Episode
Why Green Fertilizer Is Decoupling from Natural Gas Prices
- Published
- Jul 16, 2026
- Duration seconds
- 487
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Summary
For years, the price of ammonia — and therefore the cost of fertilizer — was tied directly to natural gas. But a new wave of green ammonia production is breaking that link. In this episode, Lucas and Luna examine how two startups, Atmonia and Nitricity, are using electrochemistry and plasma technology to produce fertilizer without fossil fuels, and what that means for global food prices and agricultural emissions. They look at the numbers: green ammonia currently costs around $800 per ton compared to $300 for conventional, but a carbon price of $100 per ton would close the gap. They also discuss why incumbents like Yara are investing in green ammonia capacity in Norway and Australia, and why the real tipping point might come from shipping and power generation, not just farming. #GreenFertilizer #GreenAmmonia #Decoupling #NaturalGas #CarbonPrice #AgricultureEmissions #Atmonia #Nitricity #Yara #Electrochemistry #PlasmaTechnology #Fertilizer #Ammonia #FoodPrices #Economics #Sustainability #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo