zlacker

>>Capsta+(OP)
Isolated this is a zero sum game in favor of buyers (someone has ti take the electricity), but longer term, this shows there needs to be better greater electricity storage solutions available, i.e batteries or similar.

>>topper+Ua
Alternatively this is an economic opportunity for any industry that can usefully make use of intermittent free* energy.

* Long term I have to imagine this is just "cheap" because there's got to be tons of industries that can use intermittent free energy.

>>gpm+7i
Such industries need to be have low enough capital cost as well

>>olejor+Km
Sure, or more precisely they need to be able to draw a box around the power intensive step where they can cheaply store a buffer of the inputs and outputs, and have excess capacity for that step.

Like I'm not an expert on fertilizer production, but it seems pretty likely to me that you could draw that box around ammonia production and build out capacity that relatively cheaply, while leaving what I imagine to be the more operationally complex and capital intensive steps of extracting phosphates (via sulphiric and phosphoric acid) and potassium (which has nitric and sulphiric acid as biproducts), and combining that nitric acid with the ammonia (into ammonium nitrate) alone.

In some cases if you have excess production capacity (because you have unpredictable or seasonal load and you aren't currently at a peak) you don't necessarily even need more production capacity at all, just the ability to store a bit more of the inputs and outputs in a buffer.