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alephnerdtoday at 2:34 AM0 repliesview on HN

That will depend country to country. The US doesn't use urea to the same degree that Brazil, India, and China do. And Brazil (just like the US) doesn't rely on NatGas from the Gulf.

It's mostly China and India that are impacted, but both have the Russian option.

This isn't our first rodeo with elevated urea and NatGas prices - the same thing happened during the Russian Invasion of Ukraine in 2022 (and is reflected in the same dataset OP linked).

This is also why Asian countries have been investing heavily in Hydrogen energy despite HN's hate boner to the technology.