Fertilizer doesn't require natural gas. It requires hydrogen.
Now, sure, we've generally got that hydrogen from natural gas, but that's just because it was the cheapest way...
Now, sure, we've generally got that hydrogen from natural gas, but that's just because it was the cheapest way...
Think its likely that the recent IRA makes Green Hydrogen cost competitive with Gray so we should see some movements on this soon. Lots of incoming projects in Australia and I'm assuming the EU will be accelerating this due to recent invasions too.