Voyager Ventures’ Post

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The chemicals industry makes modern life possible: from our materials to our food, the global economy would not exist without industrial chemicals. It's also one of the most difficult sectors to decarbonize. In Voyager’s latest letter, we investigate the paths to producing chemicals and materials without fossil fuels, and the new opportunities this shift enables. https://lnkd.in/gJnvdy9F

Living With Chemistry

Living With Chemistry

voyagervc.com

Daniel Robinson

Supporting scientific and technical innovators who are advancing human and planetary health.

6mo

“Component parts, and even units, could theoretically be made in high volume and therefore benefit from manufacturing economies of number vs. economies of scale and therefore avoid megaproject economics.” I’ve not previously heard this concept / nomenclature - “economies of number.” So basically, there’s the central manufacturing plant of plants, which produces the modular units / components (first derivative), which in turn produce the output eg methanol, ammonia, ethylene, hydrogen (second derivative). In the analogous historical case of PV modules (first derivative), there’s an industrial law which is along the lines of ‘15% cost reduction for every doubling of cumulative installed capacity.’ Do you have any data, or hypotheses, around scaling law(s) for electrochemical units / components?

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alisa leonard

artist. brand dude. storyteller. designer. filmmaker. autistic mystic. sardonic optimist. deep tech whisperer

6mo

Twelve’s pathway is via CO2 electroreduction / CO2RR

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Utkarsh Singh 🇮🇳

CEO @ BatX Energies | Battery Recycling & CAM Manufacturing | Forbes 30U30 | Forbes DGems

6mo
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Julien Lepleux

Principal at Bleu Capital

6mo

Great writeup and top down analysis Sierra Peterson!

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