Josh Linville

And I'm going to guess, I don't know how many times you've studied a war, but the nation that's being invaded isn't real thrilled about letting them use a pipeline to go make money off of an export like that. So that pipeline has been completely shut down. Russia has been trying to build new ports within Russian territory and But it takes a long time to build that stuff. So, yeah, you've got that.

And I'm going to guess, I don't know how many times you've studied a war, but the nation that's being invaded isn't real thrilled about letting them use a pipeline to go make money off of an export like that. So that pipeline has been completely shut down. Russia has been trying to build new ports within Russian territory and But it takes a long time to build that stuff. So, yeah, you've got that.

You've got Trinidad production issues. I will say I've gotten that question a lot. Why is it more expensive this year than it was last year? And I'll tell you, last year's price was a gift. And what I mean by that is it was much, much lower than anybody anticipated. It was to the point where I started to hear the price and I called my dad. I was like, hey, dad, how's it going? Yada, yada, yada.

You've got Trinidad production issues. I will say I've gotten that question a lot. Why is it more expensive this year than it was last year? And I'll tell you, last year's price was a gift. And what I mean by that is it was much, much lower than anybody anticipated. It was to the point where I started to hear the price and I called my dad. I was like, hey, dad, how's it going? Yada, yada, yada.

You've got Trinidad production issues. I will say I've gotten that question a lot. Why is it more expensive this year than it was last year? And I'll tell you, last year's price was a gift. And what I mean by that is it was much, much lower than anybody anticipated. It was to the point where I started to hear the price and I called my dad. I was like, hey, dad, how's it going? Yada, yada, yada.

Buy your anhydrous. Well, I don't have a price yet. Buy your anhydrous. well, what price do you think I should buy? I said, buy your anhydride. Take what they tell you and you buy it. When you look at that price versus where the corn was, to your point, it was five plus dollars a bushel. One of the best ratio values we've ever seen in the history of the data that we have.

Buy your anhydrous. Well, I don't have a price yet. Buy your anhydrous. well, what price do you think I should buy? I said, buy your anhydride. Take what they tell you and you buy it. When you look at that price versus where the corn was, to your point, it was five plus dollars a bushel. One of the best ratio values we've ever seen in the history of the data that we have.

Buy your anhydrous. Well, I don't have a price yet. Buy your anhydrous. well, what price do you think I should buy? I said, buy your anhydride. Take what they tell you and you buy it. When you look at that price versus where the corn was, to your point, it was five plus dollars a bushel. One of the best ratio values we've ever seen in the history of the data that we have.

That's one of the big things we always kind of get into is one of the things we try to educate is I don't like flat prices because every time you see a flat price, it's never low enough. You know, there's not a fertilizer price low enough. There's not a corn price high enough.

That's one of the big things we always kind of get into is one of the things we try to educate is I don't like flat prices because every time you see a flat price, it's never low enough. You know, there's not a fertilizer price low enough. There's not a corn price high enough.

That's one of the big things we always kind of get into is one of the things we try to educate is I don't like flat prices because every time you see a flat price, it's never low enough. You know, there's not a fertilizer price low enough. There's not a corn price high enough.

Well, it depends on the product. So it depends on if we're talking nitrogen, phosphate, potash. If we're looking at nitrogen, we are a net importer. We don't have enough production here in North America to meet the demand. We still need to import it.

Well, it depends on the product. So it depends on if we're talking nitrogen, phosphate, potash. If we're looking at nitrogen, we are a net importer. We don't have enough production here in North America to meet the demand. We still need to import it.

Well, it depends on the product. So it depends on if we're talking nitrogen, phosphate, potash. If we're looking at nitrogen, we are a net importer. We don't have enough production here in North America to meet the demand. We still need to import it.

If you look at, say, like urea, for example, we typically import around five to five and a half million ton over what we produce because we can't make enough of it. Phosphate, that was the argument. So you talk about the sanctions and things like that. So one of the big talking points back in 2020 was,

If you look at, say, like urea, for example, we typically import around five to five and a half million ton over what we produce because we can't make enough of it. Phosphate, that was the argument. So you talk about the sanctions and things like that. So one of the big talking points back in 2020 was,

If you look at, say, like urea, for example, we typically import around five to five and a half million ton over what we produce because we can't make enough of it. Phosphate, that was the argument. So you talk about the sanctions and things like that. So one of the big talking points back in 2020 was,

on this countervailing duty case against Russian-Morocco imports, was we can produce enough in the States to take care of North American demand. Everybody's like, okay, cool, we'll go with it. Well, that was great if their production rates had stayed high. Unfortunately, since that point, production rates have fallen pretty decently. We've been seeing 50%, 60% versus what was normally 80%, 85%.

on this countervailing duty case against Russian-Morocco imports, was we can produce enough in the States to take care of North American demand. Everybody's like, okay, cool, we'll go with it. Well, that was great if their production rates had stayed high. Unfortunately, since that point, production rates have fallen pretty decently. We've been seeing 50%, 60% versus what was normally 80%, 85%.

on this countervailing duty case against Russian-Morocco imports, was we can produce enough in the States to take care of North American demand. Everybody's like, okay, cool, we'll go with it. Well, that was great if their production rates had stayed high. Unfortunately, since that point, production rates have fallen pretty decently. We've been seeing 50%, 60% versus what was normally 80%, 85%.