And the #Greenwashing Continues

While we have sound plans to establish a profitable airline, planning to operate carbon-neutral, #greenwashing and lip-services dominate responses we get from “impact” investors, why our model cannot be supported. And the same what is heard and seen from politicians and public funds.

Now the last weeks, the “green strategy” is a big issue in the media. European Investment Bank claiming to be be the “Sustainability Bank”. The Mission Hydrogen 24 hour workshop. The reality check on to German Rail’s sustainability. Or the facts about the “global recycling champion” Germany. So let me summarize these reports. And call for any serious investors interested to make a true impact, to talk to us and learn the big impact we want to make. While establishing a profitable, future-focused airline.

German Rail & 100% Sustainable Power?

The Myth about Green German RailDon’t get me wrong, this ain’t new. There have been reports about this ever since they started their fake promotion about 100% sustainable power. But just this week, German Television did a reality check, with rather devastating results!

Just 61% of German Rail’s power comes from renewable energy. 28% come from coal and natural gas, where German Rail partly owns the latest built coal power plant, built against all public opposition. German Rail has long-year delivery contracts for atomic power. And only 33 out of 5,679 railway stations are powered from renewable energies, 0.5 % … And by 2038 (17 years from now) German Rail wants to increase the use of sustainable power to only 80%, targeting 100% only for 2050.

That excludes non-rail business, like Schenker logistics, clearly focusing on Dieseltrucks. Where container transport by rail is more than six times more ecofriendly than trucks. But having demolished most of the industrial accesses, parallel tracks and being delayed on major infrastructure projects like the European North-South rail axis, now backfires and cannot be remedied quickly.

ECB & EIB – the Sustainability Banks?

While we talk with impact investors, we do also understand the European Central and the European Investment Bank claiming to be “Sustainability Banks”. Talking with the very same investors being “naturally” and clearly interested in sustainable projects, we asked why they would not make use of those funds to complement an investment into Kolibri or other impact investments.

The feedback I get is painfully clear. They do not work with the EIB (or other government fund programs) for the bureaucratic process required to be “approved” as an investor. I have multiple statements that attempts to support the investment failed. Assumption being voiced that those funds again go to the big players and into unqualified “green projects” that are mostly about #greenwashing. That includes a claim that EIB funds new aircraft for the dinosaurs – without any requirement(s) for those aircraft or the airline to develop a strategy to reduce their carbon footprint.

I also reached out to one of the experts in my network, working closely with those banks and doing studies on their sustainability, asking why venture capital or family offices don’t work closer with such government funds: “But what you report from your interactions with public investors is true even for smaller and less ambitious projects and companies in that public VC funds invest only if the concept is validated by the market in one way or the other. In other words, only if someone else confirmed the commercial success elsewhere.

Germany – the Global Recycling Champion?

Reality is, that Germany is the global champion in export of plastic trash. Instead of a strict recycling regime, 80% of the trash collected from the recycling bins is being either exported or burned.

The drop in export results directly from China having stopped and banned the import of plastic trash. So now, the pictures of plastic from African countries dominate the respective stories about German “recycling”.

At the same time, the plastics industry is booming. And instead of developing sustainable packaging, the trend is clearly towards mixed-use, the known bad example being “Tetra Pak®“; a packaging made of several layers that make it exceptionally difficult to recycle. And the few recycling factories being more for greenwashing than for recycling any meaningful amounts of that stuff.

There was also a report on TV this week on Coca Cola and how they changed from the recycling glass bottles to throw-away plastic bottles and Aluminum cans. Which was the beginning of the end of bottle recycling. And how their lobbyists ever since fight any recycling requirements…

Aviation – the Scapegoat?

ContrailNow, how about “my industry”, how about aviation? And why is it constantly the scapegoat and blamed for global warming?

When the aviation industry claims that it’s only responsible for 2% of the CO2-emissions, this is also green-washing. As aircraft engines exhaust contains also other “greenhouse emissions” and many if not most not on ground level, but at high altitude. The “contrails” being a visual reflection that people “know” and can identify. Experts in a report about Airbus this week accounted the greenhouse emissions by aviation to 6%. Not much, but only 4% of the world population flies. And 6% is substantial.

So aside our plans to use Kolibri.aero to establish the infrastructure and certify the use of 100% synkerosene to fly carbon-neutral, we also understand the issue of the aircraft-engine exhaust will require further research into greenhouse-effects of the remaining exhaust. But which only can start, once we start flying “carbon-neutral”! And yesterday, I was challenged twice about synfuel and that we’d need to look at use of battery, hydrogen and fuel cells. Referring to a very academic presentation by Prof. Dr.-Ing. Josef Kallo of the German Aerospace Agency (DLR) about How to fly with Hydrogen, addressing fuel cells at the European Hydrogen Workshop by Mission Hydrogen GmbH (Ltd.).

See my recent blog about The Road to Environmentally Friendly Flying

Electric, Fuel Cells and other Aviation #greenwashing

Cheop's Principle: Nothing is ever finished on time and/or on budgetSpeaking with one of those “challengers”, he argued that in 10 years the first regional aircraft will fly on fuel-cells. Being “project planning”, I’d say better add 50% reserve to that, then we talk about 15 years. And personally I still doubt that time line. And then we will have aircraft with 10, 20 or maybe 30 seats. With a range of one to two hours. When we will have aircraft that transports 100 seat? Or ones that can replace the 150-250 seats used by the low cost airlines? When do we expect aircraft to transport 250-350 passengers long haul? Hiding behind “Research”? Science Fiction…

The argument given was that batteries and fuel cells will become more effective. Which I file under “cognitive dissonance“. What excess in miniaturization results in, we all experienced with the B787 batteries self-enflaming. Or the Samsung Galaxy Note 7 “fiasco”. Trying to mend the rules of physics is a true challenge. And that does not even cover the devastating ecological footprint not only of Lithium. If you want to wait for that to be resolved, we talk about “dirty” kerosene still in use in 20, 30 years!

And if that happens, our industry is worth being used as a scapegoat…

Change Happens – NOW!

Salzgitter AG ElektrolyzerSustainable economy and global warming are big issues today, but most that we see is lip services. An investor group just recently checked impact investments for the “real” impact. They reported about 4% of all investments having a quantifiable impact or quantifiable targets. Only 4%. All others to be #greenwashing. On the “impact programs” of the 100 largest companies in Europe they found not a single one having more than one or two percent impact to global warming. Most of them being “lighthouse projects” that are being developed inside a “bubble” that does not immediately impact the company. Mostly lip-services addressing already established programs, but don’t really change the existing processes.

One example mentioned being the Electrolyzer delivered to Salzgitter AG for delivering hydrogen to be used in their steel-making process. A “research project”, largely funded by the hydrogen program. And now, being still in research phase, trialing it’s impact, it’s a “lighthouse project”?

The Fight against #Greenwashing + Lip-Services

We choose to fly Carbon-Neutral in this decade
We choose to fly Carbon-Neutral in this decade

And today I was confronted again with “avoid flying” as the first and foremost advise to stop global warming. While people will fly, economy needs flight connections as well. What we need is to stop blaming aviation, but start changing it. And the governments and public funds won’t help, so we need bold investors with a mission to help establishing the environment that allows us to work together on the common goal. Clean flying. Flying without remorse. Flying with a conscious mind.

We choose to fly Carbon-Neutral in this decade. And do the other things. Not because they are fashionable and easy, but because they must be done. But we can’t do it alone, we need investors that are interested in more than greenwashing their conscience, but the ones supporting the real thing. Investors that understand this is a big deal, it’s disruptive, it’s a journey. A journey that needs conviction, founders with the commitment and vision to make it happen…

Food for Thought
Investors welcome!

 

The Road to Environmentally Friendly Flying

Electric? Hydrogen? All the aviation associations promote going “green” 2040. Or beyond. Whereas the technology for the first step is here.

Being asked on my baby KOLIBRI.aero on why we don’t wait for electric planes or hydrogen planes, my answer is simple. They are fog-screens, intentional distractions allowing the airline to hold on to them to avoid really addressing the issue! To avoid Change. This can be brought down to very easy to understand examples.

The Fairy Tale of Electric Passenger Flights

Zunum 50 seat electric plane
Zunum Electric Plane

Boeing dropped out of funding Zunum, having the plans to develop an electric air plane. Because there is a simple, physical challenge that they cannot overcome. The battery size. Reducing the battery size, Boeing learned the lesson with the 787 Dreamliner. Where internal batteries caught fire. Would that have happened inflight, you can imagine the catastrophic impact. They had reduced the size vs. capacity to the point where batteries happen overheat. Especially rechargeable ones that we talk about it here. It is rumored and I heard it from Boeing, that their engineers disqualified electric passenger planes beyond 35, maximum 50 seats. The max size Zunum targeted, but with a range of one flight hour, maximum 90 minutes.

There may be developments that may one day increase battery capacity while reducing the size, but they are wishful thinking as of today.

The Fairy Tale of Hydrogen Powered Passenger Flights

Airbus Zero EmissionThe very same issue is it about hydrogen powered passenger flights, Airbus recently promoted as their “Zero-Emission Aircraft”. Again, the physical challenge.

To put into those aircraft cooled hydrogen tanks with the related cooling makes those tanks very bulky. In fact, sources inside Airbus have been cited assuming 50% or more of the fuselage (cabin and freight compartment) to be needed to build in the hydrogen needed to operate the aircraft 60 to maximum of 90 minutes. Unpressured (uncooled) Hydrogen does not have the needed energy.

That is, why those airplanes Airbus showed in the picture are also small aircraft, with about 50% less seating of a comparable aircraft those sizes today. Another wishful thinking and fog screen if you ask me.

Electric + Hydrogen Electric – a Summary

There is a very interesting summary on electric (and hydrogen-electric) flight in a 45-minute YouTube video:

Generally it confirms my opinion, that we won’t have any substantial development in time for any meaningful impact on the climate goals. With first liquid-hydrogen prototypes expected by the research experts by 2035 to 2040 and first commercial operations likely 10 years faster. See my summary from an expert panel in the comments. A bit late for a 2050 impact?

And electric will start with small air taxi-type services of 15-20 passengers. And while that is a good development, it will only replace (and enable) very small regional routes. Can you imagine 5-10 slots an hour at any of the larger airports to be burned by such small planes?

It will very likely take beyond 2050 until we will see any of the 100 or 200 seat aircraft flying commercially on either technology. Bullocks. Just more #greenwashing …?!

[Added 28.Jul.2021]

The Road to Carbon Neutral

Biofuels greenwashing

Rape seed monocultureDeveloping Kolibri, from the outset we thought about using contemporary aircraft allowing us to use bio-fuel. Though bio-kerosene must be “blended”. Must be mixed at least one to one with the classic, dirty kerosene. Often, it is mixed like “E10” gasoline, only 10% “bio”. It’s not uncommon to have a 10-20% blend only, using 80-90% classic Jet-A1. Whereas the “bio” comes mostly from rape seed monocultures (picture), having already it’s own negative impact on bioversity. That ain’t “clean”, nor “sustainable”.

Hydrogen – a volatile gas

Hydrogen powered Wing in GroundFrom my work on a solar powered WIG 2008, replacing it’s diesel-engine with an hydrogen-engine, I understood hydrogen as the future. Clean electrolysis using solar power (and wind, bio mass and other sustainable energy sources) and salted water, whereas desalination facilities produce the surplus salt to augment seawater to the level needed for the electrolysis. So sunny regions with access to seawater have a “natural advantage” to develop the infrastructure to create hydrogen.

Now hydrogen is exceptionally volatile, even in special tanks, the losses are substantial, so it’s not easy to transport. Now…

Synfuel

Synkerosene, Powerkerosen, eKerosene, synfuel, powerfuel efuelTwo years ago Sunfire’s Synfuel triggered my attention, from a National Geographic report – not reported in Germany, but in the U.S. … I instantly understood synfuel a perfect solution to replace our plans to invest in expensive electric and hydrogen powered ground fleet, still with the need to have Diesel-powered trucks and emergency generators in an airline, with syndiesel. And to develop into synkerosene to replace biokerosene.

Developed since, Sunfire with partners started a construction of a synkerosene facility in Oslo, Norway. No, not in their home-country Germany, but in Norway. Norway is not full member of the EU, “only” an associated country. Make your guess, why not inside the EU… Maybe Ursula von der Leyen’s implied quote below gives you a hint.

World Climate ZonesAside, synfuel can be used quite easily as a buffer technology, using excess power to create synfuel during peak times and using it in common and tried power generators to recreate energy in low times. Until we have something better, Syngas is a clean energy source that can make us independent of crude-oil for power generation. a technology that can create a future for many “poor countries” in the “tropical belt”, the tropic (red) and subtropical zones (yellow), as their surplus of solar energy is way higher than what the northern hemisphere has in the temperate to polar zones.

The Fairy Tale of the End of the Combustion Engine

Others are faster, but we have a PLAN

Guess what, there is a Workshop “Mission Hydrogen” this week in the EU with some focus on Germany. At the same time, Saudi Arabia announced to invest 700 billion to become the global leader in hydrogen … While European players still make plans, others stake their claims. And to transport that hydrogen, syngas offers the advantage to be using the same logistics infrastructure.

And while German transport minister Andreas Scheuer demands the end of the combustion engine by 2035, I can only interpret this as another short-sighted publicity stunt. A distraction and a fog screen! By a minister who’s not known for his realism. Combustion technology will still be around a while, cars having a lifetime of minimum 10 years. Other technologies like aviation, simply lack an alternative for now. And while privileged nations can likely afford the switch, less privileged regions will rely on combustion engines for a great number of reasons and even more years.

Making the Change

Kolibri - disrupt aviationSo while we make again big plans in Northwestern Europe, developing synfuel facilities in the “poor South” makes a lot of sense. Developing synfuel facilities at airports will be an incubator for the regional conversion from classic gasoline to synfuel. Developing a new “regional” airline with the large demand of synfuel, will make the development a profitable venture. A classic win-win.

So anyone believing in electric passenger planes is daydreaming, or whitewashing why they don’t invest to become clean. A distraction, a fog screen. The same is true for purely hydrogen-powered planes.

But anyone who wants to make a change, can do so today. Modern aircraft engines are ready to apply 100% synfuel. Or so Sunfire, Norsk-e-Fuel and an engine maker assure me. Synfuel created from hydrogen and carbon-dioxide. Not carbon-positive, but yes, carbon-neutral. Proven tech. Today.

And we have a business plan, and we have the interest to make this happen. Starting today and being carbon-neutral within this decade. If not faster.

Food for Thought
Investors welcome!

Go Carbon-Neutral This Decade

Clean Aviation Whitewashing and the Real Deal

The Future of Clean Aviation is Now

I’ve started to write this as a part of my post on Impact Investing vs. Whitewashing, but I decided to take this into it’s own article and only summarize and refer to it. This article addresses the known ideas about clean flying and why I believe there is a lot of whitewashing and intentional delaying. But if you want to go carbon-neutral for a start, the technology is there. Even with the bureaucratic hurdles, we can start flying carbon-neutral within a matter of three to five years. The challenge is the speed we can secure the funding to build the necessary facilities.

Investors interested to turn aviation carbon-neutral, here is our reasoning which technology you should look at. And why helping us making this happen will be disruptive. Not because noone else could do it, but because to succeed you need the right people who want to do it, not the ones considering it disrupting their plans…

Electric Flying

Zunum 50 seat electric plane“But how about electric flying?” you might ask? Yes, how about it? In December 2013, a battery on a Boeing 787 Dreamliner caught fire. It was later attributed to a “design flaw”. Yes, Boeing had quite some trouble even before the MAX-disaster.
In 2016, the Samsung Galaxy S7 batteries happened to explode. It was found that a manufacturing defect in the phones’ batteries had caused some of them to generate excessive heat, resulting in fires and explosions. And as much as they research possibilities, there are no ideas yet how you can “minimize” batteries (size and weight) further without risking them overheating. But given existing battery size and weight, the battery will only allow for very short flights with relatively few passengers. Commercial flying over two, three hours? You got to be kidding…

I find Zunum’s story (their jet pictured here) quite interesting. From Wikipedia: “In November 2020, Zunum Aero filed a lawsuit against Boeing alleging that Boeing tried “to gain access to proprietary information, intellectual property” and then used its dominance “to delay and then foreclose” Zunum’s operation, “in order to maintain its dominant position in commercial aviation by stifling competition”, using this proprietary information “to provide a hybrid-electric propulsion system for a different aircraft design” with Safran. Zunum said that Boeing tried to poach Zunum’s engineers.”

Electric Flight is a nice idea, but without a breakthrough in batteries, in my opinion it’ll be too inflexible a niche market and in best case need 10-20 years of active development to come up with a sizeable aircraft for mass transportation. And then there is the devastating ecological footprint of the mining of the needed Lithium, Nickel, “rare earths”, that experts expect to become a likely killer issue for Tesla – now thinking about battery-powered flying?

Hydrogen

Hydrogen powered Wing in GroundMany of you remember that back in 2008 I worked with investors and potential climate-sensitive customer we worked on a hydrogen-powered WIG (wing in ground). Combining the then existing research platform SeaFalcon with a common hydrogen-engine and refining hydrogen from solar power. Back in the days, we got a viability study funded to work out the business case based on Maldivian Air Taxi. Very successful business case in fact. Then came Lehman and we never further followed up on it, something I regret to date. Back 2009/10, we could have proved the business case for carbon-free flying.

Airbus Zero EmissionBut I also learned the downsides of Hydrogen, disabling it for large aircraft. Say what? Didn’t Airbus not just promote their vision of hydrogen-powered planes? Just the required cooling and/or pressure tanks for any sizeable aircraft sure is a challenge.

On the picture I found it interesting to see the focus on small aircraft and how much of that they already assume to be used for the hydrogen-tanks… Given Corona, I doubt they will give this the focus to keep the development timeline at 2030 (ten years). And I believe this is just another case like Boeing on e-flight, a means to proof failure to justify continuation of “dirty flying”. I doubt their managements real interest in clean flying!

Synkerosene, Powerkerosen, eKerosene, synfuel, powerfuel efuelSynkerosene – Hydrogen reloaded

Since I learned about Synfuel in early 2019, I understood that quickly as true impact, a disruptive technology. Given it’s “circular” nature, it will not provide “clean flying as quickly. But carbon-neutral flying and substantially less side products in the exhaust. Then I was surprised recently that Sunfire had secured a joint venture as Norsk e-Fuel, building an “industrial-sized facility” in Oslo. Okay, their annual output I learned is rather small, only 25% of what we assume as need for an all-synkerosene fleet at our bases, enough for seven regional aircraft.

But yes, we believe that given Synkerosene can transform all existing fleets in a matter of years. Starting with Synfuel for company cars, energy generators beyond emergency, but also as a buffer for the solar power needed for a 24/7 operation will require a large sized facility at our headquarters. Developing the plans and securing the funding for the large-sized facilities needed at the bases, we expect first bases to be 100% carbon neutral realistically within three to five years. But only, if we get it started. If we overcome lip-services, white- and greenwashing but join forces with investors interested doing the real deal.

Now back to the investor who told us this week that we’d not be innovative enough. I don’t care to be innovative. I want to use innovation available to make a change. A real one.

Challenge: Three years to the first carbon-free base. Ten years for all bases to be carbon-free. And looking at 10 years, this will be profitable development! Real IMPACT INVESTING.

The Truth About ZERO-Emission

ContrailSynkerosene is not emission-free. But even Airbus “Zero-Emission” is a lie! Sure there will be emissions, though using hydrogen, it will mostly by H2O, simple water.

Synkerosene is refined from hydrogen and carbondioxide (CO2 + H2). The chemical components of the engine exhaust must be researched and we expect a journey to further optimize the exhaust. Amateurish ideas are a catalyzer. I was also introduced to a team working on a contrail-free engine. If I understood that right, they use ammonia (NH3), but how that then impacts the high altitude atmosphere?

Yes, there are questions that will demand answering. But Synfuel is an answer available now. And it is definitely much better than the crude-oil product. Not only for aviation, but also for all those used cars with combustion engines around the world! And be real, the number of e-powered cars is rather limited, both e- and hydrogen-powered cars are quite a bit more expensive if you don’t build your own infrastructure.

Aviation Beware?

Ryanair precarious staff salariesThere is a very strong force of inertia in aviation about turning “green”. Like other problems in aviation management, such as their disbelieve in branding, the resulting focus on “cheap” as the sole difference and a missing loyalty for partners and employees alike. that, plus missing USPs made airlines a running gag about ROI. But as in all other industries, you cannot expect change and disruptions with blind managers. You need vision.

A real impact investment, with managers that breath “impact” and commit themselves “naturally” to the U.N. SDGs will be countering the greed-driven likes of Ryanair or others, saving on the backs of their employees, their customers, the airports and regions they serve to maximize their evil impact. And their profits. Especially their senior managers’ profits. Everyone complains about Ryanair, then why do people fly them? Why do airports and regions fund their “semi-legal” (illegal) subsidy schemes? Why does no-one divest to stand up to them? Why don’t they name and shame them? Why still investing in them?

Or look at Lufthansa, securing for the group more than 10 billion bailout, grounding Germanwings as they’re too expensive, firing their staff aplenty, grounding airplanes. The bailouts multiple their worth before the crisis, what is left of the formerly proud crane? And guess, one day they have to repay all those debts. At least they use those with professional care. Will they invest into anything “sustainable”? Their government did not bother to require something like that. And accusing the pandemic, I was told they oppose the development of the Synkerosene-pilot in Hamburg. That being likely the reason the German-lead Joint-Venture to develop a first industrial-sized facility chose Oslo instead…?

But yes, at KOLIBRI.aero we have the understanding of the necessity to make an impact. To disrupt aviation to force them to become “green” and sustainable. And keep in mind that for decades, aviation was a growth market. And will be. The demand is there.

Impact Investment or Whitewashing – What is it?

I do believe that we will find family offices and may even trigger the interest of some of the institutional investors. Maybe even EU monetary bodies might understand the impact we can make. And different from existing players, we neither have Corona debts, nor do we have “hidden agendas” or different plans. We want to do this. Do you?

And if you’re no (real) impact investor reading this, but one of my many friends and followers, please share this.

Food for Thought
Comments welcome!