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One thing not considered much on a balance sheet basis, there are a number of different costs. Capital, maintenance, energy, insurance, and taxes/fines/fees.

Battery electric cars exceed or will eventually exceed gasoline/diesel powered cars on a capital, maintence, and energy cost basis.

That sets up a situation where there'll be no market for synth gasoline because the capital and maintenance costs exceeds the energy cost.

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Except that will only work for gasoline cars and wont happen for the next 10-15 years. It seems like this guys bet (per the other thread) is that commercial gasoline for cars is the starting point, but they want to move into jet fuel, container ships, and making the basic gasoline/oil that goes into plastics.

Considering there is no commercially available electric passenger aircraft on the horizon (as of now) and that commercial containers are unlikely to convert that seems like a solid market to go after.

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