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S Illinois | You hit the nail on the head. NG supply locations and prices drove siting. The US NG abundance is a relatively recent phenomena. As such it takes time and stability for companies to see the financial payback to build plants. The companies also know that Russia and some Caribbean countries still can undercut them price wise.
All N starts as ammonia. The US is the only major grain producer to use AA as a primary N source. That demand can be most easily be fulfilled by US producers as they have access to the trucking/storage infrastructure. Urea/dry N is used by the bulk of the rest of the world. As such all that cheap foreign NG is fed into that N production. | |
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