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Monahammer · 11-30-2023, 01:50 PM

DAC to stored carbon to shipping it to alberta for storage is never a value chain that will exist IMO. Recently a quebec company did propose exactly this to Brian Jean, probably why the dim lightbulb above his head is lit, but the economics make less than 0 sense. There's also carbon in the air anywhere. Why does it matter exactly where it's from?

The international picture here is more relevant in the context of things like Dow's Path2Zero announcement: https://www.prnewswire.com/news-rele...301999044.html

We have carbon storage options (even some prebuilt like ACTL!) that you can tap into TODAY to decarbonize production. We are ahead of EVERYONE on this front. That's where the real international audience gets interested. The next big opportunity after this dow project for petrochemicals is Blue H2 with 99% C02 capture and low cost Natural gas feedstock. An order of magnitude more productive than electrolysis, and if combined with adequate solar and other decarbonized energy sources, could be even less carbon intensive on full lifecycle. Tons of interest from Japan and Korea already, the big hurdle remaining is tidewater access- Ammonia by rail to coast is unappetizing.

11-30-2023, 01:50 PM	#16732
Monahammer Franchise Player Join Date: Jan 2018 Location: Alberta Exp:	DAC to stored carbon to shipping it to alberta for storage is never a value chain that will exist IMO. Recently a quebec company did propose exactly this to Brian Jean, probably why the dim lightbulb above his head is lit, but the economics make less than 0 sense. There's also carbon in the air anywhere. Why does it matter exactly where it's from? The international picture here is more relevant in the context of things like Dow's Path2Zero announcement: https://www.prnewswire.com/news-rele...301999044.html We have carbon storage options (even some prebuilt like ACTL!) that you can tap into TODAY to decarbonize production. We are ahead of EVERYONE on this front. That's where the real international audience gets interested. The next big opportunity after this dow project for petrochemicals is Blue H2 with 99% C02 capture and low cost Natural gas feedstock. An order of magnitude more productive than electrolysis, and if combined with adequate solar and other decarbonized energy sources, could be even less carbon intensive on full lifecycle. Tons of interest from Japan and Korea already, the big hurdle remaining is tidewater access- Ammonia by rail to coast is unappetizing.