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Terraform makes carbon neutral natural gas

kartoffelmos
55 replies
21h48m

How will this address methane leakage, which is a substantial source of athmospheric greenhouse gas emissions? Converting Co2 to methane is not carbon neutral if/when leaked...

tombert
17 replies
21h41m

You beat me to it, because I was going to say the same thing; wouldn't it only be carbon neutral if you had some means of guaranteeing that there's no leaks? It seems like converting CO2 to methane could actually make things worse...

bamboozled
8 replies
20h46m

If we're converting CO₂ that already exists in the atmosphere, how could it make things worse?

Isn't problem making new CO₂ from burning fossil fuels, not converting existing Co2 into other things?

arcanemachiner
4 replies
20h40m

Methane is a 30x stronger greenhouse gas than CO2. So if 4% of the converted methane leaked into the atmosphere, you would be worse off (from a climate heating perspective) than if you had done nothing.

https://www.frontiersin.org/journals/plant-science/articles/...

aaronax
2 replies
20h27m

30x strong on what measurement? Per molecule?

How much CO2 is Terraform Industries pulling from the atmosphere to create that 4% of methane that might be leaking?

ordu
0 replies
19h5m

Some of Terraform's production will leak, the most of it will be burned, so the real outcome is a little more methane in athmosphere.

mojomark
0 replies
19h18m

>...on what measurement?

By CO2 equivalence in the context of greenhouse gas potential [1]. And, the 30X factor is only valid if you look over scales of atmospheric persistence of 100yrs. If you look at scales of 10years (the amount of time methane persists, the GHG potential strength a over 80X.

Liquid (Cryogenic) natural gas tankers and storage emit "boiloff" gas. Some of this can be burned in the 'dual fuel' propulsion engines when combined with a small amount of diesel "pilot" fuel, but not all and I'm uncertain at what quantity. Even engines that burn NG gave methane "leak by" that escapes into the atmosphere. It's not great, and no, nobody is enforcing containment via satellites at the LNG shipping level (despite a comment to the company trary above).

Hydrogen production is a much better option for dense energy storage option.

1.) https://climatechangeconnection.org/emissions/co2-equivalent...

bamboozled
0 replies
20h35m

Ok thanks.

Well we're super fucked then because I've read that all the freaking / coal seam gas infra leaks million of tons of methane every year.

slashnode
0 replies
20h39m

I think the point is that methane is a more potent greenhouse gas than CO2, so if leaked, the net greenhouse impact is greater than that of the original CO2 that went into the process

jtsiskin
0 replies
20h41m

Yes if you're considering the terms 'carbon neutral' at face value; but in terms of global warming, methane traps a lot more heat per carbon atom

joking
0 replies
20h35m

Because methane is worse than co2 as a greenhouse gas

tgtweak
3 replies
20h43m

Even if it all leaks out, you're still back at 0 essentially.

wmf
2 replies
20h30m

No, because methane is worse than CO2. Anyway, replacing fossil methane with synthetic is strictly better so the leaks are irrelevant.

rstat1
1 replies
19h13m

>No, because methane is worse than CO2.

Should've just stopped here. Being synthetically produced doesn't magically make it not a potent greenhouse gas.

boxed
0 replies
11h28m

The big source of methane is cows anyway. This system needs to scale to ridiculous levels to come even close to all the cows.

api
3 replies
20h43m

Methane has a much shorter atmospheric half life than CO2-- years as opposed to millennia. It does end up getting oxidized into CO2 and H2O, just not nearly as quickly as when it's burned.

Leaks would happen to a small degree, but since a leak represents money drifting away there's a strong incentive to fix them. Methane leaks of any size are fairly easy to detect. There's been an effort to put up satellites for this purpose.

If using this technology helps us to phase out fossil fuels, it would be a huge net win. This could effectively let us repurpose all our existing natural gas storage, transport, and generation infrastructure into a battery to store surplus renewable or off-peak nuclear energy.

This could also allow renewable energy to be shipped as LNG, allowing the gigantic amounts of solar power in places like the Sahara to be harnessed and exported. The only other way to do this is extremely long distance superconducting or incredibly high voltage transmission lines that would probably be more expensive and very vulnerable.

cool_dude85
1 replies
19h45m

Leaks would happen to a small degree, but since a leak represents money drifting away there's a strong incentive to fix them.

This is true of existing natural gas infrastructure, and yet...

cassepipe
0 replies
3h9m

This must mean there isn't a strong incentive to fix them.

Let some cheap gas in the atmosphere or invest in costly detection systems and qualified workforce ?

martinald
0 replies
18h42m

Actually there's a project underway to build a 4000km HVDC line from Morocco to the UK: https://xlinks.co/morocco-uk-power-project/

I thought it was a pipe dream but has got some fairly big backers now and does seem to be moving along.

Latty
11 replies
21h39m

This was my thought, methane is much worse than carbon when not burned, but just released. Any claims of carbon neutrality that rely on assuming perfect storage and transport without leakage are fantasy.

If anything, when you are calling it "easily transportable" at the same time, as they do, you are actively misleading. You can't have both: it's either easily transportable and you are accepting a bunch of methane released (and thus terrible for climate change), or it's carbon neutral and you are baking in the cost of making sure it doesn't leak in transport/storage (and thus not easily transportable). They are having their cake and eating it too by claiming both.

__MatrixMan__
9 replies
21h13m

I'd be interested in a quantitative analysis here. Methane is much worse, but sunlight has broken most of it down after a decade or so. CO2 is comparatively forever.

Presumably there's a point where the lines cross and leaking green methane is still a win. I guess it just comes down to where those lines cross and whether we deem that an acceptable goal.

CrazyStat
8 replies
21h9m

Sunlight breaks methane down into CO2, so I don’t think there’s much of a win there.

scq
5 replies
20h50m

Of course there is. CO2 and methane are not equally bad, methane is about 100x worse initially. After about 60-70 years the lines cross and the impact of a tonne of methane released is less than a tonne of CO2 released at the same date.

CrazyStat
4 replies
20h28m

After about 60-70 years the lines cross

Methane's global warming potential is estimated to be ten times CO2 after 500 years [1].

and the impact of a tonne of methane released is less than a tonne of CO2 released at the same date.

A ton of methane released into the atmosphere breaks down into 2.75 tons of CO2 [2]. There is no possible way that this statement can be true.

[1] https://www.ipcc.ch/report/ar6/wg1/downloads/report/IPCC_AR6..., Table 7.15 (page 1017)

[2] Simple stoichiometry: CH4 (weighing ~16 g/mol) breaks down into CO2 (weighing ~44 g/mol) at a 1:1 ratio. 44/16 is 2.75.

__MatrixMan__
3 replies
16h35m

Wow that table is over my head, I spent a fair bit of time trying to unwind the acronyms but I gave up.

Can you help me understand how a gas with a lifetime of 11.8 years is having a different impact on the climate at 500 years than it did at say... 11.8 years? That's 488.2 years of being in the same state as where it started prior to the carbon capture that made the CH4.

CrazyStat
2 replies
14h40m

1. 11.8 years is a halflife, not a "all the methane is gone after 11.8 years" lifetime.

2. Methane doesn't just warm the atmosphere up a little bit and then disappear with no side effects. In addition to carbon dioxide, methane decomposition creates ozone and water vapor, which are both greenhouse gases. The additional heating effects of these decomposition byproducts are also included in the global warming potential calculations.

3. We care about cumulative effects over time. GWP is "how much additional heat will the atmosphere absorb because of this gas over X amount of time", scaled relative to carbon dioxide (so CO2 always has a GWP of 1). Methane's GWP-20 is about 80, which means that if I release one ton of methane today, over the next 20 years it will absorb about as much heat as if I had released 80 tons of CO2 instead. The longer the time frame the less bad methane looks, because it mostly decomposes, but even over a 500 year time frame releasing 1 ton of methane absorbs as much additional heat as if you had released 10 tons of CO2 instead. GTP is similar to GWP except it's about how much global average temperatures will rise instead of how much heat is absorbed.

4. If you can create methane out of atmospheric CO2 for free, you can subtract 2.75 from each of the GWP numbers for methane (since you remove 2.75 tons of CO2 to create one ton of methane). This is essentially what the table is showing on the CH4-non fossil line (notice each of the GWPs on this line is 2.8 less than on the CH4-fossil line).

-----

Imagine I had a magical gas called timelockium. It is not a greenhouse gas (no radiative forcing), but after exactly 10 years it decomposes to an equal mass of CO2 with no other byproducts.

The GWP-10 for this gas would be zero: over the first ten years, releasing a ton of timelockium is equivalent (in terms of heat absorbed by the atmosphere) to releasing zero tons of CO2.

The GWP-20 for this gas would be 0.5: over the first twenty years, releasing a ton of timelockium is equivalent to releasing 0.5 tons of CO2. This is because it does nothing for the first ten years, and then for the next ten years it is just CO2 [1].

For longer time frames, the GWP of timelockium would approach 1. Over 500 years, emitting a ton of timelockium would be nearly equivalent (0.98) to emitting a ton of CO2.

---

Now I have another magical gas, decayium. It is equivalent to CO2 for 10 years and then magically disappears. Again it has no other side effects or byproducts.

The GWP-10 of decayium would be 1--over the first 10 years it's identical to CO2. Over the next ten years it contributes nothing to warming, so the GWP-20 would be 0.5. For longer time frames the GWP of decayium would approach 0. the GWP-500 would be 0.02.

---

Superdecayium is like decayium except much worse. It's equivalent to 100x as much CO2 for the first ten years and then magically disappears with no side effects or byproducts. The GWP-10 is 100. The GWP-20 is 50. The GWP-500 is 2.

This last scenario is more analogous to methane, except methane chemistry is much more complicated, with gradual decay and byproducts that are also greenhouse gases. Like superdecayium, methane's GWP decreases over longer time intervals, but even over 500 years it is still worse than an equivalent mass of CO2. ---

[1] For the sake of simplicity I'm ignoring CO2 dynamics here, assuming it's just static in the atmosphere.

__MatrixMan__
1 replies
13h37m

That was very well explained, thank you.

At 11.8 years it seemed like it would be worth considering because the total amount of anthropogenic CH4 would find equilibrium relatively soon, and that would be better, at some point, than continuing to emit new CO2 year after year.

But at 80 years... all of that infrastructure that the synthetic methane people are excited to reuse... It'll have been decommissioned by then anyway. We might as well just hold out for synthetic gasoline or double down on electric everything (both, probably).

(This is all assuming that the leak problem is unsolvable. Not sure about that.)

----

You seem to know quite a bit about this stuff, so I have an unrelated question:

Things are "simple" in this case because a degree of climate temperature increase provides a basis for comparison between different gasses. But sometimes I find myself thinking about tradeoffs between climate heating and other ecological harms. Like, I should probably get a dishwasher because they use less water than washing by hand, but what's the carbon footprint of manufacturing a new dishwasher?

I suppose you could still standardize on a degree of heating, but you'd need to figure out how much wasted fresh water is equivalently harmful to a degree of heating. That's always going to be subjective to some degree, but not all subjects are created equal. I'd much rather just let some ecologists build consensus around a number and then take that number myself as an axiom.

Does such a thing exist?

CrazyStat
0 replies
3h34m

Not that I’m aware of. Those kinds of decisions are different depending on where you are, too; some places need to worry about conserving fresh water much more than others, for example. I don’t think there’s a meaningful way to reduce everything to a single dimension.

solid_fuel
0 replies
20h51m

But that CO2 is then theoretically recaptured to make more fuel, right? At least if the carbon in the methane is sourced from the atmosphere in the first place.

__MatrixMan__
0 replies
20h32m

But that methane "started" as CO2 in the atmosphere, so after the breakdown happens you're carbon neutral. Carbon capture and storage are still relevant topics, but "stop making the problem worse" is a good start.

If we all switched to still-leaky synthetic methane today, things would continue getting worse only until the atmospheric breakdown rate equalled the leak rate. That's still a decade of things getting worse, but it's possible that the alternatives are even more problematic.

I'm not saying it's the right or wrong path, I haven't done that analysis, I'm just saying that approaches to it could use a bit more pragmatism.

trueismywork
0 replies
18h9m

You are conflating carbon neutral with global warming neutral.

rich_sasha
10 replies
20h35m

Natural gas is already stored in enormous quantities, and shipped around the world. Leakage appears to happen mostly in transit, or at poorly maintained installations. My guess is, it's a solvable problem.

Moto7451
7 replies
20h18m

Solvable, probably. Has oversight and a commitment to fix the issue? Not yet.

https://youtu.be/K2oL4SFwkkw?si=zbr_fr5TDK2EHT72 (Topical and recent take from a favorite YouTube channel of mine)

The industry provided (self reported) estimates of linkage is a little over 1%. The realistic value is over 2% and is at the point that coal and natural gas are likely equally bad for the environment given our current infrastructure.

Carbon neutral is a useful feature but doesn’t solve that problem.

I will say I am a fan of carbon neutral methane in place of the efforts to move to hydrogen combustion (this is a thing) and hydrogen for fuel cells since there isn’t a commercially viable carbon neutral version of that yet.

Making existing methane infrastructure cleaner and less leaky is better, in my mind, in the path to solar/wind/nuclear electrification than trying to capture the emissions of coal or retool petroleum infrastructure into hydrogen.

ajross
3 replies
19h6m

Carbon neutral is a useful feature but doesn’t solve that problem.

Uh... yes it does? A fossil-fuel free fuel production process that loses 2% to the atmosphere is still fifty times lower-impact (when considering output energy -- obviously production costs are different) than one that pulls 100% out of the ground.

Moto7451
2 replies
16h45m

See the video I linked or the other commenters with references that Methane is a higher contributor to global warming than CO2 by 30x. It’s not about the carbon removed, it’s about the methane leaked.

ajross
1 replies
16h36m

Even granting that number (and the 2% loss above), Terraform still wins. It's just math, sorry.

I mean, sure: this might be bad on balance. But it's starting from a position of overwhelming assumed advantage. You need to come to the table with analysis actually showing it's bad, and all you have is "it's only about twice as good and not 50x better".

Moto7451
0 replies
1h39m

Remember that “at least 2%” is what we know. We don’t know the real number because it’s self reported and reconnaissance show it’s over 2%. The EPA needs to actually audit and find the real values. It could be 3, 4, 5 percent, etc and work out just fine economically. LNG has a 5% overhead before you even ship it.

Working on the margins of climate improvement is not worthwhile when billions of dollars to change the means of production are on the line.

Also, this has nothing to do with this company. This is not their responsibility. They should definitely do what they’re doing, but it doesn’t solve the root problem here of leaking methane into the atmosphere.

The totality of leaked methane is not just the pipeline. There’s the last mile, LNG distribution, and accidents that are not part of that number.

Operating on “but it’s .5% better” is very shaky when past predictions of huge improvements in the climate, and then zero real oversight, is how we got here in the first place. See Obama term 1 embracing fracking vs Obama term 2 expressing concern vs Biden term 1 restricting further expansion due to the environmental impact.

imbusy111
2 replies
20h8m

We have a bunch of new methane monitoring satellites, so it is very observable and enforceable.

Moto7451
1 replies
16h44m

I agree we can do it. It just has to be done. Aka give the EPA some teeth and require actual monitoring and enforcement rather than a self reported fantasy.

cassepipe
0 replies
3h16m

Exactly. Sure we can do it but the better question is are there any incentives to do any of it ?

The fact that there isn't and that we would have to create one through some sort of government policy should be worrying, especially now that we know that enforcement is in general the government asking a branch of industry to self-regulate... and that's exactly what's happening right now with the natural gas industry and its leaks.

kamray23
0 replies
9h49m

Solvable, yes, but at least in Europe it is currently dirtier than anthracite coal due to leakages in lifetime emissions. Solvable but not solved, and we really should be looking for solutions.

MetaWhirledPeas
0 replies
13h53m

Natural gas is already stored in enormous quantities, and shipped around the world. Leakage appears to happen mostly in transit

And if you can make natural gas from solar that means there will be more sources of natural gas and thus less transit. Right?

BWStearns
7 replies
20h6m

Doesn't methane get reacted away in a relatively short (≈years) period of time?

daedrdev
2 replies
19h3m

It converts to more CO2, and is also worse than CO2 during the short time

zdragnar
1 replies
18h52m

Which is irrelevant if the input carbon was atmosphere sourced anyway.

wolfram74
0 replies
16h53m

no, it isn't. Over the course of a few decades, a kilogram of methane has the greenhouse impact of ~50 kilograms of CO2 because of the different absorption modes methane has that CO2 doesn't. If terraform leaks more than a few percent of their product into the atmosphere from carelessness (who cares about tracking such a low value commodity?) Then this is worse than just leaving the CO2 in the atmosphere. I really wish they'd address this fact more. Some possibilities:

-The hydrogen half is still a great way to make hydrogen for industrial processes

-The methane can be used on site of production for organic chem feedstocks

-Many new rockets are using methane as their fuel, using it at point of origin instead of transporting through leaky pipelines and trucks.

Any analysis along these lines would be reassuring that this isn't going to be a net-negative, climate wise.

Taniwha
0 replies
13h59m

yes eventually, but until it does it is a far worse greenhouse gas than CO2

stephen_g
0 replies
19h40m

No, that’s the problem. The GWPs usually quoted are over 20 years (GWP 81.2) and 100 years (27.9), but over 500 years it’s still around a GWP of 8.

Depends on your definition of a ‘long time’ but it’s not like it reaches the low single digits even after 500 years…

purple_ferret
2 replies
18h55m

In a similar vein, what if producing natural gas this way makes it cheap enough that companies choose to just vent it off when pursuing other fossil fuels.

krastanov
0 replies
18h11m

Wouldn't putting the execs of these companies in jail be an easy legal solution?

cmrdporcupine
0 replies
1h48m

Yes I think you're touching on the real potential problem here which is that natural gas is many times a byproduct of petroleum extraction, for which we found a use/market.

I grew up in Alberta and there were already gas flares all over the place in the forest at the various oil wells that dot the landscape in the foothills.

I hope the economics of this work out, but I worry it will either just lead to flaring at drill sites or would not be pursued because it can't compete on cost.

At the same time, if you're e.g. Germany and have a gas shortage, and now you can just make it domestically using excess renewable power, and not rely on LNG or Russia... Amazing.

skrebbel
0 replies
8h37m

Put a terraformer next to every leak to suck it back out of the air!

mkobit
0 replies
20h50m

I've been watching a YouTube channel named Climate Town that recently did a video talking about natural gas, and leakage was a focus point in the video. It's like a documentary-style comedy channel, and I quite enjoy both the content and the format. It reminds me a bit of Jon Stewart and John Oliver.

Video link: https://youtu.be/K2oL4SFwkkw

darby_eight
0 replies
18h12m

I don't see them patching over refinery methane leaks guerilla-style if that's what you're asking.

carbonguy
45 replies
22h18m

As a "carbon industry" observer, this is pretty exciting news. I've had my eye on Terraform Industries for a while and love what they're doing; they're one of the few groups that actually seem to understand the implications of what it will take to shift to a carbon-neutral economy, and their core insight about the economics of atmospheric fuel synthesis is one of those "obvious when you hear it" ideas: solar electricity is trending ever-cheaper, so rather than trying to maximize efficiency in an expensive piece of kit you can make cheap 'inefficient' equipment and get lower overall costs, which in turn unlocks scale.

Their recent post on "Terraformer Environmental Calculus" is a great read, if you are interested in this space: https://terraformindustries.wordpress.com/2024/02/06/terrafo...

Congratulations to the team!

joe_the_user
21 replies
21h59m

It looks good.

I wish their headline was "natural gas from solar power" 'cause many things labeled "carbon neutral" wind-up being conventional petrochemicals plus some worthless "offsets" baloney.

tgtweak
19 replies
21h8m

In theory you can use any power source - hydroelectric, geothermal, nuclear, wind - but the benefit to solar is that you can fully utilize it when the sun is shining and store the output (compressed natural gas) for storage, transportation and use off-hours.

You could also technically use this as a grid-battery, taking in excess grid energy when it is cheap and converting it into natural gas that can be run back through a gas peaking plant that spins up to meet peak demand. You could also look into SOFC fuel cell plants [1] to convert the stored natural gas into electricity at 60% and heat at 30% (the heat is high temperature which is good for cogeneration or as a direct heat source). There would need to be some very large spreads in margin on those to make up for the fact you're likely double-dipping on inefficiencies when going from electricity in -> natgas production -> storage -> generation -> electricity out.

On that same note though - in some free and open energy markets it is not unheard of to buy at <$10/MWh during excess production periods and sell at >$200/MWh at peak on-demand - plenty of margin for arbitrage there - as the tesla megapack facilities have demonstrated in Australia. In comparison a 4MWh megapack facility (2MW in/2MW out) is priced at $1.9M before installation [2]

[1]https://assets.bosch.com/media/en/global/stories/sofc/solid-...

[2]https://twitter.com/SawyerMerritt/status/1643488856946122754...

(updated for M/Mega - thanks)

mschuster91
13 replies
20h18m

You could also technically use this as a grid-battery, taking in excess grid energy when it is cheap and converting it into natural gas that can be run back through a gas peaking plant that spins up to meet peak demand.

The loss in such a cycle is abysmal, alone from thermal loss (not to mention the loss during compression and decompression) - even straight fuel cells are at 60% round-trip, compared to batteries with >>90% efficiency.

pydry
12 replies
19h15m

Batteries are good at smoothing out daily or even weekly variations but do not make any sense whatsoever for seasonal power storage.

It's ridiculously cost ineffective to charge a battery in July only to discharge it in December.

60% roundtrip is cost effective if you're synthesizing when the sun is blazing and the wind is blowing hard and burning it when wind, solar and batteries have all tapped out.

Thats especially so if the equipment has low capex which it seems like this does. Unlike batteries that makes it cost effective to overbuild and idle it most of the year.

cbsmith
10 replies
12h11m

Is that more effective than the traditional, "store the energy as kinetic potential energy by pushing water uphill, so you can let it go down the hill later" approach.

danmaz74
8 replies
8h48m

It's not more effective where you have the right conditions for pumped storage, but those conditions aren't very common around the world.

pydry
7 replies
8h39m

I'm curious about where you read this. I see this idea that pumped storage geography is rare pop up a lot on Hacker News but I don't know where it's coming from and it rarely seems to come with citations.

If you look at this map, you'll see that unlike, say, dam-appropriate geography, it's actually extremely common:

https://www.energytransitionpartnership.org/uploads/2023/05/...

danmaz74
4 replies
7h27m

I'll admit that I wasn't talking about potential green-field sites not linked to rivers or existing reservoirs, as described in your link. How many of the sites they identified as viable with their algorithm would actually be economically, socially and environmentally viable is a big question though. Not saying some of these sites can come to fruition, but for sure the capex and lead time for this kind of projects is huge.

pydry
3 replies
6h19m

I guess that answers my question. People are getting pumped storage and river dams mixed up. It seems mschuster91 also mixed them up.

Yes, the capex and lead times on one of these things can be huge, but it's comes out ahead of nuclear power on those fronts.

mschuster91
2 replies
6h11m

People are getting pumped storage and river dams mixed up. It seems mschuster91 also mixed them up.

The environmental impact is bad for both.

River dams break fish crossings, the dammed up area gets flooded and wipes out nature as well as archeological artifacts and the dams are at constant risk of damage - especially in a war, see Ukraine for multiple examples, but also due to maintenance neglect, negligence during construction and natural disasters like earthquakes. In the worst cases such as China's Three Gorges dam, millions of people were displaced as well [1].

Pumped storage can come in two variants, either as an associate to ordinary river dams (so they inherit their issues), or as greenfield construction, where they have the same impact on the flooded are, with the additional impact of countless animals dying during pump and empty cycles.

[1] https://en.wikipedia.org/wiki/Three_Gorges_Dam#Displacement_...

pydry
1 replies
2h26m

A link to the three gorges dam wikipedia page says exactly nothing about the potential environmental impact of pumped storage but it does confirm that you are confusing the two technologies.

mschuster91
0 replies
49m

... which is why I linked to the Three Gorges Dam in the paragraph where I described the issues with dammed storage, and made an entirely separate paragraph describing the issues of pumped storage.

mschuster91
0 replies
8h14m

The problem is, the potential for buildouts of pumped hydro isn't that large any more. In Europe, most usable areas have been built out, and new projects are likely to be denied because anything involving creating dams or bodies of water with rapid differences in water level is incredibly devastating on nature and wildlife.

genman
0 replies
8h28m

Figure 2 doesn't agree with you. It's common but not geographically equally distributed.

pydry
0 replies
10h12m

For storing energy cheaply for months at a time and transporting it across large distances, yes.

Pumped storage has ~90% roundtrip efficiency, good at storing energy for days or weeks but maxes out easily. The energy density of water pushed uphill is very low.

I think we should be pushing a lot more water uphill, but I see it as an alternative to or competitor to grid-scale batteries and a complement to syngas.

Syngas production will probably be most useful if built next door to a wind or solar farm and used to siphon off energy which is currently curtailed when the grid is maxed out.

It can then be easily stored in enormous quantities and easily transported by ship to anywhere in the world that needs it.

ben_w
0 replies
8h38m

It's ridiculously cost ineffective to charge a battery in July only to discharge it in December

Indeed.

This is why the cheapest solutions in most places are a mix of a mere few days off storage plus a target production level that is a little higher than you need on an average day in winter.

While this doesn't work above the arctic circle (you could do it with a power line somewhere sunnier or a synthetic fuel, and possibly also geothermal or nuclear etc., devil is in the details for all options) overproduction + 35-90 hours of batteries is sufficient for most people and places:

https://tonyseba.com/wp-content/uploads/2020/11/RethinkingEn...

martinald
3 replies
18h49m

Yes exactly. In the UK power is becoming increasingly negative in pricing when there is high wind + solar output. This is actually increasingly alarmingly rapidly (and there is 3-5GW of offshore wind, plus loads of utility scale solar coming online).

Prices are then very high when wind and solar is low - which happens to be when demand is the highest (cold weather snaps in winter which tend to result in very low windspeeds).

National Grid is already paying £1bn/yr to turn off wind farms when supply is too high (plus paying a fortune for new nat gas peakers, which are limited by law to run for 10 days a year max). It's projected that curtailment payments to wind farms will reach £4bn/yr.

While some of this will be rectified with more transmission capacity (there is a 4GW offshore HVDC link being built between scotland and england), if the claims of terraform are true and hold up at scale, I think this is the actual breakthrough people have been looking for.

These could be connected to substations near wind farms (which also happen to be near major gas interconnectors from the north sea) and generate when power prices were low or negative, which will be a large amount of the time. They'd then get paid not only for the arbitrage in gas prices but also they would be able to take (most/all) of the curtailment payments national grid is paying the wind farms.

To be clear batteries do not work particularly well for a market like the UK. Batteries work well for overnight storage of solar, they do not work well for northern climates like the UK that require weeks of storage of power to cover low renewable output in winter. That's not to say there isn't loads of batteries being constructed right now, there is, but it's to cover very short term movements in supply and demand - the much harder problem is covering days or weeks of low output.

arrowsmith
2 replies
11h52m

I don't get it, why does it cost billions to turn the wind farms off? Why isn't it free?

japanuspus
1 replies
11h40m

Because some of the windfarms still run on legacy contracts where they were incentivized by a guaranteed selling price for the power they produce. They are reimbursed for the loss of income they suffer due to curtailment.

_Microft
0 replies
20h41m

On that same note though - in some free and open energy markets it is not unheard of to buy at <$10/mWh during excess production periods and sell at >$200/mWh at peak on-demand - plenty of margin for arbitrage there - as the tesla megapack facilities have demonstrated in Australia. In comparison a 4mWh megapack facility (2MW in/2MW out) is priced at $1.9M before installation [2]

m means milli, M is mega.

cbsmith
0 replies
12h14m

That's basically what this is, minus the "worthless" part. That's the part you'd have to read past the headline to be sure of anyway.

toddmorey
14 replies
17h52m

I really wonder about unintended consequences. It's exciting to be able to store solar as methane because we can "plug" this new synthetic methane easily into existing infrastructure. (But we have to get better at leak management!)

However, you almost always go through huge underground methane pockets when drilling for oil. So oil drilling stations vent / flare methane when they can't "off site" it, like when natural gas pipelines are at capacity. In those moments, the price of methane actually drops below zero--I've seen it at -$1.20 per MMBtu as recently as this year! Essentially you are paying someone to get rid of the stuff for you.

So... if we flood the market with new, cost-effective synthetic methane... will companies just flare more of it as we drill for oil?

throwaway4220
8 replies
17h49m

Well it’s still carbon neutral though right

_aavaa_
7 replies
17h36m

Carbon molecules yes. But methane was a significantly higher (80x) greenhouse gas potential than CO2. So it's definitely not neutral in that regard.

NortySpock
6 replies
17h4m

Right, but the point is, once this costs nearly-the-same as methane extracted from the ground, it's not worth it to pull methane out of the ground! We'd stop having an incentive to add more CO2 to the atmosphere!

We'd be able to get to net-zero carbon / methane emissions without having to substantially change our living conditions. Cities or states would "just" bottle up some liquid methane for the winter months (or summer months) and seasonal energy usage changes become much easier to manage. (I'm aware that would involve creating more infrastructure.)

Sounds great to me.

toddmorey
3 replies
15h57m

Yes but the issue is we almost always encounter & have to remove lots of natural underground methane to get to the oil below it.

If the oil drills lose incentive to sell the methane off, they just burn it on site as waste. Horrible I know.

So synthetic methane also needs to reduce crude oil demand I’m thinking.

cbsmith
2 replies
12h5m

I don't think it does, though that would be great. Burning the methane on site as waste is still significantly better than releasing it into the air (converting methane to mostly CO2 is still better than not doing it).

This technology doesn't need to solve global warming. Even if it just buys us some more time, it is fantastic news.

yetihehe
1 replies
11h47m

If you could get that methane and use it for something productive, what would you propose? I'm looking for ideas, some process that has relatively easy to transport equipment (no expensive big buildings which have to be demolished when oil field is depleted), energy intensive and makes some valuable product with that energy. If someone has any wild/interesting ideas in this space, I'd like to hear it.

NortySpock
0 replies
2h58m

Methane and its siblings (methanol, ethanol, ethane) are used as a basic feedstock for more advanced chemical processes, like plastic synthesis, or drugs, or plenty of other organic compounds.

Obviously the easiest one is "store, then burn it for energy", but it seems to me, with this technology, that methane or propane powered vehicles might see lower fuel costs. This process would just make them carbon neutral.

https://chemistry.stackexchange.com/questions/27789/conversi...

_aavaa_
0 replies
15h58m

once this costs nearly-the-same as methane

Problem #1 is finding people to pay for it until then.

Problem #2 is that this will make fore expensive energy at the end, efficiency being one problem and capital cost of those idle gas turbines being another. We'll have to wait and see if these ever plan any role beyond a demonstration project or two, but I'm skeptical it'll compete on price.

8note
0 replies
4h13m

But we could maybe burn coal for less total climate change impact than leaking and burning methane

jvanderbot
2 replies
17h17m

I believe the intent is to offset oil production with the methane. Somehow. Maybe making other hydrocarbons from it?

regularfry
1 replies
8h13m

If other hydrocarbons can be created in a form that's easy to sequester, that's useful.

kortex
0 replies
2h0m

There's a lot of interest in cracking methane to ethylene and hydrogen, both which are super useful in their own right. There's also the Fischer-Tropsch process which synthesises arbitrary linear alkane hydrocarbons. That requires more intermediate steps, to make syngas from methane and water.

rndmize
0 replies
15h8m

Climate town just did a piece on natural gas leaks and how its a much more serious problem that previously considered - https://www.youtube.com/watch?v=K2oL4SFwkkw - certainly soured me a bit on natural gas in general, at least until there's better regulation in place.

anonporridge
0 replies
2h57m

Burning off excess methane is always going to be a problem that needs to be solved regardless. There are just too many small, remote sources that aren't likely to ever justify the cost of infrastructure build out to use on grid. For example, landfills are a big, distributed source of methane that aren't going away.

Bitcoin miners are the most commonly touted solution here, because you can drop in small modules of generators+miners with no infrastructure other than a satellite link.

Funny enough, with carbon accounting rules giving huge incentives for efficiently burning waste methane, a small percentage of the bitcoin mining network doing this could actually make bitcoin the only carbon negative industry on the planet (from a carbon accounting perspective, not literally).

jvanderbot
4 replies
16h49m

This all strikes me as a nice opening to an apocalypse movie. Pulling CO2 and upgrading to methane - wouldn't that amplify GHG effects?

strken
2 replies
16h21m

Methane has a short half-life in the atmosphere, so its cumulative effect after a few decades is close to CO2 unless you're constantly outputting more, and that's assuming you're not burning it.

In the case where you're making methane from atmospheric CO2 and then burning it, it's just returning the same CO2 back, which per the article is carbon neutral.

CorrectHorseBat
1 replies
11h39m

More like a few centuries, methane's global warming potential after 500 years (GWP-500) is still 7.95.

The issue with burning is that methane can leak during transport.

strken
0 replies
10h42m

I stand corrected: did the maths wrong. Centuries it is.

kortex
0 replies
1h45m

There's a big difference in scale between "burning hydrocarbons to heat and power much of the world" (which includes leakage from fossil fuel drilling) and "we make some methane to be almost completely consumed and there are some leaks".

throwaway_5753
0 replies
16h35m

What is going on with the section numbering in that blog and infographic? Super interested in the content I can't focus when we start with section 7 then jump to 9 then 13 then back to 8.

groby_b
0 replies
22h8m

It's an excellent way forward because it's not only carbon-neutral, it can also "fall back" to pure CO2 capture should we ever get a decent enough grid & storage mechanisms to afford that.

Really exciting work!

maerF0x0
32 replies
21h48m

What are some applications where its worth taking the highest grade energy (electricity) and turning it into a lower grade (eg liquid fuels), rather than electrifying the application?

Electricity to motion is significantly more efficient per input energy than burning fuel->heat-> gaseous expansion->drive a piston->convert to rotation chain.

What am I missing about this?

yodelshady
4 replies
21h26m

There are ships that move over one billion kWh of LNG around at a time.

At $100 to store a kWh of electrical energy, along with approximately ten times the cost to account for structures that can support and move the extra weight (that's AFTER allowing for less energy demanded in total)... shall I leave this as exercise to the reader?

maerF0x0
2 replies
21h9m

Ok, so here you're referring to moving a lot of energy w/o wires/transmission lines? Is that a commonly needed thing?

Danieru
1 replies
15h18m

South Korea, Japan, China say hello.

Much of the world by population and gdp is a ship ride away from their major energy suppliers. Japan imports about half their LNG from Australia. Next largest is Qatar.

There are no power lines between Australia and Japan.

maerF0x0
0 replies
2h30m

Right, but why rely on LNG when Nuclear sources could provide so much more energy and geo-political stability, and promising investment in other avenues (eg Thorium based) could make it even moreso?

logtempo
0 replies
18h8m

check climate town last video on youtube.

abdullahkhalids
4 replies
21h40m

The only way a technology like this will help get us to carbon zero is using it in places where there is not much hope of replacing electricity. While small elective airplanes have been demonstrated, it doesn't seem like we will be able to build, in the next couple of decades, large electric airplanes that can substantially replace current fuel powered ones.

This would require the additional step of converting methane to jet fuel, but that is also a technology under development.

That said, I personally think, in practice technology like this will only delay getting to net zero, because the existence of this will disincentivize investments in electrification. I recall Sun Tzu's claim that a force completely surrounded will fight fiercely, but if you give a way out, it will look to escape or retreat.

DarmokJalad1701
1 replies
20h21m

You could theoretically run jet engines on directly on methane (liquid or not) - though I am not sure how much work would be required to refit an existing one for this purpose. Methane is already used for running the turbo-pumps in rocket engines like SpaceX's Raptor or Relativity's Aeon-R.

Plasmoid
0 replies
12h36m

You'd be talking about liquid methane to get the energy density you want. Handling a cryofuel would be quite hard and you'd be redesigning everything to ensure it kept working.

trueismywork
0 replies
18h5m

Electricity/energy consumption of developing world is going to be at least twice today's value. Better this than coal

orr94
0 replies
17h8m

I personally think, in practice technology like this will only delay getting to net zero, because the existence of this will disincentivize investments in electrification. I recall Sun Tzu's claim that a force completely surrounded will fight fiercely, but if you give a way out, it will look to escape or retreat.

I think you’re misapplying Sun Tzu’s lesson. An attempt to completely and immediately replace the fossil fuel industry will be met with fierce resistance, and thus be more likely to fail. Whereas a more gradual approach (like carbon neutral-ish green hydrogen) gives much of the industry around fossil fuels an opportunity to survive longer, and perhaps gives you a better chance of success.

Is this actually true? Maybe, maybe not. But that would seem to be the implication of Sun Tzu’s strategy.

spenczar5
3 replies
21h41m

You’re missing density of storage. Gasoline and natural gas are in the region of 50 MJ/kg, while batteries are more like 10MJ/kg or lower. That 5x factor is what stops us from having electric airplanes.

maerF0x0
1 replies
21h3m

I actually think the reason we don't have electric airplanes has to do with traction vs propulsion.

Eg: spinning a jet engine to propel air backwards is very different than spinning a motor that is (through a series of solid objects) directly connect to the ground.

and while a battery is only 1/5th density, the motors on a tesla deliver 3x the range per energy compared to a prius. (not true break even, but impressive that one of the most efficient hybrid ICE cannot compare KWh for KWh to a battery + electric)

XorNot
0 replies
18h23m

No it's just energy density. Hydrocarbon fuels have more. There's also the benefit that getting lighter as you expend fuel increases range (batteries don't meaningfully change mass when they discharge).

Nothing about electric powertrains causes any problems here: it's just hydrocarbon fuel is more energy dense. It's not inconceivable you could build a hybrid electric aircraft if a suitably high power hydrocarbon fuel cell was developed, since removing the combustion stages from a jet engine would simplify the design considerably.

timerol
0 replies
20h4m

10 MJ/kg is way overstated for batteries. Current Li-ion is around 1 MJ/kg (278 Wh/kg)

shawndrost
3 replies
21h33m

Electricity (during sunlight hours) is not the highest grade of energy. California threw away ~32TWh of electricity last year, with renewables at only 19% penetration. You can't give power away at noon in April; this fact is a significant barrier to building new solar. (See "Learning is not enough" and other academic research on that topic.)

We also use fossil fuels as feedstocks for fertilizers and plastics, so there are very important power-to-X applications which don't involve inefficient combustion.

Something like Terraform would probably have to exist in order to transition away from fossil fuels.

(Source: I'm CEO at a startup with a very different take on the same problem.)

boringg
2 replies
16h56m

So the argument is take excess solar power turn it into a fuel for use at another time. It's another take on energy storage.

Question for me is how do you make the business model work. Is it a bet that lower cost to produce or bank that carbon tax on traditional fuels makes it more cost competitive? Or in your case is it that downstream users are looking to clean up their supply chain so will look into a contract for that benefit?

To your point everything can't be electricity or alternatively fuels have different use cases. And it's certainly important to have a diversity of power sources especially as fuel has different attributes then electricity.

gimmeThaBeet
0 replies
14h40m

Exactly, the tl;dr is energy storage, but I feel like it's sort of the Amazon approach. There was an interview where they asked Bezos why books as Amazon's first product, and his answer was basically:

"I read internet usage was going up by 2300 percent a year, so I decided to try and find a business that would make sense in that context."

"Cheap and ubiquitous solar power is coming, what products does the world need in that context to move away from extracting fossil fuels?"

Like a lot of things, current technology probably isn't there yet. But philosophically, if you wait for tech to catch up with your vision of the future, you might find yourself behind.

EasyMark
0 replies
15h22m

we aren't very good at storing electrical energy just yet, but we have a couple hundred years of experience storing and using hydrocarbons. I'm sure you can read the pdf someone posted up above and get their take on it.

megaman821
2 replies
21h42m

Seasonal storage of energy is likely only practical in fuel form. Also, there is no easy pathway to electricity to high temperature heat.

maerF0x0
1 replies
21h11m

I'm guessing you mean high temperature + high energy (ie lots of watts). Cause lasers can do high temp rn, right?

trueismywork
0 replies
18h3m

Yes

michael1999
1 replies
20h41m

- heating a zillion legacy homes using existing gas pipelines

- running all the existing fertilizer and other chemical plants

- gas peakers/backups for resiliency. Gas storage is much cheaper than batteries.

Even if all new construction is electric, we have decades of infrastructure built around gas. Replacing the furnace in every German house with a heat pump just isn't going to happen in 10 years.

maerF0x0
0 replies
20m

- heating a zillion legacy homes using existing gas pipelines

They dont have electricity to heat with?

- running all the existing fertilizer and other chemical plants

This takes hydrogen gas from the nat gas, why not just use the electricity for hydrolysis

I think other commenters have said it well. It's really just a storage mechanism. Waste daytime solar for use at non-peak solar production

marcosdumay
1 replies
20h36m

If you are talking about thermodynamics, chemical energy is exactly of the same grade as electricity.

maerF0x0
0 replies
15h54m

No thermodynamics. Like usefulness. Electricity can be uses for a lot of things. a mass heated to 50c is not, relatively, as useful. Plus low temp waste heat is abundant eg: from computing, or refrigeration, or exhaust pipes of engines.

fransje26
1 replies
10h24m

Applications that need heat. Metallurgy, for instance.

pbmonster
0 replies
9h35m

You can actually electrify much of metallurgy, and this is already happening. Things like cement kilns are much more difficult, on the other hand.

usrusr
0 replies
13h52m

Time travel. It's very expensive to move electricity into the future. Batteries are very cheap when you look at dollars per watt of onboarding/offboarding the one way time machine, but when you look at it dollars per Wh it does not look as rosy anymore. Still worthwhile for short hops. But for longer trips, you want to look at $/Whh and then batteries are atrociously expensive. Seasons are a thing and time travel is hard, even if it's only one way.

rini17
0 replies
21h43m

Seasonal storage. Large amounts of gas can be stored underground.

dr_kretyn
0 replies
21h42m

Lack of sockets is likely the main one.

Then, lack of the long long cable to the nearest socket.

OkayPhysicist
0 replies
21h34m

Chemical fuels are dramatically easier to store and transport than electricity. Batteries are heavy and expensive compared to a tank. Time-dependent surplus electricity (which is basically a guaranteed situation on renewable-heavy grids) is basically free, which makes efficiency concerns approximately moot.

Instead of letting excess capacity go to waste, you use it to create chemical fuel, which can be used either just as storage to be later burned in a peaker plant, or you can use it as fuel in mobile settings (trucks, planes, ships, etc) where energy density is important.

DenseComet
0 replies
21h42m

Energy density is much higher, which is important for applications such as aviation.

pfdietz
30 replies
22h18m

One can make natural gas from CO2 captured from air and with hydrogen electrolysed form water. But then one has to ask: why not just use hydrogen directly and skip the inefficiency and cost of direct air capture of CO2 and of making methane? If one is dead set on making a carbon-containing synfuel, why methane and not something more storable, like methanol or higher hydrocarbons? Or, why not use the hydrogen to deoxygenate biomass (including waste biomass like paper) instead of laboriously collecting completely oxidized CO2 from air?

outworlder
5 replies
18h17m

why not just use hydrogen directly and skip the inefficiency and cost of direct air capture of CO2 and of making methane?

Because hydrogen sucks. Specifically, storing it sucks.

You'll either compress or liquefy. That costs energy. It leaks and embrittles containers. One of the best ways of storing it in a stable manner is to combine with carbon atoms. Voila, natural gas.

pfdietz
4 replies
17h16m

You repeat some of the anti-hydrogen memes. Hydrogen is actually quite storable, certainly much more easily stored than energy in batteries. The cost of underground storage caverns for hydrogen is two orders of magnitude cheaper than the cost of batteries storing the same energy.

woeirua
1 replies
15h34m

Guess what the cost of an underground storage cavity is for natural gas? Very cheap, because they're everywhere.

pfdietz
0 replies
10h4m

Yes, but hydrogen has the advantage of not requiring CO2 to either be acquired or recovered.

aldonius
1 replies
16h40m

That's great, but how do I take one of these underground caverns around with me? :P

More seriously, I'm sure hydrogen will make a valuable contribution to the stationary grid-level energy storage situation. I'm not convinced about other applications.

pfdietz
0 replies
10h4m

You don't, just as you don't take massive takes of compressed methane around with you (I know about CNG cars; they're not competitive with BEVs or liquid fueled cars.) Methane and hydrogen are competing in stationary applications.

rbliss
4 replies
22h9m

Another point others haven't made, which Terraform Industries points out: that using solar to make Natural Gas is going to be the cheapest form of natural gas production.

You can effectively short circuit the existing fossil fuel industry and pull the hydrocarbons from the air instead of the ground to stay carbon neutral. No need to re-invent industry.

__MatrixMan__
3 replies
21h19m

But if the main problem with industry is that it leaks then maybe you do still have to reinvent it.

NewJazz
2 replies
20h37m

Seriously, how do you know whether the supply chain is truly using one process to synthesize, vs. Adding/cutting with extracted fuel.

konschubert
0 replies
19h41m

It doesn’t matter. This isn’t driven by consumer choice, it’s driven by production cost.

At least that’s the idea.

__MatrixMan__
0 replies
20h17m

On the demand side, I imagine you'd be drawing fuel gas from a rig that's like, in your neighborhood, being powered by the solar panels on your roof. So you'd probably notice if there were tanker trucks showing up to fill it.

On the supply side, you could use things like methane sniffing satellites (https://www.nature.com/articles/d41586-024-00600-z) to find cases of extraction and tax (at first) or arrest (eventually) those participating in it.

jillesvangurp
4 replies
11h51m

Because the economics of storing and transporting hydrogen are just not great. You need a lot of energy and infrastructure to do it. And while the density per kg is great. The density by volume is absolutely terrible because hydrogen is the smallest and lightest molecule. In liquid and gas form it's nearly 3x the volume of methane (for the same amount of energy). If you are transporting it in compressed gas form (like is common to supply hydrogen vehicles), it's about 18x the volume of diesel. Needless to say, this doesn't scale for things like supplying fuel stations. In liquid form, it's better but we're still talking 3x that of methane and 4-5x that of diesel. And to keep hydrogen liquid, you typically boil some of it off continuously: it doesn't keep for very long. Methane has the same problem except the temperatures and pressures are such that it's not an enormous amount. Liquid hydrogen has to be chilled to a few degrees Kelvin. If you ship it around, you'll lose some non trivial amounts over the whole journey.

Most hydrogen produced today is used onsite to produce something else for this reason. Moving it around just adds cost and complexity.

Terraform seems to have made some progress with hydrolizers. But before people start popping champagne bottles, their synthetic gas still is an order of magnitude more expensive than natural gas. So, the value proposition of replacing one of the cheapest (but dirty) fuels with a clean alternative that is much more expensive is limited. And of course the process of using the captured carbon, releases all of it back to the atmosphere. For most use cases, switching to synthetic gas would push those use cases into the deeply unprofitable region. I.e. you'd be considering many other alternatives before committing to that.

Green hydrogen at the price levels they are citing is ballpark getting to a stage where it could replace grey hydrogen and be worth the extra cost just to clean up existing uses of hydrogen. So, things like fertilizer production and other chemical processes. It's still more expensive but the difference could be bridged with subsidies and incentives.

pfdietz
3 replies
10h6m

The economics of storing hydrogen for long periods is just fine, compared to the economics of storing energy in batteries for long periods.

pbmonster
2 replies
9h45m

compared to the economics of storing energy in batteries for long periods

Which doesn't say much, since practically nobody is doing that.

jillesvangurp
0 replies
9h39m

Also the need for this long term storage is never quantified by those we need it. Put a twh number on it and the problem melts away. We're actually producing batteries by the twh per year now.

groby_b
3 replies
22h5m

Because we kinda know how to do natgas storage/transport/use at large scale, while we're not quite there on the hydrogen economy.

Higher complexity hydrocarbons likely have higher synthesis costs, and if you want to enter the market, you probably want your pricing as competitive as possible.

Same for the biomass approach.

It is ultimately an approach striving for as much simplicity as possible. That's firmly baked in their culture, too - see their home page :)

pfdietz
2 replies
21h54m

We use all that because natural gas is cheap. If hydrogen were cheaper than natural gas, we'd use that instead, at least for the industrial processes, and we'd switch away from combustion of a gas in the distributed residential/commercial applications.

groby_b
1 replies
21h15m

And if wishes were horses... ;)

Kidding aside: That's the whole point. This is a project that can work without retooling infra all over the world. It's a drop-in replacement to get to carbon-neutral fuel.

This solves problems right now, with limited investment. This isn't about perfection. This is specifically about "works right now, cheap, no impact on the surrounding infrastructure".

(Also, strong doubts on "we'd use hydrogen instead", because storage is a beast. Until that's solved, there is no chance we'd use that)

pfdietz
0 replies
21h0m

I don't believe their cost figures (look above; their 250/t for CO2 doesn't jibe), and I think electrification of most residential/commercial uses will be the superior solution (it's more efficient even if the electricity is produced by burning natural gas). Industrially, hydrogen is just fine. After all, industry already manipulates vast quantities of hydrogen.

The fossil fuel uses that are the most difficult to displace involve liquid fuels for transportation; natural gas has limited use there.

carbonguy
3 replies
22h14m

why not just use hydrogen directly and skip the inefficiency and cost of direct air capture of CO2 and of making methane?

Broadly speaking, one key reason is that we've already got the infrastructure in place for using methane (and other hydrocarbons) whereas we do not have this for hydrogen.

Another point is that this really isn't an either-or proposition: if people want hydrogen, then the Terraform electrolyzer can in principle provide it.

ajb
2 replies
21h44m

In the UK, our gas infrastructure actually used to be used for hydrogen[1], so a lot of it should still work if we were to switch back.

[1] Actually "town gas" which was a mixture of hydrogen and carbon monoxide. But I imagine not including the CO would not be a problem.

_aavaa_
1 replies
18h9m

Neglecting the CO will absolutely be a problem. The material properties required for handling hydrogen are very different than those for other gasses, especially methane. Increasing the concentration of hydrogen significantly increases the difficulty.

ajb
0 replies
3h23m

But if the pressure of hydrogen was the same as the partial pressure of hydrogen before, wouldn't it be the same? I mean, if the materials could stand that partial pressure, why wouldn't they be able to stand that pressure in the absence of CO?

Unless of course that actually took it below atmospheric pressure so all the forces went in the opposite direction.

pydry
1 replies
22h7m

Hydrogen is much more difficult to store.

It escapes easily from any container you put it in and causes hydrogen embrittlement for any metal you try to use to contain it.

Apparently it can be stored in abandoned salt mines and we probably will use them for that eventually but you dont always have one of those handy.

pfdietz
0 replies
22h0m

All those points are overstated.

andrewla
1 replies
21h55m

Other commenters have pointed out that hydrogen may not be feasible, but the other direction -- methanol or higher hydrocarbons, seems way more interesting. Storage and density are orders of magnitude easier, and since we're synthesizing it from atmospheric component we don't have to be concerned with contaminants, especially sulfur compounds, that plague higher hydrocarbon use.

Even better in a lot of ways would be to move to amorphous carbon; generating coal from atmospheric CO2 would be a huge win in transportability especially around safety and reliability dimensions.

marcosdumay
0 replies
15h57m

It's quite hard to create heavy hydrocarbons in a controlled fashion. That company is already full of technical risks. Adding an extra optional one would be crazy.

That said, if not them, somebody will probably crack that one problem in time. But it's best done as an independent development.

sollewitt
0 replies
22h14m

I would guess because natural gas has hundreds of years of us handling it, and we already have a lot of things from power generators to domestic driers that consume it.

papercrane
0 replies
22h14m

My guess is that the answer is taking advantage of existing NG infrastructure.

rhelz
24 replies
22h10m

Fraking has made natural gas so cheap, I can't see these being used for anything but virtue signaling. They claim a breakthrough in converting hydrogen to natural gas, but natural gas is by far the cheapest source of H2.

And, given that methane is 80 times more potent of a greenhouse gas than CO2 is, is it really a good idea to be manufacturing it? Inevitably there would be leakage, and it wouldn't take much to leak enough gas to more than compensate for any C02 sucked out of the air.

alexb_
13 replies
22h6m

They claim a breakthrough in converting hydrogen to natural gas, but natural gas is by far the cheapest source of H2.

Are you serious? Water is right there!

jfengel
11 replies
21h47m

Water is right there, but the hydrogen is really closely bound to the oxygen, and extremely hard to get out.

It's considerably easier to get H2 out of methane. Unfortunately, that process also yields CO2, so it's not helping the greenhouse gas situation.

Hydrogen proponents suggest a route where we start with "blue hydrogen" from natural gas. Then, when we've got a good H2 infrastructure going and a lot of excess electricity from solar, we can switch over to "green hydrogen" from water.

Skeptics point out that this is incredibly stupid, and that "hydrogen proponents" tend to be closely in bed with the fossil fuel industry. It looks an awful lot like an excuse to delay the elimination of fossil-fuel replacements like wind and solar.

pfdietz
9 replies
21h27m

There is this really dumb internet meme, that hydrogen is just there as a plot by the fossil fuel industry to keep selling fossil fuels.

What this ignores is that hydrogen must still be made even in a post-fossil fuel economy. It's not optional. Production of ammonia requires hydrogen, and without ammonia-derived nitrogen fertilizer billions of people will starve. About half the nitrogen atoms in your body came from synthetic ammonia.

The meme is really weird. In all other applications, we assume that fossil fuels will be displaced, by law and force if necessary. But somehow SMR will always be used to make hydrogen; the technology will somehow be immune to the forces that will be deployed against all other fossil fuel uses. It's really crazy when examined closely.

XorNot
4 replies
18h16m

Natural gas was also pitched exactly this way in 2008 or so. There's now a mountain of natural gas infrastructure being built, the the US is a major exporter, and for some reason people think the industry is going to just "switch off" that infrastructure when asked to.

This is 30+ year design lifetime infrastructure. Investments were made on that basis: no one is going to turn off anything.

Which is the best argument in favor of otherwise ludicrously inefficient power-to-gas storage schemes: if you could, by some miracle, undercut fracking extraction, then at the very least you'd only have to bankrupt the well-operators - not the pipeline, export terminals etc.

But I'm extremely skeptical this is possible and it will be fought against dirtily (see the anti-wind power campaigners).

pfdietz
3 replies
17h18m

Power-to-hydrogen is often attacked for being inefficient, but the alternative presented by the anti-hydrogen people for dealing with seasonal variations and long dark-calm periods is to just overbuild solar and wind massively -- in which case, most of the time power from these is just being curtailed. Apparently using this excess power with 0% efficiency is preferable to using it with nonzero efficiency making hydrogen.

XorNot
2 replies
14h29m

The issue is that hydrogen makes no sense except for transportation fuel, where it also makes no sense. There are other options for stationary energy storage, and hydrogen is amongst the worst. i.e. if we can tolerate high losses, iron-air flow batteries are a much more reasonable option[1]

The thing is you pay for all of that pretty heavily - it's all more expensive with other drawbacks, but it's not nearly the complete pain that handling hydrogen is.

[1] https://essinc.com/iron-flow-chemistry/

pfdietz
0 replies
10h15m

For long term energy storage, minimizing the capital cost of energy storage capacity is paramount. Round trip efficiency is not.

On that relevant metric, hydrogen is very hard to beat, particularly if proper geology is available (salt formations for solution mined storage cavities). Costs less than $1/kWh are possible.

Artificially heated geothermal may be competitive on that metric, but its RTE is likely to be even lower.

_aavaa_
2 replies
17h31m

It's a meme because most of the people peddling hydrogen as a solution don't look at replacing existing uses of hydrogen (e.g. ammonia or as a process chemical) but instead try to sell it for dead on arrival ideas like fuel cell cars, blending in the natural gas pipelines, or burning it directly in homes for heat.

There's an order of magnitude more companies and hype around those use cases than there are around actually important ones.

pfdietz
1 replies
17h20m

The important word is "just". In this meme, all uses of hydrogen are tarred with this brush.

_aavaa_
0 replies
16h1m

Alright, people get overzealous by painting 100% of the projects that way when only 90% of them deserve it.

rhelz
0 replies
20h39m

100% of anything doesn't really go away. We still use horse-drawn vehicles for some purposes. But we didn't have to get rid of 100% of the horse-drawn vehicles to get rid of the mountains of horse shit which used to accumulate on city streets.

_aavaa_
0 replies
17h30m

Skeptics also point out that the blue part of blue hydrogen is carbon capture and storage, and nobody seems to be willing to pay for the extra cost of that.

rhelz
0 replies
20h0m

Are you serious?

yes :-) Think about it: why did Saturn V use hydrogen and oxygen? Because burning hydrogen produces more energy by weight than any other chemical reaction.

If putting hydrogen and oxygen together releases the most energy, then splitting water into hydrogen and oxygen would also take the most energy. Any other chemical reaction which yielded H2 would take less energy.

mikeatlas
7 replies
22h4m

Their claim is that this method is still yet cheaper than drilling/fracking.

pfdietz
5 replies
21h55m

The cost of natural gas on the Henry Hub is somewhere around $300/ton. A ton of natural gas requires 2.75 tons of CO2, so the cost of CO2 capture has to be well below $110/ton (and that ignores the cost of the hydrogen and the equipment for doing the methane synthesis.)

They must be assuming large increases in natural gas prices or large CO2 taxes.

I think it will be much easier to get the price/BTU of H2 down below the current price of natural gas than it would be to get synthetic methane down that cheap.

(If they are assuming large CO2 taxes then it's probably a better business model to just collect CO2 from the air and sequester it.)

riku_iki
2 replies
21h38m

so the cost of CO2 capture has to be well below $110/ton

they say $250/t in the article, but could you expand how you came to "A ton of natural gas requires 2.75 tons of CO2"? Where 1.75t of CO2 is disappearing in result?

pfdietz
1 replies
21h37m

Molecular weight of methane (CH4): 16

Molecular weight of CO2: 44

One molecule of CO2 is needed to get the carbon atom to make one molecule of methane.

44/16 = 2.75

The 1.75t of CO2 that went missing is the oxygen, which obviously isn't in the methane.

riku_iki
0 replies
21h21m

Thank you, I am an idiot in chemistry )

aaronblohowiak
1 replies
16h58m

I went to double-check your math and I don't see $300/ton on Henry hub.. the units are a little weird as it looks like the price is per million btu which is... 50 pounds? of lng, so to get the per-ton price we take the Henry hub price and multiply by 40 (2000 pounds per ton divided by 50 pounds per million btu)? with a 52-week high of 3.63, this would get to $177 per ton, which seems short of your $300/ton? Anyway, I ask because id love to learn where I went wrong with the math (my result makes your point stronger, not contradicts it...)

pfdietz
0 replies
10h8m

I think you're closer to right. I started with a wrong figure that I didn't double check. Thanks for catching the error.

rhelz
0 replies
20h8m

Their claim is that this method is still yet cheaper than drilling/fracking.

They claim the green way to go is converting hydrogen into methane....check out the link for a company claiming the green way to go is converting methane to hydrogen:

https://www.pnnl.gov/news-media/new-clean-energy-process-con...

I rather suspect that taking an energy detour through methane either way is a red herring. I mean....the OP says that their whole process is powered by solar energy. So they are presupposing that solar energy is going to be WAAAYYYY cheaper than methane. Why not just use the solar power directly?

rdedev
0 replies
21h48m

The US is already extracting a lot of natural gas and leaking a ton of it. The main culprit of these leaks are those regulatory bodies who outsource their jobs onto the companies. Fund them better and enforce heftoer penalties and the issue of leaks can be minimized drastically

noutella
0 replies
21h47m

Leakages are indeed an enormous problem. It’s estimated than more than 2% of the gas leaks !

julienchastang
19 replies
20h38m

Their minimalist website is awesome: https://terraformindustries.com/ complete with plain text chemical equations.

"Why does our website look like this? At TI we believe we can change the world by displacing fossil hydrocarbon production at global scale. Like our website, our machines are simple so we can build millions of them as quickly as possible. Our website embodies our cultural commitment to allocating resources where they solve the most important problems."

cqqxo4zV46cp
9 replies
19h27m

“Like our machines, our website looks awful on a phone.”

Someone could’ve spent literally 5 minutes making this look reasonable on the world’s most popular web browsing device form facto, whilst still retaining the site’s retro virtue signalling aesthetic, AND it wouldn’t have taken away from their ‘core mission’ or whatever.

If you don’t care, don’t have a website at all.

kalkr
1 replies
18h12m

man wtf does virtue signaling even mean anymore

yareal
0 replies
4h34m

Hint: it never meant anything.

ihumanable
1 replies
18h20m

On my phone the website looks essentially identical to how it looks on my desktop browser.

Does it look different on yours. It's just a plaintext website with white text on a black background and it's fast to load and easy to read for me. What's wrong with it?

mplewis
0 replies
5h46m

The text is too small to read on a phone without scrolling sideways.

tsukurimashou
0 replies
9h0m

using a phone to browse the web is really sad

mulmen
0 replies
19h4m

Sometimes the children really are wrong.

hackerlight
0 replies
16h17m

Unstated benefit of the website is it repels the right people.

dullcrisp
0 replies
19h17m

Who left you in charge?

Lvl999Noob
0 replies
10h31m

I only looked at the linked article and the homepage so maybe diagrams and such look worse, but those pages look fabulous on phone to me. I wish more sites looked like this one.

abraae
6 replies
19h20m

I particularly love this:

Are you an excellent recruiter? We get a lot of inbounds. To help us qualify your ability to match our needs, please send us your strongest candidate, a singular champion, as an exemplar of your talent hunting skill.

After a lifetime of doing HR software this sparks thoughts about a scoreboard/ranking system for agencies with exactly this kind of "you've got one chance - don't blow it" scenario. Maybe once you've provided 5 great candidates you're allowed a dud or two.

basil-rash
4 replies
17h22m

To me that just sounds like “we don’t want to pay you anything but do all the work for us anyways”. Is it supposed to be some tongue in cheek way of saying “fuck off if you’re a recruiter we don’t give a shit”? Or are they instead asking for a historical example of a good hire you facilitated?

It’s akin to saying “Oh you’re a systems software engineer? Prove it by designing and implementing our entire system for us, we won’t pay you for it, we just want to know you can do it”.

abraae
2 replies
15h53m

I don't think it's a fuck off message at all. That would be just "fuck off". Why encourage recruiters if you didn't want to deal with them?

To me it says "don't just shotgun me with every rando candidate you have - I'll give you one chance, make it count". It's exactly the sort of thing you might say to a pushy recruiter you met at the bar who wants in to your business. To succeed, they must a) have a good candidate and b) understand your business (so they know that candidate is right for you).

And I'd say there's an enormous difference between what a software engineer does (spend months or years designing and implementing a system that is for a single "customer") to what a recruiter does (spend 1 hours of conversations/emails in qualifying a candidate who can be shopped out to any of a number of customers.).

basil-rash
1 replies
13h18m

But if the recruiter has already gone through the work of vetting the candidate, why would the company not just talk to the candidate directly and “cut out the middleman”, so to speak? What guarantee does the recruiter have that providing the company this holy grail candidate will be met with anything more than “wow good eye, thanks!”

abraae
0 replies
8h27m

That's not usually how business works. Many reasons, but talent is still hard to find and employers don't want to piss off someone who can find staff for them. And it's likely against the agreement the recruiter has with the candidate for the candidate to go direct to the employer.

dylnuge
0 replies
14h7m

It's not akin to that at all. External recruiters are typically paid for placement (i.e. they get a commission paid on a hired employee after they're hired, typically 20–30% of base salary). There are good ones, but a non-trivial portion are just cold-email spamming everyone whose LinkedIn profile looks even remotely like it might match the jobs they're recruiting for and forwarding on anyone who replies.

For a company/hiring manager, one great candidate a month is far more valuable than a few dozen ones who aren't even close to matching the role. They're not saying "do the work for us", they're saying "if you want us to take your sourcing seriously, send us quality, not quantity."

diffeomorphism
0 replies
11h22m

That sounds hilariously out of touch. Like "15 years experience required, rockstar developer, entry level position, passion not salary". No, you are not that special and I will send a "champion" to a much better employer, thanks.

willio58
11 replies
21h37m

While this is impressive to some degree I just today watched Climate Town’s “Natural Gas is Scamming America” (https://youtu.be/K2oL4SFwkkw) and the entire natural gas industry is tainted beyond belief for me now. It’s not like they were a positive thing in my view before, but on the whole natural gas seems to be just as if not more detrimental than coal for climate change mainly due to how much is leaked out but also how much energy it takes to ship natural gas to other countries. The idea of creating carbon neutral natural gas seems great, but can we maybe avoid holding energy in one of the most climate-change inducing gases out there?

gorjusborg
5 replies
21h11m

If the natural gas is captured from the atmosphere, a spill will be bad, but no worse than before the capture happened, right?

logtempo
2 replies
18h1m

what kind of natural gas?

yurishimo
1 replies
11h39m

This is important to consider. The video is mostly a commentary on how CO2 is being handled while the methane released from fracking is largely ignored when evaluating if a well is carbon neutral. The video also argues that methane is much worse for the environment as a whole than CO2. I'm sympathetic to the argument, but I have a hard time believing that climate scientists have not already taken this into account with their calculations _somewhere_. Maybe I'm wrong, but at this point, the US is so far gone down the fracking/natural gas hole, I'm afraid backing out of it is almost untenable.

The best we can hope for is better capture, storage, and utilization strategies. If we can find a way to create a machine similar to the Terraform Industries model, but focused on methane capture, perhaps we can reabsorb/store that as well.

logtempo
0 replies
4h16m

Methane leakage have been first estimated by the gas industry actors first. With no incentive to work on those leakage (no regulation) and a strong incentive to be "green" (it grant you money and good PR which is money), numbers can't be trusted.

That's why there are demands for regulations only after scientist looked over the shoulder of industrials. At the end, scientists often only look at things, the don't decide about regulations and economy.

Backing out would require a lot of courage, but not doing it put a serious threat to the efforts of keeping the climate change at a not-too-catastrophic level.

Talking about terraform, in 2011 in germany they did test renewable powered methane production via electrolysis and Sabatier process. I can't find any news about it, but it's exactly what terraform is doing.

Terraform claim to produce H2 at less than 2.5$/kg, but I find different numbers when looking at scientific publications (it's between 4.8-7.5$/kg).[0]

They also claim to produce from "air", but C02 capture is really poor and it's better to capture it from industrial plants. But anyway, it's not a big problem.

An other problem is the water cost of electrolysis.

[0] https://link.springer.com/article/10.1007/s10311-021-01322-8

luhn
0 replies
21h1m

They're capturing CO2 from the atmosphere, if they leak methane back out to the atmosphere that's much, much worse. Over a 20-year period, methane has ~80x the warming potential of CO2.

asmor
0 replies
20h52m

Being realistic, we're going to put any CO2 we manage to pull out of the atmosphere (if we can do it at cost at all) on a balance sheet.

We already do this in various places. For instance, if you dedicate land to growing a forest in Germany to offset your carbon emissions, it is added to the emission trade balance of the country no matter if you intend for it or not - you can't offset.

Hamburg Airport tried to do this as a publicity stunt, and only later noticed they're doing nothing for the CO2 bottom line.

asmor
1 replies
20h57m

Green hydrogen and other "e-fuels" are an attempt to keep the gas industries infrastructure alive and relevant. If you see someone break down the math it makes zero sense, it just sounds nice.

dzhiurgis
0 replies
20h18m

Keeping existing infrastructure is the whole beauty of it. Ships, pipelines, factories, supply chains that you can keep using if/until other technology replaces it.

tedivm
0 replies
20h23m

but also how much energy it takes to ship natural gas to other countries.

Something like this would reduce the need to transport it to other countries, since you can manufacture it anywhere you want. Right now we're limited to where we can pull fossil fuels out of the ground, which means that it has to be transported from one place to another. That's not the case with atmospheric extraction.

Latty
0 replies
21h32m

Indeed, and they claim it is "easily transportable": it seems to be the two are mutually exclusive, if you are going to shove it into the existing systems that leak methane habitually, it's horrific for climate change.

airstrike
10 replies
22h35m

I'm more used to seeing the other Terraform on HN so I would have perhaps titled this "Terraform Industries..."

playingalong
9 replies
22h31m

"Terraform stinks" seems to match both.

leesec
3 replies
22h30m

Why the hatred buddy? Does anyone on Hackernews like technology anymore?

LastTrain
1 replies
22h21m

Is not liking some software and making a mild joke about it considered hate now?

trueismywork
0 replies
18h2m

Yes

k8sToGo
0 replies
22h3m

Rust or bust!

dvfjsdhgfv
3 replies
22h27m

"Terraform stinks" seems to match both.

As compared to what, IaC-wise?

whirlwin
0 replies
22h20m

CDKTF. Or in other words, shit camouflaged by a pleasant clown outfit

marcosdumay
0 replies
20h41m

Looks like a bad joke made by somebody confused about the composition of farts.

Hamuko
0 replies
8h10m

OpenTofu?

_Microft
0 replies
22h27m

Natural gas doesn’t stink. It’s the additives that are there for exactly the reason to be able to smell it if there is a leak.

skeledrew
5 replies
21h39m

I see this, and I like how it sounds on the surface. But I can't help but raise an eyebrow when I see "carbon neutral". Got me wondering how they'll be delivering the gas, if they won't be using trucks or building other infra that uses fossil fuel-consuming equipment. If they actually have resolved this end-to-end, super great! But otherwise, I feel like they're still ignoring crucial externalities.

r3trohack3r
1 replies
21h27m

Got me wondering how they'll be delivering the gas, if they won't be using trucks or building other infra that uses fossil fuel-consuming equipment.

Sounds like you’ve answered your own question.

Time for you to get to work on an end-to-end natural gas powered supply chain that can run on the natural gas they’re pulling out of thin air.

Lots of fun problems for you to solve. A lifetime of fulfilling work ahead.

skeledrew
0 replies
14h33m

Hah, interesting problems but already have my hands+brain full working on problems in my main area of interest.

triceratops
0 replies
21h16m

You can run the trucks on liquified natural gas. Or run a natural gas power plant next to the Terraform module that can charge an electric truck's battery.

orthecreedence
0 replies
21h16m

One thing comes to mind: don't transport it. It's sitting right next to a solar power plant...one that shuts down at night. Why not store the gas locally and use it as a battery when the sun isn't shining?

SamBam
0 replies
21h22m

Couldn't these systems be built much closer to municipalities' distribution centers (compared to existing NG wells), and so require even less transportation than what currently exists?

samatman
5 replies
21h58m

Last time I looked into this, Terraform's 1MW reactor can fill a normal LNG truck in 145 days of operation. Or if you prefer, 145 such reactors would be needed to fill one (1) LNG truck per day.

The work they're doing will help prove out DAC, moving it further down the tech adoption curve, which is good. The task of making methane from the air should be performed with multi-GW nuclear reactors, which produce full power 90% of the time they exist, and which can use heat instead of electrolysis to free hydrogen, which is more energetically efficient. The use of an extensive and intermittent power source which only produces electricity is a severe limitation here.

rbliss
3 replies
21h52m

Would love to see nuclear do this, but the challenges to getting nuclear built are myriad. Regulatory burdens, cost to build reactors, painfully slow learning rate for nuclear reactor design and buildout.

Solar, while certainly not ideal, is comparatively trivial to build out. Functionally you buy and lay out cheap panels. Far smaller political challenges. Some friction around land use and interconnect, but compared to nuclear, orders of magnitude easier and the way forward seems clear with the existing political realities and economies of scale in action for solar panels.

tyler569
2 replies
21h14m

The best part about using nuclear for fuel generation is that you get to sidestep the biggest problem with nuclear - when you build a power plant you want to build it near people (who may object on safety grounds), but you can build a DAC fuel generator way out in the middle of nowhere.

Even better, you could build your nuclear DAC fuel generator in an old natural gas field, where there's ready-made transportation infrastructure for your product to where it's needed!

Kon5ole
1 replies
10h39m

The best part about using nuclear for fuel generation

The main point of this operation is to utilize free surplus energy from solar and wind to store fuel for days where solar and wind can't produce enough. Free-as-in-beer surplus, since the energy would otherwise be wasted or sold at negative prices, like what we have been seeing lately in certain markets.

Nuclear can always produce electricity, so converting to fuel has no benefits it's just a loss compared to using the electricity directly. Also, nuclear electricity is never free but always very expensive because you need a large amount of very highly educated people and expensive infrastructure to deal with it.

you can build a DAC fuel generator way out in the middle of nowhere.

If things go very badly with a nuclear reactor, there's no such thing as a "middle of nowhere" that's far enough away. The fallout from Chernobyl made certain foods as far away as the arctic circle unsuitable for human consumption.

lofenfew
0 replies
2h47m

Nuclear can always produce electricity, but spinning plants up and down takes time. More importantly, a nuclear plant has a design lifetime, and most of the cost comes from building the plant in the first place, not from the fuel. It therefore costs a lot of money to let a nuclear plant sit idle. Furthermore, building a small nuclear plant is almost as expensive as building a large one, because of the regulatory hurdles and the effort needed to design it. So not building a nuclear plant as big as you possibly can has a cost as well. The difficulty is that you then need a consumer capable of using all that excess power, which necessitates putting it next to large population centers, who are likely to complain about the risk of nuclear. Being able to build a large reactor out in the middle of nowhere, and be able to rely on always having a consumer for its power even if at a very low price would make it much more viable.

rgmerk
0 replies
18h37m

Intermittent, yes. Expensive, no.

It's just not.

It's a bit more expensive in the US because, hey, protectionism, but solar panels are now by far the cheapest source of electricity on Earth if you don't care when that electricity is delivered, and cheaper again if you're happy to have it in the Sahara or northern Australia.

Solar power is now so cheap it is hard to conceive of any way nuclear power could ever compete against it where its advantages (24-hour all-year power) aren't relevant.

Terraform's secret sauce is that they are designing their equipment to be cheap so it doesn't matter that they're only utilising it maybe 30% of the time.

pstrateman
5 replies
20h27m

Did I miss it or does this not actually say what the cost of methane priced by them is?

I see H2, DC power, and CO2 DAC, costs but no total.

bryanlarsen
4 replies
20h24m

Their whitepaper uses $10/kcf.

lucisferre
2 replies
1h59m

I have not done the math here in a long time, but as I understand it:

You could produce about 8KG of CH4 with 2KG of H2 and 6KG of C or 22KG of CO2.

At $250/MT would work out to about $5.50 and the 2kg of H2 would be $5 assuming $2.50/kg so lets say $10 for simplicity.

1kg of CH4 at STP is 1,396L (according to GPT since I'm lazy right now) which is about 50cf.

That's not even close to $10kcf (assuming that this means killo-cubic-feet which as a Canadian makes me cringe).

bryanlarsen
1 replies
1h37m

Interesting, let me try:

A tonne of CO2 is 12/44 C, or 273kg. So let's call it $1/kg because 250 ~= 273.

A kg of CH4 is 12/16 C and 4/16 H, so a kg is $0.75 for C + $2.50/4 for H = ~$1.40/kg.

https://www.epa.gov/cmop/updated-coal-mine-methane-units-con... says 1000 cubic feet of methane is 19.26 kg. Call it 20 because we're doing it in our head.

$1.40 * 20 = $28 / kcf.

lucisferre
0 replies
41m

Arrrg, this is what I get for answering this while distracted, I did not multiply by 8.

So it was 400cf or 0.4kcf for $10, so yeah you are right. That's actually not terribly far off their white paper actually. It's not as good as current market prices $12/kcf but it is not so far off, particularly if you consider potential subsidies for capturing carbon.

Thanks for that.

pstrateman
0 replies
20h15m

I assume the whitepaper missed details of production that they have since had to account for.

I'm quite curious what their cost is today.

car
5 replies
21h44m

How does this compare to using microbes to produce hydrocarbons from CO2 and other waste gases? (NB, not from atmospheric CO2)

Here a recent article on the topic, specifically for making jet fuel, for an industry that would be impossible to electrify.

https://www.nature.com/articles/s41587-024-02136-z

avmich
3 replies
21h17m

It's interesting that aviation is said to be industry impossible to electrify, and at the same time we have electric airplanes for some time and keep developing the technology.

outworlder
1 replies
18h16m

Which electric airplanes are you talking about, other than electric demonstrators?

avmich
0 replies
13h44m

An example of commercially used electric airplane today could be one of this - https://www.youtube.com/watch?v=VqF55MjU9jc , Green Flight Academy in Sweden, used to train pilots.

rgmerk
0 replies
10h47m

There's never been any doubt that you can make a small, short-range battery electric airplane.

We will probably be able to make short-range battery electric and fuel cell airliners.

There is no prospect whatsoever of making an intercontinental battery electric airliner; there is no plausible battery chemistry with enough energy density to give you sufficient range. There are slightly better prospects of hydrogen-powered intercontinental airliners, but even that is very challenging given how bulky the hydrogen propellant required will be.

The only realistic medium-term prospect appears to be sustainable aviation fuel, though I wonder if future generations might one day have a crack at nuclear aviation.

0cf8612b2e1e
0 replies
16h21m

I think that kind of technology does work, but scale up has been incredibly challenging. Let alone doing it profitably. Farming microbes in a nutrient rich slurry is continually fighting contamination from foreign species. The most interest has been in photosynthesizing varieties where delivering light throughout the vessel becomes impossible due to the required organism density.

rbliss
2 replies
22h21m

Really exciting for Terraform to hit this mark. Hopefully true, and not an April 1st joke. Casey Handmer (founder) is a pretty interesting guy. He also helped with the initial analysis of the crackle on the Vesuvius challenge scrolls that contributed to the breakthrough of reading the first passages from the scrolls. See https://caseyhandmer.wordpress.com/2023/08/05/reading-ancien...

Highly recommend checking out more articles on the Terraform Industries blog and Casey's personal blog.

totalhack
0 replies
8h3m

I also assumed this was an April fool's joke from the other terraform.

oaktowner
0 replies
18h20m

Yeah, kind of a terrible day to publish something like that (through no fault of their own, of course!).

leesec
2 replies
21h49m

Natural gas is just the beginning, they'll be able to make any hydrocarbon in time

_Microft
1 replies
21h42m

Casey is also very bullish on Musk and his Mars plans. I wouldn‘t be surprised if half of the plan is to have the tech ready to build the methane generation infrastructure for Musk‘s Mars colony.

leesec
0 replies
21h33m

In fact he started this company after looking into how they're going to make gas when they get to Mars

ilc
2 replies
22h28m

April 1 date on the article. Wordpress site.

I ain't saying it ain't true, but I await their next press release.

ilc
0 replies
21h59m

It makes something ring hollow then.

Why do the whole high and mightly we're using ASCII thing, then to throw me to WordPress. Certainly a bit of HTML with a few inline images fit the overall goal better.

That said, I wish them the best, and I hope that they dominate their market. :)

ein0p
2 replies
10h32m

There's got to be a catch to all this. If there was no catch, this would be the hottest startup in the world by far.

sebstefan
1 replies
10h8m

I'm going to post my favorite graph, it's called the "MAC graph". It shows, in itemized investments, how much it will cost to reach net-zero emissions for the U.S.

Instead of time, the X axis is how much you are willing to invest, in $/Ton of CO2

The types of investments are sorted by their respective cost ; the later they appear on the X axis, the lower their name is on the Y axis

You can observe by yourself here that direct carbon capture is all the way to the bottom of the list

https://www.edf.org/sites/default/files/2021-07/MACgraph_sim...

Each dollar invested in Terraform would net you 100x the results if you invested it in wind, solar, nuclear, electric vehicles or heat pumps

Here's Hank Green talking about this

https://www.youtube.com/watch?v=1dRgCsZ1q7g

eutropia
0 replies
1h20m

Two things:

1) Terraform is making Zero carbon fuels, not sequestering into the ground (the purple on the graph, not the orange)

2) I don't think it's accurate to say "each dollar invested" gets the same 100x results. The graph seems to show that wind, solar, nuclear, and electric all taper off in how much CO2 they offset. It looks once you are spending $100/T, you literally can't make any more of an impact with solar or wind. Once you get to spending $250/T (what it currently costs for Terraform to do it, for real), Zero carbon fuels looks like it has the same 1 GTon impact as onshore solar and wind combined.

Finally, "electricity and heat production" (i.e, what solar and wind can help with) accounts for just 25% of GHG emissions. Transportation and industry (excluding electricity used by industry) together account for more than 35% of emissions. Many industrial processes can't simply "use electricity". The only way to get emissions down is to provide a like-for-like substitute - no one can afford to completely redesign their factory or chemical plant, but they could probably afford to pay more for NG as prices for syngas fall to closer to FF NG. There is no silver bullet.

We need every single innovation available.

consumer451
0 replies
15h26m

Thank you so much for these recommendations!

This is excellent and I highly recommend everybody watches both, starting with shorter one.

Casey, the CEO is super interesting and inspiring.

logtempo
1 replies
18h13m

it's time to stop calling methane "natural gas".

trueismywork
0 replies
18h7m

You're right. That's hydrogen sulfide

jack_riminton
1 replies
12h6m

So how many can we put on Mars and how long would they take to do significant Mars warming?

laweijfmvo
0 replies
2h57m

If it's carbon neutral, it won't warm Mars at all...

Borg3
1 replies
9h21m

Hmm, this is interesting, but I have few doubts about it. First, Metane is worst gas to come by. Its super greenhouse gas. Second, everyone screems about carbon neutral, but do those people understand carbon cycle on this planet? Its essential for plants. Less CO2 in atmosphere, plants growth is slower. If you start to compete with plants for it, it might have unforseen consequences.

I hope someone will put some research on it. This is usual human aproach. Lets fix one thing, worry about consequences later.

popol12
0 replies
9h2m

We've spend the last 2 centuries burning fossil fuels from the ground, significantly increasing the atmospheric CO2 levels. Capturing some of it back won't make a difference for plants. Also, when you burn methane, you release CO2 again. So it's not like there's a finite amount of CO2 to pump from the atmosphere, it will renew itself.

zhivota
0 replies
20h38m

The pictures look oddly fake to me.

whirlwin
0 replies
22h19m

I would like to see Terraform succeed with their green goals!

When I can run 'terrform plan' on my entire infra without using a billion joules of energy, I'll chip in

whimsicalism
0 replies
16h33m

the hydrogen stuff being enabled by the IRA is extremely exciting. i'm familiar with a number of startups that are able to use methane with e. coli to produce plastics & synthetic fibers where it has only become cost competitive since the IRA

standeven
0 replies
11h6m

“… our electrolyzer capex costs <$100/kW”

Forget the DAC and natural gas, how are they generating green H2 for so cheap?

salynchnew
0 replies
20h18m

It's pretty amazing to have an actually carbon-neutral way to create natural gas.

joking
0 replies
20h19m

Is there any place where they say how many kWh of electricity they need to get one kWh equivalent of gas?

jefftk
0 replies
16h33m

Will the oil industry will copy the meat industry and say this is misleading consumers because it's actually artificial gas?

fb03
0 replies
18h47m

I was extremely confused on why an IaC solution/package company would have a leg on the natural gas business lol

etiennebausson
0 replies
2h20m

Our core innovation is the utilization of proven and well-understood industrial processes implemented within innovatively simple and cost-effective proprietary technology systems... So they invented nothing, and put a nice package around existing tech?

I can see the use-case when combined with intermittent energy generator (e.g. : solar), but I am not really convinced by the rate of return, when compared to similar tech that do not emit greenhouse gases in case of failure (liquid salt, heated sand, ...)

elzbardico
0 replies
20h2m

Well, that's really stretching the concept of Infrastructure as Code /grin

denysvitali
0 replies
21h6m

Let's hope they don't switch to the BSL license too

darby_eight
0 replies
18h12m

Are there any third parties that have comments on this process? A press release isn't too much to go off of.

d_burfoot
0 replies
2h41m

I recommended to my friends to buy cheap land in places like Nevada and Arizona, because it will possibly skyrocket in value due to Terraform:

https://www.youtube.com/watch?v=WJKh-2Q5DRA

concordDance
0 replies
9h40m

I really appreciate them putting actial numbers in here! So many places are deliberately vague on numbers.

A $100,000 base cost for the entire system is unbelievably cheap!

To put that in context, you could offset the entire worlds CO2 emissions for just $35 trillion worth of these! That might sound like a lot, but it's technically achievable, being half the USA federal budget for 10 years.

The energy requirements also aren't impossible, about 350TW of power, easily less than a 100km x 100km square of solar panels. (Admittedly, this is several times more expensive than the Terraform installations, but we need power anyway and will be getting more efficient at solar panel manufacture)

Interestingly, this also puts an upper bound on a reasonable CO2 tax of $1000/ton or around £1.8 per litre of petrol, so lovers of fossil fuels and flying can still drive on the track or go for a flight on weekends.

cdelsolar
0 replies
18h16m

Wow, can Cloudformation claim that?

XorNot
0 replies
18h7m

They're putting a lot of effort into carefully not including easily comparable numbers on their website. There's numbers, they might be impressive for the technology, but where do they sit relative to commercial production?

It can be more but by how much? To me, the consumer, "renewable hydrocarbons" is worth a pretty substantial premium, but they're not enthusiastic to tell me what that is or where they think it's headed.

TechnoTopian
0 replies
17h9m

If the CO2 concentrator could be minimized, it would make an excellent addition to HVAC systems - would minimize the need for outside fresh air if you could just capture the CO2 exhaust from human occupants and expel that. Could even have houses and offices with sub-atmospheric CO2 concentrations!

Kon5ole
0 replies
21h40m

"TL;DR: The future of energy is solar+batteries+synthetics."

Basically infinite energy with clean water as a byproduct, and all signs point to it being financially viable compared even to fossil fuels. It's like a dream. I can't wait to see a bunch of companies being successful in this area.