fertilizer

also referred to as: fertilizers

9 statements across 6 episodes · 1 bullish · 1 bearish · 6 people on the record · first statement Jan 24, 2022 by Rebecca Dell · across every show →

Everything said about fertilizer, oldest first

Jan 24, 2022 neutral
Assertion Supported
Dell: Fertilizer and Plastics Cause 80% of Chemical Sector Emissions
“Depending on exactly how you count it, fertilizer and plastic usually comes out to be like between 75 and 80% of all the GHGs from the whole sector.”
Rebecca Dell Jan 24, 2022 ▶ 7:01 The many pathways to decarbonizing chemicals
Dec 1, 2022 bullish
Prediction Held up
Jenny Chase: Solar will be built for green hydrogen production by 2030
“And that's even before you start thinking about, are we going to build solar to make hydrogen? And I suspect that by 2030 we are, just because we've got no idea how else to manage the problems of intermittency and how to decarbonize steel and fertilizer.”
Jenny Chase Dec 1, 2022 ▶ 43:15 Unpopular solar opinions, 2022 edition
Mar 16, 2023
Insight
Davidson: Farmers overapply fertilizer as an insurance policy for bumper crop years
“That additional amount that I spend on fertilizers, yeah, it's significant, but it's, relatively speaking, it's not that bad of a deal as an insurance policy to make sure that I get the best possible yield I can.”
Eric Davidson Mar 16, 2023 ▶ 35:09 The greenhouse gas you don’t know about
Mar 16, 2023
Assertion Supported
Davidson: Crops absorb only about half of applied nitrogen fertilizer
“They take up, on average, roughly half of the fertilizer that we apply. Some crops take up more than half, some crops take up less than half, but a good rule of thumb, on average, is that only about half of the fertilizers we put on the land, and cropland, get…”
Eric Davidson Mar 16, 2023 ▶ 25:50 The greenhouse gas you don’t know about
Nov 21, 2024
Assertion Partly supported
Kann: Just 300 massive Haber-Bosch plants produce all global fertilizer ammonia
“Like there's like 300 some of them in the world, which is crazy, because they produce all the ammonia for all the fertilizer in the entire universe. They're massive, massive plants.”
Shayle Kann Nov 21, 2024 ▶ 19:36 TEA breakdown: green ammonia and synthetic methane
Jan 23, 2025
Assertion Supported
Grunwald: Half of All Fertilizer Applied to Fields Is Wasted
“Actually we already waste half of the fertilizer that we're putting down on these fields.”
Mike Grunwald Jan 23, 2025 ▶ 15:36 The climate-ag grab bag
May 14, 2026
Assertion Supported
Linville: India recently bought 2.5 million tons of fertilizer above $900/ton
“They paid one of the highest prices we've seen in a very, very long time here recently to buy two and a half million tons. Over 900 dollars a ton. I think the West Coast prices were 935 dollars a ton. East Coast prices were nine 50 plus.”
Josh Linville May 14, 2026 ▶ 8:19 Inside the global fertilizer crunch
May 14, 2026 neutral
Insight
Linville: Strategic fertilizer reserves are impractical because fertilizer degrades rapidly
“Fertilizer just does not store that well. It breaks down very quickly. And there's always a question like, well, where does it go to? If you ever need to call on it, who gets it at what price and how does it get there? And so it's just not something that reall…”
Josh Linville May 14, 2026 ▶ 6:17 Inside the global fertilizer crunch
May 14, 2026 negative
Opinion
Linville: Global Fertilizer Crunch Is Unprecedented and Directly Threatens Food Supply
“Everybody focuses on oil and gas and things like that coming from the Persian Gulf. You can't eat or drink those products. End of the day, and this is why I think fertilizer becomes such an important topic. It grows the food that we need to eat. It impacts the…”
Josh Linville May 14, 2026 ▶ 36:41 Inside the global fertilizer crunch
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