of 2-4 weeks continuous operation each:

CampaignFeedstockPurpose
Campaign 1Best-performing batch from Stage 2Establish baseline reliability at optimal conditions
Campaign 2Worst-performing batch from Stage 2Stress test — understand lower bound of performance
Campaign 3Mixed feedstock (realistic GPGP blend)Simulate real operations — variable feed composition

What Gets Measured (in addition to Stage 2 instruments)

MetricTargetWhy
Uptime> 80% over 2-week campaignMust demonstrate operational reliability
Mean time between failures> 72 hoursIdentifies weak points for marine engineering
Electrode consumption rate< 2 kg per tonne feedstockDrives recurring consumable costs
Slag tapping frequencyCharacterize for marine operations designInforms slag handling system design
Startup/shutdown time< 4 hours cold startDetermines weather window utilization
Maintenance eventsLog every interventionReliability engineering database
Thermal cycling tolerance3+ start/stop cycles per campaignSimulates weather-forced shutdowns

Pre-Processing Line Development

Stage 3 includes building and testing a basic pre-processing line:

Raw ocean plastic (as-collected)
  → Manual sorting (remove non-plastic: metal, glass, large marine organisms)
  → Freshwater rinse (2-stage, based on Stage 1 optimal rinse protocol)
  → Mechanical dewatering (centrifuge or press)
  → Size reduction (shredder → 50mm chips)
  → Thermal drying (waste heat from reactor exhaust)
  → Reactor feed hopper

The pre-processing line doesn't need to be marine-grade — it's a proof of concept for the process flow, not the final engineering. But it must demonstrate that raw ocean plastic can be converted to viable reactor feedstock with quantified energy and water inputs.

Cost Breakdown

ItemCost
Extended facility time (3 campaigns × 2-4 weeks)$400,000-$1,200,000
Pre-processing equipment (shredder, rinse station, dryer, centrifuge)$200,000-$600,000
Additional feedstock procurement (5-15 tonnes total)$50,000-$200,000
Continuous monitoring and instrumentation$50,000-$150,000
Reliability engineering analysis$50,000-$100,000
Independent emissions testing (certified stack tests)$50,000-$150,000
Comprehensive final report (investor-grade)$50,000-$100,000
Stage 3 Total$850,000-$2,500,000

GO/NO-GO Gate

PROCEED to Phase 2 (vessel acquisition) if:

  • Uptime > 80% across all three campaigns
  • Net energy ratio confirmed > 1.0 at realistic moisture levels (15-25%)
  • Emissions consistently within MARPOL Annex VI limits
  • No equipment failure requiring > 48 hours repair
  • Pre-processing line demonstrates viable feedstock preparation
  • Electrode consumption rate quantified and economically acceptable
  • Comprehensive dataset sufficient for DNV/Lloyd's AiP submission
KILL if:
  • Uptime < 60% due to recurring equipment failures
  • Energy balance only achievable with unrealistic feedstock preparation
  • Emissions require gas cleaning equipment that doesn't fit on a ship
  • Electrode or refractory consumption makes operating costs prohibitive

7. Feedstock Sourcing — Getting Real GPGP Plastic

The PoC must use actual ocean plastic, not virgin plastic or simulated waste. Investors and regulators will immediately discount results from proxy feedstock. Options:

Option A: Partner with The Ocean Cleanup ($15K-$50K)

The Ocean Cleanup regularly collects tonnes of GPGP plastic. They have established logistics for bringing it to shore (Long Beach, CA). While their collected material typically goes into commercial products (sunglasses, etc.), a research partnership to divert 500 kg-5 tonnes for laboratory testing is plausible.

Pros: Verified GPGP origin, chain of custody, established logistics, credibility by association. Cons: They may see The Claw as a competitor and refuse. Their material is already cleaned/processed for product use — may not represent raw conditions. Cost: Negotiable. Material itself has low commercial value as feedstock. Shipping from Long Beach to Montreal is the main cost.

Option B: Charter Collection Expedition ($30K-$80K)

Charter a research vessel from a Pacific coast port (Honolulu, San Francisco, San Diego) for a 1-2 week targeted collection trip to the GPGP periphery.

Pros: Freshly collected, unprocessed material preserving real moisture/salt/biofouling conditions. Custom sampling protocol. Documentary footage opportunity. Cons: Expensive, weather-dependent, logistically complex. Cost: Vessel charter $2,000-$4,000/day × 10-14 days = $20K-$56K, plus crew, fuel, and sampling equipment.

Option C: Oceanworks Commercial Supply ($10K-$30K)

Oceanworks (oceanworks.co) operates the largest commercial ocean plastic marketplace with 15,000 MT/month capacity. They offer a paid sampling program in 10-250 kg increments from verified ocean-origin sources.

Pros: Simple procurement, established supplier, various origins available. Cons: Material may be pre-processed (washed, sorted), reducing representativeness. Not necessarily from GPGP specifically — often coastal/near-shore collection. Cost: $2-$10/kg for raw uncertified material × 500 kg = $1K-$5K for material, plus shipping.

Option D: 5 Gyres Institute Partnership ($5K-$20K)

The 5 Gyres Institute conducts regular research expeditions to ocean garbage patches and collects samples for scientific analysis. A research partnership could provide characterized samples with existing analytical data.

Pros: Scientific credibility, samples with provenance data, potential co-publication. Cons: Small quantities (kg scale, not tonnes). Better suited for Stage 1 characterization than Stage 2/3 testing.

Recommendation

Stage 1: Use Options C + D for initial 500 kg of characterized samples. Fast, cheap, sufficient for laboratory analysis.

Stage 2-3: Use Option A (preferred) or Option B. Need 5-15 tonnes total, and GPGP origin matters for credibility. Approach The Ocean Cleanup first — frame it as "your collected plastic validates a new destruction technology" rather than competition. If they decline, charter a collection trip and document everything.


8. Where to Run the Tests

Primary: PyroGenesis Montreal

Address: 1744 William St, Suite 200, Montreal, QC H3J 1R4, Canada

Facility: PRRS prototype system, 2 TPD capacity, fully instrumented. The same graphite arc + APT two-step process planned for The Claw.

Why this is the right choice: 1. The actual technology — not a proxy reactor 2. PyroGenesis engineering team operates it — they know the system 3. Direct comparison to Hurlburt Field data (same technology, different feedstock) 4. Builds the supplier relationship critical for Phase 2 5. Montreal is accessible (international airport, university talent pool) 6. Canadian government funding (NRC IRAP, SIF) may subsidize the test campaign if structured as a PyroGenesis partnership 7. PyroGenesis is already doing plastic feedstock testing (EUR 379K European contract, 2025) — the capability exists

Risk: PyroGenesis's financial fragility. If the company enters creditor protection during the test campaign, work could be interrupted. Mitigation: structure the contract with milestone payments, and secure data rights to all results regardless of company status.

Backup: Independent Academic Facility

If PyroGenesis is unavailable:

UniversityLabCapabilityCountry
McGill UniversityPlasma Processing LabDC plasma torches, waste treatment researchCanada (Montreal)
University of SouthamptonMicrowave Plasma LabNon-equilibrium plasma gasificationUK
TU DelftLarge-Scale Energy LabGasification and pyrolysis testingNetherlands
University of British ColumbiaClean Energy Research CentreGasification, waste-to-energyCanada
Academic facilities are cheaper ($200K-$500K) but slower (university timelines) and use different reactor architectures. Results would be directionally useful but not directly transferable to PRRS engineering.


9. What Gets Measured

The Six Critical Numbers

Everything in the PoC campaign distills to six numbers that determine The Claw's viability:

#MetricTargetDeal-Breaker
1Net energy ratio (energy out ÷ energy in)> 1.5< 0.7
2Syngas LHV (MJ/Nm³)> 10< 6
3Dioxin/furan emissions (ng TEQ/Nm³)< 0.05> 0.1
4Slag TCLP leachingPass (non-hazardous)Fail
5Electrode consumption (kg/tonne feedstock)< 1.5> 5.0
6Operational uptime (Stage 3)> 85%< 60%
If all six hit target: green light for Phase 2. If any one hits deal-breaker: deep investigation before proceeding. If two or more hit deal-breaker: project is likely not viable in current form.

Secondary Metrics (Important but Not Existential)

MetricPurpose
HCl in syngas (ppm)Gas cleaning system sizing
Slag production rate (kg slag / tonne feedstock)Storage and disposal logistics
Water consumption (L / tonne feedstock)Freshwater requirements on vessel
Pre-processing energy (kWh / tonne raw plastic)Energy balance completeness
Startup time (cold start to steady state)Weather window utilization
Noise levels (dB at various distances)Marine wildlife impact assessment
CO₂ emissions per tonne plastic processedCarbon credit calculation basis
Syngas H₂:CO ratioMethanol synthesis feasibility (Phase 1.5)

10. Kill Criteria — When to Walk Away

The PoC exists as much to kill bad ideas as to validate good ones. Intellectual honesty about failure modes is essential — investors respect rigorous go/no-go discipline.

Hard Kills (Abandon the project)

FindingWhy It's Fatal
Ocean plastic syngas LHV < 6 MJ/Nm³Cannot run a gas engine. No energy recovery possible
Net energy ratio < 0.5 at all conditionsEven with perfect engineering, the physics doesn't work
Slag classified as hazardous wasteCreates a waste disposal problem worse than the original plastic
Emissions contain persistent organic pollutants above regulatory limitsNo regulatory pathway. The solution is worse than the problem

Soft Kills (Pivot or redesign)

FindingImplication
Net energy ratio 0.7-1.0Energy loop doesn't fully close. Vessel needs supplemental power (diesel, solar, wind). Changes economics but not fatal
Salt causes accelerated corrosionNeed saltwater-grade materials throughout. Adds $5-15M to CAPEX. Not fatal but changes cost model
Fishing net nylon performs poorlyMay need to exclude nylon from plasma feed and handle separately (pyrolysis, mechanical recycling). Reduces feedstock flexibility
Electrode consumption > 3 kg/tonneGraphite electrode cost becomes a significant OPEX driver ($500K-$1M/year). Not fatal but erodes economics

Proceed with Caution

FindingAction
Net energy ratio 1.0-1.5Works but thin margin. Optimize pre-processing, investigate enriched oxygen gasification, consider ORC waste heat recovery to improve ratio
HCl > 1000 ppm in syngasStandard acid gas scrubbing handles this, but adds equipment cost and complexity
Uptime 60-80%Reliability needs work but not a fundamental barrier. Identifies specific components for marine-grade engineering

11. Parallel Workstreams During PoC

While the plasma testing runs, other critical path items can advance simultaneously:

11A: Legal Opinion on London Protocol ($50K-$100K, 3-6 months)

Commission a formal legal opinion from a specialist maritime environmental law firm on whether plasma gasification at sea constitutes "incineration" (prohibited by the London Protocol) or "processing" (not addressed). This is a critical regulatory question that cannot wait for PoC completion.

Recommended firms: Ince (London), HFW (London/Singapore), Norton Rose Fulbright (maritime practice), Reed Smith (maritime).

Deliverable: Written legal opinion suitable for submission to flag state authorities and classification societies.

11B: Classification Society Pre-Engagement ($10K-$30K, 2-3 months)

Initiate informal discussions with DNV or Lloyd's Register about an Approval in Principle for a plasma gasification vessel concept. Classification societies offer pre-engagement consultations to identify major concerns before formal AiP submission.

Purpose: Identify any classification showstoppers early. Get guidance on what data the PoC needs to produce for a successful AiP application.

11C: Verra Methodology Scoping ($20K-$50K, 3-6 months)

Engage Verra's Plastic Program team to discuss methodology pathways for ocean-based plasma destruction credits. Determine whether existing methodologies (PWRM0001 for collection, PWRM0002 for recycling/recovery) can be extended, or whether a new methodology is required.

Timeline reality: A genuinely new Verra methodology takes 2-5 years. Starting the conversation during the PoC phase ensures the methodology is progressing when The Claw needs it.

11D: PyroGenesis Licensing Negotiation (Ongoing)

If Stage 2 runs at PyroGenesis Montreal, the relationship is already established. Begin licensing discussions in parallel:

  • Perpetual, irrevocable license to PRRS technology for marine applications
  • Full engineering documentation, manufacturing drawings, operating procedures
  • IP escrow provisions (auto-transfer if PyroGenesis enters creditor protection)
  • Right to sublicense for fleet expansion
  • Spare parts supply agreement with pre-negotiated pricing
PyroGenesis's financial distress (CA$0.1M cash, $15.3M working capital deficiency) creates a window for favorable terms. A $2-5M licensing fee would be material to their survival — leverage this.

11E: Team Assembly

During the PoC, recruit the core team for Phase 2:

RoleWhy Now
Naval architect (vessel conversion specialist)Needed to begin hull selection and conversion design
Marine engineer (shipboard systems)Translates PoC results into marine engineering requirements
Environmental consultant (MARPOL, London Protocol)Integrates legal opinion into regulatory strategy
Financial modelerUpdates economics with real PoC data
Communications directorBegins media strategy, documentary partnerships

12. Budget Summary

Conservative Estimate

StageCostDuration
Stage 1: Feedstock Characterization$50,0002 months
Stage 2: Bench-Scale Plasma Testing$320,0005 months
Stage 3: Extended Pilot Campaign$850,0007 months
Parallel: Legal opinion$50,0003 months
Parallel: Classification pre-engagement$10,0002 months
Parallel: Verra scoping$20,0003 months
Contingency (15%)$195,000
Total Conservative$1,495,00014 months

Mid-Range Estimate

StageCostDuration
Stage 1: Feedstock Characterization$85,0003 months
Stage 2: Bench-Scale Plasma Testing$550,0006 months
Stage 3: Extended Pilot Campaign$1,500,0009 months
Parallel: Legal opinion$75,0004 months
Parallel: Classification pre-engagement$20,0003 months
Parallel: Verra scoping$35,0004 months
Contingency (20%)$453,000
Total Mid-Range$2,718,00018 months

High Estimate

StageCostDuration
Stage 1: Feedstock Characterization$120,0003 months
Stage 2: Bench-Scale Plasma Testing$800,0008 months
Stage 3: Extended Pilot Campaign$2,500,00012 months
Parallel: Legal opinion$100,0006 months
Parallel: Classification pre-engagement$30,0003 months
Parallel: Verra scoping$50,0006 months
Contingency (25%)$900,000
Total High$4,500,00023 months

Budget vs. Funding Sources

SourceRealistic AmountProbability
Founder + angels$200K-$500KHigh
ARPA-E or DOE BETO grant$500K-$2MMedium
Canada NRC IRAP (via PyroGenesis partner)$200K-$500KMedium-High
Schmidt Marine Technology Partners$100K-$300KMedium
NOAA Marine Debris Program$500K-$2MMedium
Crowdfunding campaign$200K-$1MMedium
Total Reachable$1.7M-$6.3M
The PoC budget ($1.5M-$4.5M) fits within reachable pre-seed/seed funding. This is deliberately designed to be achievable without a mega-donor.


13. Timeline

Month 0-1:    Secure funding, sign contracts
Month 1-3:    Stage 1 — Feedstock procurement and characterization
Month 2-3:    GO/NO-GO Gate 1 (feedstock viable?)
              Begin parallel workstreams (legal, classification, Verra)
Month 3-9:    Stage 2 — Bench-scale plasma testing at PyroGenesis Montreal
Month 9-10:   GO/NO-GO Gate 2 (plasma processing viable?)
              Publish preliminary results (investor deck, technical paper)
Month 10-20:  Stage 3 — Extended pilot campaigns
Month 20-22:  Final analysis, investor-grade reporting
Month 22-23:  GO/NO-GO Gate 3 (operational viability confirmed?)
              → Phase 2 fundraising begins with hard data

Critical Path

The longest sequential chain is: feedstock procurement → Stage 1 → Stage 2 → Stage 3. Everything else runs in parallel.

Fastest possible timeline: 12 months (all stages compressed, no delays). Realistic timeline: 18 months (includes procurement delays, equipment issues, weather windows for ocean collection). Worst case: 24 months (including PyroGenesis scheduling conflicts, feedstock sourcing delays, facility modifications).


14. What Success Unlocks

A successful PoC produces a package of hard data that transforms The Claw from a concept into a fundable project:

For Investors

Data ProductWhat It Proves
Energy balance sheetThe physics works — the vessel can self-power from ocean plastic
Emissions profileThe project is environmentally sound, not just removing one pollutant to create another
Uptime dataThe technology is reliable enough for continuous ocean operations
Cost per tonne dataUnit economics are knowable and favorable
Independent verificationResults are trustworthy, not just proponent claims

For Regulators

Data ProductWhat It Enables
Emissions data vs. MARPOL limitsFlag state and IMO engagement with evidence
Slag TCLP resultsWaste disposal pathway classification
Process description with operational dataClassification society AiP submission
Legal opinion + technical evidenceLondon Protocol compliance argument

For Partners

Data ProductWho Cares
Syngas quality and H₂:CO ratioMethanol synthesis partners
Plastic destruction verificationVerra, plastic credit buyers
Electrode and consumable dataPyroGenesis (supply planning), alternative suppliers
Pre-processing requirementsCollection system designers, vessel naval architects
Total carbon balanceCarbon credit methodology developers

Specifically, Success Enables:

1. Series A fundraising ($15-30M) with credible technical backing 2. DNV/Lloyd's AiP submission with required data package 3. PyroGenesis technology license negotiation from a position of knowledge 4. Corporate sponsor recruitment with a proven technology narrative 5. Verra methodology development with real emissions and destruction data 6. Media campaign launch — "We proved it works" is a powerful story


15. Risk Register for the PoC Itself

The PoC is a project with its own risks, separate from The Claw's overall risk profile.

RiskProbabilityImpactMitigation
PyroGenesis refuses to participateLowHighAlternative facilities identified (Section 8). Their financial need makes refusal unlikely
PyroGenesis enters creditor protection during campaignMediumHighContract with data rights clause. IP escrow. Maintain relationship with key engineers
GPGP plastic samples unavailableLowMediumMultiple sourcing options (Section 7). Pacific coastal plastic is an acceptable proxy for early stages
Stage 1 reveals showstopper in feedstockLowHighThis is the POINT of Stage 1 — better to know at $50K than at $50M
Stage 2 shows negative energy balanceLow-MediumCriticalThe math strongly suggests positive, but this is unproven. If it fails, The Claw concept needs fundamental redesign (supplemental power, different technology)
Funding delayed or insufficientMediumHighStaged approach means partial funding can still run Stage 1 + Stage 2. Stage 3 can be deferred. Minimum viable PoC: $500K
Results are ambiguous (neither clear pass nor clear fail)MediumMediumPre-defined GO/NO-GO criteria prevent endless "maybe." Extend testing within budget if warranted, but don't chase marginal results indefinitely
IP dispute with PyroGenesis over PoC dataLowMediumClear data ownership clause in contract. The Claw owns all data generated from its feedstock
Key personnel departure at PyroGenesisMediumMediumPierre Carabin leaving would be a blow. Build direct relationship. Independent verification reduces dependency on any one person
PoC succeeds but funding environment changesMediumMediumExternal risk. Mitigation: maintain investor relationships throughout PoC. Publish results in technical journals for credibility that persists regardless of market timing

Sources

Plasma Gasification Pilot Costs

  • GS Platech 10 TPD plant: $3.9M construction (ResearchGate)
  • Hurlburt Field PRRS: $7.4M turnkey (PyroGenesis official)
  • PyroGenesis EUR 379K plastic waste contract (July 2025, GlobeNewsWire)
  • ResearchGate construction cost scaling curves for plasma treatment plants

Feedstock Sourcing

  • Oceanworks commercial ocean plastic marketplace (oceanworks.co)
  • Ocean Legacy Foundation plastic testing laboratory
  • The Ocean Cleanup Mega Expedition data
  • 5 Gyres Institute research programs

Classification Society AiP

  • Lloyd's Register AiP service description (lr.org)
  • RINA Innovative Projects AiP (rina.org)
  • ClassNK AiP service (classnk.or.jp)
  • DNV AiP news releases (dnv.com)

Verra Plastic Credits

  • Verra Plastic Program Fee Schedule v1.2 (verra.org)
  • PWRM0001 Plastic Waste Collection Methodology v1.1
  • PWRM0002 Plastic Waste Recycling Methodology

Energy Balance Reference Data

  • ACS Omega 2024 — Plasma gasification of plastic waste
  • Utashinai plant operational data (54% energy export ratio)
  • PRRS Deep Dive — Hurlburt Field 420 kW output
  • Energy Balance document — existing knowledge base entry

Bench-Scale Plasma Testing Precedents

  • FFP2 mask plasma gasification (MDPI Sustainability, 2023)
  • RDF CO₂-thermal plasma gasification (ScienceDirect, 2023)
  • Mixed plastic pilot scale 15 kg/h (ACS Omega, 2024)
  • Marine vessel plasma gasification model (MDPI Designs, 2020)

Research compiled March 2026. This document is the specification for The Claw's first major capital deployment. Every number should be challenged, every assumption tested. The point of the PoC is to turn these estimates into measurements.