Nitrogen
3 statements across 2 episodes · 0 bullish · 3 bearish · 2 people on the record · first statement May 5, 2022 by Ryan Orbuch · across every show →
Everything said about Nitrogen, oldest first
May 5, 2022 negative
Orbuch: Removing biomass for CDR severely depletes ecosystem nitrogen and phosphorus
“It's not like the plants are just like creating a block of carbon. Like there's nitrogen and phosphorus and iron and other stuff in there. And if you're taking that out of the cycle, you're taking the nutrients out in ratio with the carbon. Right. In contrast,…”
May 14, 2026 bearish
Linville: Nitrogen and phosphate markets were already tight before Hormuz disruption
“The problem is, if you go back to January one, nitrogen markets and phosphate markets were already dealing with supply tightness because of European production rates, because of a lack of Chinese exports, because the ongoing Russian-Ukraine war.”
May 14, 2026 bearish
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…”