JERA signs pact with AM Green for long-term supply of green ammonia
A new long-term supply agreement will add future green ammonia supply for industrial and energy use.
Source →The trace
How it reaches your house.
Starting from Yara International ASA, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Anhydrous Ammonia (NH₃) →Stands to benefitJERA
JERA is the direct buyer in the binding agreement, so the new supply directly secures its first green-ammonia procurement.
“当社にとって初のグリーンアンモニア調達に向けた取り組みです。”
90% confidenceCited →Anhydrous Ammonia (NH₃) →supply upAmmonia is a critical input to fertilizers and crop inputs, so added supply should ease downstream availability.
61% confidenceSABIC Agri-Nutrients →supply upHop 2
Fertilizers and crop inputs →supply upUrea (Granular/Prilled, 46% N)
Urea is ammonia-intensive, so more ammonia feedstock should increase urea availability and output.
84% confidenceAnhydrous Ammonia (MAP / DAP Production) →supply upPotash and phosphate fertilizers
Anhydrous ammonia is a critical input for potash and phosphate fertilizer production, so added supply should lift downstream fertilizer availability.
80% confidenceFertilizers and crop inputs →supply upHop 3
Urea (Granular/Prilled, 46% N) →supply upMore green ammonia should support urea availability, and urea is a critical, high-dependency input into fertilizers and crop inputs, so downstream supply rises.
83% confidencePotash and phosphate fertilizers →supply upAnhydrous Ammonia (MAP / DAP Production)
The long-term green ammonia pact adds supply to a critical MAP/DAP feedstock, directly easing availability for potash and phosphate fertilizer production.
80% confidenceNatural Gas (Ammonia/Fertilizer Feedstock Grade) →supply upHop 4
CF Industries Holdings →supply upThe pact adds future green ammonia supply, which directly increases ammonia availability; CF’s ammonia exposure is moderate and not sole-sourced, so the relief is real but limited.
67% confidenceEuroChem Group AG →supply upThe new green-ammonia supply agreement should modestly increase ammonia availability for EuroChem's ammonia input, but the effect is limited by the edge's modest dependency share and the fact that the contract is only one source in a substitutable market.
57% confidenceGrupa Azoty →supply up
Where it lands
What you buy, and what you own.
Goods you buy
Fertilizers and crop inputs · Potash and phosphate fertilizers
In the MyPRIA app, this is checked against your own holdings.