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“We don't have strategic fertilizer reserves. We stockpile oil. We don't stockpile ammonia.”
@Navigating Uncertainty
Governments treating fertilizer as strategic puts a demand floor under nitrogen; CF captures the repricing.
CFLONG@ $128.96
$124.04-3.82%
since call Mar 15
“The only way to make this work is for agriculture prices to rise. … agriculture prices are going to rise”
@Navigating Uncertainty
Closed Hormuz chokes fertilizer supply, agriculture prices must rise to clear farm costs
DBALONG@ $27.35
$27.15-0.70%
since call Mar 15
peak +5.8%
“The strait has been closed for two weeks. The fertilizer prices have already moved up substantially.”
@Navigating Uncertainty
Fertilizer supply shock from Hormuz closure drives fertilizer producer prices and margins higher
NTRLONG@ $82.77
$69.73-15.76%
since call Mar 15
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