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Thanks for your post. I would love to read more of what's behind your predictions on the cost curve of DACCS coming down. I worry that the underlying logic to claims like these goes no further than "it happened for solar and batteries." The fundamental technology behind DACCS is super mature (every part of it has been used in the oil and gas industry for a century). We're close to the thermodynamic limit of efficiency in those processes. If there isn't a specific rationale behind the cost reduction predictions I am very skeptical they'll be realized because DACCS isn't a widget made in a factory. It's a process that's governed pretty directly by thermo. And there is a clearly identifiable headwind to cost reduction in that we'll fill up the most accessible and cheapest reservoirs first.

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Great overview. However, I think nature based removal deserves more buyer support. Lots of innovation underway here but we need to accelerate it. Check out the work Salk Institute is doing to augment the amount of carbon plants can draw down and and store in root systems through genetic interventions.

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