PPHB

Energy Technology Musings

Everything Moves Toward Recycling

INSIGHTS & TRENDS

Everything moves toward recycling.  Water in the oilfield, with disposal dropping like a stone.  We are terrible at recycling newspapers and plastic bottles, but the logistics and economics don’t work.  But recycling old tires, at scale, into something more than sandals (Al Gore shipped millions of old tires to Mexico to “help” their economy, cleaning up ours and making a mess of Mexico).  If the economics works, recycling works and the push towards full cycle economics improves it even more.  A commercial business.  If it can make money without direct government subsidies, then it is huge home run.  When someone works out how to recycle windmill blades, at scale, and economically, it too will be big business.  What is also important is that its commercial outputs are very basic industrial building blocks, which are always in demand.  And the technology is highly applicable for locations all over the world where large feedstocks exist.

COMPANY SPOTLIGHT

For this Company Spotlight, we interviewed Elemental Recycling’s President (Ian Bishop). Elemental Recycling has developed a low-cost, patented, single-step process to upcycle organic waste products such as plastics and tires into high-purity spherical graphene and hydrogen. For more information on Elemental Recycling, please visit www.elementalrecycling.com.

Background: Before co-founding Elemental Recycling in 2019, Ian Bishop and Ron Presswood after visiting a Bay City recycling plant that was attempting to use iron to process hazardous waste….. READ MORE

NOTABLE NEWS

The Risilience platform turns data into actionable insights, empowering organizations to understand and quantify the scope, magnitude and timescale of climate risk to their strategies and operations. This allows companies to measure and balance the potential financial impacts with the cost of transitioning their business to operate more profitably in a low-carbon economy. Risilience's 'digital twin' technology enables businesses to stress test the impact of numerous transitional and physical risks on their organization including increasing regulation, potential litigation and changing consumer sentiment, that together could reduce business value by up to 30 percent if companies fail to act. The investment will allow Risilience to expand its market-leading SaaS platform. The funds will also be used to drive international expansion, with a specific focus on the US where pending SEC rules will require climate and risk disclosures.

Related Press Release: Climate Analytics firm Risilience closes $26 million Series B to expand its science-based, climate-risk assessment and net-zero planning platform


Computer Modelling Group (“CMG”) is a global software and consulting company providing advanced reservoir modelling capabilities to the energy industry. CMG provides cutting-edge technologies that support critical field development decisions for upstream planning and energy transition strategies. CMG is headquartered in Calgary, AB, with offices in Houston, London, Dubai, Bogota, and Kuala Lumpur. CMG’s acquisition of patented AI-based data analytics technology from Unconventional Subsurface Integration LLC, which applies analytics to physics-based data for achieving type well matching, optimization in well spacing and timing, as well as maximizing asset valuation and production performance will allow CMG to address a unique need for their clients with unconventional assets.

Related Press Release: CMG Announces the Acquisition of Early-Stage AI-Based Data Analytics Technology for Maximizing Asset Valuation and Production Performance of Shale Reservoirs


NT-Tao or (the “Company”) is a nuclear fusion energy company engineering a compact and scalable nuclear fusion energy technology with the goal of achieving commercialization this decade. The Company's proprietary ultra-fast plasma heating method will enable it to reach 1000 times higher density than other fusion reactors, thereby making its fusion reaction 1 million times more effective and resulting in significantly greater efficiency of energy production than other leading solutions. This new funding will enable NT-Tao to continue to scale its team, accelerate prototype developments in the pipeline and build its new research facility.

Related Press Release: NT-Tao Raises $22M Series A to Ensure a Secure, Clean Energy Future with a Compact and Scalable Nuclear Fusion Solution


Headquartered in Aberdeen, Global E&C (“GEC”) is an execution led energy Engineering, Procurement, and Construction (“EPC”) contractor with a depth of expertise across survey, engineering, fabrication, construction, and commissioning & start-up services. GEC was established in 2019 as a digitally focused Brownfield EPC contractor and has quickly gained credibility in the market. The investment will significantly bolster GEC’s ability to support evolving energy markets and accelerate the growth of its digital and decarbonization offerings.

Related Press Release: SCF Partners Announces Investment in Global E&C, a Digitally Enabled Engineering, Maintenance, and Commissioning Service Provider


Tau is a technology company at the core of energy transition, decarbonization of energy and electrification of transport. Tau has established itself as an innovative supplier to the automotive industry by setting a new global standard in winding wire for e-mobility. Its wire addresses the industry's demand for the next generation of electric motors with a reduced carbon footprint, using less resources and improving the electric vehicles' efficiency, range and recharge time, notably through superior resistance to partial discharge and accommodating voltages of 800V and higher.

Related Press Release: Tau concludes €9m series-B round to scale up production for e-mobility


Founded in 2009, and headquartered in Sydney, Australia, Vast is a world-leading renewable energy company that has developed concentrated solar power (“CSP”) systems to generate, store and dispatch carbon free, utility-scale electricity, industrial heat, and to enable the production of green fuels. Vast’s proprietary CSP system uses a modular tower design and a unique sodium loop for heat transfer to efficiently capture and store solar heat for conversion into clean and renewable electricity and heat. Vast’s system is designed to deliver greater efficiency, simplified permitting, faster construction and more reliable operations when compared to conventional central tower CSP plants. The Business Combination will provide Vast with capital to progress its multi-GW pipeline of projects.

Related Press Release: Vast, a Market-Leading Concentrated Solar Power (CSP) Company, to go Public Through Business Combination With Nabors Energy Transition Corp.; Combined Company Expected to be Listed on the New York Stock Exchange