Отчётный звонок CF Industries Holdings, Inc.

Well, what I was going to say is essentially when we looked at the Bluepoint project, the one thing we tried to do was mitigate our overall costs related to that. We did that a couple different ways. One was through our partnerships where we partnered with Lindy and even Oxy's 1.5 on the CCS unit. but additionally even with Mitsui and Jera where they're providing some insight and administrative benefits along with as we go to the module yards in Asia. So I think that is one area where we look to lock down on some of those costs. What we have fixed is roughly probably about 50% of the CapEx related to that and that is in a couple different areas. One is in the engineering and the module yards. The other is in some of the lump sum turnkeys that we try to do on the infrastructure pieces, whether it be the tank or some of the dock and bridge work and things like that. So we feel pretty confident about how we're managing through this. As I mentioned earlier, we have our long lead items for Bluepoint purchase. So some of those things that we're seeing with extension of lead times or increases in costs related to those, We started some of those critical items, having contracts in place even pre-FID on the project itself.

I think to start with, Chris, the ones that have given up are participants that were not necessarily in the market to begin with. If we go back a few years ago, I've said this before, there was like 107 green and blue plants announced, of which I think there's four in construction today, of which ours is one of them. So there is a lot of hype about what clean energy was going to be. Our analysis never showed more than we were thinking maybe seven of that 107 would be built. So I think we've been more pragmatic in this. As you look at that clean energy market, it's really similar to the DEF market that Bert mentioned. The million tons that will be going both to Jera and Mitsui, our partners, is a million tons of incremental demand that didn't exist just a few years ago. We're continuing to see some growth opportunities in Japan and other pieces of Asia, but it's going to be at a slower pace than what I think the original hype was on that. What benefits us is whether we have a low-carbon ton or a conventional ton, we produce it the same way, we store it the same way, we transport it the same way. So all those operational efficiencies that we have as an organization to lower our costs per ton on new construction and also the distribution of it reside with us and accrue to us that others don't have. And I think that's why you're seeing us continue to be bullish on both Bluepoint and maybe even a Bluepoint 2 is because of those assets and really that ability we have to move that product and to produce that product.

Well, I think there's two points there. One, the revenue through the first half of the year is about $45 million associated with the 45Q, not the number that you suggested. The second part is this year we do expect The overall CO2 to be lower throughout the Donaldsonville facility primarily because of the turnarounds that took place there. I mentioned earlier ammonia 6, which is effectively two ammonia plants with its production, went through a turnaround. It's completed that turnaround now, but that turnaround began in June and went through July as well. So as a result of that, you're going to have lower CO2 that was available in order to sequester during that time frame. but I think the numbers themselves which show through in the other operating income line are correct at 45 million and the one thing I would mention is that we are not taking it to a class six as of right now and so as that is at $60 per ton We do believe, just to maybe follow up on that, that the Class 6 approval will be happening later this year, and then that will move to the $85 a ton. Economically, we're indifferent because our transfer today is at a zero cost with Exxon, and it will move up to the contractual rate once the Class 6 is in place.