Sustainability Opportunity Tellus up-cycles scrap tires into IsoBlack and other commodities, offering a zero-waste solution that can help potential customers in rubber and plastics industries reduce waste and meet sustainability goals, creating a strong value proposition for ESG-focused procurement.

Cost Savings Potential Pilot and demo results indicate co-generation of nearly 200% of process energy with excess BTUs, suggesting opportunities for customers to lower energy costs or monetize surplus energy, enhancing total cost of ownership attractiveness.

Material Substitution IsoBlack a drop-in replacement for carbon black positions Tellus as a potential supplier for manufacturers needing readily adoptable sustainable additives in rubber and plastic formulations, shortening time to value.

Market Demand Global demand for recycled tire-derived products and carbon black alternatives is growing, aligning with manufacturers seeking circular economy solutions and regulatory compliance, presenting a sizeable addressable market for Tellus offerings.

Growth Readiness With $7M invested and revenue in the low to mid multi-millions, Tellus has demonstrated commercialization readiness and a funding runway, signaling credibility for strategic partnerships, pilot scale deployments, and co-development opportunities.