Much of the world's recent increased agricultural production and fertilizer demand has come from China, but both may be hitting a wall. Among forces driving the slowdown: China is nine years ahead of schedule on production of staples, it's running out of arable land, and it's finished converting land to fertilizer-heavy crops like corn. It could mean trouble for POT, MOS, AGU, IPI. [View news story]
The only 2 fertlizer Cos that saw considerable price action during the first quarter appear to be CF and TNH.
I believe the reason is it's not about fertilizers in general, it's about Nitrogen fertilizers and the companies that have the most efficient distribution system in place.
I've owned POT, MOS, AGRU and TNH during the first quarter, the best reward came from TNH
Much of the world's recent increased agricultural production and fertilizer demand has come from China, but both may be hitting a wall. Among forces driving the slowdown: China is nine years ahead of schedule on production of staples, it's running out of arable land, and it's finished converting land to fertilizer-heavy crops like corn. It could mean trouble for POT, MOS, AGU, IPI. [View news story]
I believe the reason is it's not about fertilizers in general, it's about Nitrogen fertilizers and the companies that have the most efficient distribution system in place.
I've owned POT, MOS, AGRU and TNH during the first quarter, the best reward came from TNH
Still long TNH
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