In this episode, host Eklavya Gupte sits down with Matt Hoisch, senior price reporter at Platts, to explore how the energy-intensive fertilizer industry is navigating extraordinary turbulence, from supply chain shocks to spiralling energy costs, while potentially becoming an enabler of the energy transition itself.
They look at ammonia's pivotal role as both a key ingredient in nitrogen fertilizer production and a potential game-changer for clean energy storage and transport.
Hoisch also discusses how the emerging low-carbon ammonia market could nearly double demand for ammonia by 2050, positioning itself as a viable next-generation fuel.
Links: Ammonia CFR Northwest Europe $/mt AMMOC00Ammonia CFR West Coast India ACWCI00 Granular urea FOB Algeria GLUAD00Ammonia FOB US Gulf AFUSG00
Energy Evolution