net zero

Hydrocarbons are not bad. Over the last three hundred years they have propelled global growth and technology. Steel, trains, planes, plastics, and processors owe a historical debt to the energy that we have readily extracted from coal, oil and gas. 

The way we get hydrocarbons is bad. In taking them from the ground and burning them we transport carbon from the crust to the air. The deleterious consequences of this on our climate are well known. Furthermore, the inhomogeneity in their distribution has led to global iniquities, indeed reserves of such natural resources continue to prop up unsavory regimes, even eliciting deference from other powers that profess to uphold more democratic principles.

Casey Handmer, founder and CEO of Terraform Industries (TI) joined me on the inaugural episode of the Multiverses podcast. He has a plan to create a cleaner, fairer hydrocarbon economy:

• Extract hydrocarbons from the air. Keeping the atmospheric balance intact — even improving it. 
• Make this work almost 
• everywhere. By relying on more equitably distributed resources: sunshine and air 
• Do this more cheaply than drilling. 

Casey has Ph.D. in theoretical astrophysics and has worked at NASA’s JPL and at Hyperloop One. 

The technology behind the plan is old: scrub carbon from the air (like plants!), use water to create Hydrogen (electrolysis — discovered ~1800), combine the hydrogen and carbon using the Sabatier process (discovered ~1900) to produce methane. Methane, or natural gas, is the gateway hydrocarbon — CH4 — easy to transport and can be used as the basis for more complex synthetic fuels.

The economics that makes this work is new. It requires copious, low-cost energy from solar PV for this process to undercut crust-mined methane. That energy is used to turn the fans that churn through the air, electrolyse the water and run the Sabatier process. Using projections of solar energy costs, Casey estimates that in the mid-2030s it will be cheaper in most inhabited places to generate hydrocarbons this way than by drilling.

Because TI is confident that solar power will continue to fall, its efforts are focused on building something that can quickly get mass adoption — that means building cheap machines rather than ones using expensive components that could operate at higher efficiency. When PV is super cheap, we can be wasteful of it if it means a faster transition to net zero. We don’t need highly efficient processes to create fuels, we just need a lot of solar. 

If the TI thesis plays out, it will enable a phase change in solar adoption. In many cases it does not currently make sense to connect more solar to grids — it only adds to generation at hours that are already well covered. More storage solutions and HVDC to move energy between time zones will change that. Even then, it’s hard to connect new solar farms — it can require years of permits to get the grid interconnections laid. If it becomes cheaper to produce methane from the air then the grid constraints are bypassed, a solar farm can be constructed anywhere with access for trucks and the methane produced can be stored in the mundane ways (tanks).

I hope it happens.