Janice Tran from Kanin Energy
Waste heat is the most boring thing on an industrial site until someone turns it into clean baseload power and hands you the savings. Janice Tran, co-founder of Kanin Energy, joins Jason to break down how her team builds and finances waste heat to power projects, why their biggest competitor is a customer doing it themselves, the fresh $100 million raise, project finance capital stacks, and why heavy industrials with spare land are suddenly prime real estate for data centers.
Click here to watch a video of this episode.
00:00 Intro
01:20 Meet Kanin Energy
02:27 Baseload power and project size
04:07 Why waste heat projects are hard
07:25 The real competition
09:06 Phillips 66 and Tallgrass projects
11:16 The $100M raise
14:34 Project finance and capital stacks
19:57 Infrastructure vs venture returns
25:23 Learning project finance
28:05 The founding story
31:02 Building for climate impact
34:03 Data centers on industrial sites
38:52 Wrap up
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Click here to watch a video of this episode.
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Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.
Apply today at collide.io
00:00 Intro
01:20 Meet Kanin Energy
02:27 Baseload power and project size
04:07 Why waste heat projects are hard
07:25 The real competition
09:06 Phillips 66 and Tallgrass projects
11:16 The $100M raise
14:34 Project finance and capital stacks
19:57 Infrastructure vs venture returns
25:23 Learning project finance
28:05 The founding story
31:02 Building for climate impact
34:03 Data centers on industrial sites
38:52 Wrap up
https://twitter.com/collide_ai
https://www.tiktok.com/@collide.io
https://www.facebook.com/collide.io
https://www.instagram.com/collide.io
https://www.youtube.com/@collide_io
https://bsky.app/profile/collide-ai.bsky.social
https://www.linkedin.com/company/collideai
