[kaennar]

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.