Get over the over the "liar" thing. I apologize ok.--> All good my friend I know what you meant and I should of been clearer. The trouble is mass confusion and I have been thinking out loud a bit instead of thinking and then posting. I will try and change that. I am watching Taken 2 now and it makes me feel like I'm on an airplane.
I have dirt under my fingernails again. Do you think the EV Charging stocks were sending a signal? I am getting excited about cement. Treated cement that captures the Co2. 6% or the worlds overheating is because of cement. If we fixed that on a world-wide basis (pipe dream or great invention) and we went all Electric cars and we stopped coal and we planted a shit ton of trees maybe we could save the earth.
Well Stoney, I wasn't gonna say anything in public just yet, I was at least gonna wait until the end of the war was somewhat on the horizon, but by god, and only you could have done it, you scaled the castle walls and found out what I already knew. You cracked the code. Cement IS a huge deal regarding CO2, but those little start ups in Canada or wherever it was in the articles you posted.... naaaaaa. What continent leads the world in the push to zero emissions? Europe. That should have tipped you off right there. But now I'll let the cat out of the bag. Name the 3rd largest cement producer in Europe that is currently building a CO2 friendly plant in... wait for it... Poland. ---Right next to Ukraine. +++++++++++++++++++++++++++++++ Heidelberg Cement to pilot carbon capture project in Eastern Europe By Mary Page Bailey | September 22, 2021 HeidelbergCement has announced plans to pilot a carbon capture project in Eastern Europe. HeidelbergCement will be the first company to pilot CCUS technology in Eastern Europe by demonstrating an innovative post combustion capture technology at its Górażdże cement plant in Poland. Project ACCSESS has been funded with €15 million from the EU’s Horizon 2020 program. The further development of CCUS pathways is a central part of HeidelbergCement’s carbon neutrality roadmap. Earlier this week, project ACCSESS has been officially presented by the coordinator Sintef Energi AS from Norway. “As part of our participation in ACCSESS, HeidelbergCement will pilot a new carbon capture technology in Poland”, says Dr. Dominik von Achten, Chairman of the Managing Board of HeidelbergCement. “The tests of an enzyme based capture unit at our Górażdże plant will deliver important insights how we can further reduce costs in the capture process. At the same time, it will emphasize our strategy to expand CCUS further into our Eastern European based assets”. The enzyme based capture unit will allow a broader use of the waste heat and will simplify the control of secondary emissions. For HeidelbergCement, the ACCSESS project comprises three focal points. In addition to testing the separation technology in Poland, HeidelbergCement and its partners will carry out a study to explore the optimal integration of a carbon capture unit at the Hanover plant in Germany. The third pillar focuses on all aspects of transporting CO2 from sites in mainland Europe to Norway, including all regulatory aspects of cross-border CO2 transport. The consortium will develop transport systems from the Hanover and Górażdże cement plants to the Northern Lights storage facility in Norway – a joint project by the oil and gas companies Equinor, Shell and TotalEnergies. ************************************************** After I made the post below, I dug into what caused that incredible volume spike. There's always a reason and that one was just too big to go un-researched. I looked, and there it was.... 12 March 2021 HeidelbergCement pioneers new carbon capture technology in Redding, USA HeidelbergCement’s US subsidiary Lehigh Hanson and Silicon Valley-based materials technology company Fortera have announced a collaboration to implement a new type of carbon capture and utilisation (CCU) technology in a pilot installation at Lehigh’s Redding California ( ) cement facility, with an expected 60% reduction in CO2 emissions per tonne of product. Both partners will construct and operate a small commercial plant where CO2 will be captured from the kiln exhaust and converted into a cementitious material. The final product will be suitable for use as a new low carbon SCM (Supplementary Cementitious Material) in the production of high-quality concrete with a lower CO2 footprint. +++++++++++++++++++++++++++++++++++++++ Why do you think I've been subtly pimping a European cement ADR that no one over here has ever heard of? 2.93% divy too Stoney. Now you can save the world, rebuild Ukraine, and get paid a dividend to do it... all with one rock solid cement company. -You're welcome. ~vz
Sounds good Van, I like Heidelberg for the name if nothing else. While we are getting a tad European may I proffer our new yield play. I cannot find another name that offers upside and a 6+ % div.... British American Tobacco's big bet on new products is paying off It is no secret that traditional tobacco use is on the decline. In response to this challenge, companies in the industry are developing new categories of tobacco products. Devices that heat tobacco, vapour products and tobacco-free nicotine pouches are seeing growing customer uptake. The three brands that create this growth for British American Tobacco are Vuse, glo and Velo… all of which have seen strong volume growth in FY 2021. British American Tobacco
Vuse is the number one vapour brand in Canada, the United Kingdom, Germany and France and the number two brand in the U.S. But Vuse has a lot of potential in the U.S. to grow its market share and catch up to the number one brand in the country: Juul. Vuse is now the second-largest vapour brand in the U.S. with a 35.9% value share Yield (TTM) 6.81% Market Cap $97.33B PE (FWD) 9.18
TRAPPING CARBON IN CEMENT- “If this technology is deployed across the globe, we could reduce about 700 megatons of CO2 each year. That’s the same as taking 150 million cars off the road every year,” “Maybe it will take 20 years; maybe it will take 50 years. Maybe something crazy will happen and it will happen in five years. But we’re starting to see that process.” The money making potential of systems that use captured CO2, like CarbonCure is impressive. Gamble says “This concept of beneficial reuse of CO2 is expected to be a one trillion dollar industry by the year 2030.”
VAN we want to make sure the Heidelberg process (love that) does not burn coal<---- Making cement green One of the most straightforward ways of putting a dent in cement’s carbon emissions would be to find cleaner-burning fuels that are capable of heating a cement kiln. Some alternatives to fossil fuels are available today, like wood, agricultural waste, and even car tires. Despite how that last one sounds,Jeremy Gregory, executive director of the Concrete Sustainability Hub at MIT, says spent tires can be a “great source of energy,” and cement kilns are one of the most effective ways to dispose of them. In the future, we might be using hydrogen-based fuels or electric heaters that run on renewable power. These methods aren’t ready for prime time yet, but with further development, tire fires to keep the cement kilns cooking might become a quaint footnote in history.
The most interesting co is in NJ-- SOLIDA The tech here actually sucks extra Carbon out of the air! Even better than a low-carbon cement would be one that sucks carbon from the air. Today, most cement powders are hardened, or “cured,” by adding water, but several companies, most notably New Jersey-based Solidia, are creating cements that need to absorb CO2 in order to harden. Solidia claims that every metric ton of cement it makes can absorb240 kilograms of the climate-warming gases. And because the CO2 is being packed into artificial rock, the storage is effectively permanent.
New construction techniques like 3D printing could go a long way toward minimizing this sort of waste. If I was Johnny Depp I would invest in this co privately! Nicholas DeCristofaro-- Since 2008, Solidia Technologies, where DeCristofaro is chief technology officer, has been quietly developing a new cement-making process that produces up to 70% fewer CO2 emissions at a cost that DeCristofaro claims is on par with or better than conventional cement. Solidia, which was formed in a bid to commercialize ideas developed at Rutgers University in New Jersey, is not the first company to attempt to make environmentally friendly cement. But industry experts say it’s the most promising yet. Its list of investors—from the world’s largest cement-maker to one of the globe’s biggest venture capital firms—is proof of the market’s confidence.
-GBA CEMENT WEEK- If cement could be made without limestone, theoretically, that could eliminate many of the industry’s CO2 emissions. That’s Solidia’s first bet. Its second gamble: When that cement is used to make concrete, the process will actually absorb carbon dioxide. Typically, when water is added to Portland cement and gravel to make concrete, it reverses the reaction that occurred in the cement kiln—almost—in a process called “curing.” The calcium silicates (like alite and belite) combine with water to form calcium hydroxide and clay; the calcium hydroxide then reacts with CO2 in the air to form calcium carbonate again, releasing the water it had absorbed. The formation of calcium carbonate holds all the components of concrete together; if the concrete mix is put in a mold, over many weeks of curing, those familiar solid blocks are formed. Here’s the problem: As long as enough of the cement binds the gravel together into concrete, the product is ready. In other words, it never goes through a complete reversal, and thus doesn’t absorb the same amount of CO2 emitted during the cement-making process. One estimate suggests that concrete absorbs about 17%of emissions produced over its lifecycle—which would be about 170kg of CO2 absorbed. What if it were possible to change the chemistry of cement such that it could absorb all the CO2? Two startups have tried and failed in their attempts to change the chemistry of cement. UK-based Novacem invented a process that replaced calcium oxide with magnesium oxide. In 2012, it sold its intellectual property to a rival and folded. California-based Calera began with a pitch similar to Novacem’s, but after repeated disappointments, it shifted to focusing on specialized calcium carbonate for niche applications, such as wallboards. Both companies raised many millions of dollars before shutting or pivoting. But these failures were yet to surface in Solidia’s early years. Back then, in lab experiments, one of the startup’s founding members Vahit Atakan, now its chief scientific officer, discovered that if he replaced limestone with the mineral wollastonite—a low-carbon alternative to limestone—he could make cement that eventually produced “negative emissions” concrete. That’s because wollastonite’s chemistry is such that it would not produce any emissions when it is made to produce cement, but it would, like normal cement, absorb some CO2 when it gets cured as concrete. But when Solidia began thinking about commercializing the product, the company hit significant hurdles. For example, changing the chemistry of cement would make the hundreds of cement plants currently in operation redundant, essentially turning them into stranded assets. In other words, it wouldn’t be in cement-makers’ financial best interests to invest in Solidia’s wollastonite-based product. Another problem is that wollastonite is not as cheap or widely available as limestone. About 1.5 million kg of wollastonite is mined each year in the US, enough to make some 1.5 million kg of cement. That sounds like a lot—until you find out that US factories make nearly 100 billion kg of cement each year— that alone is about 50 Hoover dams worth of cement. DeCristofaro says solving the wollastonite problem was the “seminal moment in Solidia’s history.” On a pivot Solidia knew it had no other choice: it would have to make a synthetic version of wollastonite. The company spent a few years playing with various recipes, first in labs and later in a small factory, until it came up with a solution. It turned out to be deceptively simple. Wollastonite-derived cement has a lot less calcium than Portland cement. So to replace wollastonoite, Solidia could reduce the amount of limestone and increase the amount of clay in the mix it sent to the kiln. With less limestone to convert to lime, the process could use less heat. Cutting out limestone reduced CO2 emissions from both the chemical reaction, and from the fossil fuels needed to heat the process. Of course, the startup now needs to show that this lower-emission cement can be made into concrete that’s at least as good as others, and can be scaled up in a way that’s affordable. That’s what Solidia is working on right now. Recently, the company invited me to visit its small factory in Piscataway, New Jersey and peek at the technology. After putting on protective wear—hard hat, shoe gloves, and lab glasses—I got to see the process of making concrete using Solidia’s potentially game-changing cement.