Search results for: “DAC”
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Origen Carbon: DAC breakthrough?
Origen Carbon Solutions is developing a novel DAC technology, producing CaO sorbent via the oxy-fuelled calcining of limestone with no net CO2 emissions. It is similar to the NET Power cycle, but adapted for a limestone kiln. The concept is very interesting. Our base case costs are $200-300/ton of CO2. This data-file contains our Origen…
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DAC companies: direct air capture screen?
Leading direct air capture companies (DAC companies) are assessed in this data-file, aggregating company disclosures, project disclosures and other data from patents and technical papers. The landscape is evolving particularly rapidly, trebling in the past half-decade, especially towards novel DAC solutions.
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Verdox: DAC technology breakthrough?
This data-file reviews Verdox DAC technology, optimizing polyanthraquinones and polynaphthoquinones, then depositing them on porous carbon nano-tube scaffolds. These quinones are shown to selectively adsorb CO2 when a voltage is applied, then desorb them when a reverse voltage is applied, unlocking 70% lower energy penalties than incumbent DAC?
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DAC to the future?
A new wave of DAC companies has been emerging rapidly since 2019, targeting 50-90% lower costs and energy penalties than incumbent S-DAC and L-DAC, potentially reaching $100/ton and 500kWh/ton in the 2030s. Five opportunities excite us and warrant partial de-risking in this 19-page report. Could DAC even beat batteries and hydrogen in smoothing renewable-heavy grids?
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Direct air capture of CO2: the economics?
We model Direct Air Capture of CO2 is likely to cost $150-300/ton, based on granular data on its capex, opex and energy-intensity. This data-file outlines the process, our key conclusions, and allows you to stress-test your own input assumptions.
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Market sizing: what if CO2 abatement costs are distributed like US income?
How would CO2 abatement costs end up being distributed, if they matched the distribution of US incomes? 90% of all decarbonization would have to cost less than $80/ton. There could be 600MTpa of CCS, 60MTpa of DAC, 6MTpa of green hydrogen and e-fuels?
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Carbon capture and storage: research conclusions?
Carbon capture and storage (CCS) prevents CO2 from entering the atmosphere. Options include the amine process, blue hydrogen, novel combustion technologies and cutting edge sorbents and membranes. Total CCS costs range from $80-130/ton, while blue value chains seem to be accelerating rapidly in the US. This article summarizes the top conclusions from our carbon capture…
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Metal organic frameworks: challenges and opportunities?
Metal organic frameworks (MOFs) are an exciting class of materials, which could reduce the energy penalties of CO2-separation by c80%, and reduce the cost of carbon capture to $20-40. This data-file screens companies developing metal organic frameworks, where activity has been accelerating rapidly, especially for CCS applications.
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CO2 capture: a cost curve?
This data-file summarizes the costs of capturing CO2. The lowest-cost options are to access pure CO2 streams that are simply being vented at present. Next are blue hydrogen, steel and cement, which could each have GTpa scale. Power stations place next, at $60-100/ton. DAC is carbon negative but expensive.
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Climeworks: direct air capture breakthrough?
Climeworks is a Swiss company, founded in 2009, commercializing a direct air capture technology. The main innovation in its patents optimizes air flow, to avoid steep pressure drops, which can otherwise de-rail DAC economics. But we are still unable to de-risk sub-$200/ton CO2 costs based on reviewing the patents.
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