
Tony Dutzik
13.2K posts

Tony Dutzik
@FrontierTony
Assoc. Director and Sr. Policy Analyst, Frontier Group, part of @TPINNetwork. Transport, energy and climate policy, mostly.






With the Strait of Hormuz almost entirely closed, fertilizer producers face major disruptions during a critical time of planting season. @noah_gordon_ and Lucy Corthell break down the potential strain on the global food system: carnegieendowment.org/emissary/2026/…

49% of the world's urea exports pass through the Strait of Hormuz. Urea is the most-used nitrogen fertilizer on Earth. The Haber-Bosch process turns natural gas into ammonia, ammonia into urea, and urea into food. It alone is responsible for feeding ~4 billion people. Half the nitrogen atoms in your body were placed there by this reaction. Qatar's largest urea plant has already shut down. Prices are up 35% in one week. The spring planting window in the Northern Hemisphere is right now. Nitrogen has to be applied at a specific point in the growing cycle. Miss it and the yield loss is permanent for that season. The same 21-mile chokepoint that cut off naphtha to five chemical plants last week is now cutting off the nitrogen that grows our food.




Hot take that's actually just data: AI data centers can be grid assets. New data from a UK trial shows that a 96-GPU Blackwell cluster hit 100% compliance across 200+ grid dispatch events, including emergency signals with zero advance notice, while running production workloads.




Absolutely explosive story coming tomorrow. Corpus Christi is plummeting towards imminent economic ruin.






Periodic reminder


Periodic reminder that those who periodically share this graph are pretty mum on how the values on both axes are log-transformed and what that implies.


