Reforestation: costs of CO2 removals?
Reforestation costs are modelled in this data-file, acquiring pastureland, planting new forests to absorb CO2, over a 50-year cycle. As a good rule of thumb, we think $50/ton CO2 prices,…
Power transmission: the economics?
This data-file captures the costs of AC power transmission, requiring a 1.5c/kWh spread to earn a 10% levered IRR on a new 100km and 1,000MW transmission line, with capex costs…
Renewable Energy Certificates?
…that want to incentivize renewable energy projects, but nature-based carbon offsets feel “more valid” as a means to drive global decarbonization. For example, the certificate below gives me the legal…
CO2 of metal components: conventional vs additive manufacturing?
…of additively manufactured processes versus conventional manufacturing processes in kWh/kg and kgCO2e/kg. The calculations include material costs, preparation, machining and additive manufacturing itself. Our numbers are based on technical papers….
Tigercat: forestry and timber innovations?
…harvesting equipment, such as feller-bunchers, mulching equipment, and novel areas that may matter in the energy transition such as site preparation, re-planting and biochar production. These are all focus areas…
New energies: the age of materials?
Over the past decade, costs have deflated by 85% for lithium ion batteries, 75% for solar and 25% for onshore wind. Now new energies costs are entering a new era….
Energy transition: investment strategies?
…the energy transition, across new energies, hydrocarbons and industrial decarbonization. Energy transition is evolving very quickly. This means that many investors are continually iterating their investment strategies, stepping into new…
Climate science: staring into the sun?
…the sun’s contribution to global temperatures. What’s Changing: New Data? New Models? To begin addressing the uncertainties about the sun, two new satellites are going to help. Both have recently…
Planting a seed: will new forests disrupt new energies?
…page 14, including examples of corporations that have chosen nature based solutions over expensive new energies. Three providers of carbon credits are profiled on pages 15-18, including the due diligence…
Moore’s law: causes and new energies conclusions?
…New energies seem to be doing the opposite of boot-strapping. The third feedback loop is from learning curves, noted on page 6, which we do expect to occur in new…