The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 8 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Assertion Supported
Ball: Ammonia transport costs can be double the levelized production costs
“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 …”
Dr. Melissa Ball Oct 31, 2024 ▶ 31:05 Why climate tech startups get this one thing wrong
Assertion Supported
Ball: Compressed gas hydrogen storage costs $0.30 to $1.20 per kg
“The levelized cost of hydrogen storage ranges from somewhere between 30 cents a kilo hydrogen to about a buck 20 a kilo hydrogen for compressed gas.”
Dr. Melissa Ball Nov 21, 2024 ▶ 10:00 TEA breakdown: green ammonia and synthetic methane
Assertion Supported
Ball: Transport costs create a 25 percent price umbrella for decentralized ammonia
“You know, again, that five to 600 dollars a ton selling price, about maybe 20, 25% of that is transportation. So there is some budget, even within the U.S., for these decentralized approaches.”
Dr. Melissa Ball Nov 21, 2024 ▶ 38:17 TEA breakdown: green ammonia and synthetic methane
Assertion Supported
Ball: SMR provides about 75% of hydrogen for ammonia production
“Today, about 75% of the hydrogen that feeds, ah, the ammonia loop comes from a process called steam methane reforming”
Dr. Melissa Ball Nov 21, 2024 ▶ 6:31 TEA breakdown: green ammonia and synthetic methane
Assertion Supported
Ball: Hydrogen production causes roughly 80% of ammonia GHG emissions
“The steam methane reforming and the hydrogen production is responsible for around like 80% of the GHG emissions that come from ammonia because of this process.”
Dr. Melissa Ball Nov 21, 2024 ▶ 7:13 TEA breakdown: green ammonia and synthetic methane
Assertion Supported
Ball: US long-term average ammonia price is $500 to $600/ton
“The long-term average selling price of ammonia in the US between five to 600 dollars a ton”
Dr. Melissa Ball Nov 21, 2024 ▶ 10:25 TEA breakdown: green ammonia and synthetic methane
Assertion Supported
Ball: Green ammonia electricity costs $210 per ton at 2 cents/kWh
“So, in the in the example I just gave, so if you were saying two cents for energy cost, and we were saying it's 50 kilowatt hours per kilogram of hydrogen input, that's about 20 cents a kilo of ammonia, or 210 dollars per ton. So, almost half your budget, if w…”
Dr. Melissa Ball Nov 21, 2024 ▶ 14:08 TEA breakdown: green ammonia and synthetic methane
Assertion Supported
Ball: Ammonia distribution costs can reach double the production cost
“With, you know, ammonia, 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 …”
Dr. Melissa Ball Oct 5, 2023 ▶ 30:38 Climate tech startups need strong techno-economic analysis (TEA)
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