Josh Linville
๐ค PersonAppearances Over Time
Podcast Appearances
You shut down the supply, you're talking hundreds of thousands, not billions, tens of millions on an annual basis. Do we have any potash mines in the U.S.? We do. They're not very big, though. Not nearly enough to take care of demand that's here.
You shut down the supply, you're talking hundreds of thousands, not billions, tens of millions on an annual basis. Do we have any potash mines in the U.S.? We do. They're not very big, though. Not nearly enough to take care of demand that's here.
Yeah, it's finally had a good spell here. Seems like all the rest of the world's kind of been filling in the gaps. And, okay, if you're not going to have any problems, we'll give you some. But yeah, fortunately, river systems have been running really well. Rail is running about as well as you can expect it to. Everything seems to be firing all cylinders right now.
Yeah, it's finally had a good spell here. Seems like all the rest of the world's kind of been filling in the gaps. And, okay, if you're not going to have any problems, we'll give you some. But yeah, fortunately, river systems have been running really well. Rail is running about as well as you can expect it to. Everything seems to be firing all cylinders right now.
Yeah, it's finally had a good spell here. Seems like all the rest of the world's kind of been filling in the gaps. And, okay, if you're not going to have any problems, we'll give you some. But yeah, fortunately, river systems have been running really well. Rail is running about as well as you can expect it to. Everything seems to be firing all cylinders right now.
Depending on the mine that it comes out of, it's just the analysis of the product. 60% or 62% potash. Okay. Okay.
Depending on the mine that it comes out of, it's just the analysis of the product. 60% or 62% potash. Okay. Okay.
Depending on the mine that it comes out of, it's just the analysis of the product. 60% or 62% potash. Okay. Okay.
Not really, because that's more of a specialized product. When you look at it, at least your things like DAP and MAP and urea, UAN, all of those are traded around the world. So it's much easier to kind of build a case. Your micros are going to trend along with those major products, but at an elevated rate because they are specialized. You can only buy it from here.
Not really, because that's more of a specialized product. When you look at it, at least your things like DAP and MAP and urea, UAN, all of those are traded around the world. So it's much easier to kind of build a case. Your micros are going to trend along with those major products, but at an elevated rate because they are specialized. You can only buy it from here.
Not really, because that's more of a specialized product. When you look at it, at least your things like DAP and MAP and urea, UAN, all of those are traded around the world. So it's much easier to kind of build a case. Your micros are going to trend along with those major products, but at an elevated rate because they are specialized. You can only buy it from here.
It's only this brand of it or whatever it is.
It's only this brand of it or whatever it is.
It's only this brand of it or whatever it is.
It seems to me like, again, been in this industry for 20 years, it seems to me as though sulfur has become a bigger and bigger part because, A, we're raising a bigger crop. Bigger crops pull every single nutrient out of the soil. And, B, we cleaned up the air.
It seems to me like, again, been in this industry for 20 years, it seems to me as though sulfur has become a bigger and bigger part because, A, we're raising a bigger crop. Bigger crops pull every single nutrient out of the soil. And, B, we cleaned up the air.
It seems to me like, again, been in this industry for 20 years, it seems to me as though sulfur has become a bigger and bigger part because, A, we're raising a bigger crop. Bigger crops pull every single nutrient out of the soil. And, B, we cleaned up the air.
You don't have that sulfur coming from the rain anymore like we used to do.
You don't have that sulfur coming from the rain anymore like we used to do.
You don't have that sulfur coming from the rain anymore like we used to do.