cement

21 statements across 12 episodes · 4 bullish · 3 bearish · 9 people on the record · first statement Jan 24, 2022 by Shayle Kann · across every show →

Everything said about cement, oldest first

Jan 24, 2022
Assertion Supported
Petrochemicals Are the Third-Largest Source of Industrial Greenhouse Gas Emissions
“They're already the third largest source of industrial greenhouse gas emissions behind steel and cement.”
Shayle Kann Jan 24, 2022 ▶ 4:02 The many pathways to decarbonizing chemicals
Apr 7, 2022 positive
Prediction Not checkable as stated
Bataille: CCS is essential for cement due to lack of alternative chemistries
“We're going to need it for cement because there are no alternative chemistries coming down the pipe anytime soon, and there's a lot of buildings that need to be built.”
Dr. Chris Bataille Apr 7, 2022 ▶ 25:36 Carbon capture and storage is making a comeback
Jun 2, 2022 neutral
Assertion Supported
Lubershane: Wind requires 7-8x more steel and cement per GWh than gas
“It takes more steel. It takes more cement to build a wind farm than it does on, on a, you know, a normalized basis that the amount of material to produce a gigawatt hour, say of energy per year it, you know, we're on the order of probably something like seven …”
Andy Lubershane Jun 2, 2022 ▶ 28:44 Climate tech’s surprising bottleneck – land access
Jun 23, 2022 bearish
Insight
Pierpoint: Carbon-to-value faces structural volume and pricing trade-offs
“And this has just always been a really tough space because the places where you have a lot of volume, like, you know, making cement you have really low commodity prices. So it's hard to get a good price for the carbon that you're capturing. And in places where…”
Lara Pierpoint Jun 23, 2022 ▶ 38:22 Which tech is overhyped, underhyped and just right?
Nov 17, 2022
Assertion Supported
Ellis: Portland cement plants produce between 1M and 5M tons annually
“So the average small Portland cement plant produces a million tons of cement per year, and they go all the way up to three or four, maybe even five million tons of cement produced per year.”
Leah Ellis Nov 17, 2022 ▶ 16:14 Fixing cement’s carbon problem
Nov 17, 2022
Assertion Supported
Ellis: Producing one ton of cement generates one ton of CO2
“And, you know, on average one ton of cement, just rounding up to big numbers, one ton of cement produces one ton of CO₂.”
Leah Ellis Nov 17, 2022 ▶ 16:28 Fixing cement’s carbon problem
Nov 17, 2022 neutral
Assertion Supported
Ellis: Cement is the most produced man-made material globally
“Well, concrete is about 90% rocks and 10% cement, but even so, cement is the most massively produced man-made material in the world, and second most consumed material besides water.”
Leah Ellis Nov 17, 2022 ▶ 6:26 Fixing cement’s carbon problem
Nov 17, 2022 negative
Assertion Supported
Kann: Cement generates 6% to 8% of global greenhouse gas emissions
“It's responsible for something on the order of six to eight percent of global greenhouse gas emissions, right up with steel for the largest source of industrial emissions in the world.”
Shayle Kann Nov 17, 2022 ▶ 4:43 Fixing cement’s carbon problem
Nov 17, 2022 neutral
Assertion Supported
Ellis: Cement emissions split evenly between heat and chemical decomposition
“Cement being the most massive industry by volume in the world also produces an almost equivalent amount of CO₂, and that's, you know, again, speaking, speaking in big even numbers, it's roughly half from the fossil fuel needed to get to a thousand degrees and …”
Leah Ellis Nov 17, 2022 ▶ 17:07 Fixing cement’s carbon problem
Nov 17, 2022 neutral
Assertion Supported
Ellis: Concrete recarbonation absorbs at most half its original footprint
“However, it will only absorb the limestone emissions. So it'll only absorb about half of its original CO two footprint.”
Leah Ellis Nov 17, 2022 ▶ 31:38 Fixing cement’s carbon problem
Dec 15, 2022 neutral
Assertion Supported
Seven heavy industrial sectors represent one-third of global greenhouse gas emissions
“Steel, aluminum, cement, chemicals, aviation, shipping, and trucking. Add them up, and they represent about a third of global greenhouse gas emissions, and they're the sectors where the existing, fully commercialized, mature, and ready-to-deploy technology wil…”
Shayle Kann Dec 15, 2022 ▶ 2:58 Advance market commitments to decarbonize heavy industry
Dec 15, 2022 bullish
Assertion Contradicted
Inflation Reduction Act erases green premiums across most heavy industrial sectors
“In all of our different sectors now, cement, steel maybe not aviation fuels entirely, in almost all of our sectors, it is now as inexpensive to build the clean alternative as it is the dirty one, thanks to the IRA.”
Varun Sivaram Dec 15, 2022 ▶ 45:21 Advance market commitments to decarbonize heavy industry
Jul 20, 2023 neutral
Opinion
Emily Grubert: Cement may be the only sector where CCS is indispensable
“I think with regard to this category of CCS, I sometimes can convince myself that cement might be the only thing in this category where you need CCS to mitigate emissions from something.”
Dr. Emily Grubert Jul 20, 2023 ▶ 13:49 The good and bad of carbon capture
Jul 20, 2023 neutral
Assertion Supported
Emily Grubert: Cement production inherently generates CO2 despite clean energy inputs
“And cement, just the process of making it fundamentally results in CO₂ emissions, even if you did full energy switching, efficiency, all that kind of thing. Basically you're cooking limestone that drives off CO two.”
Dr. Emily Grubert Jul 20, 2023 ▶ 12:55 The good and bad of carbon capture
Oct 12, 2023 positive
Assertion Supported
Kann: Airlines pay a proven green premium for sustainable aviation fuel
“There's a proven green premium there. Like airlines are paying a premium for sustainable aviation fuel, not as obvious in some of these other hard debate sectors, like less clear and cement, for example, right? But in sustainable aviation fuel, it is happening…”
Shayle Kann Oct 12, 2023 ▶ 40:04 How is U.S. industrial policy affecting actual climatetech investment?
Aug 2, 2024 neutral
Assertion Supported
Dell: Buildings use 50% to 100% more structural material than codes require
“When people do studies on these type of thing, they typically find that buildings use between 50 and a hundred percent more structural material than is required to comply with building codes, and they do that because the structural material, mainly steel and c…”
Rebecca Dell Aug 2, 2024 ▶ 44:14 Pathways to decarbonizing steel
Oct 17, 2024 bearish
Prediction Open · timeframe Oct 2029
Ellis: European carbon regulations will double the price of cement
“They realize this is going to, these regulations are going to double the price of cement in Europe, whether you're going to be paying for post-combustion carbon capture, or you're simply going to be paying the carbon price.”
Leah Ellis Oct 17, 2024 ▶ 7:21 The complex path to market for low-carbon cement
Oct 17, 2024
Assertion Supported
Ellis: The US imports about 20% of its cement
“We're also importing about 20% of the cement we use, so shipping it from overseas.”
Leah Ellis Oct 17, 2024 ▶ 7:52 The complex path to market for low-carbon cement
Oct 17, 2024
Assertion Partly supported
Ellis: US government buys half of all domestic cement
“So the staggering fact is that the U.S. Government buys half of the cement that's produced in the United States, and that's through the General Services Administration, which has three hundred million square feet of floor space, so they're the biggest real est…”
Leah Ellis Oct 17, 2024 ▶ 33:43 The complex path to market for low-carbon cement
Jan 16, 2025 neutral
Opinion
Fernandez: Getting cement offtake agreements beyond five years is very difficult
“In cement, Where it's so short term, it'd be really hard to get anybody to sign more than a five-year agreement, right?”
Mario Fernandez Jan 16, 2025 ▶ 31:36 FOAK tales
Mar 13, 2025 bullish
Opinion
Kann: Electrochemistry holds massive decarbonization potential in heavy industry
“In the greatest hits album of electrochemistry, you'd have a lot of tracks focused on batteries, for sure, and for good reason. But there are deeper cuts, too, and some new music with pretty extraordinary potential. Anyway, think tracks on cement and steel and…”
Shayle Kann Mar 13, 2025 ▶ 3:22 An ode to electrochemistry
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