{"podcast":{"title":"Catalyst with Shayle Kann","slug":"catalyst-with-shayle-kann-4458041","podcast_index_feed_id":4458041,"rss_url":"https://feeds.megaphone.fm/catalyst","website_url":"https://www.latitudemedia.com/podcasts/catalyst","image_url":"https://megaphone.imgix.net/podcasts/d2f3b172-3bc3-11ec-a455-6f999fef6a5d/image/fbec5c0a5554c2cf93735bd48e4c42a1.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"Latitude Media","episode_count":266,"summary":"A weekly podcast featuring veteran investor Shayle Kann interviewing experts about the state of the energy sector and the technologies powering decarbonization. Shayle Kann is asking the big questions about the ways we power our world: How cheap can clean energy get? Where is the smart money going on new technologies? How will the AI boom both help and hinder us on our journey to decarbonization? Every Thursday on Catalyst, Shayle dives deep into the world of energy with prominent experts, investors, researchers, and executives to unpack both the solutions and the challenges at play in this ever-changing landscape.","last_synced_at":"2026-07-30T20:21:45.983146+00:00","page_url":"https://stenobird.com/podcast/catalyst-with-shayle-kann-4458041"},"episode":{"title":"Inside the global fertilizer crunch","slug":"inside-the-global-fertilizer-crunch","published_at":"2026-05-14T10:00:00+00:00","page_url":"https://stenobird.com/podcast/catalyst-with-shayle-kann-4458041/inside-the-global-fertilizer-crunch","show_page_url":"https://stenobird.com/podcast/catalyst-with-shayle-kann-4458041","url":"https://traffic.megaphone.fm/PSMI8040732696.mp3","audio_url":"https://traffic.megaphone.fm/PSMI8040732696.mp3","summary":"While much of the world has been focused on the war in Iran’s impact on the energy sector, another arguably more impactful market has been largely overlooked: fertilizer. The global fertilizer market is in a precarious spot. Roughly a third of the world's seaborne fertilizer trade goes through the Strait of Hormuz. Even before the war in Iran began, China, the world’s top phosphate producer, halted exports of the crucial compound. As a result, the longer the strait remains closed, the more the threat to our global food supply escalates. In this episode, Shayle speaks with Josh Linville, vice president of Fertilizer at StoneX, to make sense of the global fertilizer market and its cascading impacts. Shayle and Josh cover topics including: The current state of global fertilizer markets The tenuous relationship between natural gas prices and the cost of producing nitrogen-based fertilizers in Europe How stalled shipments of fertilizer could impact supply and demand for next year’s planting season The impact of Chinese phosphate export restrictions on the global market How a prolonged closure of the Strait could impact food supplies around the world Resources Josh Linville’s X account Open Circuit: Iran, energy shocks, and the case for distributed power Latitude Media: DOE’s second ‘Energy Dominance’ loan was reworked to embrace coal Latitude Media: This isn’t demand destruction. It’s rationing. Credits: Hosted by Shayle Kann. Produced and edited by Max Savage Levenson. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. Catalyst is brought to you by FischTank PR, an award-winning climate and energy tech, renewables, and sustainability-focused PR firm dedicated to elevating the work of both early-stage and established companies. Learn mor…","meta_description":"While much of the world has been focused on the war in Iran’s impact on the energy sector, another arguably more impactful market has been largely overloo…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2189,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/catalyst-with-shayle-kann-4458041/episodes/inside-the-global-fertilizer-crunch/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/catalyst-with-shayle-kann-4458041/inside-the-global-fertilizer-crunch.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}