Investor Mirik Gogri discusses demographic projections and whether population decline will alleviate climate change with Nikhil Kamath and Sunita Narain.
Opinion
EV Demand Will Prevent Lithium-Ion Batteries From Scaling for Grid Storage
“I don't think lithium-ion can really work in the grid for whatever its challenges are, and lithium will always get a priority to the vehicles, and again, there's a supply-demand deficit there already.”
Prediction Not checkable as stated
Gogri: Fusion Won't Scale by 2050, but Matters Post-2050
“I would say fusion is not the solution to the climate crisis right now. But it's an important tool when you go beyond twenty-fifty to 2100 for that, that society.”
Prediction Held up
Gogri: Gen-IV Small Modular Reactors Should Come Online by 2030
“Ok, so the point is that my hope is around this generation four reactors, which, again, there is a hope element to that, but they should be getting online by the end of this decade, and they are more smaller than the big power plant.”
Opinion
Gogri: Direct air capture is too energy-intensive to scale without new tech
“Direct air capture, which is there. I think it is just too energy intensive. I think it is like the current numbers are, it's three megawatt hours. Again, not taking the numbers, just too energy intensive. Right now, I really don't see a pathway to energy inte…”
Opinion
Gogri: Bioenergy and waste management are India's best climate venture opportunities
“I think for my sense, bioenergy and everything around to do with bioenergy, waste management, and circularity. I think if you look at these three elements, which are sort of interconnected in a ways because it promotes circularity. I think that's in India very…”
Assertion Supported
Gogri: Aarti Industries Scope 1 Emissions Are ~650k-680k Tons
“We have been doing our sustainability reports now, so our emissions would be, scope one would be like, 650,000 tons, six 80. Scope two will be one 40”