electrolysis
3 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Aug 23, 2024 by Pete Johnson · across every show →
Everything said about electrolysis, oldest first
Aug 23, 2024 neutral
Johnson: Green hydrogen electrolysis is at best roughly 60% energy efficient
“To electrolyze, to take renewable electricity and make a ton of hydrogen. Now that's totally green. You can do that carbon free. It's great in many ways, but you're going to put 50 to 55 megawatt hours of electricity into that system and pull out 33 megawatt h…”
Nov 21, 2024 neutral
Thiel: Standard synthetic methanation achieves approximately 50% total efficiency
“If you used something like that and did this kind of fairly standard methanation process, the total efficiency of the process kind of comes in around 50% ballpark, right? And about half of those losses of the 50% of the energy that you lose are in the electrol…”
Nov 21, 2024 bearish
Thiel: Small-scale green Haber-Bosch struggles with synthesis loop scaling
“So, so at the end of the day, if you're trying to scale down a Greenhaber Bosch plant, maybe maybe you'll be able to do okay on the core parts of the electrolysis side of the equation here, the cells and stuff and so forth. But the ammonia synthesis loop and t…”