"sure, some projects have been cancelled, but many many more are still going ahead, just like mining only the best resources will be developed. China is producing more and more every year, far from being withdrawn."
Brilliant. So we're citing China now, which is effectively a centrally planned economy. China is no measure of economic rationalism. Heck, the cost of inputs (capital and labour) are a fraction of what they are in a normally functioning western economy. Which is why China produces more of everything every year, irrespective of the economic return.
China is even producing more coal fired power plants every year:
"Califonia uses dedicated trucks"
[We've been through this many times]
Sure. For specialised, bespoke applications, such as aerospace, healthcare and technology industries, but not for mainstream commercial use.
"Europe is looking at new & existing pipelines, Twiggy is looking at ammonia conversion for seaborne transit. They all work."
Europe is looking at...
Twiggy is looking at...
Everyone has been "looking at..." for years.
If, as you claim, it all works, the "looking" would have translated into "doing" years ago.
PS. As for Twiggy, his "looking at..." is seemingly occurring through somewhat less enthused glasses. From the latest update from the company: “Green Energy….timelines (have been) reassessed and adjusted to reflect too reflect global market conditions and uncertain policy settings.”
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FMG Price at posting:
$16.21 Sentiment: None Disclosure: Not Held
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