BankableYou watched the ranking.
Here's the whole teardown.
The video gives you the verdict and the two numbers. This is the work behind it — the full research report and the editable TEA workbook. Free.
Verdict: two real bets (green; honest blue) · one wildcard (white) · the rest is marketing
The report
The full research report
- Every color on one cost-vs-carbon map
- The 4 kg CO₂e/kg gate that ranks the bets
- The money map: 45V · 45Q · Canada · EU · CBAM · China
- The 45V flip: green's net cost vs grey, derived
- 18 verified sources, original-language
The model
The editable TEA workbook
- The actual spreadsheet — every cell live
- Cost-vs-carbon grid for every color
- Live 45V four-tier credit by carbon intensity
- Net-cost flip + carbon-price breakeven
- Swap your own power prices, run your own scenarios
Where should I send it?
It's free. I just ask what you're working on — so I know who's out there and what to tear down next.
Here you go. 🎉
Both are yours — open the report in your browser, the TEA workbook in Excel or Google Sheets (every yellow cell is an input).