Sublime Systems

9 statements across 3 episodes · 7 bullish · 0 bearish · 3 people on the record · first statement Nov 17, 2022 by Leah Ellis · said 43 times in 6 episodes since 2022 · across every show →

Mentions by year

brought up most by Shayle Kann (26), Leah Ellis (13), David Yeh (2), Yet-Ming Chiang (1), Varun Sivaram (1)

tap a year for its mentions
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0122022202320242025episodes it came up in
007.511522022202320242025episodesmentions per episode
2025 4 mentions in 1 episode
2024 21 mentions in 2 episodes 11 per episode
2023 2 mentions in 1 episode
2022 16 mentions in 2 episodes 8 per episode

every mention, scene by scene, with the transcript →

Everything said about Sublime Systems, oldest first

Nov 17, 2022 positive
Assertion Open · timeframe Nov 2025
Ellis: Sublime's cement matches the embodied energy of Portland cement
“Sublime's process has, produces a cement that has the same embodied energy as Portland cement today.”
Leah Ellis Nov 17, 2022 ▶ 40:29 Fixing cement’s carbon problem
Nov 17, 2022 bullish
Assertion Supported
Ellis: Sublime achieves standard strength without high-temperature kiln chemistry
“So, you know, we don't use a thermal process in the kiln. So, you know, we don't have 1500 degrees Celsius, and therefore we don't make that tricalcium silicate phase that's only stable at that temperature. But we still make, in the end, that calcium silicate …”
Leah Ellis Nov 17, 2022 ▶ 37:04 Fixing cement’s carbon problem
Nov 17, 2022 positive
Assertion Contradicted
Ellis: Sublime's process yields pure CO2 for under $10 a ton
“This means that we can use calcium carbonate, in which case, when the calcium is extracted, we're left with pure, cold, compressed CO₂, so inherently captured CO₂ that's ready to go into a pipeline or to be used in food grade applications, a very low cost of c…”
Leah Ellis Nov 17, 2022 ▶ 34:28 Fixing cement’s carbon problem
Oct 17, 2024 positive
Disclosure
Sublime Systems will sell cement environmental attributes to Microsoft
“So we, you know, work with Microsoft. That's one of you know, the announcements that Sublime made recently is an MOU signed with Microsoft and to buy the environmental attributes of some of our cement.”
Leah Ellis Oct 17, 2024 ▶ 13:07 The complex path to market for low-carbon cement
Oct 17, 2024 neutral
Assertion Supported
Ellis: Section 45Q provides $80/ton for point-source capture that Sublime cannot claim
“There is a 45 Q tax credit for, you know, it's like 80 dollars a ton for removing CO₂ from a flu stack, and we don't have that.”
Leah Ellis Oct 17, 2024 ▶ 32:29 The complex path to market for low-carbon cement
Oct 17, 2024 positive
Disclosure
Ellis: Sublime Systems received $87M DOE OSED demonstration grant
“You know, we've got this grant from OSED. It's eighty-seven million dollars for our industrial demonstration program.”
Leah Ellis Oct 17, 2024 ▶ 37:07 The complex path to market for low-carbon cement
Oct 17, 2024 neutral
Assertion Not checkable as stated
Ellis: Sublime Systems views post-combustion carbon capture as its primary competitor
“What Sublime is doing is technology-enabled carbon avoidance. Our competitor is post-combustion carbon capture.”
Leah Ellis Oct 17, 2024 ▶ 32:22 The complex path to market for low-carbon cement
Oct 17, 2024 positive
Assertion Supported
Shayle Kann: Sublime Systems is building a plant with Holcim and CRH
“So Sublime Systems, where I'm an investor, is so far, I think, pulling off this really complex value chain integration, as well as anybody, but They're building a large commercial demonstration plant in Holyoke, Massachusetts, and they've announced a bunch of …”
Shayle Kann Oct 17, 2024 ▶ 4:09 The complex path to market for low-carbon cement
Mar 13, 2025 positive
Insight
Chiang: Producing acids and bases acts as chemical energy storage
“So, this idea of using low-cost electricity in an electrolyzer to produce acid and base allows you to produce acid and base for chemical reactions that then follow. And those chemical reactions can be done on a volume basis, and in fact, you can decouple in te…”
Yet-Ming Chiang Mar 13, 2025 ▶ 17:29 An ode to electrochemistry
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