Launch HN: Rise Reforming (YC S26) – Turning Waste Gases into Valuable Chemicals
Hi HN! This is George, Lucas, and Jona from Rise Reforming ( https://www.rise-reforming.com/ ). We’re developing a process to convert gas produced at landfills, farms, and wastewater plants (“biogas”) into higher value chemicals. Our technology is modular, designed to be deployed and operated on-site. Think of us as a chemical project developer; we sit between biogas producers (suppliers) and chemical end users (customers). We pay biogas producers for their gas and we make money from selling our chemicals. We're starting with dimethyl ether (DME) as our beachhead chemical because of its high-margin use case in the cosmetics industry and ultimately targeting methanol – a versatile and widely used industrial chemical. Being in a two sided market allows us to target two large problems. (1) On the chemical side: The multi-trillion dollar U.S. chemical and fuel industries are vulnerable to geopolitical conflicts and climate-driven natural disasters. The Iran war has caused global methanol prices to skyrocket – even in the U.S., a net exporter of methanol. ( https://www.spglobal.com/energy/en/news-research/latest-news... the US). In 2021, Winter Storm Uri wiped out 60% of U.S. organic chemicals production for at least a month ( https://www.dallasfed.org/research/swe/2021/swe2102/swe2102c... ). The problem? Centralized production and fossil-fuel dependence. The solution isn't unknown; decentralized, fossil-free production could insulate supply chains from these shocks. But distributed green chemical production has yet to become cost-competitive with the status quo. Unlocking it requires the right feedstock paired with the right process and strategy. Also, the chemical industry’s reliance on fossil fuels makes it responsible for 5-6% of global greenhouse gas emissions. About 40% of the industry’s well-to-gate emissions come from just the extraction, processing, and transportation of these fossil fuels ( https://rmi.org/resources/chemistry-in-transition-charting-s... ). (2) Biogas is an ideal feedstock to address Problem 1. It is decentralized, plentiful, and a large part of it is not properly utilized. Biogas is a mixture of methane (CH4) and carbon dioxide (CO2), produced as a result of anaerobic digestion at landfills, farms, and wastewater plants, and can be used as a raw material in chemical manufacturing. The U.S. produces around 780 billion cubic feet of biogas a year – if we converted all that biogas into methanol, that’s about $20 billion a year. Currently, about 60% of this biogas is either burned for power/heat (low-margin and unreliable) or flared altogether. The rest is used in the highly subsidized renewable natural gas (RNG) market ( https://americanbiogascouncil.org/abcs-data-digest-lite-july... ). The result: many biogas producers leave substantial revenue on the table and experience huge operational headaches. Our modular technology takes in biogas, electricity, and water as inputs. Co-location with biogas producers allows us to tap into their existing infrastructure and speeds up permitting vs a greenfield project. Our 3 step process is outlined below: Step 1: We clean the biogas of contaminants. That means running the gas over specialized adsorbents that trap any nasty sulfur-containing and silicon-containing compounds we don’t want in our process. Step 2: We reform that biogas into an intermediate gas called syngas through the bi-reforming process, which combines the novel dry methane reforming reaction with the legacy steam methane reforming reaction. Syngas is a versatile combination of H2 and CO and is the building block for many chemicals, allowing us to be a platform company. Step 3: Lastly, we upgrade that syngas into our end chemicals. We do this step using conventional catalysts and operating conditions. The modular approach paired with our patent-pending integrated process makes our solution one of the cheapest ways of making green chemicals. Where are we today? We’ve completed our proof-of-concept in the lab and just broke ground on our pilot plant at a Chicagoland wastewater plant that currently flares all of its biogas. We will convert that wasted biogas into methanol. Estimated commissioning is Q1 2027. We all met at the University of Chicago studying Molecular Engineering and started the company back in June 2024. Rise Reforming’s first iteration came after attending a talk from an Argonne National Laboratory researcher on low-carbon fuels. In that seminar, we heard about a reaction called “dry reforming” wherein one can react CH4 with CO2, effectively eliminating both pollutants and making useful syngas (CO + H2). We realized that this reaction could enable cheaper decarbonization of chemicals than the legacy electrolysis pathway and started to build a technoeconomic analysis. George has a background in energy generation, storage, and carbon capture. He was an early employee at Highland Electric Fleets (now a unicorn) and later worked at Nexamp, GenH, and Mantel Capture – researching various battery chemistries, building a first-of-a-kind (FOAK) modular hydropower system, and helping prove a novel point-source capture prototype. He also conducted battery research at UChicago's Patel Lab and Rowan Group, co-authoring two papers. Lucas led the design, procurement, construction, and operation of Rise Reforming’s bench-scale reforming unit with controls that operated successfully for over 1800+ continuous hours. Prior to Rise, he worked at Avangrid (Iberdrola Group) with the offshore wind project services team and did transmutation research of spent nuclear fuel at Argonne National Laboratory. Jona also studied Molecular Engineering at the University of Chicago. He grew up around the marine industry and brings deep knowledge of the space to the team. While at UChicago, he conducted research in the Patel Lab on batteries and sustainable polymer applications and built novel equipment for the lab, including a high-throughput cyclic voltammetry battery performance testing device. Our advisory board has 220+ combined years in aerosols, permitting/safety, low-carbon fuels, catalysts, scale-up, automated modular chemical plants, and wastewater treatment. Here’s our launch video if you want to put faces to the names: https://youtu.be/Bx_ASPapxlQ?si=PAlqvd1eUhW8kjJm . We’d appreciate any feedback, questions, or advice. Thank you for reading! George, Lucas, and Jona
Discussion Highlights (10 comments)
Johnny_Bonk
Congrats! I've worked on a similar technology converting waste syngas to 3-hydroxy-butyrate for further applications. Unfortunately in my case, we couldn't see any valuable and scalable end products from that particular molecule but I'm excited to follow your journey. Best of luck!
philipkglass
How much biogas per year would a site need to produce to justify installing a unit? How much on-site labor is needed to run it?
ianm218
This is very cool. I'm curious how hard the go to market in hard tech like this is? What is the long term economic model in terms of what you think the margin can be and what the incentives for plants to adopt this technology?
jnmandal
We really need solutions like this if we are going to reverse atmospheric carbon the necessary amount to mitigate planetary catastrophe. Thanks for working on this. Good luck.
cyberax
Why biogas specifically? This should work fine with regular fossil methane, and it will de-risk your deployments. There are plenty of places in Texas that uselessly flare the natural gas instead of doing anything with it.
Quitschquat
Bro this sound's great. Have you considered deploying it to Lulling, Texas? It constantly smells like ass^Wbiofuel
possiblyburrito
Congrats on breaking ground. Curious about the electricity input side. Reforming is endothermic, so I assume the unit has a meaningful power draw. At a wastewater plant, do you run off the facility's existing service or do you need a utility upgrade, and can the unit ramp with power prices or does the catalyst want steady state? Asking because at small sites the electrical interconnection can quietly become the long pole even when the gas is free.
arikrahman
Congrats. Will be watching with great interest!
chemeng
This is really cool, I know a few different teams that have taken a look at similar approaches over the last 20 years, I hope you're able to make it work! I've been wanting something like this to succeed for a long time. Please take these questions (and assumptions) as earnest curiosity. I realize you may not be able to share answers if it touches anything proprietary. On the chemistry side: In step 1, you say using adsorbents, so i'm guessing some combo of iron oxide to desiccant to activated carbon for the siloxanes, and then maybe ZnO (based on your likely catalyst chemistry). At typical anaerobic biogas H2S concentrations, that's quite a bit of OPEX for media I imagine, and the risk of some breakthrough poisoning your reaction catalyst. Are you only working with partners that have desulfurization in place already? And how much attention do these skids need day to day, are you expecting full-time operator presence? Remote monitoring? How are you catching breakthrough before it takes out a catalyst charge? I'm guessing bi-reforming is partly how you tune your way out of the carbon deposition problem, but in my experience real biogas composition drifts around depending on what's going into the digester, so i'm curious how much margin you actually have on the H2O/CO2/CH4 ratio before you're back in the coking regime. Are you trimming steam in real-time based on gas composition or running fixed excess (further trading economics)? Was the bench-scale test run on a simulated dynamic biogas stream? Was there much activity decline over the run? On the economics side: DME into cosmetics seems like a great high-margin entry point. As you point out, most methanol is produced from large centralized plants, but they have real fixed-cost advantage that a modular approach structurally doesn't (along with storage and distribution headaches from many smaller production sites). Are you assuming some customers will pay a premium for the resilience of a distributed network? How much of the methanol case is cost reduction at your expected scale versus 45Z-type credits? And you probably can't share, but I'm curious the most you can pay a producer for their biogas and still pencil relative to RNG buyers who may be bidding for the same stream?
awad
Congrats on everything you've accomplished so far! You emphasize two-sided marketplace so, I'm wondering, from y'alls POV which side is more difficult/which side are you going after harder? Naturally you need to do both, but realistically, one side is always more challenging and more important and it's not always obvious which is which.