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algo_trader | 5 months ago

> TAM of ~$38B, and ~$150B for the entire US.

Sigh. No. Actual TAM is $0 which is why these wells are orphaned

For contrast, maritime shipping IMO (my current obsession) has set a $100-$400 carbon price. So now the efuel market a realistic $10B ZNZ pot to aim at.

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