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Amazingly well thought out analysis - thank you. Completely agree that we will need a lot of shots on goal and many operations pulling carbon out of the air to deal with the size of this problem.

Our first commercial plant is estimated to capture ~1 ton CO2 / day, and that is with a very small tower. If all 2M towers in the US were the same size as our smallest one, we could capture 730M tons of CO2 / year, but we know that is a conservative assumption because many cooling towers are larger than the one we're starting with.

For example, one of the larger plants we've talked to runs a cooling tower that can capture ~44,000 tons of CO2 / year. This plant is a small power generation plant attached to a university, but let's assume it represents the cooling towers of all power plants.

There are 23,000 power plants in the US. Assuming they all have a cooling tower capable of capturing 44,000 tons of CO2 / year and all the rest of the cooling towers in the US are of the small size I mentioned above, our annual capture amount grows to:

[23,000 power plant towers * 44,000 tons/tower] + [1.9 other towers * 365 tons/tower] = 1.7B tons of CO2 captured / year with cooling towers.

Our estimate will get closer to the truth as we continue to understand the range of cooling tower sizes available on the market.

It's worth saying: for humans to meaningfully reverse climate change, we need many groups of people taking many shots on goal for us to be successful. I believe Noya has a critical technology that will play an important role in solving this problem, and I'm excited to be joined by many other amazing founders with fantastic technologies in this adventure.



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