Urea
topic on 3 shows · 12 statements across 5 episodes
Catalyst 
the Green Blueprint 
All-In
12 statements about Urea, every show
Pinkowski: Strait of Hormuz accounts for 38% of global urea supply
“The Persian Gulf, through the Strait of Hormuz, supplies 38% of global urea, which is the most common form of nitrogen fertilizer used in the world.”
Linville: North America is self-sufficient across major fertilizers except urea
“We are self-sufficient on potash. From a Canadian standpoint, they are the biggest producer and exporter in the world. We are mostly self-sufficient on phosphate as the spring season has shown. UAN and anhydrous, both nitrogen products, we produce almost all t…”
Linville: European nitrogen fertilizer production is running at 75% capacity
“That means their production, their nitrogen production in Europe is only sitting about 75% of normal, and that's for all of Europe, and when you start to break that down, That's about three and a half million tons of urea that's not being produced a year. That…”
Linville: One-Third of World's Tradable Urea Passes Through Strait of Hormuz
“About a third of the world's tradable urea gets exported through that waterway, and so we always look at the top 10 exporters in the world. That's who you really want to watch. Three of the world's biggest urea and anhydrous exporters sit behind the strait. Th…”
Linville: Persian Gulf Disruption Cut Indian Urea Production Up to 50%
“India is very reliant on those LNG exports from the Persian Gulf. That's how they feed their nitrogen plants. And just to give you a scope of size, they produce over thirty million tons of urea every single year. And at one point at their worst spot, their pro…”
Linville: Over 900,000 tons of urea are trapped behind Strait of Hormuz
“Our estimates are somewhere between 900 to a million tons are sitting on vessels right now, literally just sitting in the Persian Gulf waiting, waiting for somebody to give them the go ahead.”
Linville: Buyers will renege on urea contracts if Strait reopens in off-season
“And I think a lot of the countries around the world will do exactly that. Just sit there and throw their hands in the air and say, I'm reneging on my purchase because I don't need it right now.”
Linville: India partnered with Russia on a dedicated urea production plant
“India has partnered with Russia To do a partnership facility based in Russia with the tons all flowing to India.”
Friedberg: Urea prices doubled to over $700/ton following Middle East conflict
“So urea was trading at about 350 bucks a ton before the conflict kind of took off. And it continues to spike up. It reached over 700 dollars a ton in the last two days.”
Friedberg: Damaged Qatari fertilizer plant will take 3-5 years to repair
“That facility got damaged, the main facility that's being used to make fertilizer. So that is the largest producer of urea in the world. That's now going to be incapacitated for three to five years.”
Friedmann: SABIC in Saudi Arabia already recycles CO2 into urea fertilizer
“One of them is urea, which is a massive fertilizer market today. That is super cheap and easy to do, and in fact, there's a couple of big plants around the world that do that today. In Saudi Arabia, for example, SABIC, the chemical company there, has been taki…”
Dell: Urea Production Should Not Count as Meaningful CO2 Utilization
“A lot of people point to this as, like, the most important CO₂ utilization that is already commercialized in our economy, but that's actually a really problematic way of thinking about it, because the way you make urea, you start with a pure concentrated point…”