Good Morning. This is Sunya Stories. The podcast series covering conversations with those in energy.
Our first episode features Cemvita’s Moji Karimi
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AI-generated show notes:
Summary
In this conversation, Moji shares his experience at COP 28 in Dubai and highlights the impressive dome structure at the event. He also discusses the future locations and themes of COP conferences. Moji then talks about his background and journey to co-founding Cemvita with his sister, Tara. They focus on biotech and energy transition, particularly in the area of CO2 utilization and photosynthesis. The conversation also touches on Oxy's involvement and the launch of Oxy Low Carbon Ventures. Moji explains the concept of gold hydrogen and how it can turn liabilities into assets. The potential of natural hydrogen is also explored. The conversation explores partnerships and trends in energy transition, navigating the winter of the industry, and competing on cost in sustainable solutions. It also delves into utilizing biology for renewable feedstocks, exploring biological data storage and computing, and replicating human biology in computing. The intersection of biology, industrial applications, and computing is highlighted as a fascinating area of exploration.
Takeaways
COP 28 in Dubai featured a large dome structure that impressed attendees and became a popular spot for photos.
Cemvita, co-founded by Moji and his sister Tara, focuses on biotech and energy transition, particularly in CO2 utilization and photosynthesis.
Gold hydrogen, a solution for turning liabilities into assets, has the potential to delay plugging and abandonment liabilities for oil wells.
The IRA (Investment Tax Credit and Production Tax Credit) has generated mixed reactions, with some companies feeling disappointed by the strict guidelines.
The role of startups like Cemvita is to act as an extended R&D arm for larger companies, exploring innovative solutions and filling gaps in their expertise. Partnerships between startups and established companies can leverage R&D resources and funding to drive innovation in energy transition.
The energy transition industry experiences ebbs and flows, and it is important to focus on the fundamentals during the winter periods.
Competing on cost is crucial in sustainable solutions, and the green premium needs to disappear for widespread adoption.
Utilizing biology can bring down costs in renewable feedstock production by eliminating random co-products and running reactions under ambient conditions.
Biological data storage and computing present exciting opportunities for solving complex problems and replicating the efficiency of the human body.
Replicating human biology in computing can revolutionize the field and lead to more advanced and sustainable technologies.
The intersection of biology, industrial applications, and computing offers immense potential for innovation and exploration.
Chapters
00:00Introduction and Test Run
00:24Moji's Trip to Dubai
01:23Exploring Different Parts of COP 28
02:20Impressions of the Dome at COP 28
03:16Running into Prominent Figures at COP 28
04:07Future COP Locations and Themes
05:40Moji's Background and Journey to Cemvita
08:15Working with Family and Co-founding Cemvita
10:36Moji's First Job at Tesco
12:30Transition from Tesco to Weatherford
15:11Starting Cemvita with Tara
19:48Focus on Biotech and Energy Transition
24:26Exploring CO2 Utilization and Photosynthesis
28:38Oxy's Involvement and Launch of Oxy Low Carbon Ventures
32:31Gold Hydrogen and Turning Liabilities into Assets
35:36Momentum in Carbon Management and CCUS
37:13Challenges and Reactions to the IRA
38:17The Value of Gold Hydrogen and Extended R&D
41:32The Potential of Natural Hydrogen
46:47Partnerships and Trends in Energy Transition
48:10Navigating the Winter of Energy Transition
49:29Competing on Cost in Sustainable Solutions
50:12Utilizing Biology for Renewable Feedstocks
51:19Exploring Biological Data Storage and Computing
53:19Replicating Human Biology in Computing
55:30The Intersection of Biology, Industrial Applications, and Computing
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DISCLAIMER: None of this is financial advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Please be careful and do your own research.