Shayle has been brewing up an funding thesis round how decarbonization will create stratification in conventional commodity sectors, like chemical substances and supplies.
If you happen to can produce the identical factor in the identical price vary — however you are able to do so in a CO2-free or carbon-negative — you will reap the rewards.
Lanzatech is a good check case for that thesis, in addition to an excellent story to inform in regards to the historical past of this sector. It was based in 2005 as a biofuels firm. Now, it captures industrial waste gasses, similar to CO2 and CO, and recycles them into the chemical substances used to make the whole lot from plastics to medical provides to cloth for Lululemon. It has even spun out a whole firm centered on jet gas.
Shayle talks to CEO Dr. Jennifer Holmgren about carbon recycling and the massive dent it might make in international greenhouse gasoline emissions. They break down the economics of competing with undifferentiated ethanol, jet gas, and chemical substances and the model curiosity driving curiosity in carbon recycling tech.
Jennifer hints on the potential for making use of genetics experience from drugs to industrial biotechnology; at some point Lanzatech hopes to supply acetone, isopropyl alcohol and different precious chemical substances instantly from its carbon-eating microbes. She displays on main one of many few corporations to outlive booms and busts of cleantech over time. And she or he explains why the Lanzatech crew determined not to ask their micro organism to do cartwheels.
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