Q&A

Energy transition in Houston is going to 'take time and be hard'

Wogbe Ofori, founder and chief strategist of WRX Companies, joins the Houston Innovators Podcast to discuss hardtech and Houston as an energy transition city. Photo via LinkedIn

The energy transition has momentum, according to Wogbe Ofori. But there's still a ways to go.

Ofori, the founder and chief strategist of WRX Companies, is an adviser to Nauticus Robotics and strategist to Intuitive Machines and Jacobs, he's also served as a mentor across the local innovation community. He's narrowed in on hardtech and has has gotten a front-row seat to observing what's happening in Houston amid the energy transition, as he explains on this week's episode of the Houston Innovators Podcast.

Listen to the episode and read an excerpt below.

EnergyCapital: Looking back on some of the recent trends of the energy transition, what have you observed?

Wogbe Ofori: The energy transition has been something that — through the last hype cycle that started in the second half of 2020 and lasted until the first quarter of 2022 — was part of that momentum along with Web3. Now, the energy transition is continued as Web3 has fallen off a cliff and now been replaced by AI, but the energy transition is continued. Where I think moving into the next major stage where now it’s time for them to actually be proven out. And these things are hard and take time to be proven out and these technologies to mature. Then for the products and services that are derived from them, to really find the right place within the market and the right use cases. The idea that there is some sort of silver bullet — whether it be hydrogen or something else — that's going to solve the problem for all use cases is completely unrealistic. The issue is that a lot of folks especially the big energy players — the O&G majors here — they know that.

EC: So, what does this next stage look like?

WO: Now we're moving into what I think is a really interesting period where it's going to be, “well do we really have the legs for this race?” Because we sprinted, and everybody got really excited. Now you starting to hear, “well you know some investors are a little worried that cleantech 2.0 might suffer some of the same fate as cleantech 1.0.” How do we avoid that? Will investors have the patience to continue to make investments into energy transition plays for the longer term, because we’re going to need that to make these transitions. It's not going to happen overnight.

EC: Where does Houston come in on all this?

WO: Well the other big question that’s being asked around is, “Can Houston actually lead this?” It's difficult for an incumbent to disrupt itself. We’ve been positioning ourselves as moving from the energy capital of the world to the energy transition capital. I'm all for it, and I'm 100 percent behind it. Now we are just at the place where we're really going to start to see the difference between those who were caught up in the excitement of the energy transition, and those who really have the faith to see this thing through. The ones who do have the faith to see this through are going to create some fantastic companies that are going to create real value and that will materially change the way we live. But it’s going to take time and be hard.

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A View From HETI

Researchers created a light-driven catalyst for hydrogen production, offering an emission-free alternative to traditional methods. Photo by Jeff Fitlow/Rice University

Researchers at Rice University have developed a catalyst that could render steam methane reforming, or SMR, entirely emission-free by using light rather than heat to drive the reaction.

The researchers believe the work could prove to be a breakthrough for extending catalyst lifetimes. This will improve efficiencies and reduce costs for a number of industrial processes that are affected by a form of carbon buildup that can deactivate catalysts called coking.

The new copper-rhodium photocatalyst uses an antenna-reactor design. When it is exposed to a specific wavelength of light it breaks down methane and water vapor without external heating into hydrogen and carbon monoxide. The importance of this is it is a chemical industry feedstock that is not a greenhouse gas. Rice’s work also shows that the antenna-reactor technology can overcome catalyst deactivation due to oxidation and coking by employing hot carriers to remove oxygen species and carbon deposits, which effectively regenerates the catalyst with light.

The new SMR reaction pathway build off a 2011 discovery from Peter Nordlander, Rice’s Wiess Chair and Professor of Physics and Astronomy and professor of electrical and computer engineering and materials science and nanoengineering, and Naomi Halas. They are the authors on the study about the research that was published in Nature Catalysis. The study showed that the collective oscillations of electrons that occur when metal nanoparticles are exposed to light can emit “hot carriers” or high-energy electrons and holes that can be used to drive chemical reactions.

“This is one of our most impactful findings so far, because it offers an improved alternative to what is arguably the most important chemical reaction for modern society,” Norlander says in a news release.

The research was supported by Robert A. Welch Foundation (C-1220, C-1222) and the Air Force Office of Scientific Research (FA9550-15-1-0022) with the Shared Equipment Authority at Rice providing data analysis support.

“This research showcases the potential for innovative photochemistry to reshape critical industrial processes, moving us closer to an environmentally sustainable energy future,” Halas adds.

Hydrogen has been studied as it could assist with the transition to a sustainable energy ecosystem, but the chemical process responsible for more than half of the current global hydrogen production is a substantial source of greenhouse gas emissions.Hydrogen is produced in large facilities that require the gas to be transported to its point of use. Light-driven SMR allows for on-demand hydrogen generation,which researchers believe is a key benefit for use in mobility-related applications like hydrogen fueling stations or and possibly vehicles.

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