Biomass

“Something that we're trying to invert, invert this at Charm by eventually Operating on field to cut this all out.”

“What's interesting about it is that relative to almost everything else, it's very carbon rich. And so the use cases that rely either on the chemical availability of carbon or on, ah, the sort of physical availability of carbon, those, or like in the case of ca…”

“If you look back to 1800, even biomass today is used more than it was in the 1800. Oil is used more. Gas, coal, everything is used more. And solar and wind were simply additive.”

“There's a huge mismatch between the supply and demand there of biomass and biomass uses and that mismatch is, based on the best estimates that, that I've seen, that mismatch is something on the order of, like, 11 to 16 X. In other words, 11 to 16 X more uses i…”

“All these facilities are predicated on carbon neutrality that if you harvest biomass and burn it, you have no net climate impact which is probably a simplification that we should stop making. Oftentimes you can get close to that, but it's not always going to b…”

“We have, like, we have these kind of crude oversight frameworks, or, sorry, supply chain transparency efforts that they look at sort of the sourcing area, so you know roughly, like, Okay, we got the biomass from this pellet mill and this is the woodshed for th…”

“During the Soviet era, there was a lot of agricultural land abandonment that turned into reforestation. And now a lot of those forests, 60 years later, a lot of those forests are maturing and what you have is you have forests that, you know, maybe they've been…”

“Biomass fetch is a pretty high price, and you have shifting production away from saw timber for producing lumber into producing biomass. That means that you have less carbon storage because timber stores carbon. And that also means that you have lower carbon s…”

“When you don't have that, so what California is facing right now, and they're saying, all right, we're going to get 2000 megawatts of clean, firm baseload, really the only two resources that will fit that are geothermal and biomass, because hydropower in Calif…”

“Even though biomass is broadly distributed, bio-wastes are actually more concentrated, and so that creates an opportunity for us.”

“Pretty soon, there's gonna be some loading order priority, which a government, a municipal government, or a state government, or a federal government, comes out and says, you know, first use of biomass is for X, second use of biomass is for Y. And when that ha…”

“Biomass is pretty crappy energy, but pretty good carbon. So, At almost any reasonable carbon price, it is more valuable to remove the CO₂ than turn it into energy. That carbon removal is actually more valuable than most energy products.”

“Anything that uses biomass as it scales up at some point is going to compete with alternative uses for that biomass. So if you're trying to source exclusively waste biomass, you need to be the best solution for whoever holds the keys to that waste biomass, be …”

“Some of the more expensive methods, like direct air capture, are gonna probably be easier to verify. And some of the potentially cheaper methods, especially those using biomass, are probably gonna be harder to verify.”

“Currently the chemical industry uses something like 30 exajoules of energy, of fossil energy, for feedstocks, just for feedstocks. And the International Energy Agency estimates that the total amount of biomass available for use for energy everywhere on Earth i…”