CO₂
27 statements across 14 episodes · 9 bullish · 4 bearish · 12 people on the record · first statement Mar 3, 2022 by Jesse Rivest · across every show →
Everything said about CO₂, oldest first
Mar 3, 2022
Rivest: Indoor CO2 levels above 700 PPM impair strategic decision-making
“People were looking at how CO₂ levels were impacting the cognitive function of building occupants, and seeing that strategic decision making and deep thinking were really impeded by Higher levels of CO two. And by higher, I mean like, 700 or 800 PPM. Not reall…”
May 5, 2022 positive
Orbuch: Carbon removal must match emission permanence to achieve true net zero
“An emission is permanent, basically. Like, an emission of CO₂ stays in the atmosphere for hundreds of thousands of years, not forever, but hundreds of thousands of years. And if you want to somehow net that out with a proportional removal, like, it's not propo…”
May 12, 2022 bullish
Kann: Synthetic e-fuels may win long-term if input and process costs drop
“It's more of a cost problem, because as it stands today, basically, like, both input costs, hydrogen and CO₂, are too high, and then the process costs, turning those things into e-fuels, are too high. So you've got to solve for all three of those things and sc…”
Jun 9, 2022 bullish
Jun 16, 2022 neutral
Visioni: Solar geoengineering cannot fully replicate a low-CO2 climate
“By cooling with these methods or with any methods, we would not be just turning back the dial of time to a time where there was less CO₂, because the sulfates do cool differently than the CO₂ warps. And even if maybe we can try and get it as close as possible,…”
Nov 17, 2022
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 …”
Dec 22, 2022 negative
Reinhart: GWP 100 metric forces an implicit near-term vs long-term trade-off
“Whenever we compare things on a GWP 100 basis between methane and CO₂, what we are fundamentally doing is actually making a trade-off, one that we're not always conscious of, between near-term warming and long-term warming.”
Dec 22, 2022 positive
Reinhart: Cutting methane cools the atmosphere, cutting CO2 only halts warming
“So when you cut CO₂, you stop warming it, stop warming the atmosphere even more than it already is. When you cut methane, you eventually, over about a decadal time span, start actually bringing that warming down. It's a fundamentally different dynamic.”
Dec 22, 2022
Dec 22, 2022 positive
Reinhart: Short-lived pollutants are stronger levers for near-term warming than CO₂
“Net zero by 20 50 for CO two is critically important for managing long-term warming, but we cannot forget about the other pieces primarily around short-lived client pollutants that are going to be even stronger levers towards managing that near-term warming, t…”
Jul 20, 2023 neutral
Emily Grubert: Carbon removal requires less pipeline redundancy than point-source mitigation CCS
“One of the other really big infrastructure distinctions between mitigation CCS and removal CCS is basically that it matters if the CO₂ is re-released in a very different way for something that's mitigative versus removal. This even maybe applies to compensator…”
Jul 20, 2023
Jul 20, 2023 neutral
Emily Grubert: Carbon removal is a depletable resource due to physical constraints
“With CDR in particular, I think we would do well to really recognize this as essentially a depletable resource in some ways. You know, there's an amount of CO₂ in the atmosphere that means we're not going to run out anytime, you know, in the foreseeable future…”
Oct 5, 2023 neutral
Thiel: Synthetic fuels require $1/kg hydrogen and $100-$200/ton CO₂ to compete
“For a fuel, if you want to get anywhere close to economically competitive, you know, subsidies decide, you have to have hydrogen that's going to be on the order of a dollar per kilogram, and you have to have CO₂ that's in that 100 to 200 dollar per ton range, …”
Jan 19, 2024 neutral
May 2, 2024 bullish
Friedmann: Methanol will become a major fuel for decarbonizing maritime shipping
“And the reason why is because methanol is going to be an important maritime fuel. About two, two and a half percent of global emissions are shipping stuff around the world with boats. And it turns out that they need a clean fuel too. As we've talked about befo…”
May 2, 2024 positive
Oct 24, 2024
Dreyfus: Atmospheric methane is 200 times less concentrated than CO2
“It's about, there's about 200 times less methane by volume than CO₂, and one of the major controls On the efficacy of removal is concentration, so that difference in concentration, for one, is just going to make it that much harder to do the atmospheric methan…”
Oct 24, 2024
Dreyfus: Maintaining methane's temperature impact requires ongoing tail removal
“Because that methane would have gone away eventually over time, to maintain that temperature impact over time, you actually need to continue to remove the methane, not at the original scale, But there's this concept of effective methane removal, so you have yo…”
Oct 24, 2024 bullish
Kann: Methane removal avoids sequestration because it can be oxidized
“With methane, there is one key difference, which is that you can oxidize it. You can turn it into CO₂ rather than just capturing the gas and finding a place to sequester it, which is a big advantage relative to what you need to do to remove CO₂ from the atmosp…”
Oct 24, 2024
Dreyfus: Atmospheric methane naturally converts to CO2, which is far less potent
“Almost all of that methane Business as usual would convert to CO₂ anyway. So as soon as you're releasing methane to the atmosphere if it's a fossil source methane, then yes, that CO₂ that is eventually converted to is additional CO₂ that would, that's being ad…”
Oct 24, 2024 bearish
Oct 24, 2024 negative
Dreyfus: Methane is much harder to separate from air than CO2
“Unlike CO₂, which you, is sticky in the sense that, you know, it's amenable to acid-base chemistry, there are ways that you can grab a hold of a CO₂. Methane doesn't really have that same, the same properties. It is symmetric, It doesn't have acid-base chemist…”
Oct 31, 2024 neutral
Thiel: Synthetic fuels require $1/kg hydrogen and $100–$200/ton CO2
“And you know that, you know, for a fuel, if you want to get anywhere close to economically competitive, you know, subsidies decide you have to have hydrogen that's going to be on the order of a dollar per kilogram, and you have to have CO two that's in that 10…”
Oct 31, 2024 negative
Thiel: Single-pass conversion gains do not significantly improve green methanol economics
“If you get A better conversion of CO two and hydrogen to methanol on a single pass. It just really doesn't move the overall economics in a huge way because again, back to a previous point, CO two and hydrogen are the big cost drivers in that system.”
Mar 13, 2025 positive
Chiang: Voltage tuning lets electrochemistry drive impossible thermal reactions for fuels
“Well, so SAFs, sustainable aviation fuels would be an example, and in particular, you know, CO₂ to fuels. That is a case where, you know, CO₂, you know, decomposing molecules is highly energetic, and that's where electrochemistry has that advantage that I refe…”