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First Movers Coalition

6 statements across 1 episodes · 4 bullish · 0 bearish · 1 people on the record · first statement Dec 15, 2022 by Varun Sivaram · said 35 times in 1 episodes since 2022 · across every show →

Mentions by year

brought up most by Shayle Kann (25), Varun Sivaram (10)

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2022 35 mentions in 1 episode

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Everything said about First Movers Coalition, oldest first

Dec 15, 2022 neutral
Assertion Supported
First Movers Coalition requires 85 percent emissions reduction for aviation fuel
“Our standard is 85% reduction or more.”
Varun Sivaram Dec 15, 2022 ▶ 38:08 Advance market commitments to decarbonize heavy industry
Dec 15, 2022 positive
Assertion Supported
G7 and International Energy Agency adopt First Movers Coalition clean steel standard
“The G seven, the IEA have all adopted this standard for what counts as near zero carbon steel.”
Varun Sivaram Dec 15, 2022 ▶ 26:45 Advance market commitments to decarbonize heavy industry
Dec 15, 2022 positive
Assertion Supported
Delta Air Lines contracted half its 2030 clean aviation fuel commitment
“Delta, who's already signed an off-take agreement for half of their FMC-compliant clean fuels.”
Varun Sivaram Dec 15, 2022 ▶ 37:41 Advance market commitments to decarbonize heavy industry
Dec 15, 2022 neutral
Assertion Supported
Ford commits to 10% near-zero carbon steel by 2030
“Ford Motor, is saying 10% of my supply chain, not a hundred percent, but 10% of my supply chain is going to be near zero carbon steel by 2030.”
Varun Sivaram Dec 15, 2022 ▶ 20:24 Advance market commitments to decarbonize heavy industry
Dec 15, 2022 bullish
Assertion Partly supported
First Movers Coalition secured $12 billion in 2030 clean technology commitments
“It's a partnership between the U.S. Government and the World Economic Forum, and it assembles a coalition that today is 66 companies, some of the biggest companies in the world, each of which is making a purchase commitment, an advanced market commitment, to b…”
Varun Sivaram Dec 15, 2022 ▶ 14:11 Advance market commitments to decarbonize heavy industry
Dec 15, 2022 positive
Assertion Supported
DOE Loan Programs Office pledges financing for projects with FMC offtakers
“Jigar's committed to invest in projects that have first mover coalition companies as offtakers, because, you know, that, that de-risks his loan guarantee.”
Varun Sivaram Dec 15, 2022 ▶ 45:00 Advance market commitments to decarbonize heavy industry
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