industrial heat
6 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jul 1, 2022 by Shayle Kann · across every show →
Everything said about industrial heat, oldest first
Jul 1, 2022 positive
Kann: Storing electricity as industrial heat may be more valuable than grid storage
“So actually being able to store, you know, clean, cheap electricity as heat and then deliver it as heat may have as much, if not more value than turning that heat back into electricity to put it back on the grid. So specifically for the industrial heat applica…”
Dec 8, 2022
Dec 8, 2022 neutral
Kann: Industrial heat generates 25% of global emissions, surpassing transportation
“Industrial heat is the single largest source of greenhouse gas emissions in the world. Full stop. I will pause there. It is responsible for more emissions annually than all transportation globally put together. About 25% of all of our emissions come from burni…”
Dec 8, 2022 negative
O'Donnell: No business case for thermal storage beyond 20 hours
“And that says that we don't see a business reason for very, for storage beyond about 20 hours of storage. That if you have about 20 hours of storage, You know, there's going to be about 10 or 12% of annual energy that you're going to get from something else.”
Dec 8, 2022
Dec 8, 2022
O'Donnell: Replacing 2019 industrial heat requires 10,600 gigawatts of renewables
“If we do a units conversion and ask ourselves, we want to repower that with renewables, it's about 10,600 gigawatts of renewables, wind and solar with typical capacity factors, needed to replace that fuel consumption.”