Omniscience: how will AI reshape the energy transition?
…by 3-5x (note here). But we think AI can likely double the utilization rates of grid infrastructure (pages 13-14). How will AI reshape CCS and DAC value chains? The thermodynamic…
Nature based solutions to climate change?
…long way below high cost technologies, such as DAC credits at $200-1,000/ton (how much do you have to hate nature, to pay $1,000/ton for a DAC credit rather than $50/ton…
Fans and blowers: costs and energy consumption?
…$200/kW equipment costs and 0.3kWh/ton of energy consumption. 3,000 tons of air flow may be required per ton of CO2 in a direct air capture (DAC) plant. $499.00 – Purchase Checkout Added…
Metal organic frameworks: what challenges and opportunities?
…CCS or DAC. Today’s CCS and DAC processes are only 5-10% efficient, compared to their therodynamic minimum energy, and we increasingly wonder whether AI engines can help to develop sorbents…
Carbon capture and storage: research conclusions?
…the other hand, the minimum theoretical energy for DAC is only 140kWh/ton, and the world has simply not invented a process yet that is more than 5-10% thermodynamically efficient. We…
Midstream opportunities in the energy transition?
…hydrogen, CO2-EOR and novel combustion and next-gen DAC. We think c1GTpa will be in the US. CO2 purity must be >90%, ideally >97%. This is the largest new growth opportunity…
Gas dehydration: costs and economics?
…solid sorbents and molecular sieves. For an overview, see our note into swing adsorption. But we think the most interesting read across from our gas dehydration model is for CCS/DAC….
Energy transition from first principles?
…batteries, flow batteries, thermal batteries, SSBs, heat pumps, fusion, geothermal, CCS, DAC, blue hydrogen, green hydrogen, electrofuels, biofuels, landfill gas, biomass, biochar, nature. https://thundersaidenergy.com/2023/11/16/renewable-heavy-grids-dividing-the-pie/ Energy efficiency technologies from first principles: EROEI, electric…
CCS: what CO2 purity for transport and disposal?
…of CO2 disposal, across various technologies, from straight-run amine CCS, to DAC, CO2-EOR, blue hydrogen SMRs and ATRs, oxy-combustion, potassium carbonate, other sorbents, next-gen membranes. But what CO2 purity levels…
Boltzmann energy overview?
…they are also slow. CCS and DAC are much faster at absorbing CO2, but the very reason they work faster is that more energy is being injected into these reactions….