Assertion Supported AI assessment confidence: 85% certainty 4/5 debate potential 2/5

Ball: Ammonia transport costs can be double the levelized production costs

Dr. Melissa Ball · Why climate tech startups get this one thing wrong · Oct 31, 2024 · at 31:05

Dr. Melissa Ball of Energy Impact Partners explains techno-economic analysis (TEA) modeling pitfalls, pointing out that commodity logistics often dwarf factory-gate production costs.

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“Ammonia, you know, we did a deep dive on what those distribution costs could be, and, you know, you, depending on where you are in, in the U.S., or, and I'll stay U.S. Centered, but this is even more so outside the U.S., Those distribution and transport costs can be even two X your level, your production cost.”

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