TERRA CO2 - Michele Blackburn.pdf.pdf

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1、CONFIDENTIALCement For HumanityCement For HumanityReal Zero CementReal Zero CementACI ACI Foundation:Foundation:Low Carbon Concrete MaterialsLow Carbon Concrete MaterialsMay 2024May 2024TMCONFIDENTIALWha t is ne e de d for ne w ce m e nt te chnologie s to succe e d?CONFIDENTIAL3Scalable minerology S

2、calable minerology for raw material feedstock.FAILURE POINT FAILURE POINT-Narrow minerology requirements for raw material severely limits geographic sourcing,prevents scaling and adds substantial transportation cost.Greenfield mines Greenfield mines required.required.FAILURE POINT FAILURE POINT Raw

3、material sourcing requiring new mines adds substantial CAPEX(50-100M),increased deployment timelines(10-20 years),and adds substantial risk to the project.Permitting new mines is difficult and entails long timelines.Manageable YieldManageable Yield.FAILURE POINT ONE FAILURE POINT ONE Ratio of raw ma

4、terial to finished product(per ton yield)must be manageable to maintain attractive OPEX/ton for finished product(optimal case 1 ton raw material yields 1 ton finished product).If yield substantially exceeds a 1:1 ratio then typically significant additional cost is added to manage waste stream.FAILUR

5、E POINT TWO FAILURE POINT TWO-If more than one finished product is produced the ratio(volume)of each final product should balance with market demand to avoid costly finished product waste unsaleable material.Highly compatible with established industry infrastructureHighly compatible with established

6、 industry infrastructure.FAILURE POINT FAILURE POINT Technologies that require significant change to the historical cement and concrete infrastructure will likely fail.The entire manufacturing and logistics supply chain has developed over the course of a century and the industry will be slow to chan