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heavy industry

3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Aug 5, 2022 by Jesse Jenkins · across every show →

Everything said about heavy industry, oldest first

Aug 5, 2022 bullish
Assertion Not checkable as stated
Jenkins: $85/Ton 45Q Credit Makes Heavy Industry Carbon Capture Economically Viable
“None of those really pencil out at 50 dollars a ton. They do, in many locations, at 85 dollars a ton. Not everywhere. Not every facility is laid out for this. Not every facility, you know, will this be the best option? Some will want to electrify or fuel switc…”
Jesse Jenkins Aug 5, 2022 ▶ 42:47 What the Inflation Reduction Act of 2022 would mean for climatetech
Dec 8, 2022
Prediction Not checkable as stated
O'Donnell: Industrial Decarbonization Over Next 20 Years Will Focus on Existing Sites
“Over time, we're going to see energy intensive industries adapt to where renewables are cheapest, but look, for the next 20 years, it is all about repowering the facilities that we have today”
John O'Donnell Dec 8, 2022 ▶ 37:41 Solving the conundrum of industrial heat
Jan 11, 2024 neutral
Assertion Partly supported
Zou: Transportation gets 30% of climate VC despite causing 15% of emissions
“We've tracked transportation accounting for 15% of total emissions. As per the IPCC 2019 report, but receiving 30% of venture and growth investment since 2020. Whereas on the other hand, you know, energy deals, or energy investment made up 22% of overall fundi…”
Kim Zou Jan 11, 2024 ▶ 31:43 2023 climate tech venture investment trends
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