air separation unit

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Nov 21, 2024 by Dr. Greg Thiel · across every show →

Everything said about air separation unit, oldest first

Nov 21, 2024 bearish
Insight
Thiel: Air separation units are difficult to scale down economically
“You can get them at many, many different scales from small to world scale, and you see some big Economies of scale effects there, so hard to scale down.”
Dr. Greg Thiel Nov 21, 2024 ▶ 23:44 TEA breakdown: green ammonia and synthetic methane
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