ammonia

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Mar 12, 2025 by Rafi Garabedian · across every show →

Everything said about ammonia, oldest first

Mar 12, 2025 bearish

Assertion Not checkable as stated

Garabedian: Fertilizer industry lacks motivation to decarbonize

“The fertilizer industry has no compulsion or real kind of soft motivation to decarbonize.”

Rafi Garabedian Mar 12, 2025 ▶ 24:07 Electric Hydrogen’s bet on supersized electrolyzers

Sep 10, 2025 neutral

Assertion Not publicly verifiable

Beauchamp: 8 Rivers has secured 18% offtake for Project Cormorant

“You know, the project is structured to produce 900,000 tons of ammonia, and we've, we found offtake for about 18% of that 900,000, and we're working on, on getting the rest of that ammonia offtake secured.”

Damien Beauchamp Sep 10, 2025 ▶ 12:31 The sunk cost dilemma

Turn any episode into a week of clips.

This entire site, over 100 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

ammonia

Everything said about ammonia, oldest first

Turn any episode into a week of clips.