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Bankable

Bankable

Bankable — which hard-tech bets actually pencil out.Due diligence on first-of-a-kind technology commercialization: what it takes, and what it costs, to move hard tech from lab to pilot to bankable infrastructure. Each episode runs one technology through an operator's checklist and ends with a scored verdict: Real Bet, Watch, Not Yet, or Overhyped. Every number cited.Host: P.Eng + MBA, 15+ years commercializing first-of-a-kind technologies on three continents.We judge technologies, never stocks. Not investment advice.Formerly Decarbonize Weekly. Business: [email protected]

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Эпизоды

29 эпизодов

  1. Clean Methanol: Which Route Actually Pencils Out? 13:39
  2. Waste to Fuel: Which Rules Decide What You Can Sell? 14:02
  3. Gasification: Cheap Waste, Expensive Fuel? 13:54
  4. Bankable — The Hydrogen Money Map: Which Projects Still Pencil? 16:19
  5. Bankable — Nuclear Hydrogen: Make Fuel—or Sell the Power? 20:29
  6. Bankable — White Hydrogen: The Oil Rush for a Fuel Nobody Has Proved 21:48
  7. Bankable — Alberta Independence: Does It Pencil Out? 23:06
  8. Bankable — Blue Hydrogen: Cheap, Proven, and Losing (Bury It, Sell It, or Skip It) 23:14
  9. Bankable — Meta’s $13B Alberta AI Bet Runs on Gas 18:20
  10. Bankable — Green Hydrogen: Overhyped AND a Real Bet (The $5 Fuel in a $2 Market) 19:02
  11. Bankable — Which Electrolyzer Is the Real Bet? (Alkaline vs PEM vs SOEC vs AEM) 17:04
  12. Bankable — The Colors of Hydrogen, Ranked 17:48
  13. Bankable — Osmotic Power: Overhyped? 17:13
  14. Decarbonize Weekly DD012 — Google Bought a Power Company for $4.75B 22:04
  15. Decarbonize Weekly DD011 — The IRA Deadline Rush 21:23
  16. Decarbonize Weekly DD010 — Green Steel: Boden Proves It Works 23:04
  17. Decarbonize Weekly DD009 — The Transition's Oldest Accelerant 21:02
  18. Decarbonize Weekly DD008 — Why PJM Chose Gas for AI 22:26
  19. Decarbonize Weekly DD007 — The Green Hydrogen Reset: Why 60 Projects Died and What Survives 23:23
  20. Decarbonize Weekly DD006 — Geothermal Goes Mainstream: Oil-Patch Tech Powers AI Data Centers 20:18
  21. Decarbonize Weekly DD005 — The IMO Net-Zero Framework: LNG's Compliance Math Is Breaking Down 21:15
  22. Decarbonize Weekly DD004 — How AI Data Centers Are Reshaping Low-Carbon Power 21:44
  23. Decarbonize Weekly EP004 — CBAM Gets Real, China Scales Green Fuels, Biomethanol Goes Operational 19:37
  24. Decarbonize Weekly DD003 — Waste-to-X: The Feedstock Nobody Wants to Talk About 22:08
  25. Decarbonize Weekly EP003 — Taking a Short Break, Back April 12th! 0:47
  26. Decarbonize Weekly DD002 — Carbon Border Taxes Are Coming: What It Means for Industry 21:40
  27. Decarbonize Weekly EP002 — Record US Biofuel Mandates, UK Green Hydrogen Hub, EU Innovation Fund 10:27
  28. Decarbonize Weekly DD001 — The SAF Race: Who's Actually Going to Win? 20:39
  29. EP001 — China's Hydrogen Push, SAF Price Wars & EU CBAM Deadline 36:08