Dr. Greg Thiel
4 statements across 2 episodes · 1 bullish · 2 bearish · 1 people on the record · first statement Oct 31, 2024 by Dr. Greg Thiel · across every show →
On the record as a speaker too: Dr. Greg Thiel's record, appearances and statements → this page counts the times other people say the name.
Everything said about Dr. Greg Thiel, oldest first
Oct 31, 2024 neutral
Thiel: Facility installation costs are typically two to four times core equipment
“Thinking about sort of a chemical or a fuel synthesis type process, the core equipment, you know, might only, or the total installed cost of a facility might be two, three, four, even more times the cost of the core componentry itself, and so if you end up foc…”
Oct 31, 2024 positive
Thiel: Small EV drivetrain efficiency gains matter because batteries are expensive
“The biggest, biggest single line item cost in an electric vehicle is, is the batteries, and a lot of the drivetrain, you know, power conversion equipment, motors, and so forth, are really, really efficient, and so it could be tempting to kind of, if you're loo…”
Nov 21, 2024 bearish
Thiel: Even at $1/kg hydrogen, synthetic methane feedstock costs $10/MMBtu
“In the best case, you need something like half a kilo of hydrogen per kilo of methane. And so if we looked into a, to a wonderful version of the future where we, Get to the kind of magic one dollar per kilogram hydrogen mark that, you know, is, is on the DOE's…”
Nov 21, 2024 bearish
Thiel: $100/ton DAC CO2 adds $6/MMBtu to synthetic methane costs
“The, again, sort of best case from the chemistry is something like 2.75 kilograms of CO₂ per kilogram of methane. So thinking back on a, on an MMBTU basis, you know, if you want to Get the good sort of CO₂ from the air, and we hit all our hopes and targets of …”