Graphitic Energy

topic on 1 show · 10 statements across 1 episodes · said 24 times in 1 episodes since 2025

the Green Blueprint 24

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the Green Blueprint 24

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10 statements about Graphitic Energy, every show

GREEN BLUEPRINT Assertion Not checkable as stated
Graphitic Energy produces clean hydrogen for $2 to $3 per kilogram
“You know, I thought that decarbonized hydrogen had to come from an electrolyzer and cost, you know, six or nine dollars a kilogram. You guys can do this for two to three?”
Zach Jones Aug 13, 2025 ▶ 33:01 The rogue idea that saved a hydrogen startup
Graphitic Energy will own and operate its first commercial facility
“Yeah, I think we had to make the decision as a company that we were going to own and operate that first facility because we had some LOIs on the licensing side, and we spent a lot of time having conversations about, well, somebody else is going to go build thi…”
Zach Jones Aug 13, 2025 ▶ 31:43 The rogue idea that saved a hydrogen startup
GREEN BLUEPRINT Prediction Held up
Graphitic Energy's single pilot will provide all required commercial scale-up data
“We feel really confident that that will give us all the scale-up data we need. It isn't a, well, we built this pilot because this is what we could kind of get done, and then we kind of have to go build a second one that goes and de-risks these other things. It…”
Zach Jones Aug 13, 2025 ▶ 23:06 The rogue idea that saved a hydrogen startup
Graphitic claims its process yields the cheapest non-SMR hydrogen at scale
“I mean, it's still, even without any carbon value, if you build a big plant, this is still, we think, the cheapest sort of non-SMR-based hydrogen that you're going to be able to produce.”
Zach Jones Aug 13, 2025 ▶ 21:16 The rogue idea that saved a hydrogen startup
GREEN BLUEPRINT Assertion Not checkable as stated
Graphitic Energy sees customer demand for 300,000 tons of carbon annually
“So we think that based on conversations we've had with specific customers that we have demand for 300,000 tons a year as produced from our process going directly into their processes and their customers end uses downstream. First of a kind plant will produce a…”
Zach Jones Aug 13, 2025 ▶ 20:29 The rogue idea that saved a hydrogen startup
North American TAM for Graphitic Energy's carbon byproduct is 3 million tons
“There's carbon that goes into the steel-making process, into lubricants, into refractories, and so Stephen's really been instrumental in building out what we think is a, you know, three million ton a year total addressable market for our carbon in, in North Am…”
Zach Jones Aug 13, 2025 ▶ 19:33 The rogue idea that saved a hydrogen startup
GREEN BLUEPRINT Assertion Open · timeframe Aug 2025
Technip Energies completed FEL-1 engineering studies on Graphitic's technology at scale
“And so, Technib completed their FEL-I studies of our technology at both the minimum efficient scale, which is about six tons of hydrogen a day, and also the maximum efficient scale, which is 270 tons of hydrogen a day, which is a world-scale hydrogen plant.”
Zach Jones Aug 13, 2025 ▶ 16:28 The rogue idea that saved a hydrogen startup
Deep tech startups need technical leaders to challenge PhDs on problem sequencing
“You need a strong technical leader who can go toe to toe with PhDs or has a PhD themselves to be able to explain this is why we're solving problems in, in this order. And you don't need to worry about that. Until the second of a kind commercial unit. Like, we'…”
Zach Jones Aug 13, 2025 ▶ 10:54 The rogue idea that saved a hydrogen startup
GREEN BLUEPRINT Assertion Not checkable as stated
Graphitic Energy's graphite byproduct is worth 20x its thermal BTU value
“We remove the carbon As a graphite powder, and for the markets that we have lined up for that, it's worth 20 times its BTU value, so 20 times the amount of money you'd get just for burning that carbon and making CO₂ when we extract it as graphite.”
Zach Jones Aug 13, 2025 ▶ 6:50 The rogue idea that saved a hydrogen startup
GREEN BLUEPRINT Assertion Not checkable as stated
Graphitic's pyrolysis concept required no novel balance-of-plant systems
“And out of that, Came an idea by our technical director of R&D, Sam Shainer, that solved all the challenges of this in a way that required no firsts from a balance of plant perspective.”
Zach Jones Aug 13, 2025 ▶ 1:31 The rogue idea that saved a hydrogen startup

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