For those not bashing, I strongly suggest that the NETL perspective be read. I do not have time to delineate the many points; but it is safe to say that beyond the mere mention of the Muhlenberg project, the information contained in the report shows the DOE is very interested in furthering the effort at developing alternative fuels (they cited 61 p/b for oil as an effective breakeven price point).
Subsequently, it would be expected that significant incentives will be provided to engage firms in the development of alternative fuels. And, that NSOL got included in the report is of note. (Again, for those wondering why big oil is not interested, it is because they would operate from the same starting point AND their competencies are drilling and refining.)
Most notable and relevant to NSOL, what is not in the report, but is alluded to, is the need for infrastructure development to enable the CTL process. To that, it is important to note the Muhlenberg location provides NSOL with a comparative advantage; as the cost for infrastructure development would be less, due to the proximity to coal, water, transportation, labor, etc.
Given the potential opportunity, it ain't over for NSOL (or, whatever they might call themselves in the future). As I have said before, nothing good happens suddenly or all at once...
