Sorry this doesn't paste very well in this format. Couple of supplement comments I have received from Adam over the last year or so: 1) Plants can be constructed in 12-18 months, most likely will start on the long side but should become more efficient over time closwer to the short side. 2) CCC has the capacity to produce more than one plant at a time, after the first plant is built and bugs worked out we should expect parallel production. Also note this data is based on their original design, they increased throughput 75% with Casale technology therefore production cost should be substantially lower than $100/ton, if true that most certainly is disruptive technology...
Industry Facts BioNitrogen Conventional Fertilizer Plant
Plant Cost $65,000,000 > 1,200,000,000
Plant Construction Time 1.5 years > 6 years
Source of Fertilizer Biomass Natural Gas
Production Facts $100 / ton > $320 / ton
Number of Employees 30-40 100s
Environmental Issues Near zero carbon footprint Litany of environmental issues around natural gas and mining
Transportation Issues Local Global
Exchange Rates Country Focus Exchange Rates Impact Price
Trade Balance (TB) Shipped within country Impacted by TB
Rising Oil Prices Not an issue An issue
Shipping Capacities Not an issue Long trade routes, port congestion
GDP Country Economics Less impact on production/prices Major impact
Plant Footprint and Production Facilities Small Large
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