One thing worth mentioning is companies that make stuff like ammonia and manufacturers in general absolutely hate anything subject to wild price swings. Which natural gas totally does. The other thing is the Russian Ukrainian war exposed manufacturers to supply disruptions of natural gas. And that's generally considered intolerable.

Hence ammonia manufacturers really don't like being dependent on natural gas.

Buying solar to run a electrolysis plant has the benefit that the cost is fixed. Because it's all secured loans with low fixed interest rates. And the supply is guaranteed.