Shayle has been brewing up an funding thesis round how decarbonization will create stratification in conventional commodity sectors, like chemical substances and supplies.
For those who can produce the identical factor in the identical value vary — however you are able to do so in a CO2-free or carbon-negative — you will reap the rewards.
Lanzatech is a superb take a look at 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, resembling CO2 and CO, and recycles them into the chemical substances used to make every thing from plastics to medical provides to cloth for Lululemon. It has even spun out a complete firm centered on jet gasoline.
Shayle talks to CEO Dr. Jennifer Holmgren about carbon recycling and the massive dent it may make in world greenhouse fuel emissions. They break down the economics of competing with undifferentiated ethanol, jet gasoline, 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 medication to industrial biotechnology; sooner or later Lanzatech hopes to supply acetone, isopropyl alcohol and different beneficial chemical substances immediately from its carbon-eating microbes. She displays on main one of many few firms to outlive booms and busts of cleantech over time. And he or she explains why the Lanzatech staff determined not to ask their micro organism to do cartwheels.Â
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