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Countdown to green anhydrous ammonia

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    #21
    One thing for sure Chuck with Nh3 at today's prices there is for sure room for some innovative competition.
    Biden set up $500 Million for seed money to start up small local plants.
    They have lots of local owned and operated ethanol down there that seems to work.
    Ammonia input cost is probably around $200 to $300. Lots works at those numbers but it is a commodity. They will still be in competition with industrial plants producing 3000te a day with long term supply contracts and captive distribution.

    If all those proposed green ammonia plant actually can produce there will be surplus production.
    They appear to be having no problem selling the share offering and looks similar to solar that way in that they don't have to be profitable.
    Last edited by shtferbrains; Dec 12, 2022, 08:03.

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      #22
      To make this whole thing work the solar panel manufacturing should be repatriated so we’re not beholden to third world despots. Like Chuck says of foreign investment in ag land in Canada this stuff be made here.

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        #23
        Solar and wind will be a token amount used to make shares attractive to big ESG investors like Blackrock.
        Some desert location that have 98% predictable sun will be preferred.
        Not western Canada but that's not saying they can't sell shares here.
        Grid tied solar and wind.
        I see $500te suggested production cost.
        Huge expenditures for 3 to 5yrs with no income will mean big start up financing for any type of viable plant.
        On farm is 10 yrs away for the next 10yrs...

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          #24
          Originally posted by WiltonRanch View Post
          To make this whole thing work the solar panel manufacturing should be repatriated so we’re not beholden to third world despots. Like Chuck says of foreign investment in ag land in Canada this stuff be made here.
          Except, one of the factors that has made solar look borderline viable is the low cost of solar panels and related. Accomplished by moving the manufacturing and mining and refining to China, with slave labour, and no environmental oversight. Move those steps back to North America, and those price advantages disappear, if we could even get the mines and processors permitted at all. If solar had to go through the same environmental and safety rigours as the fossil fuel or nuclear industry goes through, there wouldn't be a solar industry.

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            #25
            rules for thee, not for me !
            libtard/climatard 101

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              #26
              Originally posted by AlbertaFarmer5 View Post
              Except, one of the factors that has made solar look borderline viable is the low cost of solar panels and related. Accomplished by moving the manufacturing and mining and refining to China, with slave labour, and no environmental oversight. Move those steps back to North America, and those price advantages disappear, if we could even get the mines and processors permitted at all. If solar had to go through the same environmental and safety rigours as the fossil fuel or nuclear industry goes through, there wouldn't be a solar industry.
              ummm, what price advantage ? compared to what ??
              FWIW , we haven't had 8hrs sun in the last 3 weeks

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                #27
                Originally posted by caseih View Post
                ummm, what price advantage ? compared to what ??
                FWIW , we haven't had 8hrs sun in the last 3 weeks
                Price advantage vs prior periods when there was still some North American manufacturing.

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                  #28
                  Originally posted by AlbertaFarmer5 View Post
                  Except, one of the factors that has made solar look borderline viable is the low cost of solar panels and related. Accomplished by moving the manufacturing and mining and refining to China, with slave labour, and no environmental oversight. Move those steps back to North America, and those price advantages disappear, if we could even get the mines and processors permitted at all. If solar had to go through the same environmental and safety rigours as the fossil fuel or nuclear industry goes through, there wouldn't be a solar industry.
                  This is exactly my point. If you can’t build this at home competitively vs o&g nuclear or hydro it isn’t worth messing with. As china declines reality will become apparent.

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