Shayle has been brewing up an funding thesis round how decarbonization will create stratification in conventional commodity sectors, like chemical compounds and supplies.
In case you 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 good take a look at case for that thesis, in addition to a terrific story to inform concerning the historical past of this sector. It was based in 2005 as a biofuels firm. Now, it captures industrial waste gasses, akin to CO2 and CO, and recycles them into the chemical compounds used to make all the pieces from plastics to medical provides to cloth for Lululemon. It has even spun out a complete firm targeted on jet gas.
Shayle talks to CEO Dr. Jennifer Holmgren about carbon recycling and the massive dent it may make in international greenhouse fuel emissions. They break down the economics of competing with undifferentiated ethanol, jet gas, and chemical compounds 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; in the future Lanzatech hopes to supply acetone, isopropyl alcohol and different worthwhile chemical compounds immediately 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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