Svante: CCS breakthrough?

Svante is suggesting its technology can absorb 90% of CO2 in a 60-second cycle, that lasts 450,000 cycles, is not contaminated by water-vapor, and costs 50% less than conventional CCS. This would be a CCS game-changer.

Hence it has attracted an amazing list of investors and partners, since building a 30Tpd pilot plant in 2019, and announcing further pilots with TOTAL/Lafarge and Chevron.

Agonizingly we could not de-risk the technology based on our usual patent review. Reasons are elaborated in the data-file. So we will await further progress before de-risking a CCS game-changer.

CO2 Separation: an overview?

This data-file summarises six leading CO2-separation technologies. For each one, we outline the process, its technical maturity, costs, CO2-selectivity, energy-intensity and drawbacks. Our notes and workings are also included in subsequent tabs.

A $50/ton carbon price would be needed to incentivise more CCS, using today’s conventional, technically mature methods. The problem remains, that these means suffer from energy penalties of 15-30%.

Amines are the dominant solution for CCS, hence we have added a backup tab, reviewing the specific amine cocktails being commercialized  by specific companies, along with their energy intensity (chart below, bar color indicates technical readiness).

Metal Organic Frameworks could be a material breakthrough, with c60-80% lower costs and energy penalties. These remarkable materials can contain 10,000m2 of surface area in a single gram, with impressive tuning to adsorb specific gases. Our file contains new notes on MOFs, including the technology leaders: 4 listed companies, 5 start-ups and 225 patents from 2018-19.

Molten Carbonate Fuel Cells could also be a material breakthrough. They are unique in generating net energy while also concentrating CO2 for sequestration.

Copyright: Thunder Said Energy, 2022.