Sublime Systems CEO Dr. Leah Ellis explains why green premiums on low-carbon cement will not deter adoption in the building industry.
0:00 / 0:19exact quote · 19.4s
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“90% of the cost of cement being labor, and only five percent being materials costs, even, even as these new technologies for making cement you know, until they get to scale, they're going to have some sort of green premium associated with them, but that green premium ends up being budget dust at the end of the day for the building owner.”
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More from Leah Ellis
PredictionOpen · timeframe Oct 2029
Ellis: European carbon regulations will double the price of cement
“They realize this is going to, these regulations are going to double the price of cement in Europe, whether you're going to be paying for post-combustion carbon capture, or you're simply going to be paying the carbon price.”
Leah EllisOct 17, 2024▶ 7:21The complex path to market for low-carbon cement
Insight
Sublime CEO: Standards are not enough; concrete workers reject stiff mixes
“These performance-based standards, the ASTM, the ACI, all of these things are necessary, but not sufficient in the eyes of the concrete subcontractor, because they have to make sure it finishes in a way where it doesn't hurt that man's elbow, because if you ge…”
Leah EllisOct 17, 2024▶ 20:31The complex path to market for low-carbon cement
AssertionSupported
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 EllisOct 17, 2024▶ 32:29The complex path to market for low-carbon cement
Opinion
Ellis: Carbon capture is the only way to decarbonize Portland cement
“There's almost no way around that except for, you know, post-combustion carbon capture. If you're making Portland cement.”
Leah EllisNov 17, 2022▶ 17:53Fixing cement’s carbon problem
Insight
Ellis: SCMs can only replace about 30% of Portland cement
“So you can only blend about 30% in before you start reducing, you know, diluting the performance.”
Leah EllisNov 17, 2022▶ 24:12Fixing cement’s carbon problem
AssertionContradicted
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 EllisNov 17, 2022▶ 34:28Fixing cement’s carbon problem
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