Inside the global fertilizer crunch

Inside the global fertilizer crunch

While much of the world has been focused on the war in Iran’s impact on the energy sector, another arguably more impactful market has been largely overlooked: fertilizer. The global fertilizer market is in a precarious spot. Roughly a third of the world's seaborne fertilizer trade goes through the Strait of Hormuz. Even before the war in Iran began, China, the world’s top phosphate producer, halted exports of the crucial compound. As a result, the longer the strait remains closed, the more the threat to our global food supply escalates. In this episode, Shayle speaks with Josh Linville, vice president of Fertilizer at StoneX, to make sense of the global fertilizer market and its cascading impacts. Shayle and Josh cover topics including: The current state of global fertilizer markets The tenuous relationship between natural gas prices and the cost of producing nitrogen-based fertilizers in Europe How stalled shipments of fertilizer could impact supply and demand for next year’s planting season The impact of Chinese phosphate export restrictions on the global market How a prolonged closure of the Strait could impact food supplies around the world Resources Josh Linville’s X account Open Circuit: Iran, energy shocks, and the case for distributed power Latitude Media: DOE’s second ‘Energy Dominance’ loan was reworked to embrace coal Latitude Media: This isn’t demand destruction. It’s rationing. Credits: Hosted by Shayle Kann. Produced and edited by Max Savage Levenson. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. Catalyst is brought to you by FischTank PR, an award-winning climate and energy tech, renewables, and sustainability-focused PR firm dedicated to elevating the work of both early-stage and established companies. Learn more about their PR approach and how they can support your company’s messaging by visiting fischtankpr.com. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com.Tune into Critical Capital, a brand new podcast from Crux and Latitude Studios. Hosted by Crux CEO Alfred Johnson, Critical Capital explores the interlocking forces powering clean and critical infrastructure. Join us every other Tuesday for in-depth conversations at the intersection of energy, government, finance, and global markets. Listen here, or wherever you get podcasts.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(269)

Is now the time for DERs to scale?

Is now the time for DERs to scale?

A decade ago, DERs were hot. The hype was that things like batteries, smart devices, and other distributed energy technologies would offset the need for expanding traditional grid infrastructure. But...

13 Elo 42min

Critical Capital: Senator Tillis' case for "all-of-the-above" energy

Critical Capital: Senator Tillis' case for "all-of-the-above" energy

This week, we’re presenting an episode of Critical Capital, a new podcast from Crux and Latitude Studios. Energy policy has become increasingly polarized just as the U.S. faces record electricity dem...

11 Elo 31min

The electrician shortage slowing the AI boom

The electrician shortage slowing the AI boom

The race to build AI infrastructure is often framed around the availability of power, chips, and capital. But another critical constraint is becoming impossible to ignore: skilled labor. In this epis...

6 Elo 34min

The commercial battery comeback

The commercial battery comeback

Commercial and industrial (C&I) battery storage has long been the missing middle of the energy storage market. It’s been too complex and expensive to scale like residential systems, but too small to ...

30 Heinä 44min

The multi-billion dollar promise of vehicle-to-grid integration

The multi-billion dollar promise of vehicle-to-grid integration

Most electric vehicles spend nearly all of their lives parked, doing nothing. But under the hood of those idle cars, a massive store of energy sits untapped. The Kia EV9, for instance, holds a 100-kil...

23 Heinä 34min

When will quantum computing have its breakout moment?

When will quantum computing have its breakout moment?

Over the course of the past decade, quantum computing (or the concept thereof) has ridden hype cycles, just like AI or the internet writ large. In the past year, however, as governments across the g...

16 Heinä 40min

Inside the AI power wars

Inside the AI power wars

For those steeped in the world of AI development, the major differences between tech giants’ chip strategies are easy enough to see: the speed of Google’s TPUs, the affordability of Amazon’s Trainium,...

9 Heinä 43min

Inside the most sophisticated plan for solar geoengineering

Inside the most sophisticated plan for solar geoengineering

One of the biggest challenges with technologies that reduce greenhouse gas emissions is that they require mass adoption. Solar radiation management (SRM) has the opposite problem. By Stardust Solutio...

1 Heinä 37min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
ostan-asuntoja-podcast
rss-rahapodi
rss-sami-miettinen-neuvottelija
rss-inderes
rahapuhetta
pari-sanaa-lastensuojelusta
rss-porssipodi
hyva-paha-johtaminen
rss-lahtijat
rss-startup-ministerio
asuntoasiaa-paivakirjat
rss-oivalluksia-rahasta-elamasta
pomojen-suusta
rss-johtajatabut-aiheita-joista-ei-ole-tapana-puhua
rss-paasipodi
rss-bisneksen-pehmea-puoli
pelkkana-korvana