aviation industry

3 statements across 3 episodes · 0 bullish · 1 bearish · 3 people on the record · first statement Mar 3, 2022 by Jesse Rivest · across every show →

Everything said about aviation industry, oldest first

Mar 3, 2022
Assertion Supported
Rivest: Air conditioning causes roughly 4% of global emissions, twice aviation
“So I mentioned at the beginning that we're around four percent of greenhouse gas emissions for air conditioners globally, and that's a big number. I think most of the people who are listening to this podcast will be well calibrated to that number, but It's clo…”
Jesse Rivest Mar 3, 2022 ▶ 37:05 Unlocking hyper-efficient cooling
May 16, 2024 neutral
Prediction Not checkable as stated
The 50% SAF blend limit won't constrain airports for a decade
“So the industry is certainly looking at that, but I think we're probably at least a decade away from having that be a real issue in any single location.”
Amelia DeLuca May 16, 2024 ▶ 23:43 Understanding SAF buyers
May 30, 2024 bearish
Prediction Not checkable as stated
Lubbershane: Maxing out global cellulosic biomass solves only half of aviation demand
“Even kind of optimistically, if you were to max out that resource globally, And all of it were to go into the aviation fuel market, especially given the growth we're expecting to see in demand for aviation fuel. we're still talking about probably solving abou…”
Andy Lubershane May 30, 2024 ▶ 32:02 Heavy duty decarbonization
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