transportation

5 statements across 5 episodes · 1 bullish · 0 bearish · 4 people on the record · first statement Dec 16, 2021 by Mark Cupta · across every show →

Everything said about transportation, oldest first

Dec 16, 2021 bullish
Prediction Not checkable as stated
Cupta: Transportation optimization will be quantum computing's first major climate win
“I do think it is going to be those optimization problems, honestly. I really think it's going to be in transportation, I think it's going to be in optimization because that problem is far more definable, it is easier, it takes a lower power quantum computer, T…”
Mark Cupta Dec 16, 2021 ▶ 46:05 Quantum computing could be a critical climate solution
Jan 24, 2022
Assertion Supported
Petrochemical Demand Is Growing Faster Than Transportation Fuel Demand
“Petrochemicals are a significantly smaller share of oil and gas demand than transportation is today, but they're growing faster.”
Shayle Kann Jan 24, 2022 ▶ 3:48 The many pathways to decarbonizing chemicals
Dec 8, 2022 neutral
Assertion Contradicted
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…”
Shayle Kann Dec 8, 2022 ▶ 3:22 Solving the conundrum of industrial heat
Jan 11, 2024 neutral
Assertion Partly supported
Zou: Transportation gets 30% of climate VC despite causing 15% of emissions
“We've tracked transportation accounting for 15% of total emissions. As per the IPCC 2019 report, but receiving 30% of venture and growth investment since 2020. Whereas on the other hand, you know, energy deals, or energy investment made up 22% of overall fundi…”
Kim Zou Jan 11, 2024 ▶ 31:43 2023 climate tech venture investment trends
Nov 21, 2024 neutral
Assertion Supported
Ball: Transport costs create a 25 percent price umbrella for decentralized ammonia
“You know, again, that five to 600 dollars a ton selling price, about maybe 20, 25% of that is transportation. So there is some budget, even within the U.S., for these decentralized approaches.”
Dr. Melissa Ball Nov 21, 2024 ▶ 38:17 TEA breakdown: green ammonia and synthetic methane
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