IDTechEx Finds CO2-Derived Concrete Can Build a Net-Negative Future

Many companies have found solid reasons for attempting to achieve a net-negative CO2 future. The business value continues to grow. I told my typically conservative boss early on at Automation World that the next issue’s topic was Green (as it was known then). He gave me “that” look. I told him think green as in the color of American dollar bills. What’s good for the environment is also good for business. After all, eliminating waste is a central tenet of Lean.

This news of a report from UK analyst firm IDTechEx written by Analyst Eva Pope recently came my way. It is worth checking out the report for ideas that go far beyond concrete production.

She leads with this thought. In a world with a growing population and a rapidly expanding construction sector to match, how do we prevent building homes from damaging our climate? Concrete is the second most consumed material on Earth, but its key ingredient, cement, is responsible for 7% of global anthropogenic CO2 emissions. The answer could come from thin air – CO2-derived building materials.

The new IDTechEx report “Carbon Dioxide Utilization 2024-2044: Technologies, Market Forecasts, and Players” explores many ways to valorize captured carbon dioxide to create useful products. Among these, CO2-derived building materials showed particular promise due to performance improvements and cost-competitiveness, as well as sustainability benefits. IDTechEx forecasts over 170 million tonnes of captured CO2 will be utilized in building materials by 2044.

Carbon dioxide can be utilized in concrete production in three different ways: injection of CO2 during curing of precast concrete, injection of CO2 during mixing of ready-mixed concrete, and formation of carbonate aggregates/additives.

Unlike some other carbon dioxide utilization pathways, such as the conversion to e-fuels, which requires large amounts of energy and green hydrogen (often prohibitively expensive), the basic mineralization chemistry underpinning the uptake of CO2 during concrete manufacturing is thermodynamically favored and less energy-intensive because stable metal carbonates are formed. These carbonates represent effectively permanent sequestration of CO2, so CO2-derived building materials double up as simultaneous carbon dioxide utilization and carbon dioxide storage. The process is compatible with many different sources of CO2.

Concrete production is typically low-margin, and willingness to pay a green premium is low. Therefore, widespread deployment of CO2-derived concrete will rely on CO2 utilization technology players, creating easy-to-adopt solutions that are minimally disruptive to existing manufacturing processes. In CO2-aided curing, some players have targeted retrofittable curing chambers. Elsewhere, plug-and-play and mobile unit solutions are also being commercialized.

Although the production of CO2-derived concrete is more expensive than conventional concrete, revenue can be generated through waste disposal fees and carbon credit sales, with some players already reporting to achieve price parity. In the future, stronger regulatory support (for example, increased carbon pricing) will accelerate uptake further, with IDTechEx forecasting over 170 million tonnes of captured CO2 will be utilized in building materials by 2044. With carbon capture solutions for cement kilns continuing to develop, CO2 could be sourced from cement production, creating a circular solution.

PlantSwitch Closes $8 Million to Commercialize Bioplastic Technology

Here is one of my favorite companies—using “waste” bioplastic to mold those plastic eating utensils ubiquitous in fast food restaurants and picnics. They have a small operating plant and just closed an $8 million round to increase production. How many more energy and resource saving ideas are lurking out there in the minds of my readers?

PlantSwitch has developed revolutionary bioplastic technology that converts cellulosic agricultural waste streams into a low-cost, compostable plastic resin alternative. As bans on single-use plastic are increasing globally and major corporations are searching for ways to reduce their plastic footprint, PlantSwitch is uniquely positioned to provide a compostable, cost-effective alternative to conventional plastic that is both sustainable and scalable.

“Alternatives to plastic have traditionally failed to deliver on cost, quality, and availability,” shares CEO and Founder Dillon Baxter. “PlantSwitch was founded with the mission to deliver a bioplastic alternative that can replace all traditional single-use plastics. To do that, the technology must be low-cost, high performance, and rapidly scalable; and those 3 tenets have guided every decision our development team has made since inception.”

Proceeds from this raise will be used to launch PlantSwitch’s first commercial manufacturing facility in North Carolina and expand its team. At scale, the 52,000 sq ft facility is expected to produce over 50M lbs of bioplastic resin annually. PlantSwitch’s customers include some of the leading brands and manufacturers in foodservice, CPG, cosmetics, and agricultural products, and the company expects this facility to reach its capacity in 2025. PlantSwitch currently has 12 employees, primarily chemical engineers and polymer scientists that have made significant contributions to the field of sustainable materials.

Aligned with PlantSwitch’s vision, NexPoint Capital is a large institutional investor with a climate tech platform, where they allocate early-stage capital to climate-smart technologies that will require significant infrastructure to scale. NexPoint currently holds over $16 billion in assets under management.

“At NexPoint, we are always looking to support companies that do important work, and offer attractive opportunities for growth,” said Scott Johnson, Managing Director & Portfolio Manager at NexPoint Capital.  “PlantSwitch certainly fits that bill and represents an investment that aligns with our values and expertise in Climate Tech businesses.”

PlantSwitch is now gearing up for its 2024 Series A fundraise, which will be used to expand capacity with additional manufacturing facilities.

“Major corporations have made commitments to lower their plastic consumption and the toxic waste it produces, but the proper infrastructure to deliver a viable alternative hasn’t existed,” says PlantSwitch CEO Dillon Baxter. “This $8 million raise, in partnership with NexPoint, is being invested in building out this infrastructure, which will drive the alternative plastics market forward.” In conclusion, Baxter adds, “We believe the infrastructure for compostable bioplastics is critical to the future of our economy, our health, and our planet. That’s why we are on a mission to build it in a way that is scalable and cost competitive.”

Fast-Charging EV Battery Technology Getting Near

Batteries have become the crucial constraint for many electrification advances. Especially for electric vehicles. I have an EV (Ioniq 6, which I recommend) with the main constraint centering on battery size and charging time. I’ve heard from a  Israeli company called StoreDot who is moving towards commercialization of an “extreme fast charging” battery technology. Following are highlights of its 2023.

  • This year saw it sign landmark agreements with strategic partners Volvo Cars, Polestar, VinFast and Flex|N|Gate
  • 2023 also saw 15 leading global OEMs test its cells for six to nine months verifying outstanding performance and proceeding to B-sample projects with several OEMs
  • StoreDot’s recent joint development project with Polestar yielded an announcement about the world’s first 10-minute EV charging demo for early 2024
  • StoreDot proved it offers the first and only solution to enable EV fast charging with high cycle life during consecutive fast charging, showing no degradation of performance due to fast charging
  • StoreDot expanded globally this year opening an innovation hub in California and appointed renowned automotive industry leader Carl-Peter Forster as its Chairman
  • StoreDot remains firmly on track for the mass production readiness of extreme fast charging ‘100in5’ battery cells in 2024

Doron Myersdorf, StoreDot CEO said:

“In 2023, StoreDot has not only achieved all of its planned milestones, but we have also made significant strides towards commercialization and mass production of our extreme fast charging battery cells. We proudly declare ourselves as the world’s leading company in XFC battery technologies, a title we’ve earned through our dedication to innovation and unwavering commitment to pushing the boundaries of what’s possible. We are the first and only company to enable extreme fast charging with high cycle life of consecutive fast charging. Our focus for 2024 is scale up and commercialization, and we remain on course to achieve mass production readiness of our ‘100in5’ cells next year. No other company is making as much progress in this sector as we are, and the EV world is about to witness the revolution we’re bringing to drivers’ charging experience.”

Through its ‘100inX’ product roadmap, StoreDot’s battery technology is delivering ‘Range on DemandTM’: 100 miles charged in 5 minutes in 2024, 100 miles charged in 4 minutes in 2026 and 100 miles charged in 3 minutes by 2028. StoreDot’s strategic investors and partners include BP, Daimler, VinFast, Volvo Cars, Polestar, Ola Electric, Samsung, TDK and its manufacturing partner EVE Energy. StoreDot is on target for mass production readiness of 100in5 technology by 2024.

100% Hydrogen-Capable Gas Meter

Technology is finally catching up to the dream of using hydrogen to fuel our vehicles in place of fossil fuel. You will see commercial vehicle fleets switching over in only a few years. Honeywell leads in many of the technologies needed to bring hydrogen into the mainstream.

This news concerns the launch (Honeywell claims world’s first) of its 100% hydrogen-capable diaphragm gas meter. The Honeywell EI5 smart gas meter, which has been successfully piloted in the Netherlands, is part of a broader initiative to align with the region’s goals outlined in the European Green Deal.

The new gas meter is capable of measuring both hydrogen and natural gas, providing adaptability across the European continent. Once installed, these meters eliminate the need for future replacements, even as networks transition to hydrogen, thereby reducing long-term costs and enhancing operational sustainability. The EI5’s design and functionality have been tested and certified by Physikalisch-Technische Bundesanstalt (PTB), ensuring their safety, accuracy, and preparedness for the evolving energy landscape.

“Honeywell’s hydrogen-capable meters are key to facilitating a seamless transition to hydrogen energy across European utility networks,” said Kinnera Angadi, Chief Technology Officer of Smart Energy and Thermal Solutions at Honeywell. “We’re enhancing operational efficiency with meters that are ready for the future, helping our customers stay ahead in a market that’s swiftly transitioning toward greener energy solutions.”

In the Netherlands, the gas meters will be delivered to Enexis Group, one of the country’s largest gas distributors, following a pilot project in Wagenborgen.  This pilot project is transforming residential homes from the 1970s, integrating them into a hydrogen network that includes not only the EI5 gas meters but also a hydrogen central boiler for heating and hot water. Looking ahead, the project aims to pioneer the use of green hydrogen through electrolysis, marking a significant step in sustainable energy usage.

The 2020 Hydrogen Council report indicates that hydrogen costs are expected to decrease by 2030, making it competitive with other low-carbon alternatives. This leads large utility distributors like Enexis Group to commit converting their main gas lines to hydrogen within the next three years.

Atos Launches Sustainable Digital Workplace Suite

If Generative AI is one word of the year for 2023, Sustainable is the other. This news concerns “Tech For Good” digital solutions from Atos.

Paris, France, and Dubai, UAE – December 6, 2023 – Atos today announces the launch of a new global offering designed to help enterprises reach their CSR goals. With 57% of enterprise IT’s carbon footprint attributable to workplace devices, this service offering represents a major step forward in providing clients with access to new sustainable IT solutions.

Since the 2021 announcement of Atos’ partnership with the BSI Kitemark certified startup Circular Computing at COP26, Atos has expanded its portfolio and set up a comprehensive suite of more than 20 “Tech for Good” services and solutions, encompassing social value and accessibility criteria as well as data analytics and user interfaces. 

The first segment in the new offering reshapes device lifecycle management. Most companies replace employee laptops every three to four years, with each new device accountable for emissions of more than 300 kg of CO2e (carbon dioxide equivalent). Atos is now working with a global network of industrial partners to offer clients lower-carbon laptop replacement options, including performance-based refresh and extended use, refurbishing, or remanufacturing. 

However, to optimize IT assets it is critical to accurately measure their usage and the carbon footprint of digital behaviors. Atos’ new offering includes a set of dashboards that enable end users and executives to better monitor and improve their workplace carbon footprint. 

The “Atos Tech 4 Good Assistant” application offers employees real-time feedback about their personal performance against environmental and social parameters. The assistant can recommend actions such as removing unnecessary programs, turning off the laptop or changing settings on the device. The assistant is available via Microsoft Teams or pop-up notifications, and provides a monthly performance report for each end user.

The final part of the sustainable workplace offering provides consolidated data and recommended actions to IT and CSR leaders. These recommendations allow leaders to not only closely monitor and manage their workplace carbon footprint, but also to improve the impact of the service in terms of social value and accessibility. They are designed to support CSR reporting, which is becoming an increasingly challenging task for organizations across the world. 

The Atos Tech 4 Good Assistant solution already monitors more than 100 device models, applications and services, and offers 10+ dashboards to track metrics like device redeployment and improved electricity use. The offering has been co-designed with several Atos clients to ensure it meets the needs of different industries and geographies before expanding to more devices and services as it ramps up in 2024. 

Tech Foundations is the Atos Group business line leading in managed services, focusing on hybrid cloud infrastructure, employee experience and technology services, through decarbonized, automated and AI-enabled solutions. Its 52,000 employees advance what matters to the world’s businesses, institutions and communities. It is present in 69 countries, with an annual revenue of € 6 billion.

Infinitum Secures Funding To Increase Production of High-Efficiency, Sustainable Motors

Sustainability is outpaced only by AI in terms of inputs into my email stream. Many people, even technology pundits, don’t realize that sustainability is also Lean thinking and technology. It’s good for the environment and for the bottom line. This news release concerns funding for expansion for Infinitum, creator and manufacturer of a sustainable air-core electric motor.

  • The industrial sector is one of the largest and hardest-to-abate emitters of greenhouse gases.
  • By 2040, 30% of the growth in global electricity demand is expected to come from industrial motors as the sector expands and shifts to electrification.
  • In the US industrial sector, motors alone consume nearly 70% of total electricity used; however, the majority of motors today waste energy because they operate at a single speed. Higher-efficiency, variable speed motors in industrial applications are critical for reducing energy and emissions.
  • Implementing advanced motor technology like Infinitum’s has the potential to save 127 terawatt-hours per year (TWh/yr), translating into cost savings of $14.7 billion and reductions of 90.2 MMT of CO2 for the US industrial and commercial sectors.

Infinitum, creator of the sustainable air-core motor, announced $185 million in Series E funding led by Just Climate with participation from Galvanize Climate Solutions and NGP. Existing investors including Alliance Resource Partners, Rockwell Automation, Riverstone Holdings, Chevron Technology Ventures, Cottonwood Technology Fund and Ajax Strategies also participated in this round, bringing total funding to-date to $350 million. Funds will be used to expand the company and increase production to meet customer demand and drive decarbonization in the industrial sector, one of the largest and hardest-to-abate emitters of greenhouse gases.

I sold (or tried to sell) variable frequency drives in the 90s as energy saving devices in addition to just doing the job better. Here is an update on that.

Infinitum’s advanced motors meet this challenge through a built-in variable frequency drive (VFD) that reduces energy usage by running the motor at lower speeds when possible. The motor is 50 percent smaller and lighter, uses 66 percent less copper and no iron in the stator, and consumes 10 percent less energy1 than traditional motors. Infinitum’s air-core motors, so named because the stator does not have an iron core, replace the copper-wound iron core found in traditional motors with a lightweight printed circuit board stator that is 10x more reliable. Manufacturing and servicing Infinitum motors is less carbon intensive than traditional motors and the motor’s modular design allows components to be reused multiple times.

CEOs have often come to me to tout their latest and greatest technology, and I always ask, “How will you sell it?” Here is an answer from Infinitum.

To accelerate the adoption of high-efficiency, variable speed motors across the global industrial sector, Rockwell Automation and Infinitum are jointly developing a motor system that is compatible with Rockwell’s market-leading industrial automation solutions. The resulting motor and low-voltage drive solution will be distributed through Rockwell.

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