cement

“There are some things that you can't directly electrify, and, you know, steel, cement, there are these Hard to abate sectors, and I think that green hydrogen, we're going to need a molecule, you know, it's probably not going to be an electron, it'll be a molec…”

“There's also clear and consistent evidence that we definitely need Something and hydrogen is the thing at present for high temperature heat, for making cement, making steel, to replace fossil fuels for chemicals and fertilizer, and to provide some kind of carb…”

“Roughly half the cement that's used in the United States, for example, is contracted by governments to build essentially roads in public works”

“This is true in commodities like steel and e-fuels because an influential end customer can push the rest of the chain to take a chance on a low-carbon product. It's definitely true here in Cement.”

“In cement, where it's so short-term, It'd be really hard to get anybody to sign more than a five-year agreement, right?”