Search results for: “direct air capture”
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Origin Materials: bio-plastics breakthrough?
Origin Materials went public via SPAC in February-2021, as it was acquired by Artius Acquisition Inc at a valuation of $1.8bn. Its ambition is to use wood residues to create carbon-negative plastics, cost-competitively with petroleum products. This data-file outlines our conclusions from reviewing patents.
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LanzaTech: biofuels breakthrough?
LanzaTech aspires to “take waste carbon emissions and convert them” into sustainable fuels (and bio-plastics) with a >70% CO2 reduction. We have assessed its patents but concluded we cannot yet de-risk the CO2-to-fuels pathway in our energy transition models.
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Landfill gas: the economics?
We estimate that a typical landfill facility may be able to capture and abate 70% of its methane leaks for a CO2-equivalent cost of $5/ton. Other landfill gas pathways get more complex and expensive. Raw and unprocessed landfill gas can be economical to commercialize at a cost of $2-4/mcfe.
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Gas turbines: what market size in energy transition?
CHP systems are 20-30% lower-carbon than gas turbines, as they capture waste heat. They are also increasingly economical to backstop renewables. Amidst uncertain policies, the market size for US CHPs could vary by a factor of 100x. We nevertheless find 30 companies well-placed in a $9trn global market.
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Lilac solutions: lithium breakthrough?
Lilac Solutions aims to commercialize a lithium ion exchange technology, which can extract lithium from dilute brine solutions, rapidly, economically and scalably. Overall Lilac’s patents look promising to us. They contain some excellent, precise and intelligible details on making ion exchange materials.
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Carbon Clean: CCS breakthrough?
Carbon Clean is a CCS company. It has already captured over 1MT, across 38 facilities. But in addition, it is developing a next-generation design, which could ultimately lower cost to $30-40/ton. Our review finds a very decent, albeit concentrated patent library, following our usual framework.
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Variable frequency drives: the economics?
Variable frequency drives optimize the operating speeds of electric motors. Average energy saving are 34% and average costs are $250/kW. Hence our modelling calculates >15% IRRs installing a VFD at a typical industrial motor. This data-file captures the economics.
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Nature based solutions: CO2 removals in 2022?
Is the nascent market for nature-based carbon offsets working? We appraised five projects in 2022, and contributed $7,700 to capture 440 tons of CO2, which is 20x our own CO2 footprint. This 11-page note presents our top five conclusions. Today’s market lacks depth and efficiency. High-quality credits are most bottlenecked. Prices rise further in 2023.…
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LNG liquefaction technologies: an overview?
This data-file is an overview of different LNG liquefaction technologies: APCI, APX, Optimised Cascade, Fluid Cascade, DMR, SMR, PRICO and MMLS. A typical LNG liquefaction plant has energy intensity of 280kWh/ton, consuming 5% of the input gas entering the plant, with 20kg/boe of Scope 1&2 CO2 intensity. But efficient and electric-drive compression can lower these…
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Drone Delivery: the Energy Economics
We have tabulated energy economics on 15 commercial drones and run the equations of flight on Amazon’s “Prime Air” solution. We conclude that drone delivery will use 90% less energy, 99% less cost and 90% lower carbon than is typical in current last-mile truck deliveries. Please download the model for all of the numbers.
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