Michael Mullany

When you consider the lifetime energy generation represented by those $$ - China is already exporting 10x the US.

These are just test cases to see who’s going to push back and how much the courts will allow him to do. It’s not the main show.

Decarbonizing Concrete is Hard Impact: 5-6% of Global Warming Potential Technology Maturity: Wide range of maturities from Lab-Stage to Scaled/High-Cost This is the fifth article in a series on the climate technologies shown in my ...

There are some good cement startups with promise, but if they are not 100% OPC-compliant - without policy support, they'll end up like the first gen companies - Solidia etc. which had perfectly good tech -> but couldn't solve adoption.

www.linkedin.com/pulse/decarb...

Barriers to 50% cement decarb. are predominantly industry inertia, not technical:

Dewald, U. and Achternbosch, M., 2016. Why more sustainable cements failed so far? Disruptive innovations and their barriers in a basic industry. Environmental Innovation and Societal Transitions, 19, pp.15-30.

I don’t think this is a good piece.

Decarbonizing primary steel doesn’t really contribute much in the US because we are already 70% secondary.

Cement can be 50% decarbonized purely through policy and regulation.

Thermal storage solves 90% of industrial heat but the grid regime needs fixing

California could massively shift demand toward electrified heat if it let industrial thermal storage customers access the day ahead wholesale market. If they allowed this, thermal storage could beat gas on cost. Rondo data below:

It would be great to see these on a landscape map - this was my attempt at one last year:

EAF steel is cheaper but it requires a large local scrap steel supply.

Domestic scrap steel supply from the end of life of the first generation of mass market cars & appliances is just becoming available in China. Hence EAF's.

The productivity impacts are likely to be regional, not global.

The Mediterranean rim, southern Africa and likely parts of the Amazon/Cerrado are headed for real trouble - impacts are already showing.

Globally the major arables *should* be ok - although there are risks there too.

EV and battery trends are so strong and the progress in heavy transport in China is impressive. I think oil based transport will be a rapidly shrinking minority share by 2050 globally.

Climate solutions are in weird split, where it's looking more and more likely that electricity generation and road transport will almost fully de-carbonize, but industry and agriculture are looking less likely.

You're right, I was combining an average HHV efficiencies with LHV values.

NREL suggests a 55% HHV is a reasonable best case - so 390kWh would be the "right" answer - which is close to your figure.

Sure - that's the higher heating value.

Their patent claims an input of 72kg of CH4 and 200kWh to produce 18kg of H2.

18kg of H2 has about 500kWh thermal or roughly 200kWh electrical - so you've lots of work to produce KWhs equal to your input + a bunch of solid C.

Just using the input methane in a CCG would give you a MWh of power.

No it's a plasma process, not an electro-chemical one - "Thermal Plasma Electrolysis" is just a marketing label.

No, it's similar to methane pyrolysis where CH4 is decomposed via heat

This is only economical if you can sell the carbon produced because you get so little H2 by weight from a molecule of CH4.

The markets for that solid carbon are limited - it's why methane pyrolysis remains a tiny player.

Denmark's biogas strategy takes sustainability seriously by using organic waste streams rather than dedicated crops to supplement cattle slurry. For example, dedicated crops grown for biogas are limited to 5% of input.

Ireland's biogas strategy relies on fresh grass input and is NOT sustainable.

It was just a conventional hunting rifle which is (apparently) plenty accurate at the range he was shooting from, with just normal practise.

The mundanity of that is its own type of frightening.

The 060 section of the Allow is considered at risk under the WFD and has a LawPro tag. It's facing a big cocktail of pressures and it's last Q-Value (invertebrate quality) was the lowest possible: 1. It's *really* hard to get a Q-value of 1.)

Worth noting that there was a sample taken in 2014 that had a 3mg per liter result - literally off the charts.)

Ammonia levels downstream of Kanturk on the Allow routinely exceed good quality levels. This is a scatterplot of the last ten years from that sampling point (data from epa)

Excellent! Thank you.

Looks like he was actually a Nick Fuentes follower - so it was a far-right intramural feud.

No doubt there will be lengthy apologies from Republicans.

From a quick google (I'm not a drinking water guy) drinking water guidelines are roughly 0.40 mg/l N - so none of these readings would violate those.

@nicolasfulghum.bsky.social it looks like you have your own emissions methodology (since the graphs are sourced "Ember") - is that public? Particularly interested in methodology for calculating bioenergy emissions.

I'm reading a couple of the other LCOE papers right now and will probably do a roundup note on it.

Other LCOE papers have lower numbers but they're not as painstaking on the details as this thesis was.

This is from taking the €437.53 €/MWh for first generation commercial European magnetic fusion calculated here: www.politesi.polimi.it/retrieve/8aa...

Then +20yrs to get to €150/MWh (mass deployment trigger) and then +30 years to achieve 10% of generation-share.

De-carbonizing N Fertilizer with Electrochemistry Impact: 1-2% Global Warming Potential (GWP) Technology Maturity: Pilot Following up my ClimateTech Market Map, this is the first article of a series on specific climate technologies, with a deeper div...

The last year has borne that out. Of the five:

- Starfire Energy has shut down
- Atmonia cut headcount (cf: LinkedIn profiles)
- Vitalfluid pivoted to a pesticide product strategy
- Nitricity pivoted to biomass ammonia production

Only Jupiter Ionics (still in dev.) has maintained headcount.

De-carbonizing N Fertilizer with Electrochemistry Impact: 1-2% Global Warming Potential (GWP) Technology Maturity: Pilot Following up my ClimateTech Market Map, this is the first article of a series on specific climate technologies, with a deeper div...

A year ago I wrote about 5 startups trying to develop electrochemical/plasma alternatives to SMR/Haber-Bosch for Nitrogen Fertilizer. At the time I noted that a 1500x improvement was likely needed from current performance to be cost competitive. (1/2)

www.linkedin.com/pulse/climat...

Climate "solutions" on my worst-dressed list:

- Carbon capture and sequestration (including DAC)
- Green hydrogen (for heat/fuel)
- Regenerative agriculture (as a carbon store)
- Fusion power (not scaled & competitive until 2080)
- 90%+ of biofuels (ILU emisions)