sdcougar

Investing in High Yield U.S. Income Partnerships

Yes, the demand for N is in the spring.

Investing in High Yield U.S. Income Partnerships

Re: TNH 'dropping like a rock', I, too, would like input. I have just a few shares.
Here is my very limited take on it: Seems the down trend in Terra has followed some downside and uneasiness in grains. I am a farmer about 60 miles from Terra. They can sell all the N they can make. Whether corn goes up OR down, corn is sky-high from the farming end and farmers need N.
Just in my area the limited number of pivot irrigation systems have at least tripled this winter. The more bushels of corn you can raise per acre the more N (nitrogen, what Terra makes) you need, regardless of the price of corn., So, terra stock may follow the other commodities, but they cannot make too much N or sell any less from what I can see.