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1035 Capital Management LLC @1035_Capital on x 1852 followers
Created: 2025-07-17 14:42:08 UTC
Hmm this is an interesting one for $LODE...anyone following here should know the deal with Marathon brought over Marathon's Virent JV assets.
We noticed that Virent's website is no longer working (not really a surprise). Good thing we grabbed these screen shots while it was still up though...Notice that Virent supplied Ferrari $RACE with XXX% sustainable fuel for XX races as a demonstration, through a blending agreement with Shell. Shell is Ferrari's fuel supplier.
In 2026, F1 Racing will go XXX% renewable fuels - meaning each team will have to source a renewable fuel, such as those derived from woody biomass (LODE technology) or algae.
Given the historic relationship, limited other better options, we think it is likely that Ferrari will be using Bioleum fuel in 2026...if it is good enough for Ferrari...🤔
Given this - odds that Shell Ventures (Shell's VC arm) enters the Series A for Bioleum seems pretty high.
XXXXX engagements
Related Topics $lode hmm $race stocks consumer cyclical