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Originally Posted by Whynotnow
I realize I dropped in on the middle of a focus on EV. I agree fully with you that I think it’s not likely that we see hydrogen-ammonia-hydrogen type of chain for fueling a car. Just doesn’t make sense. The ammonia play is direct to power production though in places like Japan. Still a long shot but there are enough sophisticated players out there looking to make it work that it’s got a chance.
One worry I have is that it puts fertilizer and fuel even more intertwined together, and that could be an issue if we create a high demand global market for ammonia.
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It's the energy transition thread, so it's relevant. I agree there's a potential market but it'll be insanely expensive no matter what you do. Some countries may have no choice to get some, but I think it'll be a small market.
You hit the nail on the head with worrying about current fertilizer supply. No matter the scale or learning curve, it'll be difficult to replace the current fossil fuel based hydrogen/Ammonia feedstock for fertilizer and creating more competition for that will make it tougher, not easier.
The best way I've seen it put is that hydrogen is not a climate solution, it's a climate problem we still have to solve.