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
Apr 7, 2022 positive
Jun 2, 2022 neutral
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 …”
Jun 23, 2022 bearish
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…”
Nov 17, 2022
Nov 17, 2022
Nov 17, 2022 neutral
Nov 17, 2022 negative
Nov 17, 2022 neutral
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 …”
Nov 17, 2022 neutral
Dec 15, 2022 neutral
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…”
Dec 15, 2022 bullish
Jul 20, 2023 neutral
Jul 20, 2023 neutral
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.”
Oct 12, 2023 positive
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…”
Aug 2, 2024 neutral
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…”
Oct 17, 2024 bearish
Oct 17, 2024
Oct 17, 2024
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…”
Jan 16, 2025 neutral
Mar 13, 2025 bullish
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…”