Every €5/MWh move in TTF changes implied EU urea cost by about $33/t
Posts by Andrew Jones
The estimated cash cost of producing one tonne of ammonia (NH₃) at a typical European steam-methane-reforming (SMR) plant, broken into a gas + fixed (cash) cost and an EU ETS carbon cost. The dashed line converts that to an implied urea cost.
nitrogenwatch.lovable.app/market-data
Global nitrogen market risk intelligence - Ammonia and urea. War in Iran implies supply imbalance including due to gas price sensitivity nitrogenwatch.lovable.app
Went to a spring creek in NZ but it was swamped by spawning sockeyes (all really quite small). #flyfishing
Pleased to be collaborating with Tony - guide for the stunning Chiese / Val Di Fumo in Trentino, Italy 🇮🇹
flyfishingstreams.com/water/chiese
#flyfishing #troutfishing
Glassy conditions. Plenty of fish, harder to catch
#flyfishing
More. Lower country. Probably see 3 good fish/kilometre and they’re a challenging cast
#flyfishing
Still hoppers around and that pattern has been successful. Anything dry, black and fluffy with a white tag also working in the high country - stimulators, buzzers etc #flyfishing
Fishy. NZ South Island 🇳🇿
#flyfishing
NZ South Island
#flyfishing
New field report from the Mastallone river, Italy 🇮🇹. Plenty of fish, early season. Provide led by local guide Francesco #flyfishing #troutfishing
flyfishingstreams.com/en/report/ma...
Guide fishing report from the Noce river, Trentino 🇮🇹. Nice photos, beautiful landscape flyfishingstreams.com/en/report/no...
Covering 4 rivers in the Piedmont 🇮🇹 area in depth, and have two affiliated local guides flyfishingstreams.com/en/region/pi... #flyfishing
New field report from guide Francesco in Piedmont, Italy, fishing the upper Sessera - a wild mountain tributary of the Sesia in the Biellese Alps flyfishingstreams.com/en/report/cf... #flyfishing
Pretty cool that Natel is building evidence of the fish friendly aspects of their hydropower turbine - this being a 2025 PNNL study on rainbow trout survivability www.natelenergy.com/posts/natel-...
I built a word game. Create words and earn points. Sort of scrabble meets Tetris/connect4. Play away and let me know what you think! wordquokka.lovable.app
Here’s a beauty of a marble trout that Andreea caught today on the Borgo Chiese in Italy 🇮🇹 #flyfishing
Yes - not easy to find fellow enthusiasts or content!
Well known in Piedmont & quite varied. Part of the Sesia river system. Day tickets available
Haven’t found a solid fly fishing community/group on here yet - worth starting one? #flyfishing
The Dora Baltea, in Piedmont 🇮🇹 (provided by local guide Andreea Caramdo (insta: @carandoandreafishingguide)) - one of the solid fly fishing rivers in the region. Holds some good fish.
Found a good spot for a dip this morning
Fly fishing in Italy is already open for rivers in Italy, including this jewel - the Mastallone - in Piedmont alps. Brown and Marble trout.
JPM deep dive into energy assets.jpmprivatebank.com/content/dam/...
I hope it’s helpful - and your thoughts would be most welcome!
Now covering fly fishing in northern Italy 🇮🇹 - Trentino and the Dolomites. Rivers include the Avisio, Noce, Sarca: seasons, permits, access, accommodation, hydrology, guides. Interested in feedback #flyfishing flyfishingstreams.com/en/region/tr...
All too familiar! 😂