[caminante]

> First, they did not seem to make a thermodynamic loss argument.

You're missing the point.

Power-to-X fuels are fundamentally energy destructive versus alternatives. And feedstock cost prices declining enough to achieve fuel price parity isn't a safe bet. That's the parent's argument.

edit:

Terraform is baiting people with very optimistic cost structures. They're promising $2.5/kg H2 and DAC at $250/ton CO2. These figures are astronomically low. Then, wait-- it's for 1MW of PV electric supply. That's not scale. This facility can turn on/off when the sun is/isn't shining? Anything to solve that is more money.