Monolith Materials

also referred to as: monolith

8 statements across 1 episodes · 4 bullish · 4 bearish · 3 people on the record · first statement Jan 10, 2022 by Rob Hanson · said 25 times in 3 episodes since 2022 · across every show →

Mentions by year

brought up most by Shayle Kann (19), Jigar Shah (3), Rob Hanson (2), Pete Johnson (1)

tap a year for its mentions
00131252202220232024episodesmentions
012202220232024episodes it came up in
007.51152202220232024episodesmentions per episode
2024 1 mention in 1 episode
2022 24 mentions in 2 episodes 12 per episode

every mention, scene by scene, with the transcript →

Everything said about Monolith Materials, oldest first

Jan 10, 2022 positive
Assertion Not checkable as stated
Hanson: Black mulch at Home Depot likely contains Monolith's carbon black
“So if you go to Home Depot and you buy mulch that happens to be colored black, it's likely got monoliths carbon black in it that's making it black.”
Rob Hanson Jan 10, 2022 ▶ 45:35 Inside the Energy Department's loan deal to back hydrogen
Jan 10, 2022 positive
Assertion Partly supported
Hanson: Monolith built the world's largest plasma torch exceeding 16 megawatts
“I mean, so the key to our process is you got to get this really high temperature heat generated electrically. And so we use a plasma torch and we've now built the largest plasma torch in the history of the world. It's over 16 megawatts. It's high nineties perc…”
Rob Hanson Jan 10, 2022 ▶ 38:06 Inside the Energy Department's loan deal to back hydrogen
Jan 10, 2022 bearish
Opinion
Hanson: Clean tech multi-plant rollouts cannot realistically be funded on equity alone
“I don't think the idea that you're going to Build, you know, multiple plants every year, repeatably all on equity is, is very real in the longterm.”
Rob Hanson Jan 10, 2022 ▶ 29:14 Inside the Energy Department's loan deal to back hydrogen
Jan 10, 2022 negative
Assertion Not checkable as stated
Hanson: 100% of Sand Hill Road VCs rejected Monolith in 2012
“We started in twenty-twelve where, and we were in Silicon Valley, and we went to everyone on Sandhill Road, and precisely 100% of them said no.”
Rob Hanson Jan 10, 2022 ▶ 13:17 Inside the Energy Department's loan deal to back hydrogen
Jan 10, 2022 bullish
Assertion Supported
Hanson: Monolith has scaled methane pyrolysis to commercial operations
“And we started in 2012 have raised a lot of equity over the years and have taken technology that was almost there and got it to full commercial scale.”
Rob Hanson Jan 10, 2022 ▶ 7:36 Inside the Energy Department's loan deal to back hydrogen
Jan 10, 2022 positive
Assertion Supported
Kann: DOE Loan Programs Office has $40B capacity, backed Monolith with $1B+
“The U.S. Department of Energy's Loan Programs Office has about forty billion dollars of capacity to solve this exact kind of problem, ranging from big projects to big manufacturing facilities, and it just announced its first conditional commitment of President…”
Shayle Kann Jan 10, 2022 ▶ 4:20 Inside the Energy Department's loan deal to back hydrogen
Jan 10, 2022 negative
Insight
Shah: Climate tech startups understand equity but are unequipped for debt
“The vast majority of companies like Monolith that come into the loan programs office are experts at equity and not really well staffed on debt. And they don't really think debt, they think equity. And as a result, they think, The grass is always greener, and t…”
Jigar Shah Jan 10, 2022 ▶ 27:01 Inside the Energy Department's loan deal to back hydrogen
Jan 10, 2022 negative
Opinion
Shah: Getting tire giants to sign clean offtake contracts requires an act of God
“One thing with Goodyear and Michelin that I've found fascinating is that, and they're all good people, but like, they have a venture capital arm, right? And they have like, contract for differences, renewable energy, electricity contracts that they've signed f…”
Jigar Shah Jan 10, 2022 ▶ 46:30 Inside the Energy Department's loan deal to back hydrogen
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.