carbon capture

4 statements across 2 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement Mar 27, 2023 by Adam Rodman · across every show →

Everything said about carbon capture, oldest first

Mar 27, 2023 neutral
Assertion Not checkable as stated
Rodman: Solar and carbon capture scaled through vast subsidized lending
“Buried deep in the layers of how we've gotten solar scaled and Certainly, carbon capture or some of the other technologies that we have lingering around are a huge amount of subsidized lending, and it is very encouraging to see how nuclear is improving its pos…”
Adam Rodman Mar 27, 2023 ▶ 36:42 Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)
Oct 14, 2024 positive
Assertion Not checkable as stated
Miller: Good carbon capture projects yield 20–30% unlevered IRR and 3–6x returns
“A good project in carbon capture might be an unlevered 20 to 30% rate of return might be somewhere around three to six times your money. These are competitive with traditional private equity economics.”
Matt Miller Oct 14, 2024 ▶ 34:37 Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
Oct 14, 2024 bullish
Prediction Open · timeframe Oct 2034
Miller: Carbon capture will reach coal and gas plants within a decade
“We are gonna get to coal plants and natural gas plants, a hundred percent certain in the next decade.”
Matt Miller Oct 14, 2024 ▶ 39:46 Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
Oct 14, 2024 bullish
Insight
Miller: Point-source CCS yields PE returns only in pure-CO2 industries
“Really where you want to focus in carbon capture are in industries that emit pure CO₂ as an industrial byproduct. Industrial accident is a better way to think about it. So those are really ethanol plants, ammonia, so fertilizer, and then natural gas processing…”
Matt Miller Oct 14, 2024 ▶ 31:17 Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
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