Josh Linville
speaker
128 appearances
2 recordings
2 series
first heard Sep 2024
last heard 23 Mar
Josh Linville’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Mar 2026 with 1.
Appearances
Several years ago, there was video. A sinkhole opened up right in the middle of it during a big, big rain. Water had pooled up in the dikes of it. Well, what did the helicopter do? Video of that water rushing in. What did the headlines say? Radioactive water works its way into the water supply. Here recently, a gypsum stack near the Tampa Bay had broken, released into Tampa Bay.
So the environmentalists have a field day with it. And then you talk about how quickly Florida is growing from a population standpoint. Well, do you want mining or do you want people living there? So it's just really Mosaic, the biggest producer down there, They're just getting hemmed in on all sides. They're not allowed to really expand their operation.
There's more phosphate rock down there, but the other side's winning.
I was going to say, it's because that radioactive tinge, you can't put it on the field.
I think eventually, whenever you're done with the mine, you've got to fill it back in. You've got to reclaim it. So there's probably a little bit that goes back to it. Here in the last 6 to 12 months, there's been legislation that is going to allow them to use that in the construction of roads. And they basically said, listen, Tinge is so, so, so small. It's not a health hazard.
Yeah, we don't want it in the food supply. We get it. But we can use it in other industries. And so they're going to start using this for road creation and things like that. That's going to help them chew down on the piles that are out there. But it's still just – it's a byproduct they have to figure out. It's not easy.
Yeah, for the most part. I think I've told enough horror stories on phosphate. I hope that's it.
Yeah, if you're wanting to finish up the fertilizer products with a good story, potash is it. Now, of course, potash prices rallied significantly late 21, early 22. We thought we were losing Russian exports of potash, Aramajor exporter, Belarus. They, of course, opened their borders to Russia to send troops across their southern borders so they could attack Kiev, Ukraine from the north. And
Because they're landlocked, they would produce all this potash and they'd ship it through Lithuania and out to sea using their deep sea ports. But Lithuania is a Western country, and they didn't care for the fact that Belarus opened their borders to Russia and allowed them to do that.
So I think it was February 1, 2022, the Lithuanian government signed a decree basically shutting the borders with Belarus. They took all their property, they took all their infrastructure, all the stuff that was within Lithuania, and shut everything down. One of the biggest potash exporters in the world just dropped out of the air. Now they've been starting to kind of find their way back.
They're shipping a lot more stuff like Russia and over to China and different places like that. So they're now starting to come back. Russia, we thought we were going to lose them. Not only do we not lose them, they're actually exporting more on an annual basis than we've ever seen them do. And then you start to talk about all this new production. There's a new mine going in at Canada.
They're continuing to expand. It's going to be massive. Russia is continuing to build more product. China is investing in Laos to increase their operating rates, produce more products so they don't have to buy nearly as much from Canada.
So the list goes on, but basically what it comes down to is as we look forward, potash is the one input that we can sit there and somewhat confidently say, we think supplies are going to be solid. And a market that has more than enough supply, prices stay tame, prices stay low. They stay engaged with the marketplace because they don't want to lose any demand. They need all the demand they can get.
So get that price down where it needs to be.
Well, it's the Canadian rail strike. There are still logistical things we've got to watch, right? I mean, if that thing were to occur and it happens over the course of, say, like a month, I don't think it would ever occur. But if it did, imagine what that world looks like now because Canada is your biggest producer in the world.
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.
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.
It's only this brand of it or whatever it is.
Showing 81–100 of 128 · page 5 of 7
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