CCS

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement May 21, 2024 by Michelle Solomon · across every show →

Everything said about CCS, oldest first

May 21, 2024 neutral

Assertion Supported

Solomon: New EPA rules require CCS on high-utilization gas plants by early 2030s

“The plants that they regulate as far as new gas plants Are combined cycle gas plants that run at over 40% capacity factors that will need to install CCS by the early 20 thirties.”

Michelle Solomon May 21, 2024 ▶ 27:31 Energy is now the ‘primary bottleneck’ for AI

Jun 3, 2024 bearish

Assertion Supported

Orthofer: Forecasts consistently overestimate fusion, hydrogen, and CCS progress

“So there's some sets of technologies that we consistently overestimated, and those are the technologies that are always just around the corner, but somehow they haven't panned out to the extent that we predicted. And those are things like nuclear fusion or thi…”

Anna Orthofer Jun 3, 2024 ▶ 2:48 A macro view on the state of climate tech

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CCS

Everything said about CCS, oldest first

Turn any episode into a week of clips.