WEBVTT - Turning Old Cans Into Clean Energy

0:00:15.356 --> 0:00:23.036
<v Speaker 1>Pushkin. Out of everything we cover on this show, out

0:00:23.036 --> 0:00:26.196
<v Speaker 1>of all the themes I do, I have to admit

0:00:26.356 --> 0:00:29.596
<v Speaker 1>have a favorite. My favorite theme. My favorite thing we

0:00:29.676 --> 0:00:33.996
<v Speaker 1>cover is the energy transition. There are a bunch of

0:00:33.996 --> 0:00:38.356
<v Speaker 1>reasons I love the energy transition shows. One reason the

0:00:38.436 --> 0:00:44.156
<v Speaker 1>giant obvious global stakes right fighting climate change to the

0:00:44.196 --> 0:00:47.196
<v Speaker 1>people working on the energy transition. The people I talk

0:00:47.276 --> 0:00:50.956
<v Speaker 1>to in these shows actually make me feel hope rather

0:00:51.036 --> 0:00:55.236
<v Speaker 1>than despair. It's a big one and three. Reason number three,

0:00:55.516 --> 0:00:58.516
<v Speaker 1>which is related to reason number two, is there is

0:00:58.596 --> 0:01:03.036
<v Speaker 1>just so much creativity in this field, in this set

0:01:03.036 --> 0:01:06.796
<v Speaker 1>of industries. There's so much of people looking at the

0:01:06.836 --> 0:01:10.836
<v Speaker 1>world and trying to think at a really basic, fundamental,

0:01:10.916 --> 0:01:14.636
<v Speaker 1>kind of first principles level, how can we solve these

0:01:14.716 --> 0:01:18.436
<v Speaker 1>giant problems? How can we get the carbon free energy

0:01:18.476 --> 0:01:27.236
<v Speaker 1>we need at a price we can afford. I'm Jacob

0:01:27.236 --> 0:01:29.556
<v Speaker 1>Goldstein and this is What's Your Problem, the show where

0:01:29.596 --> 0:01:32.676
<v Speaker 1>I talk to people who are trying to make technological progress.

0:01:33.196 --> 0:01:36.036
<v Speaker 1>My guest today is Peter Goddard. He's the co founder

0:01:36.076 --> 0:01:39.516
<v Speaker 1>and CEO of Found Energy. Found Energy is in its

0:01:39.556 --> 0:01:42.916
<v Speaker 1>early stages, but the fundamental idea behind the company is

0:01:42.956 --> 0:01:48.196
<v Speaker 1>so creative and audacious and frankly so intellectually fun that

0:01:48.316 --> 0:01:51.996
<v Speaker 1>I really wanted to talk to Peter. Peter's problem is this,

0:01:52.636 --> 0:01:56.156
<v Speaker 1>how can you use aluminum, just regular aluminum, like from

0:01:56.196 --> 0:01:59.676
<v Speaker 1>an empty can of coke, as a new source of energy.

0:02:00.476 --> 0:02:03.156
<v Speaker 1>The idea of using aluminum as an energy source first

0:02:03.196 --> 0:02:05.316
<v Speaker 1>came to Peter not as a way to deal with

0:02:05.396 --> 0:02:08.596
<v Speaker 1>problems on Earth, but to deal with problems in space,

0:02:09.196 --> 0:02:13.276
<v Speaker 1>specifically problems on Europa. Europa, as you may already know,

0:02:13.476 --> 0:02:16.756
<v Speaker 1>is an icy moon of Jupiter. At the time the

0:02:16.796 --> 0:02:19.636
<v Speaker 1>idea came to him, Peter was working at JPL at

0:02:19.756 --> 0:02:22.636
<v Speaker 1>NASA's Jet propulsion LAUD. He was part of a team

0:02:22.716 --> 0:02:26.076
<v Speaker 1>designing a spaceship to send to Europa. The idea was

0:02:26.116 --> 0:02:28.796
<v Speaker 1>that the spaceship would land on the Moon and then

0:02:28.916 --> 0:02:31.476
<v Speaker 1>drill down through the thick sheet of ice to the

0:02:31.516 --> 0:02:35.196
<v Speaker 1>water below to look for signs of life. But drilling

0:02:35.236 --> 0:02:36.836
<v Speaker 1>through all that ice was going to take a lot

0:02:36.836 --> 0:02:39.316
<v Speaker 1>of energy, and Peter and his colleagues were trying to

0:02:39.316 --> 0:02:41.796
<v Speaker 1>figure out how to send that energy all the way

0:02:41.876 --> 0:02:44.436
<v Speaker 1>to Europa to this moon orbiting Jupiter.

0:02:44.636 --> 0:02:48.316
<v Speaker 2>When you send something into space, mass is super precious,

0:02:49.236 --> 0:02:53.916
<v Speaker 2>you know, every gram is very expensive, you know, in

0:02:53.996 --> 0:02:56.756
<v Speaker 2>terms of payload, and so we were sort of sitting

0:02:56.756 --> 0:03:00.156
<v Speaker 2>around debating, you know, like what could go in this

0:03:00.236 --> 0:03:05.036
<v Speaker 2>like little space in that spacecraft that would pack enough energy.

0:03:05.116 --> 0:03:08.636
<v Speaker 2>So we're talking about different lithium ion batteries, for example,

0:03:09.516 --> 0:03:12.036
<v Speaker 2>and I'm sitting there realizing that we're not really thinking

0:03:12.156 --> 0:03:15.476
<v Speaker 2>holistically enough about this problem because the framing and the

0:03:15.756 --> 0:03:19.196
<v Speaker 2>shell and the structural members of the spacecraft are made

0:03:19.196 --> 0:03:21.956
<v Speaker 2>from aluminum, which is you know, twenty time twenty to

0:03:21.996 --> 0:03:25.356
<v Speaker 2>forty times more energy dense than those lithium ion batteries.

0:03:25.756 --> 0:03:28.916
<v Speaker 2>Like I'm looking at these renderings of these spacecraft that

0:03:28.916 --> 0:03:32.556
<v Speaker 2>are sitting on the surface of Europa and then realizing like,

0:03:32.796 --> 0:03:35.556
<v Speaker 2>oh my god, most of this aluminum is doing absolutely nothing,

0:03:35.636 --> 0:03:39.436
<v Speaker 2>Like there's basically it's microgravity on these or on these

0:03:39.476 --> 0:03:42.276
<v Speaker 2>moons that you know, they don't need to be they

0:03:42.276 --> 0:03:45.316
<v Speaker 2>don't need to withstand crazy forces. Once they're there, they

0:03:45.356 --> 0:03:48.476
<v Speaker 2>have to survive launch and then once they're there and landing,

0:03:48.476 --> 0:03:51.156
<v Speaker 2>and then once they're there essentially doing nothing. And I

0:03:51.156 --> 0:03:55.236
<v Speaker 2>thought this is insane, like why are we not why

0:03:55.276 --> 0:03:58.796
<v Speaker 2>we're not utilizing this this energy just sitting around when

0:03:58.956 --> 0:04:01.356
<v Speaker 2>you know, every single gram that you send into space

0:04:01.516 --> 0:04:04.156
<v Speaker 2>is so precious. So I pitched this idea of saying, like,

0:04:04.356 --> 0:04:07.756
<v Speaker 2>you know what if we could consume that aluminum for energy,

0:04:07.796 --> 0:04:11.396
<v Speaker 2>that would dramatically reduce the constraints on what needs to

0:04:11.436 --> 0:04:14.156
<v Speaker 2>go in that in that energy storage box there?

0:04:15.076 --> 0:04:17.316
<v Speaker 1>And what did? What did? What was the response when

0:04:17.356 --> 0:04:18.156
<v Speaker 1>you pitched that idea?

0:04:18.916 --> 0:04:21.196
<v Speaker 2>The response was essentially, you know that that just might

0:04:21.236 --> 0:04:22.316
<v Speaker 2>be crazy enough to work.

0:04:22.356 --> 0:04:24.796
<v Speaker 1>And do they say that every day at JPL. People

0:04:24.876 --> 0:04:27.676
<v Speaker 1>love saying that at JFL, I've had they do. There's

0:04:27.676 --> 0:04:28.396
<v Speaker 1>a lot of out of.

0:04:28.316 --> 0:04:31.356
<v Speaker 2>The box thinkers over there. It was, It's a wonderful

0:04:31.356 --> 0:04:31.876
<v Speaker 2>place to work.

0:04:32.276 --> 0:04:34.156
<v Speaker 1>So what happens you have this idea? What happened?

0:04:34.356 --> 0:04:37.076
<v Speaker 2>Yeah, so we're sort of sitting around and bouncing ideas

0:04:38.196 --> 0:04:41.876
<v Speaker 2>off one another. I proposed this idea and and you know,

0:04:42.116 --> 0:04:45.636
<v Speaker 2>people sort of dismissed it immediately and then thought from

0:04:45.916 --> 0:04:48.436
<v Speaker 2>and realized, actually, you know, there might be something here.

0:04:49.116 --> 0:04:53.396
<v Speaker 2>So I actually got some some funds to start my

0:04:53.396 --> 0:04:56.316
<v Speaker 2>own research lab sort of within JPL, to to take

0:04:56.356 --> 0:04:58.916
<v Speaker 2>a look at this. I sort of cheekily called it

0:04:58.956 --> 0:05:01.196
<v Speaker 2>the self Cannibalizing Robot Project.

0:05:01.316 --> 0:05:03.036
<v Speaker 1>Because the spaceship is going to go to a moon

0:05:03.076 --> 0:05:05.996
<v Speaker 1>of Jupiter and then eat itself, burn itself up to

0:05:06.076 --> 0:05:08.156
<v Speaker 1>provide energy for its for its work.

0:05:08.356 --> 0:05:11.916
<v Speaker 2>Exactly, it's going to assume that super energy, dense exoskeleton

0:05:11.916 --> 0:05:13.076
<v Speaker 2>that it no longer needs.

0:05:13.156 --> 0:05:15.756
<v Speaker 1>Like, what does that actually look like in your mind? Like,

0:05:15.796 --> 0:05:18.796
<v Speaker 1>so this thing is there, it's on this moon of Jupiter.

0:05:19.236 --> 0:05:20.556
<v Speaker 1>What actually happens?

0:05:20.836 --> 0:05:22.796
<v Speaker 2>So to give you an example of how this might look,

0:05:22.836 --> 0:05:27.316
<v Speaker 2>So the spacecraft would have these aluminum landing legs. They

0:05:27.356 --> 0:05:29.556
<v Speaker 2>would land on the surface of this this icy moon,

0:05:30.316 --> 0:05:34.036
<v Speaker 2>and those legs would essentially cork screw into the ice

0:05:34.396 --> 0:05:38.356
<v Speaker 2>and once they're there, they undergo this process called activation,

0:05:38.476 --> 0:05:40.636
<v Speaker 2>where you have this large chunk of aluminium. It can

0:05:40.676 --> 0:05:44.036
<v Speaker 2>actually get broken down by water. It's basically a rusting process,

0:05:44.116 --> 0:05:48.196
<v Speaker 2>but accelerated, you know, like a million times. And the

0:05:48.236 --> 0:05:52.396
<v Speaker 2>process is exothermic as well. So as that aluminum starts exothermically,

0:05:52.396 --> 0:05:54.676
<v Speaker 2>it is releasing heat, reacting with that water, it's producing

0:05:54.716 --> 0:05:59.036
<v Speaker 2>hydrogen gas. These legs actually leave behind these little underground

0:05:59.156 --> 0:06:04.956
<v Speaker 2>caverns of hydrogen gas. So the leg detaches, it degrades,

0:06:04.956 --> 0:06:07.276
<v Speaker 2>it disintegrates the rusts, and then it leaves behind this

0:06:07.316 --> 0:06:11.236
<v Speaker 2>little cavern of hydrogen which then that robot or maybe

0:06:11.236 --> 0:06:14.876
<v Speaker 2>other robots can navigate over and tap into as a

0:06:14.916 --> 0:06:15.716
<v Speaker 2>refueling station.

0:06:16.756 --> 0:06:21.396
<v Speaker 1>So the landing legs decay, they leave behind hydrogen, and

0:06:21.436 --> 0:06:25.596
<v Speaker 1>that hydrogen is fuel that can then power the drill

0:06:25.636 --> 0:06:26.996
<v Speaker 1>that's going to go deep down into the.

0:06:26.916 --> 0:06:31.556
<v Speaker 2>Ice exactly, or communications or you know, imagery equipment.

0:06:31.916 --> 0:06:33.396
<v Speaker 1>So did it get anywhere?

0:06:34.596 --> 0:06:38.436
<v Speaker 2>So we ended up proving out some of the core

0:06:38.476 --> 0:06:42.796
<v Speaker 2>aspects of that technology. The specific program I was working on,

0:06:42.836 --> 0:06:45.596
<v Speaker 2>the funding was sort of called into question. You know,

0:06:45.636 --> 0:06:48.996
<v Speaker 2>these are big congressional It's basically a line item in

0:06:49.236 --> 0:06:52.756
<v Speaker 2>a congressional budget, and for whatever reason, that went away

0:06:52.796 --> 0:06:54.916
<v Speaker 2>and the interest waned.

0:06:55.156 --> 0:06:58.116
<v Speaker 1>And you leave when your project gets canceled.

0:06:59.036 --> 0:07:03.596
<v Speaker 2>So I, yes, I ended up leaving and going back

0:07:03.636 --> 0:07:08.276
<v Speaker 2>to school to further this concept. And I had found

0:07:08.516 --> 0:07:10.676
<v Speaker 2>a professor that I had worked with as an undergrad,

0:07:10.956 --> 0:07:15.556
<v Speaker 2>Doug Heart, who was really excited to take this technology

0:07:15.636 --> 0:07:17.836
<v Speaker 2>to the next level where we could actually use it

0:07:17.836 --> 0:07:18.836
<v Speaker 2>for Earth applications.

0:07:19.196 --> 0:07:23.716
<v Speaker 1>Huh. So use it for Earth applications is a big difference.

0:07:23.876 --> 0:07:26.356
<v Speaker 1>Like you had a spaceship that eats itself, which seems

0:07:26.396 --> 0:07:29.436
<v Speaker 1>like very elegant and very reasonable, right, because the core

0:07:29.476 --> 0:07:31.796
<v Speaker 1>idea is like, oh, it's really hard to get to Jupiter.

0:07:31.836 --> 0:07:35.196
<v Speaker 1>It's really hard to get you know, the marginal gram

0:07:35.236 --> 0:07:37.116
<v Speaker 1>of stuff to Jupiter. So if we can use the

0:07:37.116 --> 0:07:41.396
<v Speaker 1>spaceship itself, that's amazing. Like it's not obvious to me

0:07:41.436 --> 0:07:43.396
<v Speaker 1>that you'd be like, oh, the Jupiter think got canceled,

0:07:43.436 --> 0:07:45.196
<v Speaker 1>but let's use it on Earth, Like why is that

0:07:45.276 --> 0:07:47.636
<v Speaker 1>a why does that even come to mind?

0:07:47.716 --> 0:07:50.076
<v Speaker 2>So, for one, you know, I was really obsessed with

0:07:50.596 --> 0:07:54.676
<v Speaker 2>doing something Earth related. You know, I spent all my

0:07:54.796 --> 0:07:59.356
<v Speaker 2>time every waking second, thinking externally, thinking about the Solar System,

0:07:59.396 --> 0:08:03.596
<v Speaker 2>thinking about these other planets, life elsewhere, realizing how precious

0:08:03.796 --> 0:08:08.156
<v Speaker 2>and especial and interesting it is that we have life

0:08:08.156 --> 0:08:12.196
<v Speaker 2>on Earth now and uh, and wanting to do something

0:08:12.236 --> 0:08:14.556
<v Speaker 2>to preserve that just sort of a sense of like

0:08:14.796 --> 0:08:17.316
<v Speaker 2>cosmic you know, beauty if you if you will.

0:08:17.876 --> 0:08:20.596
<v Speaker 1>Like having looked at these other planets and moons, is like, boy,

0:08:20.956 --> 0:08:23.396
<v Speaker 1>that'd be a way harder place to live than Earth.

0:08:24.316 --> 0:08:25.796
<v Speaker 2>Yeah, I mean, you know, you'r lived ex I was

0:08:25.836 --> 0:08:27.876
<v Speaker 2>living in la at the time, and like, there's so

0:08:27.956 --> 0:08:30.236
<v Speaker 2>much to point to and and and think. Was sort

0:08:30.236 --> 0:08:31.956
<v Speaker 2>of miserable at the place. You know, you're stuck in

0:08:32.036 --> 0:08:35.236
<v Speaker 2>traffic and you look over and someone's sort of screaming

0:08:35.276 --> 0:08:37.996
<v Speaker 2>to themselves in the car next next to you, and

0:08:37.996 --> 0:08:40.916
<v Speaker 2>and realizing, you know, existence on life is really hard.

0:08:40.956 --> 0:08:43.356
<v Speaker 2>But when you spend so much time looking at at

0:08:43.396 --> 0:08:46.796
<v Speaker 2>existence or the possibility exist on other planets, you realize,

0:08:46.876 --> 0:08:48.556
<v Speaker 2>you know, we we have it pretty good. And you know,

0:08:48.596 --> 0:08:52.436
<v Speaker 2>we've spent actually literally billions of years adapting to to

0:08:52.516 --> 0:08:55.836
<v Speaker 2>the gravity of Earth and to the pressures and to

0:08:55.916 --> 0:08:58.876
<v Speaker 2>the temperatures. And you know, why, why waste that? Why

0:08:58.916 --> 0:09:00.756
<v Speaker 2>waste that? So?

0:09:00.956 --> 0:09:05.756
<v Speaker 1>Okay, so you you start looking down instead of looking up,

0:09:06.316 --> 0:09:08.636
<v Speaker 1>Uh wha, what happens?

0:09:09.676 --> 0:09:14.116
<v Speaker 2>So I started thinking about, okay, where where else might

0:09:14.156 --> 0:09:21.076
<v Speaker 2>we find energy that's being underutilized on Earth? And I

0:09:21.836 --> 0:09:24.316
<v Speaker 2>realized that there was a lot of aluminum sitting around

0:09:24.396 --> 0:09:27.036
<v Speaker 2>doing nothing on Earth. You know, it's I looked into

0:09:27.076 --> 0:09:30.996
<v Speaker 2>aluminium recycling, realized that there's a bit of green washing

0:09:30.996 --> 0:09:32.756
<v Speaker 2>going on. We don't do as good of a job

0:09:32.796 --> 0:09:34.516
<v Speaker 2>as we think. And you know, it's just it's more

0:09:34.556 --> 0:09:38.476
<v Speaker 2>difficult to recycle aluminum than we're led to believe.

0:09:38.476 --> 0:09:41.876
<v Speaker 1>Often, even aluminum cans. I would think aluminum cans would

0:09:41.876 --> 0:09:47.116
<v Speaker 1>all be uniform and therefore relatively manageable to recycle. Not

0:09:47.196 --> 0:09:47.796
<v Speaker 1>so well.

0:09:47.836 --> 0:09:50.676
<v Speaker 2>We've created an interesting problem for ourselves there, because an

0:09:50.676 --> 0:09:54.276
<v Speaker 2>aluminum can is actually two different allays. There's the sort

0:09:54.276 --> 0:09:56.676
<v Speaker 2>of cap is a separate piece from the body, which

0:09:56.916 --> 0:10:00.396
<v Speaker 2>needs to be deep drawn, and so you need basically

0:10:00.476 --> 0:10:02.836
<v Speaker 2>different properties for the manufacturing. And you know, when you

0:10:02.876 --> 0:10:05.036
<v Speaker 2>open the can, you want it to sort of snap

0:10:05.116 --> 0:10:07.396
<v Speaker 2>open and be very satisfying.

0:10:07.436 --> 0:10:10.476
<v Speaker 1>That snap if it's destroying the world, that's an unfortunate

0:10:10.756 --> 0:10:12.156
<v Speaker 1>consequence exactly.

0:10:12.236 --> 0:10:13.916
<v Speaker 2>But with the body, you don't want that snap when

0:10:13.956 --> 0:10:16.756
<v Speaker 2>you're when you're manufacturing it. And so so they end

0:10:16.836 --> 0:10:18.596
<v Speaker 2>up using two different alloys, and so when you melt

0:10:18.636 --> 0:10:21.156
<v Speaker 2>it back down, you basically can only make one of those,

0:10:22.196 --> 0:10:26.316
<v Speaker 2>and you have to add some primary aluminum s virgin

0:10:26.356 --> 0:10:29.236
<v Speaker 2>aluminum in order to do that, because you have to

0:10:29.276 --> 0:10:31.316
<v Speaker 2>dilute out some of the impurities. All that to say,

0:10:31.596 --> 0:10:35.836
<v Speaker 2>it's it's a much harder problem than people think. And

0:10:35.876 --> 0:10:38.156
<v Speaker 2>what that means practically speaking is that a lot of

0:10:38.196 --> 0:10:41.436
<v Speaker 2>aluminum just ends up in landfills. You know, it ends

0:10:41.476 --> 0:10:44.236
<v Speaker 2>up getting exported to countries where manual labor is cheaper,

0:10:44.276 --> 0:10:46.876
<v Speaker 2>so that they can pick out those impurities by hand

0:10:47.756 --> 0:10:49.476
<v Speaker 2>sorting is not quite there yet.

0:10:49.956 --> 0:10:51.556
<v Speaker 1>Uh and uh and and so.

0:10:51.516 --> 0:10:53.956
<v Speaker 2>You end up with billions of tons of aluminum that

0:10:53.956 --> 0:10:55.716
<v Speaker 2>that is underutilized.

0:10:56.036 --> 0:10:59.556
<v Speaker 1>So let's let's talk about aluminum for a minute, because

0:10:59.596 --> 0:11:02.756
<v Speaker 1>it's really interesting, right, Like, there is this whole history

0:11:02.756 --> 0:11:05.636
<v Speaker 1>of aluminum. You know, if you go back a couple

0:11:05.716 --> 0:11:08.156
<v Speaker 1>hundred years at this point, right, it is used to

0:11:08.196 --> 0:11:13.276
<v Speaker 1>be this wildly precious metal because even though it's super

0:11:13.276 --> 0:11:17.916
<v Speaker 1>abundant in the in the earth, it is pretty much

0:11:17.956 --> 0:11:21.316
<v Speaker 1>always bound up with something else, usually oxygen. Right, there

0:11:21.396 --> 0:11:24.156
<v Speaker 1>was this moment that everybody writes about it, and I

0:11:24.196 --> 0:11:28.916
<v Speaker 1>hope it's true. Where like Napoleon the third right, the Napoleon.

0:11:28.956 --> 0:11:33.276
<v Speaker 1>After Napoleon supposedly like for his like B list guests

0:11:33.316 --> 0:11:35.636
<v Speaker 1>would give them plates of like silver and gold, but

0:11:35.716 --> 0:11:38.356
<v Speaker 1>the A list guests got the aluminum plates because there

0:11:38.436 --> 0:11:42.796
<v Speaker 1>was this wildly rare, beautiful thing. But then somebody figured

0:11:42.836 --> 0:11:47.076
<v Speaker 1>out how to make illuminum much more easily, right, yeah, yeah, exactly.

0:11:47.116 --> 0:11:49.716
<v Speaker 2>I mean, so if you think about like the ages

0:11:50.076 --> 0:11:53.076
<v Speaker 2>of society, right, there's like the Stone Age, and then

0:11:53.156 --> 0:11:56.316
<v Speaker 2>there's the Iron Age and the Bronze Age, and you

0:11:56.356 --> 0:11:59.516
<v Speaker 2>know the order in which those occurred are basically how

0:11:59.716 --> 0:12:03.716
<v Speaker 2>how close to that useful form are they found in nature?

0:12:04.036 --> 0:12:07.916
<v Speaker 2>So obviously the stone age triviual. The stone is the

0:12:07.956 --> 0:12:08.796
<v Speaker 2>stone is a stone.

0:12:09.236 --> 0:12:10.836
<v Speaker 1>Finding a rock is the easy part.

0:12:10.956 --> 0:12:13.116
<v Speaker 2>Yes, you put a rock on top of another rock.

0:12:13.476 --> 0:12:15.396
<v Speaker 2>You do that a couple more times, and you've got

0:12:15.636 --> 0:12:18.196
<v Speaker 2>you've got stonehengs, you've got you've got houses, you've got

0:12:18.236 --> 0:12:20.436
<v Speaker 2>you know, we were we were doing a good job

0:12:21.676 --> 0:12:26.676
<v Speaker 2>stacking stones. Slightly more complicated, you know, you have metals

0:12:26.956 --> 0:12:30.356
<v Speaker 2>that are more closely found in their elemental forms, so

0:12:30.396 --> 0:12:33.756
<v Speaker 2>things like copper. And then you have things that are

0:12:33.956 --> 0:12:38.636
<v Speaker 2>not found as a pure metal but can be easily reduced.

0:12:38.916 --> 0:12:40.996
<v Speaker 2>So something like iron, for example, is a little bit

0:12:40.996 --> 0:12:43.436
<v Speaker 2>easier where you can take the iron ore and you

0:12:43.476 --> 0:12:46.716
<v Speaker 2>can heat it up with some some carbon usually just

0:12:46.756 --> 0:12:50.756
<v Speaker 2>from some some charcoal, uh, and get a workable metal there.

0:12:51.116 --> 0:12:53.636
<v Speaker 1>But this is way more complex than stones. We've made

0:12:53.636 --> 0:12:57.116
<v Speaker 1>some technological progress there, yes, so big leap, maybe the biggest.

0:12:57.236 --> 0:12:57.996
<v Speaker 1>It's a huge leap.

0:12:58.396 --> 0:13:01.316
<v Speaker 2>Uh. And and then and then you get to aluminum, which,

0:13:01.956 --> 0:13:05.596
<v Speaker 2>despite being extremely abundant, is like you said, is not

0:13:05.756 --> 0:13:09.916
<v Speaker 2>found in its its base metal elemental form. It's found

0:13:09.956 --> 0:13:14.956
<v Speaker 2>as various aluminum oxides, and aluminum binds super tightly to

0:13:15.396 --> 0:13:19.556
<v Speaker 2>those oxygen atoms, and so to rip them off requires

0:13:19.636 --> 0:13:20.756
<v Speaker 2>a lot of energy.

0:13:20.596 --> 0:13:23.676
<v Speaker 1>Right, And as I understand it, because of that, aluminum

0:13:23.756 --> 0:13:27.436
<v Speaker 1>in its pure form was super rare until like well

0:13:27.476 --> 0:13:31.396
<v Speaker 1>into the nineteenth century, and then there was essentially this

0:13:31.636 --> 0:13:33.236
<v Speaker 1>technological breakthrough, right.

0:13:33.316 --> 0:13:38.356
<v Speaker 2>Yeah, in the eighteen hundreds, independently, an American scientist Hall

0:13:38.476 --> 0:13:42.636
<v Speaker 2>and the I believe a French scientist Hero both figured

0:13:42.636 --> 0:13:48.596
<v Speaker 2>out an electrochemical process that worked, and yeah, within the

0:13:48.636 --> 0:13:51.356
<v Speaker 2>span of a couple decades, you know, they were actually

0:13:51.436 --> 0:13:55.356
<v Speaker 2>able to start making kilograms and then tons of that material.

0:13:55.436 --> 0:13:59.836
<v Speaker 1>And Hall, by the way, started the Aluminum Company of America, right,

0:13:59.876 --> 0:14:02.996
<v Speaker 1>which is Alcoa, which is today steal a giant company.

0:14:03.036 --> 0:14:05.556
<v Speaker 1>Like the dude who figured it out started that company

0:14:05.636 --> 0:14:08.676
<v Speaker 1>is like, it's like the Edison, It's like the ge

0:14:08.916 --> 0:14:11.276
<v Speaker 1>of aluminum. Right, Like a guy figured it out and

0:14:11.316 --> 0:14:14.356
<v Speaker 1>started a company, and it's still a giant company exactly.

0:14:14.876 --> 0:14:20.156
<v Speaker 2>And the US government was so proud of this achievement

0:14:20.276 --> 0:14:24.916
<v Speaker 2>that they cast which at the time was I think

0:14:24.956 --> 0:14:28.556
<v Speaker 2>the largest piece of cast aluminum, which is like three kilograms.

0:14:28.996 --> 0:14:34.036
<v Speaker 2>They cast the point for the Washington Monument in Washington,

0:14:34.116 --> 0:14:34.316
<v Speaker 2>d C.

0:14:35.596 --> 0:14:38.356
<v Speaker 1>Because aluminum was so fine and so modern, and it

0:14:38.396 --> 0:14:41.236
<v Speaker 1>was like the symbol of the age.

0:14:41.636 --> 0:14:44.876
<v Speaker 2>Exactly, and it had all these unique properties that made

0:14:44.916 --> 0:14:48.836
<v Speaker 2>it so valuable for just a very wide range of applications.

0:14:50.196 --> 0:14:52.276
<v Speaker 1>So you start with the work in space. Then you

0:14:52.316 --> 0:14:55.476
<v Speaker 1>start looking at Earth and seeing all this underutilized aluminum,

0:14:55.556 --> 0:15:01.916
<v Speaker 1>which you recognize as this incredible potential source of energy.

0:15:02.116 --> 0:15:05.036
<v Speaker 1>Like where does that all go? Like where do you land?

0:15:05.316 --> 0:15:07.436
<v Speaker 2>So then I had to pivot a little bit and

0:15:07.516 --> 0:15:11.076
<v Speaker 2>look at a problem that you know, people care more

0:15:11.116 --> 0:15:14.876
<v Speaker 2>about from a financial sense, and that's just this general

0:15:14.916 --> 0:15:19.356
<v Speaker 2>idea of fuel moving energy around. And it turns out

0:15:19.396 --> 0:15:21.516
<v Speaker 2>aluminum is really good for that.

0:15:23.436 --> 0:15:26.676
<v Speaker 1>Because it is so energy dense. Weirdly, if you can

0:15:27.716 --> 0:15:30.796
<v Speaker 1>if you can figure out a relatively straightforward way of

0:15:30.796 --> 0:15:33.676
<v Speaker 1>getting the energy out of aluminum when and where you

0:15:33.716 --> 0:15:37.636
<v Speaker 1>want to, then suddenly aluminum itself is this incredible fuel

0:15:37.716 --> 0:15:39.876
<v Speaker 1>that we just don't think of as fuel exactly.

0:15:39.916 --> 0:15:42.036
<v Speaker 2>And you know, aluminum is actually the most abundant metal

0:15:42.156 --> 0:15:44.836
<v Speaker 2>in the Earth's crust, so it's not something we'd run

0:15:44.836 --> 0:15:45.116
<v Speaker 2>out of.

0:15:45.316 --> 0:15:47.596
<v Speaker 1>So I get the idea. Right. At some point, you

0:15:47.636 --> 0:15:49.836
<v Speaker 1>start a company and try and go from an idea

0:15:49.956 --> 0:15:54.636
<v Speaker 1>to you know, a thing in the world, where are

0:15:54.636 --> 0:15:56.316
<v Speaker 1>you now, Like what what are you doing?

0:15:56.836 --> 0:16:01.596
<v Speaker 2>So like countries like Germany or Japan, you know, most

0:16:01.636 --> 0:16:04.836
<v Speaker 2>of the energy that they consume is fossil based and

0:16:04.836 --> 0:16:09.636
<v Speaker 2>a lot of it is imported. And so because aluminum

0:16:09.636 --> 0:16:12.516
<v Speaker 2>has these properties where it's energy dense, the productions electrified,

0:16:12.596 --> 0:16:17.276
<v Speaker 2>it's super abundant, it's a great candidate for replacing fossil

0:16:17.276 --> 0:16:21.916
<v Speaker 2>fuels for those applications. And so that meant that we

0:16:21.996 --> 0:16:25.036
<v Speaker 2>needed to get the cost down of using this process.

0:16:25.836 --> 0:16:28.276
<v Speaker 2>You know, when you're essentially burning something, it needs to

0:16:28.316 --> 0:16:32.476
<v Speaker 2>be quite literally dirt cheap. And you know, we were

0:16:32.476 --> 0:16:36.836
<v Speaker 2>doing some interesting things with catalysts and promoters, and you know,

0:16:36.836 --> 0:16:39.316
<v Speaker 2>whenever you're doing industrial chemistry, sort of the devil's in

0:16:39.316 --> 0:16:43.396
<v Speaker 2>the details in terms of the cost drivers. And so

0:16:44.276 --> 0:16:46.916
<v Speaker 2>that gave me this new motivation to start, you know,

0:16:47.156 --> 0:16:49.356
<v Speaker 2>solving those correct problems, so to speak.

0:16:49.396 --> 0:16:54.356
<v Speaker 1>And that's what correct because they're correct in terms of

0:16:54.436 --> 0:16:58.196
<v Speaker 1>the market. Correct because somebody might actually pay you to

0:16:58.276 --> 0:17:00.876
<v Speaker 1>do the thing at scale. That's what makes it correct.

0:17:01.116 --> 0:17:03.716
<v Speaker 2>Yeah, it's the it's usually the thing that's really hard

0:17:03.796 --> 0:17:06.356
<v Speaker 2>that standing in the way of someone actually using this

0:17:06.436 --> 0:17:08.156
<v Speaker 2>technology in a practical sense.

0:17:08.916 --> 0:17:12.356
<v Speaker 1>And in this instance, what is the thing that's really

0:17:12.396 --> 0:17:14.996
<v Speaker 1>hard that's standing in the way of someone using this technology.

0:17:15.116 --> 0:17:17.276
<v Speaker 2>It's always cost at the end of the day.

0:17:17.756 --> 0:17:22.356
<v Speaker 1>Technoeconomics, right, that term talking to sort of energy transition

0:17:23.276 --> 0:17:28.556
<v Speaker 1>people like technoeconomics is fundamentally what the energy transition is about. Right,

0:17:29.556 --> 0:17:35.476
<v Speaker 1>exactly where where are you now? What like specifically, do

0:17:35.556 --> 0:17:37.556
<v Speaker 1>you have a sort of first use case in mind?

0:17:37.996 --> 0:17:40.796
<v Speaker 2>Our first you know, beach head market so to speak,

0:17:41.396 --> 0:17:44.396
<v Speaker 2>is actually in the aluminum industry. It's a way of

0:17:44.716 --> 0:17:48.836
<v Speaker 2>enabling circularity within the illumin industry to solve this issue

0:17:48.916 --> 0:17:52.636
<v Speaker 2>that aluminum waste is not always efficiently handled. So what

0:17:52.756 --> 0:17:55.796
<v Speaker 2>we can do is we can take aluminum waste. We

0:17:55.836 --> 0:18:00.076
<v Speaker 2>can extract that energy to decarbonize some of the last

0:18:00.116 --> 0:18:05.076
<v Speaker 2>remaining truly fossil based processes in the illuminum industry.

0:18:05.196 --> 0:18:07.636
<v Speaker 1>So, just to be clear, this initial use you're using

0:18:07.756 --> 0:18:10.236
<v Speaker 1>the ideas to use scrap a loluminium as a source

0:18:10.276 --> 0:18:13.596
<v Speaker 1>of energy that will be used in making new.

0:18:13.476 --> 0:18:18.796
<v Speaker 2>Aluminium exactly, or just in making aluminum oxide, which can

0:18:18.836 --> 0:18:20.716
<v Speaker 2>also go and turn into other products as well.

0:18:21.156 --> 0:18:26.516
<v Speaker 1>So okay, So that is a weird clever place to start.

0:18:27.076 --> 0:18:29.516
<v Speaker 1>Are you actually doing that? Yeah?

0:18:29.556 --> 0:18:31.796
<v Speaker 2>So today we're doing it on a small scale, but

0:18:31.956 --> 0:18:34.556
<v Speaker 2>it is it's definitely at a subscale. So you know,

0:18:34.596 --> 0:18:39.156
<v Speaker 2>to give you a sense, these plants are producing aluminum

0:18:39.156 --> 0:18:42.676
<v Speaker 2>on such a scale that they need megawatts of thermal power,

0:18:43.156 --> 0:18:46.996
<v Speaker 2>we're still at killowat scale. We're maybe twenty to fifty

0:18:47.116 --> 0:18:49.956
<v Speaker 2>x away from really getting started in a meaningful way.

0:18:51.596 --> 0:18:55.356
<v Speaker 1>Okay, so that's the first one. Like what's the like

0:18:55.516 --> 0:18:57.796
<v Speaker 1>less niche one. That's a little bit farther.

0:18:57.556 --> 0:19:01.316
<v Speaker 2>Out right, So what's interesting, like on our global scales,

0:19:01.476 --> 0:19:04.836
<v Speaker 2>if we look at today's aluminum supply chain, because it

0:19:04.996 --> 0:19:08.076
<v Speaker 2>is their energy intensive to make, it's essentially an energy

0:19:08.076 --> 0:19:11.956
<v Speaker 2>supply chain. So we can look at at where what

0:19:12.036 --> 0:19:16.236
<v Speaker 2>countries are connected by these aluminum flows and and see

0:19:16.236 --> 0:19:18.756
<v Speaker 2>that oh, actually, you know, you could you can essentially

0:19:18.796 --> 0:19:21.276
<v Speaker 2>just expand this and then use it directly as an

0:19:21.356 --> 0:19:23.436
<v Speaker 2>energy flow in addition to just a material flow.

0:19:23.796 --> 0:19:27.436
<v Speaker 1>Right, So if you're if you're making aluminum in Iceland

0:19:27.636 --> 0:19:32.476
<v Speaker 1>and sending it to Germany, you're functionally sending energy from

0:19:32.556 --> 0:19:36.156
<v Speaker 1>the whatever geothermal vents in Iceland to Germany. You just

0:19:36.196 --> 0:19:38.956
<v Speaker 1>don't know it because you think you're sending aluminum cans.

0:19:38.996 --> 0:19:39.836
<v Speaker 1>Is that what you mean?

0:19:39.996 --> 0:19:43.636
<v Speaker 2>Yes, although in Iceland right they're using more hydro to

0:19:44.036 --> 0:19:47.516
<v Speaker 2>make the their aluminum, but similar ideas. So you know,

0:19:47.916 --> 0:19:50.876
<v Speaker 2>it's actually this closed loop process where you you essentially

0:19:50.996 --> 0:19:54.236
<v Speaker 2>recharge your aluminum oxide in a place like Iceland, you

0:19:54.356 --> 0:19:58.996
<v Speaker 2>then ship just that metal in these big billets to Germany.

0:19:59.316 --> 0:20:03.116
<v Speaker 2>You use our process to turn that into heat, uh,

0:20:03.156 --> 0:20:06.636
<v Speaker 2>and then you send that aluminum oxide essentially back on

0:20:06.676 --> 0:20:09.516
<v Speaker 2>the same boat maybe that that brought to in the

0:20:09.516 --> 0:20:13.236
<v Speaker 2>first place. You and you repeat the process. We're actually

0:20:13.236 --> 0:20:15.796
<v Speaker 2>calling it the world's first rechargeable fuel.

0:20:16.236 --> 0:20:18.436
<v Speaker 1>So you get so let's just talk through both how

0:20:18.476 --> 0:20:20.236
<v Speaker 1>you sort of recharge it, which is basically how you

0:20:20.276 --> 0:20:23.156
<v Speaker 1>make aluminum, and then how you get the the heat

0:20:23.236 --> 0:20:24.796
<v Speaker 1>out of it, right, how you get the energy out

0:20:24.796 --> 0:20:28.116
<v Speaker 1>of it. So just the basic like how you make aluminum,

0:20:28.116 --> 0:20:30.876
<v Speaker 1>you get box side out of the ground. What do

0:20:30.916 --> 0:20:32.116
<v Speaker 1>you do to make aluminum?

0:20:32.556 --> 0:20:36.396
<v Speaker 2>So you know, starting from box site, you heat it up.

0:20:37.196 --> 0:20:40.996
<v Speaker 2>You need to produce aluminum hydroxide, and then you bake

0:20:41.116 --> 0:20:44.036
<v Speaker 2>that and you drive off the water molecules and then

0:20:44.076 --> 0:20:48.116
<v Speaker 2>you're left with a particular grade of aluminum oxide that

0:20:48.276 --> 0:20:53.476
<v Speaker 2>then goes into your hall Hero process where they electrochemically

0:20:54.556 --> 0:20:57.916
<v Speaker 2>split the aluminum and the oxygen, and then you're just

0:20:57.996 --> 0:20:59.516
<v Speaker 2>left with that metallic aluminum.

0:21:00.276 --> 0:21:04.716
<v Speaker 1>Okay, just pure elemental aluminum yep. Okay, So now it

0:21:04.796 --> 0:21:08.636
<v Speaker 1>comes to you what do you do with it?

0:21:08.396 --> 0:21:11.876
<v Speaker 2>So it's proprietary, but it's a it's a surface treatment

0:21:11.996 --> 0:21:16.596
<v Speaker 2>to to the aluminum that that causes the aluminum to

0:21:16.676 --> 0:21:21.716
<v Speaker 2>break down along the micro structure when it's exposed to water.

0:21:22.356 --> 0:21:27.236
<v Speaker 1>Okay. And then so once you've applied your secret sauce

0:21:27.276 --> 0:21:30.316
<v Speaker 1>to the aluminum, what happens in this universe where you're

0:21:30.436 --> 0:21:32.836
<v Speaker 1>using it as a fuel source? Like what what happened?

0:21:33.236 --> 0:21:35.676
<v Speaker 2>So then you know, then you just have sort of

0:21:35.676 --> 0:21:39.236
<v Speaker 2>this general purpose fuel which you can use to replace

0:21:39.316 --> 0:21:41.956
<v Speaker 2>fossil fuels for all sorts of applications. Like I was

0:21:41.956 --> 0:21:45.436
<v Speaker 2>saying earlier, you split water when you let aluminum rusk,

0:21:45.956 --> 0:21:48.636
<v Speaker 2>and so then you have the rest of that energy

0:21:48.956 --> 0:21:52.076
<v Speaker 2>in the hydrogen. You can then just burn that hydrogen

0:21:52.156 --> 0:21:55.356
<v Speaker 2>and then that will just produce heat at you know,

0:21:55.836 --> 0:22:00.156
<v Speaker 2>way above a thousand degrees celsius. And you know, starting

0:22:00.196 --> 0:22:01.756
<v Speaker 2>with those high temperatures, that gives you a lot of

0:22:01.796 --> 0:22:07.636
<v Speaker 2>flexibility to produce steam that can run turbomachinery, but can

0:22:07.676 --> 0:22:10.756
<v Speaker 2>also replace fossil fuel for a lot of really high

0:22:10.756 --> 0:22:12.356
<v Speaker 2>temperature applications a.

0:22:12.356 --> 0:22:15.156
<v Speaker 1>Hard problem, right, Like steel people talk about sort of

0:22:15.236 --> 0:22:18.556
<v Speaker 1>decarbonizing steel and these sort of industrial processes that need

0:22:18.596 --> 0:22:21.876
<v Speaker 1>really high temperatures is a particularly hard problem that you

0:22:21.916 --> 0:22:23.716
<v Speaker 1>can't do with sort of standard and so this could

0:22:23.796 --> 0:22:25.196
<v Speaker 1>do that exactly.

0:22:25.436 --> 0:22:28.716
<v Speaker 2>Yeah, we're just talking high temperature heat and you know,

0:22:29.116 --> 0:22:33.876
<v Speaker 2>any any process that requires that would be a good candidate.

0:22:33.956 --> 0:22:35.876
<v Speaker 1>Like you want it at a steel plant in Germany

0:22:35.956 --> 0:22:37.836
<v Speaker 1>or something. You want it at a at a place

0:22:37.876 --> 0:22:39.836
<v Speaker 1>where they need a lot of heat and are importing

0:22:39.876 --> 0:22:42.156
<v Speaker 1>fossil fuels to get it, right now, Like that's the

0:22:42.356 --> 0:22:43.956
<v Speaker 1>sort of obvious use case.

0:22:43.756 --> 0:22:47.516
<v Speaker 2>We're using like local coal or you know. But yeah, exactly,

0:22:47.556 --> 0:22:48.276
<v Speaker 2>that's exactly right.

0:22:51.236 --> 0:23:06.196
<v Speaker 1>In a minute, why Peter's plan might not work. So

0:23:06.236 --> 0:23:08.676
<v Speaker 1>when you have you know, your first reactors out in

0:23:08.716 --> 0:23:12.556
<v Speaker 1>the real world doing real work, Like just help me

0:23:12.716 --> 0:23:14.676
<v Speaker 1>picture it, Like what is your first reactor out in

0:23:14.676 --> 0:23:15.756
<v Speaker 1>the world. What's it going to look like?

0:23:15.956 --> 0:23:18.716
<v Speaker 2>Yeah, so for the first you know, megawatt scale systems,

0:23:18.716 --> 0:23:21.116
<v Speaker 2>we're talking like a four foot by four foot by

0:23:21.116 --> 0:23:22.116
<v Speaker 2>four foot cube.

0:23:22.556 --> 0:23:25.556
<v Speaker 1>Okay, so so so quite small. That's the size of

0:23:25.596 --> 0:23:28.876
<v Speaker 1>the box. And then dumb question, is there like somebody

0:23:28.916 --> 0:23:33.636
<v Speaker 1>like putting just like scrap aluminum into the box, Like

0:23:33.756 --> 0:23:35.916
<v Speaker 1>is it like a guy shoveling coal on the railroad

0:23:35.956 --> 0:23:37.716
<v Speaker 1>two hundred years ago? Like what's going on?

0:23:38.556 --> 0:23:40.876
<v Speaker 2>It's not unlike that. Okay, let me let me put

0:23:40.876 --> 0:23:43.756
<v Speaker 2>it that way. And so there's there's conveyor belts and

0:23:44.356 --> 0:23:46.956
<v Speaker 2>sort of shredders and you know, the basically all the

0:23:46.996 --> 0:23:49.516
<v Speaker 2>standard equipment you would have in the in the waste

0:23:49.516 --> 0:23:53.516
<v Speaker 2>processing industry. And then they'll get to a form factor

0:23:53.556 --> 0:23:57.516
<v Speaker 2>the basically these pellets that then get automatically fed into

0:23:57.796 --> 0:23:58.276
<v Speaker 2>the box.

0:23:58.756 --> 0:23:59.996
<v Speaker 1>What happens inside the box.

0:24:00.676 --> 0:24:02.556
<v Speaker 2>So this is where a lot of interesting stuff happens.

0:24:02.676 --> 0:24:07.276
<v Speaker 2>This is where we actually are facilitating an aluminum water

0:24:07.636 --> 0:24:11.076
<v Speaker 2>chemical reaction. And so you're getting these big pieces of

0:24:11.116 --> 0:24:13.876
<v Speaker 2>aluminum that are going in that illuminum is getting broken

0:24:13.956 --> 0:24:19.236
<v Speaker 2>down at the microstructure by our activator compound and then

0:24:19.436 --> 0:24:23.076
<v Speaker 2>it's interacting with water. So you can imagine it's just

0:24:23.636 --> 0:24:29.876
<v Speaker 2>in its simplest form, it's just essentially a vessel where

0:24:29.916 --> 0:24:33.556
<v Speaker 2>you're mixing all these things together. But easier said than done.

0:24:33.356 --> 0:24:36.596
<v Speaker 1>Okay, and then what comes out of the box.

0:24:37.676 --> 0:24:42.596
<v Speaker 2>So the box will fundamentally have two to three outputs.

0:24:42.636 --> 0:24:46.996
<v Speaker 2>So the first two are the sort of the energy

0:24:47.076 --> 0:24:50.556
<v Speaker 2>the power outputs, and so depending on the customer, you know,

0:24:50.556 --> 0:24:54.476
<v Speaker 2>we're able to provide energy as heat or hydrogen gas

0:24:54.676 --> 0:24:57.716
<v Speaker 2>which can then be burned or some combination. And so

0:24:57.876 --> 0:25:00.716
<v Speaker 2>depending on that application, you basically have a pipe that

0:25:00.796 --> 0:25:04.996
<v Speaker 2>comes out that has this energy containing gas.

0:25:05.036 --> 0:25:08.196
<v Speaker 1>Hot air, hydrogen gas, whatever they want exactly.

0:25:08.636 --> 0:25:13.596
<v Speaker 2>And then the other is this refined aluminum hydroxide, which

0:25:13.596 --> 0:25:16.436
<v Speaker 2>again you know, these companies that make aluminum or use

0:25:16.476 --> 0:25:20.636
<v Speaker 2>aluminum at some point in the value stream, you know,

0:25:20.756 --> 0:25:24.316
<v Speaker 2>upstream of that they are sourcing this material, and so

0:25:24.476 --> 0:25:27.516
<v Speaker 2>this actually saves them having to go in mine additional

0:25:27.516 --> 0:25:29.516
<v Speaker 2>box side. So if you if you look at this

0:25:29.556 --> 0:25:33.356
<v Speaker 2>whole process through the lens of making aluminum oxide, it's

0:25:33.396 --> 0:25:36.796
<v Speaker 2>actually carbon negative. So you're getting this essentially the only

0:25:36.996 --> 0:25:40.556
<v Speaker 2>carbon free source of aluminum hydroxide there is in the world.

0:25:41.036 --> 0:25:42.116
<v Speaker 2>There's no other way to make this.

0:25:42.996 --> 0:25:44.276
<v Speaker 1>Why might it not work?

0:25:46.036 --> 0:25:49.196
<v Speaker 2>So, you know, we have very high confidence in our

0:25:49.316 --> 0:25:55.596
<v Speaker 2>go to market strategy, which is using aluminum waste to decarbonize.

0:25:55.836 --> 0:25:58.436
<v Speaker 2>You know, these very specific industries, but at some point

0:25:58.476 --> 0:26:00.236
<v Speaker 2>you do run out of aluminum waste.

0:26:00.676 --> 0:26:02.996
<v Speaker 1>You know. Well wait, so you're just stipulating that the

0:26:03.036 --> 0:26:06.996
<v Speaker 1>aluminum waste part will work at scale and the technoeconomics

0:26:07.036 --> 0:26:11.476
<v Speaker 1>will work. Like, might that part not work there?

0:26:11.476 --> 0:26:14.676
<v Speaker 2>Well, it's so cheap you have a huge buffer for

0:26:14.756 --> 0:26:17.396
<v Speaker 2>it to work even poorly, and it still makes sense.

0:26:17.916 --> 0:26:20.076
<v Speaker 1>Huh. Say more about that?

0:26:20.516 --> 0:26:23.676
<v Speaker 2>You know, like we're talking like really bottom bottom of

0:26:23.716 --> 0:26:26.996
<v Speaker 2>the barrel aluminum waste. So this is stuff that in

0:26:27.036 --> 0:26:30.556
<v Speaker 2>some cases companies are actually paying other peoples to take

0:26:30.596 --> 0:26:32.196
<v Speaker 2>away because it's too contaminated.

0:26:33.236 --> 0:26:38.156
<v Speaker 1>And so can you use that that absolutely garbage aluminum,

0:26:38.156 --> 0:26:42.676
<v Speaker 1>Like you can use whatever crappy recycled aluminium that's a

0:26:42.716 --> 0:26:45.276
<v Speaker 1>mess and that nobody wants. You can use that efficiently

0:26:45.356 --> 0:26:49.516
<v Speaker 1>and and it works for you. Yep, yep.

0:26:49.676 --> 0:26:52.636
<v Speaker 2>We're just our process eats aluminum and leaves everything else

0:26:52.716 --> 0:26:53.716
<v Speaker 2>pretty much untouched.

0:26:55.676 --> 0:26:57.676
<v Speaker 1>And is that the aluminum you're using now?

0:26:58.076 --> 0:27:01.436
<v Speaker 2>Yeah, So we're we're we're looking at those you know,

0:27:01.516 --> 0:27:04.676
<v Speaker 2>low quality feestock, and it's a lot like food and

0:27:04.716 --> 0:27:08.556
<v Speaker 2>beverage packaging and stuff that's that's contaminated or maybe it's

0:27:08.556 --> 0:27:13.156
<v Speaker 2>like mixed with other metals or plastics or organic contamination.

0:27:13.236 --> 0:27:15.116
<v Speaker 1>It's what I put out on the curb every week,

0:27:15.156 --> 0:27:17.796
<v Speaker 1>and I think there's no way that can actually be useful.

0:27:17.836 --> 0:27:20.156
<v Speaker 1>They are probably just putting it in the garbage. You're saying,

0:27:20.196 --> 0:27:23.596
<v Speaker 1>that's what you can use exactly. Yeah, and how big

0:27:23.676 --> 0:27:26.956
<v Speaker 1>is that? I mean, that's if that works, that's a lot, right, Like,

0:27:27.036 --> 0:27:29.516
<v Speaker 1>if you're just taking it as given that that's going

0:27:29.596 --> 0:27:31.996
<v Speaker 1>to work, that's a lot of success. If that works, right,

0:27:32.036 --> 0:27:36.756
<v Speaker 1>presumably that's a very large market for inputs for you. No, totally.

0:27:37.076 --> 0:27:40.116
<v Speaker 2>Yeah, I mean it's it's a large market, but given

0:27:40.156 --> 0:27:46.116
<v Speaker 2>the scale of the you know, emissions globally, you know,

0:27:46.156 --> 0:27:48.476
<v Speaker 2>it's not really going to put a dent in that.

0:27:48.596 --> 0:27:50.476
<v Speaker 2>It's you know, it's it's probably a good outcome for

0:27:50.916 --> 0:27:53.796
<v Speaker 2>our company and for definitely our customers for using this technology,

0:27:54.156 --> 0:27:58.116
<v Speaker 2>but it's not the impact that I'm interested in specifically.

0:27:57.556 --> 0:27:59.876
<v Speaker 1>Like, it's not going to reduce the average temperature of

0:27:59.916 --> 0:28:01.196
<v Speaker 1>the Earth in one hundred years.

0:28:01.436 --> 0:28:03.796
<v Speaker 2>No, you know, it's going to have more positive impacts

0:28:03.876 --> 0:28:07.876
<v Speaker 2>than just carbon emissions reductions because you're also cleaning up

0:28:07.956 --> 0:28:11.196
<v Speaker 2>the mining industry around aluminium oxide production.

0:28:11.436 --> 0:28:15.916
<v Speaker 1>So this sort of recycled aluminum that nobody else wants,

0:28:16.396 --> 0:28:21.036
<v Speaker 1>is enough to supply the energy for this one piece

0:28:21.196 --> 0:28:24.076
<v Speaker 1>of the production of new aluminum? Is that I mean?

0:28:24.156 --> 0:28:26.316
<v Speaker 1>Is that basically what you're saying? Yep, exactly, But then

0:28:26.356 --> 0:28:27.916
<v Speaker 1>we have the whole rest of the world to worry

0:28:27.956 --> 0:28:31.916
<v Speaker 1>about exactly. Okay, so tell me about the whole rest

0:28:31.916 --> 0:28:35.196
<v Speaker 1>of the world. So, once you're using all the crappy

0:28:35.276 --> 0:28:38.756
<v Speaker 1>recycled aluminum that nobody else wants and decarbonizing this piece

0:28:38.796 --> 0:28:42.996
<v Speaker 1>of the process of making new aluminum, what's the what's

0:28:43.036 --> 0:28:43.596
<v Speaker 1>the next move?

0:28:44.076 --> 0:28:47.556
<v Speaker 2>Yeah, so the next move is to close the loop,

0:28:47.716 --> 0:28:51.916
<v Speaker 2>as we like to say. So that's actually recharging the

0:28:51.956 --> 0:28:56.356
<v Speaker 2>byproduct of our own reaction, doing that in a place

0:28:56.396 --> 0:28:59.596
<v Speaker 2>where you have abundant renewables, and then sending it to

0:28:59.636 --> 0:29:02.196
<v Speaker 2>a place where you do not have abundant renewables. And

0:29:02.276 --> 0:29:06.196
<v Speaker 2>at that scale, then you know there's no constraint on

0:29:06.196 --> 0:29:08.956
<v Speaker 2>the amount of aluminum that we have access to it.

0:29:09.196 --> 0:29:11.876
<v Speaker 2>It's literally the most abundant metal in the Earth's crust.

0:29:12.476 --> 0:29:15.796
<v Speaker 1>So in that universe you were, it's sort of end

0:29:15.796 --> 0:29:18.476
<v Speaker 1>to end. You're just in some clean way that doesn't

0:29:18.636 --> 0:29:23.276
<v Speaker 1>entirely exist yet. Turning box site into pure aluminum, which

0:29:23.436 --> 0:29:25.596
<v Speaker 1>then is your fuel, and you're sending it to wherever

0:29:25.636 --> 0:29:28.116
<v Speaker 1>they need it, and you're turning that aluminum into heat,

0:29:28.676 --> 0:29:31.956
<v Speaker 1>and then you're the product of that reaction. Is what

0:29:32.116 --> 0:29:36.196
<v Speaker 1>aluminum oxide that you're sending back to your clean plant

0:29:36.276 --> 0:29:38.316
<v Speaker 1>and turning it back into pure aluminum and just going

0:29:38.316 --> 0:29:41.396
<v Speaker 1>back and forth like that. That's the dream exactly, yep.

0:29:41.876 --> 0:29:44.716
<v Speaker 1>And on the technoeconomic side, maybe somebody will come up

0:29:44.716 --> 0:29:47.876
<v Speaker 1>with something cheaper or easier or something, right. I mean,

0:29:47.876 --> 0:29:51.276
<v Speaker 1>you're not just competing against what exists today. You're competing

0:29:51.276 --> 0:29:54.076
<v Speaker 1>against all these other smart people who are trying ultimately

0:29:54.116 --> 0:29:55.796
<v Speaker 1>to solve the same problem you're trying to solve, but

0:29:55.836 --> 0:29:56.836
<v Speaker 1>in different ways. Right.

0:29:56.916 --> 0:29:59.076
<v Speaker 2>You know, we're not necessarily too worried about that. In

0:29:59.076 --> 0:30:02.236
<v Speaker 2>some ways, we will need multiple solutions, so you need

0:30:02.276 --> 0:30:05.516
<v Speaker 2>to get like maybe ten kilograms of aluminum reacting at once.

0:30:05.636 --> 0:30:09.116
<v Speaker 2>Easier said than done. But you're not talking massive systems,

0:30:09.236 --> 0:30:12.516
<v Speaker 2>and what that means is you can modularize, so you

0:30:12.556 --> 0:30:14.836
<v Speaker 2>can start rolling this out. So we really only have

0:30:14.916 --> 0:30:18.436
<v Speaker 2>to do a fifty x scale up really well, and

0:30:18.476 --> 0:30:21.516
<v Speaker 2>then we can mass produce what we call our aluminum

0:30:21.596 --> 0:30:22.436
<v Speaker 2>water reactors.

0:30:23.436 --> 0:30:25.316
<v Speaker 1>So it doesn't have to be that big. You just

0:30:25.316 --> 0:30:27.916
<v Speaker 1>get a kind of little reactor and then you put

0:30:27.956 --> 0:30:29.676
<v Speaker 1>twenty of them right next to each other. Is that

0:30:29.676 --> 0:30:30.676
<v Speaker 1>what exactly?

0:30:30.916 --> 0:30:33.996
<v Speaker 2>Exactly, so you don't take on that scale risk all

0:30:34.036 --> 0:30:37.476
<v Speaker 2>at once. So that's you know, you know again like

0:30:37.956 --> 0:30:41.076
<v Speaker 2>scaling up fifty x is also a major challenge.

0:30:40.716 --> 0:30:41.596
<v Speaker 1>And non trivial.

0:30:41.676 --> 0:30:45.236
<v Speaker 2>Yeah, and you know, we we have a big team

0:30:45.276 --> 0:30:49.636
<v Speaker 2>of really smart people working on it. But you know what,

0:30:49.916 --> 0:30:52.636
<v Speaker 2>you think, thinking long term, there's there's kind of a

0:30:52.676 --> 0:30:58.356
<v Speaker 2>timing risk, I would say, where as we scale these technologies,

0:30:58.436 --> 0:31:02.276
<v Speaker 2>you know, we need people to be ready to use them.

0:31:02.636 --> 0:31:07.076
<v Speaker 2>And while you know this early, these early adopters in

0:31:07.116 --> 0:31:10.436
<v Speaker 2>the aluminum industry, they're ready to use this tech now roughly,

0:31:11.276 --> 0:31:14.436
<v Speaker 2>you know, as we go to decarbonized industrial heat more broadly,

0:31:15.476 --> 0:31:18.236
<v Speaker 2>you know, they may not be ready to commit to

0:31:18.476 --> 0:31:21.836
<v Speaker 2>a new technology, unproven technology with you know, supply chain

0:31:21.916 --> 0:31:24.276
<v Speaker 2>risk and basically the things that are standing in the

0:31:24.316 --> 0:31:27.436
<v Speaker 2>way of them moving to any other technology.

0:31:27.836 --> 0:31:31.596
<v Speaker 1>Well, and they are industries that operate at massive scale, right,

0:31:31.636 --> 0:31:34.236
<v Speaker 1>and you're like kind of doing this little thing and

0:31:34.276 --> 0:31:37.396
<v Speaker 1>trying to scale it up, and it seems it seems

0:31:37.396 --> 0:31:40.116
<v Speaker 1>like there's like a chasm you have to leap in

0:31:40.196 --> 0:31:42.916
<v Speaker 1>some way to get from where you are to like,

0:31:44.076 --> 0:31:47.236
<v Speaker 1>you know, decarbonizing a steel plant or something.

0:31:47.316 --> 0:31:49.476
<v Speaker 2>And you know, we're hedging that risk by not starting

0:31:49.756 --> 0:31:54.156
<v Speaker 2>there and starting with the folks that have a reasonably

0:31:54.196 --> 0:31:58.076
<v Speaker 2>high adoption readiness level that is commensurate with our technology

0:31:58.076 --> 0:31:58.796
<v Speaker 2>readiness level.

0:31:59.796 --> 0:32:02.436
<v Speaker 1>So I don't want to end the main part of

0:32:02.436 --> 0:32:04.516
<v Speaker 1>the interview on the like why it might not work

0:32:04.596 --> 0:32:08.236
<v Speaker 1>as as kind of a tenuated bomber. So like when

0:32:08.276 --> 0:32:12.356
<v Speaker 1>you think happy thoughts about the world ten years from now,

0:32:13.196 --> 0:32:14.596
<v Speaker 1>well like what does it look like and what is

0:32:14.636 --> 0:32:15.156
<v Speaker 1>your place in it?

0:32:15.236 --> 0:32:20.436
<v Speaker 2>Lookally, you know, you look at replacing the fossil fuel

0:32:20.436 --> 0:32:24.916
<v Speaker 2>supply chain, which has been developed and optimized and obsessed

0:32:24.916 --> 0:32:29.756
<v Speaker 2>over for you know, basically one hundred years and more.

0:32:30.676 --> 0:32:33.196
<v Speaker 2>You know, you can't just replace all of that with

0:32:33.356 --> 0:32:38.556
<v Speaker 2>one thing. This is a sort of everyone problem. And

0:32:38.556 --> 0:32:41.116
<v Speaker 2>and yeah, you know we I love looking at this.

0:32:41.516 --> 0:32:45.636
<v Speaker 2>If you google aluminum supply chain, probably a map comes

0:32:45.676 --> 0:32:48.956
<v Speaker 2>up showing these these lines going from places today with

0:32:49.076 --> 0:32:51.916
<v Speaker 2>lots of renewables, and you know, I want to see

0:32:51.916 --> 0:32:54.476
<v Speaker 2>that turned into the next energy supply chain. That's that's

0:32:54.516 --> 0:32:55.196
<v Speaker 2>what excites me.

0:32:59.316 --> 0:33:10.676
<v Speaker 1>We'll be back in a minute with the lightning ground Okay,

0:33:10.716 --> 0:33:14.396
<v Speaker 1>I want to finish with the lightning round it right

0:33:14.436 --> 0:33:18.596
<v Speaker 1>that you sort of remote control drove the Curiosity rover

0:33:18.676 --> 0:33:21.236
<v Speaker 1>on Mars. Yes, not just me.

0:33:21.316 --> 0:33:24.436
<v Speaker 2>I was on the team that did operations for Curiosity,

0:33:24.476 --> 0:33:27.676
<v Speaker 2>and I was working on the arms specifically. It takes

0:33:27.676 --> 0:33:30.356
<v Speaker 2>about one hundred people every single day to operate this thing.

0:33:31.956 --> 0:33:34.436
<v Speaker 1>Oh so you like made the arm move and pick

0:33:34.516 --> 0:33:34.996
<v Speaker 1>things up.

0:33:35.716 --> 0:33:37.196
<v Speaker 2>A part of the team that did that. But yeah,

0:33:37.236 --> 0:33:37.716
<v Speaker 2>pretty much.

0:33:39.116 --> 0:33:41.156
<v Speaker 1>What's your favorite part of Mars.

0:33:42.396 --> 0:33:44.956
<v Speaker 2>Well, there's really only one interesting part of ours, in

0:33:44.996 --> 0:33:47.876
<v Speaker 2>my opinion, which is the mountain.

0:33:48.236 --> 0:33:51.236
<v Speaker 1>Is there one mountain? It's not a mountain on Mars.

0:33:51.276 --> 0:33:52.516
<v Speaker 1>It's the mountain on Mars.

0:33:52.916 --> 0:33:56.716
<v Speaker 2>It's it's like a bulge in the planet that you know,

0:33:56.756 --> 0:33:59.676
<v Speaker 2>you could call a mountain. But so if we agree

0:33:59.676 --> 0:34:02.076
<v Speaker 2>that that's a mountain, it's actually the largest mountain in

0:34:02.236 --> 0:34:03.036
<v Speaker 2>the Solar System.

0:34:03.636 --> 0:34:05.076
<v Speaker 1>What's interesting too about it.

0:34:05.476 --> 0:34:07.876
<v Speaker 2>The thing that was cool is that you can basically,

0:34:07.916 --> 0:34:09.916
<v Speaker 2>as you drive up sort of get a hiss a

0:34:09.996 --> 0:34:14.116
<v Speaker 2>geological history of Mars as you sample different rocks, and

0:34:14.516 --> 0:34:17.396
<v Speaker 2>you know, Curiosity was basically just driving up this thing

0:34:17.756 --> 0:34:18.436
<v Speaker 2>until it dies.

0:34:19.316 --> 0:34:22.596
<v Speaker 1>Huh, what's your second favorite metal?

0:34:26.916 --> 0:34:29.636
<v Speaker 2>Probably I would have to say iron, you know, just

0:34:29.836 --> 0:34:31.236
<v Speaker 2>from from its importance.

0:34:33.076 --> 0:34:37.116
<v Speaker 1>There's a whole age. Yeah, I actually talked to you

0:34:37.156 --> 0:34:40.916
<v Speaker 1>probably cross paths with Mateo Hotamo form energy. Right. He

0:34:40.996 --> 0:34:44.836
<v Speaker 1>is using iron to make batteries, and it's, you know,

0:34:44.876 --> 0:34:47.396
<v Speaker 1>in a way somewhat analogous to what you're doing, right,

0:34:47.476 --> 0:34:50.996
<v Speaker 1>Like their batteries are essentially iron that is rusting and

0:34:51.196 --> 0:34:55.316
<v Speaker 1>unrusting in the way that you're rusting and unrusting aluminum.

0:34:54.876 --> 0:34:58.516
<v Speaker 2>Right, yeah, exactly, and you know they're using a cheaper material,

0:34:58.556 --> 0:35:01.356
<v Speaker 2>but it's it's also less energy dense, so it's really.

0:35:01.236 --> 0:35:03.876
<v Speaker 1>Wildly less right, Like their play is like we don't

0:35:03.876 --> 0:35:06.716
<v Speaker 1>care about energy debt. They can be gigantic out of

0:35:06.716 --> 0:35:07.076
<v Speaker 1>the desert.

0:35:07.116 --> 0:35:08.916
<v Speaker 2>They're just going for costs and so it's it's amazing

0:35:08.916 --> 0:35:10.436
<v Speaker 2>for first stationary energy.

0:35:10.516 --> 0:35:14.436
<v Speaker 1>I think what they're doing is school. I mean it's complementary, right,

0:35:14.476 --> 0:35:16.516
<v Speaker 1>Like they are not going to generate heat to power

0:35:16.836 --> 0:35:19.476
<v Speaker 1>a steel mill and you're not going to be doing

0:35:19.716 --> 0:35:21.916
<v Speaker 1>energy storage at utility scale, right.

0:35:21.836 --> 0:35:24.916
<v Speaker 2>So yeah, and actually you know, we it's very complementary

0:35:24.916 --> 0:35:28.476
<v Speaker 2>in that in order to do truly carbon free aluminum

0:35:28.516 --> 0:35:31.116
<v Speaker 2>smelting with renewables like solar and wind, you need to

0:35:31.116 --> 0:35:34.436
<v Speaker 2>solve the intermittency issue because these pol hero cells run

0:35:34.476 --> 0:35:38.516
<v Speaker 2>really hot, so you know, solar wind plus like a

0:35:38.516 --> 0:35:42.316
<v Speaker 2>form energy a facility could could be an interesting way

0:35:42.356 --> 0:35:45.076
<v Speaker 2>to enable more aluminum production.

0:35:45.716 --> 0:35:48.116
<v Speaker 1>Is there some engineer, either living or from history, who

0:35:48.116 --> 0:35:49.356
<v Speaker 1>you think everybody should know about?

0:35:50.756 --> 0:35:53.676
<v Speaker 2>I would say I would say people these days don't

0:35:53.676 --> 0:35:58.036
<v Speaker 2>give enough credit to the engineers from the Apollo era

0:35:58.076 --> 0:36:01.796
<v Speaker 2>of NASA, where you know, we're like obsessing over going

0:36:01.836 --> 0:36:03.356
<v Speaker 2>back to the Moon and like, you know, we think

0:36:03.396 --> 0:36:05.636
<v Speaker 2>what we're doing now is impressive, like you know, sending

0:36:06.356 --> 0:36:09.316
<v Speaker 2>people into space like what we were doing back then

0:36:09.396 --> 0:36:11.756
<v Speaker 2>with the tools that they had.

0:36:12.076 --> 0:36:15.796
<v Speaker 1>They did it basically on an iPhone right yeah wait

0:36:16.356 --> 0:36:17.636
<v Speaker 1>wait less yeah exactly.

0:36:17.676 --> 0:36:19.716
<v Speaker 2>I just I just think that's insane and that and

0:36:19.756 --> 0:36:22.436
<v Speaker 2>that it worked. Uh, you know we got people back

0:36:23.036 --> 0:36:23.596
<v Speaker 2>from the Moon.

0:36:23.916 --> 0:36:25.996
<v Speaker 1>Yeah, getting them there was the easy part. Getting them

0:36:26.036 --> 0:36:26.756
<v Speaker 1>back was hard.

0:36:26.956 --> 0:36:29.956
<v Speaker 2>Yeah.

0:36:30.796 --> 0:36:34.396
<v Speaker 1>Peter Goddard is the co founder and CEO of Found Energy.

0:36:35.236 --> 0:36:38.516
<v Speaker 1>Today's show was produced by Gabriel Hunter Chang. It was

0:36:38.796 --> 0:36:42.236
<v Speaker 1>edited by Lyddy Jean Kott and engineered by Sarah Bruguer.

0:36:42.716 --> 0:36:45.916
<v Speaker 1>You can email us at problem at Pushkin dot fm.

0:36:46.476 --> 0:36:48.836
<v Speaker 1>I'm Jacob Goldstein and we'll be back next week with

0:36:48.876 --> 0:37:01.436
<v Speaker 1>another episode of What's Your Problem.