alt Hacker Newsthe talk about "electricity can do things" misses whats actually interesting here. Working in the energy sector, the hard problem is rarely generating the power, it is getting it into the grid. connection queue runs for years and turbines regularly get curtailed when the grid c anncot absorb more. A flexible load behind the meter, like an electrolyzer making ammonia on site, monetizes energy that would otherwise be wasted or never get built at all. The fertilizer is almost a side effect, the real product is a use for stranded wind. i would also add that wind + battery would be much better both for stablization and also the same use as mentioned in the article.
A nice thing about the fertilizer is that it is only needed for a few weeks out of the year, which means it can be produced intermittently and stored without causing problems. If there are two weeks of non-production due to weather that isn't an issue so long as it averages out over the year. One could imagine a plant that only runs when the electricity is almost free.