synthetic fuels

also referred to as: synthetic fuel

9 statements across 8 episodes · 6 bullish · 0 bearish · 6 people on the record · first statement May 12, 2022 by Shayle Kann · across every show →

Everything said about synthetic fuels, oldest first

May 12, 2022 bullish
Assertion Supported
Kann: Bio-based fuels scale faster today due to existing manufacturing capacity
“Bio-based fuels scale faster today, right? Because they, we know how to produce them at scale already. We, you know, the inputs exist. There's a ton of manufacturing capacity ramping up right now”
Shayle Kann May 12, 2022 ▶ 23:17 Shayle’s “ask me anything” episode
May 12, 2022 bullish
Prediction Not checkable as stated
Kann: Synthetic e-fuels may win long-term if input and process costs drop
“It's more of a cost problem, because as it stands today, basically, like, both input costs, hydrogen and CO₂, are too high, and then the process costs, turning those things into e-fuels, are too high. So you've got to solve for all three of those things and sc…”
Shayle Kann May 12, 2022 ▶ 24:18 Shayle’s “ask me anything” episode
Aug 18, 2022 positive
Assertion Supported
Mukhopadhyay: Direct hydrogen use is more energy efficient than synthetic SAF
“So instead of using the hydrogen, combining it with captured carbon to make the synthetic fuels, if you can use the hydrogen directly By all means, use that hydrogen directly. It'll be more energy efficient to do so.”
Jayant Mukhopadhyay Aug 18, 2022 ▶ 33:44 Booking your first zero-emissions flight
Jan 5, 2023 bullish
Prediction Held up
Friedmann: Jet A will remain the winning aviation fuel specification
“And I think it is going to continue to be the case that Jet A is going to be the winner, and synthetic fuels of all stripes still have to make Jet A.”
Julio Friedmann Jan 5, 2023 ▶ 29:29 Ammonia: the beer of decarbonization
Oct 5, 2023 neutral
Assertion Supported
Thiel: Synthetic fuels require $1/kg hydrogen and $100-$200/ton CO₂ to compete
“For a fuel, if you want to get anywhere close to economically competitive, you know, subsidies decide, you have to have hydrogen that's going to be on the order of a dollar per kilogram, and you have to have CO₂ that's in that 100 to 200 dollar per ton range, …”
Dr. Greg Thiel Oct 5, 2023 ▶ 18:05 Climate tech startups need strong techno-economic analysis (TEA)
May 16, 2024 bullish
Prediction Not checkable as stated
DeLuca: Full SAF scalability requires power-to-liquid synthetic fuels
“If you really look at full scalability for that four billion gallons of jet fuel, we have to look even further into the future into power to liquid or synthetic fuels, which really need that access to renewable energy. To essentially, you know, cut the water i…”
Amelia DeLuca May 16, 2024 ▶ 9:47 Understanding SAF buyers
May 30, 2024 bullish
Insight
Lubbershane: Expensive synthetic fuels make sense to preserve existing vehicle and hub infrastructure
“The more I think if you take decarbonization really seriously, then most likely that is the biggest constraint, upgrading those really expensive heavy duty vehicles, long lived vehicles and long lived hub infrastructure. And probably it does make sense to find…”
Andy Lubershane May 30, 2024 ▶ 36:16 Heavy duty decarbonization
Oct 31, 2024 neutral
Insight
Thiel: Synthetic fuels require $1/kg hydrogen and $100–$200/ton CO2
“And you know that, you know, for a fuel, if you want to get anywhere close to economically competitive, you know, subsidies decide you have to have hydrogen that's going to be on the order of a dollar per kilogram, and you have to have CO two that's in that 10…”
Dr. Greg Thiel Oct 31, 2024 ▶ 19:06 Why climate tech startups get this one thing wrong
Nov 21, 2024 neutral
Insight
Thiel: Hydrogen Cost Is Overwhelmingly Dominant Cost Driver for Synthetic Fuels
“If you want to make a synthetic Fuel. If it's going to be a hydrocarbon, you do need a source of carbon, and the source of that CO₂, carbon CO₂, matters from a carbon economic perspective. But from a cost perspective, The thing that matters is number one, the …”
Dr. Greg Thiel Nov 21, 2024 ▶ 40:07 TEA breakdown: green ammonia and synthetic methane
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