NTR
2 tracked calls · 2 long · 0 short · last 90d: 1L/0S
first called by Navigating Uncertainty 4mo ago
LONG2mo ago
“The world's population is still growing in absolute terms, while arable land per capita is shrinking.”Navigating Uncertainty
Shrinking arable land and disrupted fertilizer chains lift potash and phosphate demand
NTRLONG@ $74.17
$68.74-7.33%
since call May 4
LONG4mo ago
“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
$68.74-16.95%
since call Mar 15