Josh Linville
๐ค PersonAppearances Over Time
Podcast Appearances
Sulfur is the one... It's kind of an amount of time that we have to put towards everything. Right now, we focus on nitrogen phosphate potash. Sulfur will be the next one we do. We're just not quite there yet.
Sulfur is the one... It's kind of an amount of time that we have to put towards everything. Right now, we focus on nitrogen phosphate potash. Sulfur will be the next one we do. We're just not quite there yet.
Sulfur is the one... It's kind of an amount of time that we have to put towards everything. Right now, we focus on nitrogen phosphate potash. Sulfur will be the next one we do. We're just not quite there yet.
There you go. You can start tracking it.
There you go. You can start tracking it.
There you go. You can start tracking it.
I think for the most part, things will stay relatively steady now until partway through harvest. And I say that from a potash, phosphate, and hydrous perspective because by that point, it's too late. If we're going to put stuff on the fall, we have to get that done. And plus, a lot of world demand starts to open up about that time. We're
I think for the most part, things will stay relatively steady now until partway through harvest. And I say that from a potash, phosphate, and hydrous perspective because by that point, it's too late. If we're going to put stuff on the fall, we have to get that done. And plus, a lot of world demand starts to open up about that time. We're
I think for the most part, things will stay relatively steady now until partway through harvest. And I say that from a potash, phosphate, and hydrous perspective because by that point, it's too late. If we're going to put stuff on the fall, we have to get that done. And plus, a lot of world demand starts to open up about that time. We're
August is about the quietest period of the world as you're going to find. It only goes up from here in theory. And as we get to next year, unfortunately, I'm going to say this, a lot of the audience might be a little upset with it, but the market is looking at it and says, I don't really care what the profitability of the farmer is. I care about what the acre mix is next year.
August is about the quietest period of the world as you're going to find. It only goes up from here in theory. And as we get to next year, unfortunately, I'm going to say this, a lot of the audience might be a little upset with it, but the market is looking at it and says, I don't really care what the profitability of the farmer is. I care about what the acre mix is next year.
August is about the quietest period of the world as you're going to find. It only goes up from here in theory. And as we get to next year, unfortunately, I'm going to say this, a lot of the audience might be a little upset with it, but the market is looking at it and says, I don't really care what the profitability of the farmer is. I care about what the acre mix is next year.
And unfortunately, from that standpoint, they're basically looking and saying corn is going to be 90 plus million. Wheat is going to be solid. The demand to grow those crops is significant. If S&D is tight, we are going to keep our price up. Effectively, if we don't have enough supply for the demand we think is going to be there, raise the price until we kill some out and destroy some demand.
And unfortunately, from that standpoint, they're basically looking and saying corn is going to be 90 plus million. Wheat is going to be solid. The demand to grow those crops is significant. If S&D is tight, we are going to keep our price up. Effectively, if we don't have enough supply for the demand we think is going to be there, raise the price until we kill some out and destroy some demand.
And unfortunately, from that standpoint, they're basically looking and saying corn is going to be 90 plus million. Wheat is going to be solid. The demand to grow those crops is significant. If S&D is tight, we are going to keep our price up. Effectively, if we don't have enough supply for the demand we think is going to be there, raise the price until we kill some out and destroy some demand.
That's the cold-hearted nature of the marketplace.
That's the cold-hearted nature of the marketplace.
That's the cold-hearted nature of the marketplace.
And that's the problem. If we were on an island of our own, if it was just the U.S. market, I think if we hold out for a few more months, we'd probably start to see that happening. But the problem is the rest of the world continues to have all these issues.
And that's the problem. If we were on an island of our own, if it was just the U.S. market, I think if we hold out for a few more months, we'd probably start to see that happening. But the problem is the rest of the world continues to have all these issues.