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
May 12, 2022 bullish
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…”
Aug 18, 2022 positive
Jan 5, 2023 bullish
Oct 5, 2023 neutral
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, …”
May 16, 2024 bullish
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…”
May 30, 2024 bullish
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…”
Oct 31, 2024 neutral
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…”
Nov 21, 2024 neutral
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 …”