Josh Linville
👤 PersonAppearances Over Time
Podcast Appearances
And you think about how reliant is Canadian everything on rail. They don't have the river systems we have. You think about what kind of trucking capacity it would take to make up for that kind of rail. It's impossible. So it's extremely important, really hoping these two sides can find some common ground and move on with it.
I've seen stuff like that. I'm not sure. I don't know the science behind it. I can't sit there and say it's right and I can't say it's wrong. Obviously, any sort of a stoppage is going to impact it because then you've got to get everything going and that takes time and you've got to make up for the log jam.
I've seen stuff like that. I'm not sure. I don't know the science behind it. I can't sit there and say it's right and I can't say it's wrong. Obviously, any sort of a stoppage is going to impact it because then you've got to get everything going and that takes time and you've got to make up for the log jam.
I've seen stuff like that. I'm not sure. I don't know the science behind it. I can't sit there and say it's right and I can't say it's wrong. Obviously, any sort of a stoppage is going to impact it because then you've got to get everything going and that takes time and you've got to make up for the log jam.
So it's not outside the realm of possibility to say, yeah, a couple weeks may be what it is. I just don't quite know the science behind that number. Got it. Hmm.
So it's not outside the realm of possibility to say, yeah, a couple weeks may be what it is. I just don't quite know the science behind that number. Got it. Hmm.
So it's not outside the realm of possibility to say, yeah, a couple weeks may be what it is. I just don't quite know the science behind that number. Got it. Hmm.
So I've heard this from a couple different sides. There is a camp that says, and they're looking at it from putting tariffs on fertilizer exports. And of course, the right is sitting there saying, Kamala gets in there. She's just going to do what Biden did. And the Biden administration allowed these tariffs against Morocco and Russia, phosphate to come in.
So I've heard this from a couple different sides. There is a camp that says, and they're looking at it from putting tariffs on fertilizer exports. And of course, the right is sitting there saying, Kamala gets in there. She's just going to do what Biden did. And the Biden administration allowed these tariffs against Morocco and Russia, phosphate to come in.
So I've heard this from a couple different sides. There is a camp that says, and they're looking at it from putting tariffs on fertilizer exports. And of course, the right is sitting there saying, Kamala gets in there. She's just going to do what Biden did. And the Biden administration allowed these tariffs against Morocco and Russia, phosphate to come in.
They're just going to continue to tear up the crap out of it and block even more supply from coming here. That's terrible for farmers. What they don't sit there and talk about is the fact that China, one of the biggest producers and exporters of phosphate in the world, they had tariffs put on them during the Trump administration. And Trump, if I remember correctly, wasn't above
They're just going to continue to tear up the crap out of it and block even more supply from coming here. That's terrible for farmers. What they don't sit there and talk about is the fact that China, one of the biggest producers and exporters of phosphate in the world, they had tariffs put on them during the Trump administration. And Trump, if I remember correctly, wasn't above
They're just going to continue to tear up the crap out of it and block even more supply from coming here. That's terrible for farmers. What they don't sit there and talk about is the fact that China, one of the biggest producers and exporters of phosphate in the world, they had tariffs put on them during the Trump administration. And Trump, if I remember correctly, wasn't above
using things like grain sales and things like that to punish, to negotiate with other countries. So I can see either one being tough for the farmer. Unfortunately, the farmer is once again getting stuck in the middle of this political game.
using things like grain sales and things like that to punish, to negotiate with other countries. So I can see either one being tough for the farmer. Unfortunately, the farmer is once again getting stuck in the middle of this political game.
using things like grain sales and things like that to punish, to negotiate with other countries. So I can see either one being tough for the farmer. Unfortunately, the farmer is once again getting stuck in the middle of this political game.
So you can get information around the world on countries' imports and exports data. And so we gather that. That's a very important piece to know how far ahead or behind you are. That gives you a sense of how the market is going to react. Let's face it.
So you can get information around the world on countries' imports and exports data. And so we gather that. That's a very important piece to know how far ahead or behind you are. That gives you a sense of how the market is going to react. Let's face it.
So you can get information around the world on countries' imports and exports data. And so we gather that. That's a very important piece to know how far ahead or behind you are. That gives you a sense of how the market is going to react. Let's face it.
If we need to buy 5 million tons, for example, and eight months into the year, we've only brought in a million, you know, we're going to start playing catch up. And what does that mean? We're probably moving to a premium versus the rest of the world to try and call those tons in. So We track this data really, really closely.