urea
9 statements across 3 episodes · 3 bullish · 3 bearish · 3 people on the record · first statement Jan 24, 2022 by Rebecca Dell · across every show →
Everything said about urea, oldest first
Jan 24, 2022 negative
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…”
May 2, 2024 positive
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…”
May 14, 2026 bearish
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…”
May 14, 2026
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…”
May 14, 2026 neutral
May 14, 2026 positive
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…”
May 14, 2026
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…”